SSA-1099 form box 5 includes an amount for 2017 benefits received in 2018. Is the 2017 amount subtracted from amount on first screen and entered on lump sum screen?
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest second stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
New Member

SSA-1099 form box 5 includes an amount for 2017 benefits received in 2018. Is the 2017 amount subtracted from amount on first screen and entered on lump sum screen?

 
2 Replies
Level 15

SSA-1099 form box 5 includes an amount for 2017 benefits received in 2018. Is the 2017 amount subtracted from amount on first screen and entered on lump sum screen?

enter the amounts in the boxes provided. 

calculation of the taxable amount of 2017 benefits requires you to have a copy of your 2017 tax return available

Level 15

SSA-1099 form box 5 includes an amount for 2017 benefits received in 2018. Is the 2017 amount subtracted from amount on first screen and entered on lump sum screen?

enter the amounts in the boxes provided. 

calculation of the taxable amount of 2017 benefits requires you to have a copy of your 2017 tax return available

Dynamic Ads
v
Privacy Settings