My father passed away and I handled his estate and then closed it out. Several years later, I realized that I could request his final month of SSA benefits to be paid to me. So, in 2024, I received an SSA-1099SM-UD for that small amount, with my SSN in Box 2 and my dad's SSN in box 8.
When I key in the SSA-1099, it doesn't allow me to enter Box 7 or 8 that would show it was not my normal SSA benefits. I'm not currently receiving SSA benefits, so does it matter that it looks like it was for me?
And then the next question is whether this is a lump sum. I'm thinking the answer is No?
