Social security GPO/WEP

[Soccer1303]

A law was pasted in 2025 eliminating GPO and WEP penalties in Social Security.  I received a lump sum payment in 2025 from SS for my lost 2024 monies.  I understand this lump sum money can be taxed on my 2024 or 2025 tax rate depending what is best for the taxpayer.  IRS pub 915 have worksheets to determine.  Can 2025 Turbo Tax calculate this and produce appropriate worksheets?  If so where do you enter this info within the Turbo Tax program?

[DawnC]

Yes, TurboTax can do that.   Where do I enter a SSA-1099?

While your lump sum may include benefit payments for more than one year, you do not have to file an amended tax return for any prior year.  You might need to pay taxes on a small portion of your lump-sum payment.  However, you might be able to avoid these taxes by apportioning prior year benefits to those previous years’ income (still without filing any amended returns).

After you enter your lump-sum Social Security payment information, TurboTax will automatically figure out what, if any, taxes you owe due to the lump-sum payment.