Retirement tax questions

MaryK4 · ‎January 26, 2025

After you enter the 1099SSA information, you will continue until you see the question on the Lump Sum payment for a previous year (see below). The attorney fees are included in the 2024 amount.

The following screens will ask:

How much was your lump-sum payment for 2023?

If you had a SSA-1099 for 2023, enter Box 5 amount

Filing Status for 2023

Adjusted Gross Income

Tax Exempt Interest

Taxable Social Security

Adjustments

Adoption Benefits (Form 8839)
Qualified U.S. Savings Bond Interest (Form 8815)
Student Loan Interest
Tuition and Fees
Foreign Earned Income or Housing (Form 2555)
Certain income of residents of American Samoa or Puerto Rico
Domestic Production Activities

Then you can add 2022 following the same steps.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"