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Retirement tax questions
Yes, enter your SSA-1099 as received. It's fine if Box 3 and Box 5 are the same amount.
After you enter it, TurboTax asks if you received any 'lump sum payments.'
Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year.
You can only enter one year at a time. If you need to enter benefits received for a different tax year, select Add another lump-sum payment.
Click this link for info on Entering Lump Sum Payments from Social Security.
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March 21, 2022
6:42 PM