topic Re: Social Security Lump sum payment in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/re-social-security-lump-sum-payment/01/1104713#M85506 <P>The entire amount is includible on your 2019 tax return (Form 1040 line 5a).&nbsp; The taxable amount (line 5b) is determined by knowing only the total amount on the SSA-1099, the amount of the lump-sum for 2018 and certain details of your 2018 tax return.&nbsp; There is no need (and therefore no provision) to separately enter the portion that is your benefits for 2019.&nbsp; The portion that is your 2019 benefits is calculated on the Lump-Sum Sum Social Security Worksheet by simply subtracting the lump-sum amount(s) from the total.</P> Fri, 07 Feb 2020 12:50:45 GMT dmertz 2020-02-07T12:50:45Z Social Security Lump sum payment https://ttlc.intuit.com/community/retirement/discussion/social-security-lump-sum-payment/01/1104657#M85505 <P>I received a lump sum Social Security payment. A portion of it was for 2018 and a portion for 2019. I can list the amount for 2018 but it doesn't allow you to list the 2019 portion. The entire lump sum is in my 2019 gross amount on my 1099.&nbsp; How do I handle this?</P> Fri, 07 Feb 2020 12:28:08 GMT https://ttlc.intuit.com/community/retirement/discussion/social-security-lump-sum-payment/01/1104657#M85505 Jackson4 2020-02-07T12:28:08Z Re: Social Security Lump sum payment https://ttlc.intuit.com/community/retirement/discussion/re-social-security-lump-sum-payment/01/1104713#M85506 <P>The entire amount is includible on your 2019 tax return (Form 1040 line 5a).&nbsp; The taxable amount (line 5b) is determined by knowing only the total amount on the SSA-1099, the amount of the lump-sum for 2018 and certain details of your 2018 tax return.&nbsp; There is no need (and therefore no provision) to separately enter the portion that is your benefits for 2019.&nbsp; The portion that is your 2019 benefits is calculated on the Lump-Sum Sum Social Security Worksheet by simply subtracting the lump-sum amount(s) from the total.</P> Fri, 07 Feb 2020 12:50:45 GMT https://ttlc.intuit.com/community/retirement/discussion/re-social-security-lump-sum-payment/01/1104713#M85506 dmertz 2020-02-07T12:50:45Z