Lump sum social security benefits
The system calculates the taxable amount of social security and lump sum social security benefits on the Worksheets for Social Security Recipients Who Receive a Lump Sum Payment in Forms view in the
SSW
folder. - SelectSSA-1099window in theRetirementfolder.
- Use theSSA-1099 Facsimilesection to enter the Social Security information from Form SSA-1099.
- Use theRRB-1099 Facsimilesection to enter the information from Form RRB-1099.
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