AnnetteB
Intuit Alumni

Retirement tax questions

If your SSA-1099 is showing a 2017 payment along with your 2018 benefits, then the 2017 payment is considered a lump sum payment.  You enter it into your return and TurboTax will calculate whether any of it is taxable or not. 

Take a look at the TurboTax article below for more information and guidance to enter this into your return.

https://ttlc.intuit.com/replies/4767454


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