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New Member
posted Jun 1, 2019 5:01:19 PM

How do I determine correct year of lump sum for S.S.? The only year in the "description of amount in box 3" shows 2018

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2 Replies
Level 3
Jun 1, 2019 5:01:21 PM

I the only year on it is 2018, then you don't have a lump-sum distribution.

Enter it all in the Total Net Benefits box.

New Member
Jun 1, 2019 5:01:22 PM

Thank you!