SSA1099

[mbevis1227]

I started receiving Social Security in 2025.  I received a lump sum payment for my deceased husband (who passed away in 2005) and I cannot enter the lump sum payment because the software only accepts lump sums up to 2024. His SSA-1099SM has his SSN on it, so I'm figuring I cannot combine his and my amounts in Box 5. What are my next steps?

[AnnetteB6]

If the SSA-1099SM has your husband's Social Security number on it as the recipient, then you do not report that as part of your tax return.  It would only be reported on a return filed for your husband.  

If it was reported to you as income, with your Social Security number on the form, then you would include it with your other box 5 amount already reported to you.  

Your question stated that your husband passed away in 2005.  If that was a typo and instead he passed in 2025, then you may be eligible to file a joint return for 2025.  If that is the case, then his SSA-1099SM would be reported as part of that joint return.