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Where do I enter prior year social security payments received as a lump sum in 2019?

Level 1
0 Cheers

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3 Comments 3
Level 15

The same place you enter 2019 social security payments.

Different answer, and I don't know in ProSeries, ProConnect  tax if you're doing the special calculation.

Level 15

There was a perfectly good answer in https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-to-treat-ss-lump-sum-... Maybe @IntuitBettyJo can get the broken links fixed or point us to how to handle Lump Sum Social Security in PCT. 

You will need to do the worksheets from https://www.irs.gov/publications/p915 (look for the table of contents on the left) and manually attach a pdf and forch the taxable portion of Social Security.

Here's wishing you many Happy Returns

Hi Laura, you can find instructions on entering lump-sum payments here: https://proconnect.intuit.com/community/individual/help/entering-a-social-security-lump-sum-payment-...

The program can't calculate the taxable amount on a lump-sum election, but the article gives some guidance on how to find the taxable portion.