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I don't see any "lump-sum section" in my SSA-1099 form. There is an asterisk to the Box 3 amount with a footnote: "*includes $750.80 paid in 2023 for 2022". Lump sum?
I'm trying to answer the dialog questions in Turbo Tax and am not sure whether I should enter this asterisked amount as a "limp-sum" Social Security payment or not.
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‎February 5, 2024
1:20 PM