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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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March 25, 2020
12:08 PM