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Lump Sum SSDI
In 2019 - My wife received a SSDI Lump Sum Payment for 2016, 2017 & 2018.
Please follow through what I did and my question regards the "Tell us about Payments received in 2016" page.
"Which year was the this Lump Sum Payment for?"
I entered the year
"Lump Sum Payments"?
I put down the amount of the lump sum for that year as per her SSA-1099. The next page is where my question is:
This section seems to be dedicated to Lump Sum payments. On the page titled:
"Tell us about Payments received in 2016"; Enter the amount in box 5 of Form SSA-1099 and/or RRB-1099 received in 2016 and already reported on your 2016 return. (This is not common)
It shows a box with my name and a box for her name. I also am on SSDI and had a SSA-1099 for that year. Should I just complete the box for her since we are discussing a "Lump Sum Payment she received" of do I also enter my box 5 amount from my form? (Since it said this is not common, I am guessing I don't enter my SSDI earnings for that year)