Support CenterWhere to enter lumps sum Social Security Paymer for prior years SureFire
🔍 Where to enter lumps sum Social Security Payments for prior years (SureFire)
Where to enter lumps sum Social Security Payments for prior years.
⚠️ Before You Begin
You will need to access your 1040 return in SureFire.
📊 Step-by-Step Guide
Step 1: Open your 1040
Use this when you need to navigate to the correct form.
Go to 1040 Pg 1.
Step 2: Link Line 20a to the worksheet
Use this when you need to enter Social Security benefits using the correct worksheet.
In Line 20a - Social security benefits, link to NEW 1040Wkt1 - Social Security, Other Income Worksheet.
Step 3: Go to the Lump Sum Payment section
Use this when you need to enter prior-year lump sum amounts.
Go to the Lump Sum Payment of Social Security and Railroad Tier 1 Benefits section.
Step 4: Enter amounts taxable from previous years
Use this when you need to report prior-year taxable amounts.
Go to Amounts Taxable from previous years line link to Social Security and Railroad Tier 1 Benefits section.
Step 5: Complete the worksheet
Use this when you are ready to finish entering the information.
Complete worksheet
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form