Tax Year Prior to 2020: Earlier Year Lump Sum Social Security Benefit

RobertB4444 · ‎April 19, 2022

@GreyMist Leave that line blank.

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angry100 · ‎January 19, 2023

Why is this stupid question even on my 2022 taxes?

I got a lump sum in 2014, reported on 2015 taxes, now Turbo Tax wants to know what was in block 5 of my 2014 SSA-1099! This can't be correct. Anybody got the correct answer? Can't be as simple as lie or ignore the question can it?

DoninGA · ‎January 20, 2023

@angry100 wrote:

Why is this stupid question even on my 2022 taxes?

I got a lump sum in 2014, reported on 2015 taxes, now Turbo Tax wants to know what was in block 5 of my 2014 SSA-1099! This can't be correct. Anybody got the correct answer? Can't be as simple as lie or ignore the question can it?

The question refers to receiving a lump sum in 2022, not any other tax year. When asked if you received a lump sum payment select NO.

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