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Returning Member
posted Mar 16, 2024 11:56:42 AM

I don't remember a lump sum frm SS. Can you help me?

i cant finish doing my taxes unless I give a year info for when we received a lump sum.

0 2 578
2 Replies
Level 15
Mar 16, 2024 12:01:46 PM

It is asking if you received a lump sum in 2023---not if you "ever" received a lump sum.

Level 15
Mar 16, 2024 12:02:57 PM

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.