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Level 1

My SSA pmt history reflects a one-time pmt for Dec 2017, but the 1099 I received only shows the total pd. Can I claim the lump sum pmt even if it isn't on the 1099?

I began receiving social security in Apr 2018, and when I signed up the agent talked me into taking it retroactively, back to Dec 2017 when I first applied. So on my history online, there is a one-time payment  for Dec 2017, and a one-time payment for Jan-March 2018, with the regular payments starting in April 2018.

Is this lump sum what they are referring to when they ask if you received a lump sum attributable to previous year, and if so, should I have received a separate statement from Social Security?

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Level 3

My SSA pmt history reflects a one-time pmt for Dec 2017, but the 1099 I received only shows the total pd. Can I claim the lump sum pmt even if it isn't on the 1099?

Yes, that is what is referred to as a lump-sum payment.  You would not have received a separate statement from Social Security.  If the payment was received in 2018, then it should have been reported on your 2018 SSA-1099.  Since it was not, you should contact the Social Security Administration to see why it was not. 

For now you should report the SSA-1099 just as it was reported to you.  Do not add the lump sum payment on your own. 

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Level 3

My SSA pmt history reflects a one-time pmt for Dec 2017, but the 1099 I received only shows the total pd. Can I claim the lump sum pmt even if it isn't on the 1099?

Yes, that is what is referred to as a lump-sum payment.  You would not have received a separate statement from Social Security.  If the payment was received in 2018, then it should have been reported on your 2018 SSA-1099.  Since it was not, you should contact the Social Security Administration to see why it was not. 

For now you should report the SSA-1099 just as it was reported to you.  Do not add the lump sum payment on your own. 

View solution in original post