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New Member
posted Apr 7, 2025 1:14:06 PM

Accidently checked the lump sum box for social security. How do I remove?

Review your lump-sum payment info. How do I retract my yes answer?

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1 Replies
Expert Alumni
Apr 7, 2025 1:59:36 PM

If you are at that screen, delete the entry

 

If you need to  go back to that screen- 

 

Select Federal to restart the program

Select Wages & Income

Select Retirement Plans and Social Security 

Select UPDATE for   Social Security (SSA-1099, RRB-1099)

Continue to the "review your lump-sum payment info

 

To delete, select the trash can on the line of that entry 

Confirm and select DONE