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How much earlier on the lump sum? I believe my husband got a SSA lump sum in 2016, which was already reported to IRS.

 
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1 Reply
rjs
Level 15
Level 15

How much earlier on the lump sum? I believe my husband got a SSA lump sum in 2016, which was already reported to IRS.

The question is only asking whether you received a lump-sum Social Security payment IN 2019. The prior years that it refers to are years that the 2019 lump-sum payment, if any, is FOR. If you and your husband did not receive a lump-sum payment IN 2019, answer No.

 

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