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What if I don't remember the prior years and amounts of SSA lump sum payments?

There is not an "I don't remember the year or amount" option in order to continue filing.
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5 Replies
DaveF1006
Expert Alumni

What if I don't remember the prior years and amounts of SSA lump sum payments?

it depends. Did you have a prior year Social Security Lump Sum payment or do you have one this year?

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What if I don't remember the prior years and amounts of SSA lump sum payments?

It was in prior years.  

DaveF1006
Expert Alumni

What if I don't remember the prior years and amounts of SSA lump sum payments?

To clarify, did you prepare your return with Turbo Tax last year? Please respond back to @DaveF1006 

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What if I don't remember the prior years and amounts of SSA lump sum payments?

No, with a tax prep company.

DaveF1006
Expert Alumni

What if I don't remember the prior years and amounts of SSA lump sum payments?

Check your return you received from them last year and look for a SSA-1099 worksheet or Social Security worksheet. It should have the information there. If you don't have it, go to the tax preparation company and ask them for a copy of your return that includes the Social Security Worksheet.

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