SSA-1099 Lump Sum includes "for other tax years" ?

[Kel_]

On my spouse's  SSA-1099 for it includes a lump sum payment for previous years, but it only lists 4 specific years, and then another line that says "for other tax years" how do I enter the line of "for other tax years" in TurboTax?

It looks like this

• xxxxx paid in 2019 for 2018
• xxxxx paid in 2019 for 2017
• xxxxx paid in 2019 for 2016
• xxxxx paid in 2019 for 2015
• xxxxx paid in 2019 for other tax years

I understand how to submit them for 2018, 2017, 2016, 2015, but the last number is a significant amount and since it does not have a specific year listed, I'm worried if I don't input it correctly it will affect my total tax bill/refund.

Thank you

[ThomasM125 · Accepted solution]

The year entered might make a difference in your tax, since you need to know what the taxable amount of the distribution was for the year it belongs to, and that would depend on your income for that year.

You will need to do some research to determine what years the distribution is for. If you cannot determine that, I might suggest you take an average for the years 2015 to 2018, then assume that amount is applicable for each year before 2015. Apply that amount to each year 2015 and before until you use up the distribution.