I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

melinda-brown · ‎June 4, 2019

fanfare · ‎June 4, 2019

If you are talking about benefits received in 1996 there is nothing to do. It is way too far in the past.

melinda-brown · ‎June 4, 2019

Thank you

DoninGA · ‎June 4, 2019

The question asked in the Social Security section is if you received a lump sum payment during 2017. If you did not receive a 2017 lump sum payment, answer the question with NO.

View solution in original post

melinda-brown · ‎June 4, 2019

My question said 1984 to 2017, thank you anyway

DoninGA · ‎June 4, 2019

The question on the TurboTax website for Social Security lump sum payments states specifically -
"Tell us if (name) received a lump-sum Social Security payment in 2017 for 2016 or prior years." So if you did NOT receive a lump-sum Social Security payment in 2017 for a prior year the answer to the question is NO.
I added a screenshot to my answer above showing the screen.

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

Retirement tax questions

Retirement tax questions

Retirement tax questions

Retirement tax questions

Retirement tax questions