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fenr1r
Returning Member

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

there is no lump-sum section on my ssa-1099 form and im worried it will require me to calculate something as i struggle with math
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Accepted Solutions

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

If there is not a lump sum amount for a prior year in box 3 on your 2021 SSA-1099 then you did not receive a lump sum.

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5 Replies

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

If there is not a lump sum amount for a prior year in box 3 on your 2021 SSA-1099 then you did not receive a lump sum.

fenr1r
Returning Member

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

would there be 2 numbers in box 3 for multiple years?  i see one number that's the same as the other numbers and its dated 2021

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?


@fenr1r wrote:

would there be 2 numbers in box 3 for multiple years?  i see one number that's the same as the other numbers and its dated 2021


You should have one line in box 3 that says "Benefits for 2021" and an amount.

 

What is the other line say for the other amount?

fenr1r
Returning Member

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?

oh, there was only one line in box 3. it was the same amount as other boxes.

I can't find a lump-sum section on my Form SSA-1099 what does this mean? how do i know if i received a lump-sum?


@fenr1r wrote:

oh, there was only one line in box 3. it was the same amount as other boxes.


Then you do not have a lump sum payment in 2021.

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