Solved: SSA-1099
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Level 2

SSA-1099

I'm preparing taxes for a disabled friend.

He received an SSA-1099 with $44,332.00 in box #5. Box #3 shows same amount with an asterisk.

The description of amount in box 3 says "paid by check or direct deposit $44,332.00" and "benefits for 2019 $44,332.00"

The asterisk states "includes $17440.00 paid in 2019 for 2018. 

Do I enter the $44,332.00 or do I subtract $17,440.00 and enter $26,892.00 which reflects his benefit for 2019 ?

1 Best answer

Accepted Solutions
Employee Tax Expert

SSA-1099

Follow these directions:

Down the left side of the screen, click on Federal.

Across the top of the screen, click on Income & expenses.

Under Your income and expenses, scroll down to Retirement plans and social security.

Click on Show more to the right.

Click on Start/Revisit to the right of Social Security (SSA-1099).

At the screen Tell us about the benefits you received, enter the information as it is printed on the form.

At the screen Did you receive any lump-sum payments?, click Yes.

In your example, the year was 2018 and the amount was $17,440.

You will have to answer questions about the person’s 2018 tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
Employee Tax Expert

SSA-1099

Follow these directions:

Down the left side of the screen, click on Federal.

Across the top of the screen, click on Income & expenses.

Under Your income and expenses, scroll down to Retirement plans and social security.

Click on Show more to the right.

Click on Start/Revisit to the right of Social Security (SSA-1099).

At the screen Tell us about the benefits you received, enter the information as it is printed on the form.

At the screen Did you receive any lump-sum payments?, click Yes.

In your example, the year was 2018 and the amount was $17,440.

You will have to answer questions about the person’s 2018 tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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