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user17760647308

Level 1

Question

Struggling with Lump Sum Social Security Payment

Forum|Forum|1 month ago
April 13, 2026
1 reply
4 views

I received a lump sum payment disability from social security in January 2025 -- almost entirely for 2024 and 2023. I understand that I may claim them payment entirely for 2025 or spread it across 2024 and 2023 in applicable parts. Please note, that I carried private LTD coverage and only filed with the SSA pursuant to policy requirements; I had to repay the entire amount to my insurer. I am struggling to understand TurboTax's question's relating taxability in 2024. TurboTax asks the Taxable Social Security benefits in 2024. Is that simply the entirety of the amount paid for 2024 as reflected on the SSA-1099? Thanks for any assistance.

Level 15

@user17760647308 whatever is listed in the bottom left corner of form SSA-1099 for 2024 is what TT is asking for,