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dmcolyer
Returning Member

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.
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2 Replies

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

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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

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

 

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