Social Security Benefits Paid in 2025 for 2024

[nvoyles]

This year I received a SSA-1099 addressed to me on the account of my husband who died in 2024. The lump sum was the amount of one month of his benefits.  As I complete the questions for a lump sum Social Security payment I am asked "Amount in box 5 of your 2024 Form SSA-1099".  I filed a joint return for 2024, my husband and I each had a SSA-1099.   Whose amount from 2024's box 5 do I use?  

[RobertB4444 · Accepted solution]

If you received more than one 1099-SA addressed to you and with your social security number on it then you should add the box 5 amounts together and enter the total into the system.  

Sorry for your loss.