AnnetteB6
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Retirement tax questions

If you received a lump-sum payment in 2021 for 2021, then all you need to do is enter the information reported on your Form SSA-1099.

 

The lump-sum entries that TurboTax asks about pertain to payments made in the current year (2021) that were made for a prior year (2020 or earlier).  Those require some special handling to determine whether they are taxable.

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