in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
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It is asking if you received a lump sum in 2023---not if you "ever" received a lump sum.
If you did not receive a lump sum payment on the SSA-1099 for 2023, then when asked if you have a lump sum payment answer NO. Go back and change your answer.
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Liangtwn
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in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
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