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April 7, 2025
Question

Accidently checked the lump sum box for social security. How do I remove?

  • April 7, 2025
  • 1 reply
  • 0 views
Review your lump-sum payment info. How do I retract my yes answer?

1 reply

KrisD15
April 7, 2025

If you are at that screen, delete the entry

 

If you need to  go back to that screen- 

 

Select Federal to restart the program

Select Wages & Income

Select Retirement Plans and Social Security 

Select UPDATE for   Social Security (SSA-1099, RRB-1099)

Continue to the "review your lump-sum payment info

 

To delete, select the trash can on the line of that entry 

Confirm and select DONE 

 

 

 

 

 

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