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.
  1. Select
    SSA-1099
    window in the
    Retirement
    folder.
  2. Use the
    SSA-1099 Facsimile
    section to enter the Social Security information from Form SSA-1099.
  3. Use the
    RRB-1099 Facsimile
    section to enter the information from Form RRB-1099.

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