You'll need to sign in or create an account to connect with an expert.
Yes, if you received a prior year benefit.
After you enter your SSA-1099 information, TurboTax will ask if you received a lump-sum Social Security payment.
Answer Yes and follow the onscreen instructions. Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year. You can only enter one year at a time; when finished, click Add Another Lump Sum if you need to enter benefits received for a different tax year.
I have a client with a similar situation this year. Description of box 3 includes years 2019 to 2016 and then another amount "for other tax years". I do not have his AGI numbers for those prior years. and where do I enter the final amount for "other years"?
please advise.
thank you
If you are preparing a return for someone else, you shouldn't be using TurboTax.
You should get a copy of their 2016-2019 tax returns. You should also find out what Social Security means by "other years." You will need the information so that TurboTax can calculate the taxable amount of the lump sum distribution.
After you have entered the amounts from the SSA-1099,
Thank you for your response @Irene2805.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
auntsoup66
New Member
darz38
New Member
grosiles
Level 1
esmalls38
New Member
Gerrym454
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.