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nscrsnoopy6967
Returning Member

SSA1099 - Lump sum including past years

I received a lump sump SSDI  payment in 2025 that included 2024 and 2023 benefits paid in 2025.  There are 3 fields to enter when entering past year payments and have trouble with one field.

 

Total payment was $35,015 which included $16,632 from 2024 and $1,343 from 2023.  When entering past years, I entered $16,632 for 2024.

 

Adjusted Gross Income from 2024 - I entered this

Tax-exempt interest in 2024 - I entered this

Taxable Social Security benefit in 2024 - This is my question.  Do I enter $16,632 or do I enter $0?  It says enter zero if your social security benefits weren't taxable but not sure how to answer.

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1 Reply
JamesG1
Employee Tax Expert

SSA1099 - Lump sum including past years

Taxable Social Security benefit in 2024 - This is my question.  Do I enter $16,632 or do I enter $0?  It says enter zero if your social security benefits weren't taxable but not sure how to answer.

 

TurboTax software wants you to enter the taxable Social Security benefit that was reported on the 2024 income tax return that has already been filed.

 

If you had not received any Social Security benefit prior to the 2025 lump sum payment, you would report $0.

 

 

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