1st Social Security payment

[djp561]

Hello,  My wife signed up for Social Security in March 2024 effective date of July 2023.  She received a lump sum payment for July 2023 through February 2024.  There were no taxes withheld and no form documenting the 2023 income vs 2024 income.

Do we claim that income on our 2024 tax return with a tax form received in 2025?

Thank you,

Dave Parker

[fanfare]

if the amounts applicable  to prior years are not specified on your Form SSA-1099, it is all reportable on your 2024 Form 1040.

Otherwise, you have options.

reply back at that time.