If this is a Social Security payment, to claim a retroactive lump sum in TurboTax, follow these steps:
- Be sure you are logged into Turbo Tax for link below to work
- Click on Enter your SSA-1099 information.
- After you enter your SSA-1099 information, we'll ask if you received a lump-sum Social Security payment. If you didn't receive one, answer, No and move on.
- If you did, answer Yes and follow the instructions. Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year.
- You can only enter one year at a time. If you need to enter benefits received for a different tax year, select Add another lump-sum payment.
For more details, you can check out this TurboTax guide
