Ah, so that’s why I was having to dig through papers to get the all that info. I was puzzled because the lump sum amount is included in the amount being claimed (Box 5) for this year.
If I’m understanding your reply correctly, the only reason to dig through all past years is to try to mitigate the tax burden for this year. If I am not able to find a SSA form for a year or have “Other Tax Years” put together, as in this case, just keep on keeping on. Pay the taxes on the income this year (when the money was received) and move on.
