NCperson
Level 15
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Retirement tax questions

@Xtermy everything is to be reported in 2024.  the retroactive payment (from 2023) will be listed separately on the bottom of form 1099-SSA when you receive it in January. 

 

as you enter the form next year, one of the questions TT will ask if whether there is a lump-sum payment included.  just watch for it and answer as appropriate.  (hint: have your 2023 tax return handy as TT will as questions about that prior year return) 

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