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Retirement tax questions
DianeW,
Thanks for the quick response. But my 2021 SSA-1099 has the same amount in box 3 as in box 5. I know the dates of the lump sum because of the letter that was sent with it by SSA. But the box 3 and box 5 amounts are the total of my monthly SSA payments for 8/21 to 12/21 along with the lump sum for 3/2020 through 7/2021. Any additional help is appreciated!
Thanks,
Bernard
March 21, 2022
3:54 PM