If you are preparing a return for someone else, you shouldn't be using TurboTax.
You should get a copy of their 2016-2019 tax returns. You should also find out what Social Security means by "other years." You will need the information so that TurboTax can calculate the taxable amount of the lump sum distribution.
After you have entered the amounts from the SSA-1099,
- You will be asked if any Lump-Sum Payments were included.
- Mark the Yes radio button and click Continue.
- On the screens that follow you will be asked for the following information:
- the year the payment was for;
- he amount;
- how much Social Security was reported on the 2016 return;
- filing status; and
- AGI
@taxprora
