MarilynG1
Expert Alumni

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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