Question

How do I include a SSA 1099 "Lump Sum" for $543.00 for the 2022 tax year?

Forum|Forum|3 years ago
March 8, 2023
1 reply
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This amount was my share from my mothers Social Security when she passed away last year. How do I include it in the 2022 Taxes?

TurboTax Deluxe Online

DoninGA

Employee

If you received a SSA-1099 with your Social Security number in Box 2 of the form -

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099