Skip to main content
Level 1
March 26, 2026
Question

2024 SOCIAL SECURITY BENEFITS

  • March 26, 2026
  • 1 reply
  • 59 views

ON 2025 TURBO TAX Q IT ASKS, IF YOU RECEIVED 2024 SOCIAL SECURITY BENEFITS. IS IT REFERING TO A LUMPSUM PAYMENT ON 2024 TAXES OR IS IT ASKING FOR YOUR REGULAR NET SOCIAL SECURITY BENEFITS

(box 5). THIS Q COMES AFTER ASKING FOR YOUR 2025 SOCIAL SECURITY LUMPSUM PAYMENTS.

    1 reply

    Level 15
    March 26, 2026

    @alexfireman596  if you received a lump sum payment for any earlier year during 2025, then that is what it wants to know.  Any amount distributed during 2025  and for 2025 is already included in Box 5 of your SSA-1099.

     

    Is this what you meant or am  I in left field?