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Level 2
March 25, 2024
Question

SSA-1099 Survivor benefit

  • March 25, 2024
  • 1 reply
  • 0 views

We received a survivor benefit in 2023. I'm looking at the "Retirement Plans and Social Security" section. Why does it ask for a year between 1984 and 2022? 

    1 reply

    DoninGA
    Level 15
    Level 15
    March 25, 2024

    You must have indicated that there was a lump sum payment on the SSA-1099 that you received for tax year 2023.

    If you did NOT receive a lump sum payment in 2023 then go back and answer the question NO.

    MWBWAuthor
    Level 2
    March 25, 2024

    Thank you!