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5
5657cutu
April 12, 2024
Question

Is my 2023 SSA-1099 Social Security Statement actually for 2022?

  • April 12, 2024
  • 1 reply
  • 0 views
How do I determine the year the lump-sum payment was for?

1 reply

B
BillM223
April 16, 2024

Generally, if your tax form (like the SSA-1099) has a year on it like "2023", then it is for the 2023 tax year.

 

As I recall, if you got a lump sum payment on the SSA-1099, the form will list the amounts and the years that the payments applied to. You will start the lump sum interview in TurboTax and you will be prompted to make the right entries.

 

Why do you think that you got a lump sum payment? What is on your SSA-1099?

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