How do you complete Turbo Tax form requesting Adj Gross Inc for Disability Lump sum payments received in 2020 for Prior Years 2016 to 2019 where no tax return was filed?

Forum|Forum|1 year ago
February 16, 2025
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Received a Lump sum disability settlement in 2020 for years 2014-2020. SSA-1099 for 2020 was the only form received with one Box 5 for all years consolidated which included Attorney Fees and individual breakdowns per year for 2016-2019 with one line stating: "Paid in 2020 for other tax years". As no tax returns were filed, should the number requested in line for “Adjusted Gross Income” and “Taxable SS Benefits” for those years be the amount reported on SSA-1099 received in 2020 even though no actual income was received in those years?

AmyC

Employee

When entering the lump sum - you selected yes for lump sum. These are the steps for you to follow:

The program asks you to pick a year, enter the portion of the lump sum for that year,
continue
Look at the tax return for that year or SSA form box 5, since you had none, enter zero.
continue
select filing status for that year
continue
adjusted gross income - zero - since you didn't file
taxable social security on tax return - zero - since you didn't file
continue
adjustments - enter if you have any
continue
continue adding for each year.
done