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Rec'd a lump sum social security payment that covers the past 9 years - how to report?
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June 4, 2019
9:13 PM
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Retirement tax questions
When you enter your SSA-1099 information into TurboTax, the program will ask if you received a
lump-sum Social Security payment.
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 more than one year, select Add Another Lump Sum if you need to enter benefits received for a different tax year.
June 4, 2019
9:13 PM