Client received lump sum SSDI in June 2020, for June 19 - May 20). Should 19 portion be included in 19 return (no SSA1099 for 2019?

[AndyG]

I think the other option is to file an amended return when SSA 1099 for 2020 is received?

[Just-Lisa-Now-]

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.

[BobKamman]

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.