turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

2024 SOCIAL SECURITY BENEFITS

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.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
pk
Level 15
Level 15

2024 SOCIAL SECURITY BENEFITS

@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?

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question