AnnetteB6
Employee Tax Expert

Retirement tax questions

There should be a detail section on your SSA-1099 form that shows a breakdown of the amount by year.  Use that breakdown to report the lump sum amount one year at a time.  You may need to enter information for more than one year.  

 

Take a look at the following TurboTax article for more information:  What is a lump-sum Social Security payment?

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"