Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
jdoutric
New Member

I forgot to report a $108 lump sum social security 2017 adjusted retirement benefit on my 2018 return. Do I need to amend my 2018 return to account for this?

 
1 Best answer

Accepted Solutions
Critter
Level 15

I forgot to report a $108 lump sum social security 2017 adjusted retirement benefit on my 2018 return. Do I need to amend my 2018 return to account for this?

If you mean on the SSA 1099 form in the bottom left there was a payment for 2017 then no ... you do not need to amend.  And even if you did amend I highly doubt that little amount would make any difference. 

View solution in original post

3 Replies
Critter
Level 15

I forgot to report a $108 lump sum social security 2017 adjusted retirement benefit on my 2018 return. Do I need to amend my 2018 return to account for this?

If you mean on the SSA 1099 form in the bottom left there was a payment for 2017 then no ... you do not need to amend.  And even if you did amend I highly doubt that little amount would make any difference. 

jdoutric
New Member

I forgot to report a $108 lump sum social security 2017 adjusted retirement benefit on my 2018 return. Do I need to amend my 2018 return to account for this?

Thank you for the reply.  My 2018 SSA 1099 did not show anything for 2017.  Everything was listed as 2018.  But I later found a letter saying I received a small lump sum that I didn't recall.  So you don't think I need to do follow up?
Critter
Level 15

I forgot to report a $108 lump sum social security 2017 adjusted retirement benefit on my 2018 return. Do I need to amend my 2018 return to account for this?

I would not bother.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v
ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~