When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

joeandmindystanl · ‎July 9, 2020

DoninGA · ‎July 9, 2020

You enter the amount that is in box 5 of the SSA-1099. The TurboTax program will ask if you received a Lump Sum payment. Indicating Yes will take you through interview section to allocate the lump sum payment.

View solution in original post

DoninGA · ‎July 9, 2020

You enter the amount that is in box 5 of the SSA-1099. The TurboTax program will ask if you received a Lump Sum payment. Indicating Yes will take you through interview section to allocate the lump sum payment.

Expert does your taxes

Do it yourself

Resources

Support

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

Unlock tailored help options in your account.

Get more help

Do you have a TurboTax Online account?

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

Do you have an Intuit account?

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

When you have a lump sum covering two previous years plus the current year 2019 do you enter the total from Box 5 of your 2019 SSA-1099 or only the 2019 portion?

Unlock tailored help options in your account.

Get more help

Related Content