If you received a lump sum payment in 2023 that was for 2023 benefits, just enter the information on your SSA-1099.
If you received a lump sum payment in 2023 that was designated to be for a prior year (2022 or earlier), then you would go through the lump sum payment screens and fill out the information being requested.
The lump sum worksheets are used to determine whether any of the prior year benefits would be taxable. If so, then you can choose to include an amount on your current year return instead of being required to amend the prior year to include the Social Security payment.
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