https://ttlc.intuit.com/community/retirement/discussion/ssa-1099-sm-includes-lump-payment/01/1091005#M84769 <P>SSA-1099-SM do you subtract out a lump payment from a previous year when you enter the box 5 amount?</P> Wed, 05 Feb 2020 17:44:48 GMT duh106 2020-02-05T17:44:48Z https://ttlc.intuit.com/community/retirement/discussion/ssa-1099-sm-includes-lump-payment/01/1091005#M84769 <P>SSA-1099-SM do you subtract out a lump payment from a previous year when you enter the box 5 amount?</P> Wed, 05 Feb 2020 17:44:48 GMT https://ttlc.intuit.com/community/retirement/discussion/ssa-1099-sm-includes-lump-payment/01/1091005#M84769 duh106 2020-02-05T17:44:48Z https://ttlc.intuit.com/community/retirement/discussion/re-ssa-1099-sm-includes-lump-payment/01/1101425#M85364 <P>The SSA-1099-SM you have represents distributions obtained in the current year (2019).&nbsp; Lump sums and monthly payments should all be reported.&nbsp; Social Security will be reported under&nbsp; &nbsp;</P> <OL> <LI>INCOME</LI> <LI>I'll choose what I Work on</LI> <LI>Scroll down to Retirement</LI> <LI>Select Social Security</LI> </OL> <P>Then continue through the questions.</P> <P>&nbsp;</P> <P>&nbsp;</P> Thu, 06 Feb 2020 22:39:13 GMT https://ttlc.intuit.com/community/retirement/discussion/re-ssa-1099-sm-includes-lump-payment/01/1101425#M85364 JohnB5677 2020-02-06T22:39:13Z