JamesG1
Expert Alumni

Retirement tax questions

Follow these directions:

Down the left side of the screen, click on Federal.

Across the top of the screen, click on Income & expenses.

Under Your income and expenses, scroll down to Retirement plans and social security.

Click on Show more to the right.

Click on Start/Revisit to the right of Social Security (SSA-1099).

At the screen Tell us about the benefits you received, enter the information as it is printed on the form.

At the screen Did you receive any lump-sum payments?, click Yes.

In your example, the year was 2018 and the amount was $17,440.

You will have to answer questions about the person’s 2018 tax return.

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