Question regarding Box 3 on the Form SSA-1099

laurieso · ‎June 4, 2019

on my form it has (* by the $ amount in box 3)-which says (* Includes: $ amount paid in 2016 for 2015). Do I need to put the $ amount for 2015 anywhere on the federal tax form?

AnnetteB · ‎June 4, 2019

Yes, you do need to enter information about the lump sum payment, then TurboTax will determine where or whether it should be reported. There will be a follow-up question after you enter your Social Security income that will ask if you received a lump sum payment where you will answer Yes and then follow the prompts.

For more information see the TurboTax article below.

https://ttlc.intuit.com/replies/4767454

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Question regarding Box 3 on the Form SSA-1099

Retirement tax questions