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Retirement tax questions
If the SS disability lump sum was received in 2019 it will be reported on your SSA-1099 statement in January of 2020 to be reported on the 2019 tax return. You do not amend the 2018 tax return to report a lump sum payment received in 2019 even though the payment was for 2018.
‎July 21, 2019
5:16 AM