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MWBW
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SSA-1099 Survivor benefit

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? 

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2 Replies

SSA-1099 Survivor benefit

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.

MWBW
New Member

SSA-1099 Survivor benefit

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