AndyG
Level 3
07-08-2020
07:54 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I think the other option is to file an amended return when SSA 1099 for 2020 is received?
Labels
Level 15
07-08-2020
08:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No, you'll be able to use the SS Lump Sum worksheet in the 2020 program to accommodate this, you wouldnt input any of this for the 2019 return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
07-08-2020
08:44 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If they are receiving an ACA premium tax credit for 2020, remind them that it might need to be recalculated because of the higher income -- even if for tax computation purposes, some of it is based on 2019.