ColeenD3
Expert Alumni

Retirement tax questions

Yes, if you received  a prior year benefit.

 

After you enter your SSA-1099 information, TurboTax will ask if you received a lump-sum Social Security payment. 

 

Answer Yes and follow the onscreen 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; when finished, click Add Another Lump Sum if you need to enter benefits received for a different tax year.