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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?
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ā€ˇFebruary 18, 2020
10:00 AM