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Level 2
February 25, 2022
Solved

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

  • February 25, 2022
  • 5 replies
  • 53 views
there is no lump-sum section on my ssa-1099 form and im worried it will require me to calculate something as i struggle with math
Best answer by DoninGA

If there is not a lump sum amount for a prior year in box 3 on your 2021 SSA-1099 then you did not receive a lump sum.

5 replies

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
February 25, 2022

If there is not a lump sum amount for a prior year in box 3 on your 2021 SSA-1099 then you did not receive a lump sum.

fenr1rAuthor
Level 2
February 25, 2022

would there be 2 numbers in box 3 for multiple years?  i see one number that's the same as the other numbers and its dated 2021

DoninGA
Level 15
Level 15
February 25, 2022

@fenr1r wrote:

would there be 2 numbers in box 3 for multiple years?  i see one number that's the same as the other numbers and its dated 2021


You should have one line in box 3 that says "Benefits for 2021" and an amount.

 

What is the other line say for the other amount?