Lump Sum SSDI

Forum|Forum|6 years ago
March 10, 2020
4 replies
29 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

Alumni - Intuit

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.)