Lump Sum SSDI

Forum|Forum|6 years ago
March 10, 2020
4 replies
19 views

In 2019 - My wife received a SSDI Lump Sum Payment for 2016, 2017 & 2018.

Please follow through what I did and my question regards the "Tell us about Payments received in 2016" page.

"Which year was the this Lump Sum Payment for?"

I entered the year

"Lump Sum Payments"?

I put down the amount of the lump sum for that year as per her SSA-1099. The next page is where my question is:

This section seems to be dedicated to Lump Sum payments. On the page titled:

"Tell us about Payments received in 2016"; Enter the amount in box 5 of Form SSA-1099 and/or RRB-1099 received in 2016 and already reported on your 2016 return. (This is not common)

It shows a box with my name and a box for her name. I also am on SSDI and had a SSA-1099 for that year. Should I just complete the box for her since we are discussing a "Lump Sum Payment she received" of do I also enter my box 5 amount from my form? (Since it said this is not common, I am guessing I don't enter my SSDI earnings for that year)

ReginaM

Level 12

No, you would not consider your SSI since this screen you are referring to is in regards to your wife's Lump Sum Payment only.

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bobfosterAuthor

Level 2

One more question:

First off, thank you very much for your reply. I just want to make sure I am thinking about this correctly.

A few pages after the one described above is a page: "Tell us about your 2016 Income". (Note: I also completed the same pages for 2017 and 2018 also)

Enter the following from your 2016 return.

Adjusted Gross Income: Our AGI includes both mine and her incomes so I put down the AGI from our 1040, correct?

Tax-exempt interest in 2016: We did not have any.

Taxable Social Security Benefits from 2016: I put "my taxable" Social Security Benefits for 2016 in this box, correct? (Naturally, my wife did not have a SSA-1099 then.)