Repayments of disability benefits to a private insurance company (often due to an SSDI lump-sum award) are handled based on the amount repaid and the year it was originally received as income. To enter in TurboTax: Enter the Social Security (SSA-1099) in the Federal > Wages & Income under Retirement Plans and Social Security and select Social Security (SSA-1099). Enter your SSA-1099 exactly as it appears. On the screen asking, "Did you receive any lump-sum payments for 2024 or earlier?", select Yes. TurboTax will guide you through the "Lump-Sum Election" method, which helps prevent a large back-payment from pushing you into a higher tax bracket. This will correctly populate Line 6a (total benefits) and Line 6b (taxable portion) on your 1040.

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brosey-dt-nksa

Level 1

Question

How do you get access to the form 1040? I need to have access to lines 6A and 6B to enter a repayment to a insurance company from my social security lump sum payment?

Forum|Forum|3 months ago
April 11, 2026
2 replies
55 views

No text available

TurboTax Online

MaryK4

Level 15

Repayments of disability benefits to a private insurance company (often due to an SSDI lump-sum award) are handled based on the amount repaid and the year it was originally received as income. To enter in TurboTax:

Enter the Social Security (SSA-1099) in the Federal > Wages & Income under Retirement Plans and Social Security and select Social Security (SSA-1099).
Enter your SSA-1099 exactly as it appears. On the screen asking, "Did you receive any lump-sum payments for 2024 or earlier?", select Yes.
TurboTax will guide you through the "Lump-Sum Election" method, which helps prevent a large back-payment from pushing you into a higher tax bracket. This will correctly populate Line 6a (total benefits) and Line 6b (taxable portion) on your 1040.

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xmasbaby0

Level 15

You do not have direct access to forms and schedules when you use online TurboTax. All of your entries must be made via the interview screens.

To enter information from a SSA1099

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**