topic SSA-1099 Survivor benefit in Get your taxes done using TurboTax

SSA-1099 Survivor benefit

MWBW — Wed, 11 Feb 2026 05:19:12 GMT

We received a survivor benefit in 2023. I'm looking at the "Retirement Plans and Social Security" section. Why does it ask for a year between 1984 and 2022?

Re: SSA-1099 Survivor benefit

DoninGA — Mon, 25 Mar 2024 18:50:51 GMT

You must have indicated that there was a lump sum payment on the SSA-1099 that you received for tax year 2023.

If you did NOT receive a lump sum payment in 2023 then go back and answer the question NO.

Re: SSA-1099 Survivor benefit

MWBW — Mon, 25 Mar 2024 18:55:07 GMT

Thank you!