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New Member
posted Jun 4, 2019 2:20:26 PM

I inherited social security benefits from my father after he passed in 2016 and they were paid to me in full in 2018. How should I go about filing this?

He never received any of the money and it was split in 2 and paid out to me and my sister in 2018. I was not the Executer of his Estate. My name is on the form and it is an SSA-1099. In the bottom left box labeled Description of amount in box 3 it only says benefits for 2018: $(amount)
Is this considered a lump-sum social security payment before 2017? If so it asks for specific information from tax forms that I do not have because these payments weren't originally paid out to me.

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2 Replies
New Member
Jun 4, 2019 2:20:27 PM

No, it's not a lump-sum payment, it's just the payment for 2018 and you just enter it as Social Security.  If it was a lump sum payment, there would be clear information about which prior years you were receiving payment for.  This form specifically tells you these are 2018 benefits.

You can enter the words social security in fhe Find window in the upper right, hit enter, then the Jump To.

New Member
Jun 4, 2019 2:20:29 PM

Okay thank you very much for your help