JohnB5677
Expert Alumni

Retirement tax questions

The SSA-1099-SM you have represents distributions obtained in the current year (2019).  Lump sums and monthly payments should all be reported.  Social Security will be reported under   

  1. INCOME
  2. I'll choose what I Work on
  3. Scroll down to Retirement
  4. Select Social Security

Then continue through the questions.

 

 

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