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Level 1
June 1, 2019
Solved

I don't know if I ever had a Lump sum distribution from social security, if I did it would have been around 2004 0r 2005...

  • June 1, 2019
  • 1 reply
  • 21 views
I no longer have those records. I thought I only had to keep records for 7 years...
Best answer by DoninGA

If you did not receive a lump sum on your 2016 SSA-1099 then answer the question concerning lump sums as NO.

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
June 1, 2019

If you did not receive a lump sum on your 2016 SSA-1099 then answer the question concerning lump sums as NO.