How do I determine correct year of lump sum for S.S.? The only year in the "description of amount in box 3" shows 2018

jpacklaian · ‎June 1, 2019

CherylW · ‎June 1, 2019

I the only year on it is 2018, then you don't have a lump-sum distribution.

Enter it all in the Total Net Benefits box.

jpacklaian · ‎June 1, 2019

Thank you!

Retirement tax questions