DianeW
Expert Alumni

Retirement tax questions

Yes.  If you did not receive a lump-sum of social security in the tax year 2017, then you should say no.  

If you have no repayment of any social security that was received in a prior year there is nothing to report in the current year for repayment.

Report only the social security received and reported in box 5, of the Form SSA-1099.  (Click the image attached to enlarge and view for assistance.