Form SSA-1099 Lump-Sum Distributions
Enter relevant year, as shown on
Form SSA-1099.
If more than one year has prior
year payments use additional
Lump-Sum worksheet.
Dropdown is available for prior year
Filing Status
Choose proper answers for all
boxes. Leave the 3rd and/or 6th
box empty if not applicable. All
other boxes require entries.
The calculation won’t be correct
without the prior year AGI.
The software will determine total
taxable Social Security based on
these entries.
D-26