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Retirement tax questions
You would only report any information from your 2019 Form SSA-1099 on your 2019 return. If that payment includes a lump sum amount being paid for a prior year (2018 or earlier), then you will indicate that in TurboTax and go through some additional screens to enter more information.
If you have received a lump sum payment during 2020 that was for 2019, then that will be reported on your 2020 Form SSA-1099 and included on your 2020 tax return. You do not enter anything about that payment on your 2019 return.
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‎April 11, 2020
7:11 AM