Question

I was awarded SSA disability in 2020 for part of 2017, 2018, 2019 and 2020

Lump sum distribution included multiple years

When you enter the SSA-1099 follow the interview to enter the lump sum payment information.

Lump sum payments for past years are taxed in the year received. but, a special calculation is allowed to calculate the tax "as if" the benefits had been received in the previous year. TT can handle this calculation.

You will enter one tax year at a time and complete the section for each tax year ...

Employee

To do the calculation, you need paper copies of your returns for all those years.

Some people don't have that information

ALTERNATIVELY,

you can treat the total amount as all for 2020.

To do that just tell TurboTax the grand total was a 2020 benefit.