TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Question

Lump sum SSA distribution allocation

Forum|Forum|7 years ago
June 6, 2019
1 reply
1 view

SSA lump sum distribution applicable to 2017. Does that get added to 2017 SSA 1099?

TurboTax Deluxe iPad

Level 15

If you received a lump sum payment during 2017 that was for 2017, then it would be included in the total amount reported for 2017. If you received a lump sum payment during 2017 that was for a prior year or years, then that information is entered into your tax return along with some information from your prior year returns to determine if any of the lump sum is taxable.

Please take a look at the TurboTax article below for more information about Social Security lump sum payments.

https://ttlc.intuit.com/replies/4767454

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"