Re: What do I put in for the "year the lump-sum payment was for" when the SSA-1099 says it's for ...

What do I put in for the "year the lump-sum payment was for" when the SSA-1099 says it's for "Other tax years" rather than a specific year?

The SSA-1099 listed 4 years by year, then listed an additional amount for "other tax years".

posted

"*Box 3 includes $ paid in 2023 for 2022, 2021, and other tax years.

The figure shown here is the amount of any lump-sum benefit payment received in 2023 that is for an earlier year after 1983"

As best as I can tell, you need to contact the SSA and ask them for a breakdown of the benefit years for the "other tax years".

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What do I put in for the "year the lump-sum payment was for" when the SSA-1099 says it's for "Other tax years" rather than a specific year?