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New Member
posted Apr 11, 2020 1:20:51 AM

IF I received the lump sum in 2019 then it should included for 2019 and next year nin 2020

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4 Replies
New Member
Apr 11, 2020 1:28:53 AM

My lump sum according to my SSA 1099  benefit Paid in 2019 

Expert Alumni
Apr 11, 2020 7:11:41 AM

You would only report any information from your 2019 Form SSA-1099 on your 2019 return.  If that payment includes a lump sum amount being paid for a prior year (2018 or earlier), then you will indicate that in TurboTax and go through some additional screens to enter more information.  

 

If you have received a lump sum payment during 2020 that was for 2019, then that will be reported on your 2020 Form SSA-1099 and included on your 2020 tax return.  You do not enter anything about that payment on your 2019 return.  

 

 

@tfowlerj

 

 

Level 1
Mar 30, 2021 9:08:53 AM

SSA1099 2020 form included dollars for 2019 and 2018.  Since the 2019 and 2018 lump sums (dollars) are included on the SSA1099 2020 form I should say 'no' to the question did I receive any Social Security lump sum payments for 2019 and prior years?  Is this correct?

Expert Alumni
Mar 30, 2021 9:33:13 AM

No, answer Yes  -- The payments for 2019 and 2018 are considered lump sum payments because they are for years other than 2020.

 

@HKMJAMJNM