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New Member
posted Feb 12, 2020 11:20:36 AM

How do I reverse my YES? I answered "YES" to receiving a lump sum payment from SS out of curiosity. Now I can't change that to "NO" and am stuck in Review.

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3 Replies
Level 15
Feb 12, 2020 11:22:21 AM

Enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

 

Go back through the SS section and answer NO to the lump sum question.

New Member
Apr 2, 2023 9:34:21 AM

2022 TurboTax will not go to the question for me to change to no. It goes from entering my information page to review the lump-sum payment info asking for year and amount. How do I change answer from yes to no?

Level 7
Apr 2, 2023 4:49:36 PM

Delete form SSA-1099. Here are the steps.

 

  1. Open your TurboTax account.
  2. " Pick up where I left off."
  3. In the black panel on the left, Select Tax Tools > Tools.

 

 

 

   4. "Delete a Form."

 

 

 5.  Delete Social Security Benefits Worksheet.

 

   6.  Continue.

   7.  Sign out of your TurboTax account.

   8.  Sign back in > "Pick up where you left off."