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Level 2
February 10, 2025
Question

SSA-1099 lumpsum

  • February 10, 2025
  • 1 reply
  • 0 views

I have received a SSA1099 beneficiary lumpsum in 2024 that are also include payments for 2021-2023.

As I was in school during them years, I did not have any income and did not file any taxes.

When entering the SSA1099, TurboTax require me to enter how I filed the taxes for them years.

How should I enter this information as I did not file any taxes and did not have any income

    1 reply

    rjs
    Level 15
    Level 15
    February 10, 2025

    For the years that you had no income and did not file, select what your filing status would have been if you had filed. I assume that would be Single. Enter zero for all of the amounts that it asks for from your tax returns for the years that you did not file.

     

    toja73Author
    Level 2
    February 11, 2025

    Thank you