I want to accept Form 1040 Earlier Year Lump-Sum Social Security Worksheet line 20, but how do I do this?

ssschwartz — Tue, 04 Jun 2019 21:28:57 GMT

After you put in this year's SSA benefits, you'll come to...

CherylW — Tue, 04 Jun 2019 21:29:00 GMT

After you put in this year's SSA benefits, you'll come to a screen that asks Did You Receive Any Lump-sum Payments? (below) Answer Yes, and it will take you through the interview for prior years.

You don't have to do anything after that: it's added in with this year's total income, and tax is calculated on that.

topic I want to accept Form 1040 Earlier Year Lump-Sum Social Security Worksheet line 20, but how do I do this? in Retirement tax questions

I want to accept Form 1040 Earlier Year Lump-Sum Social Security Worksheet line 20, but how do I do this?

After you put in this year's SSA benefits, you'll come to...