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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

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.

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.

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.

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?

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.

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."

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