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Returning Member
posted Mar 16, 2024 12:18:24 PM

When was I supppsed tp receive a lump sum payment from Social Security?

will you please help me? I cant seem to move forward unless I enter a year.

0 2 1145
2 Replies
Level 15
Mar 16, 2024 12:21:11 PM

This was already answered in your other thread.  You are not being asked if you ever in your life received a lump sum payment.  You are being asked if you received a lump sum

in 2023.  

 If you did not receive a lump sum in 2023 you say NO to that question and move on.

Level 15
Mar 16, 2024 12:21:15 PM

If you did not receive a lump sum payment on the 2023 SSA-1099 then you answer NO when asked about a lump sum payment.


To enter, edit or delete Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button