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Question

How do I change from received lump sum payment to did not receive one? It wont let me continue without a date?

Forum|Forum|1 year ago
February 19, 2025
1 reply
0 views

I checked Received Lump Sum by mistake.

Employee

Go back to the entry section of the SSA-1099 and on the following screen Here's your lump-sum payment info, click on the trash can symbol to remove the lump sum

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button