Type 'SSA1099' in the Search window, then 'Jump to SSA1099' to get started.
- Enter the info from your SSA-1099 into TurboTax and Continue
- The next screen asks if you had any 'lump sum payments'; say Yes and Continue
- Enter the first lump-sum payment year and amount
- Click on 'Add Another Lump Sum Payment' until you have entered all the years shown on your 1099.
- If the Year is not designated prior to 2015, you could use 2014.
- You will not be taxed on the lump-sum payments in 2019
- You will not need to go back and Amend any prior-year returns
You can enter Lump Sum Payments from 1984 through 2018. Enter $0 if your Social Security income was not taxable for the years you received the Lump Sum Payments, and enter $0 if no Adjustments were made on those years.
Click the link for more info on Lump Sum Payments.
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