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June 1, 2019
Question

SSA-1099 form box 5 includes an amount for 2017 benefits received in 2018. Is the 2017 amount subtracted from amount on first screen and entered on lump sum screen?

  • June 1, 2019
  • 2 replies
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    2 replies

    fanfare
    Employee
    June 1, 2019

    enter the amounts in the boxes provided. 

    calculation of the taxable amount of 2017 benefits requires you to have a copy of your 2017 tax return available

    fanfare
    Employee
    June 1, 2019

    enter the amounts in the boxes provided. 

    calculation of the taxable amount of 2017 benefits requires you to have a copy of your 2017 tax return available