AnnetteB6
Employee Tax Expert

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.  

 

 

@tfowlerj

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"