dakloost
New Member

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.