topic Form SSA-1099. I received a lump sum in 2021 after retiring. In trying to enter that payment year of 2021, the box won't allow anything after 2020? in Retirement tax questions

Form SSA-1099. I received a lump sum in 2021 after retiring. In trying to enter that payment year of 2021, the box won't allow anything after 2020?

DonaldDavidBush — Mon, 09 Mar 2026 04:59:01 GMT

Re: Form SSA-1099. I received a lump sum in 2021 after retiring. In trying to enter that payment ...

AnnetteB6 — Fri, 25 Feb 2022 14:28:33 GMT

If you received a lump-sum payment in 2021 for 2021, then all you need to do is enter the information reported on your Form SSA-1099.

The lump-sum entries that TurboTax asks about pertain to payments made in the current year (2021) that were made for a prior year (2020 or earlier). Those require some special handling to determine whether they are taxable.

Re: Form SSA-1099. I received a lump sum in 2021 after retiring. In trying to enter that payment ...

DonaldDavidBush — Fri, 25 Feb 2022 14:35:21 GMT

thanks- the lump sum payment was for time I did not collect SS. I retired at age 70 and the payment was for time up till then that I did not collect, so not just for 2021. Any suggestions? thank you very much.

Re: Form SSA-1099. I received a lump sum in 2021 after retiring. In trying to enter that payment ...

PattiF — Fri, 25 Feb 2022 15:06:19 GMT

Follow these instructions to enter the payments from prior years for Social security:

Enter the information into Form SSA-1099
Answer Yes to Did you receive any lump-sum payments?
What year was the lump-sum payment for? Enter the year 2020
Enter the amount of the lump-sum payment for 2020 on the next screen, and Continue,
Now, let's look at your 2020 form, enter 0 for the Amount in box 5 of your 2020 Form SSA-1099, and Continue
Answer the following questions about your 2020 income using your 2020 tax return, Continue
Here's your lump-sum payment info
Click on the box, Add another lump-sum payment,
Enter year and complete the questions in the same way that was done for 2020
Do this for each year that the lump-sum payment was received

Each year needs to be entered separately with information from that year's tax return.

Here is a helpful article about TurboTax and the Lump Sum Social Security payment.