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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.
‎January 27, 2020
3:39 PM