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melinda-brown
New Member

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

 
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DoninGA
Level 15

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

The question asked in the Social Security section is if you received a lump sum payment during 2017.  If you did not receive a 2017 lump sum payment, answer the question with NO.

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5 Replies
fanfare
Level 15

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

If you are talking about benefits received in 1996 there is nothing to do. It is way too far in the past.
melinda-brown
New Member

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

Thank you
DoninGA
Level 15

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

The question asked in the Social Security section is if you received a lump sum payment during 2017.  If you did not receive a 2017 lump sum payment, answer the question with NO.

melinda-brown
New Member

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

My question said 1984 to 2017, thank you anyway
DoninGA
Level 15

I received a lump sum payment for Social Security Disability in 1996 in separate payments of 4 or 5 checks. I do not remember how much. What do I need to do?

The question on the TurboTax website for Social Security lump sum payments states specifically -
"Tell us if (name) received a lump-sum Social Security payment in 2017 for 2016 or prior years."  So if you did NOT receive a lump-sum Social Security payment in 2017 for a prior year the answer to the question is NO.
I added a screenshot to my answer above showing the screen.

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