MarilynG
Expert Alumni

Retirement tax questions

If you did not receive a lump-sum SSDI payment in 2021, say NO to that question.

 

In a lump-sum distribution, you are only taxed on the amount for that year; you're just reporting for the other years essentially.

 

Here's more info on Lump Sum Social Security Payments. 

 

 

@gg89

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