Get your taxes done using TurboTax

Here is how to report your lump-sum Social Security payment, as outlined by esteemed expert DianeW777 in this Turbo Tax post. 

1. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link
2. Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2022 or earlier > Continue
3. Type a year from your SSA-1099 > Enter the amount received for that year > Continue
4. If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue
5. Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue >
6. Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done
7. Continue to follow the screens until you are back at the Income Summary page.

As far as the attorney's fees, if you itemize your deductions, you may be able to claim a Right of Repayment for any amount over $3000. Here is how to claim the deduction.

1. Open your return
2. Go to Federal
3. Deductions and Credits
4. Other Deductible Expenses
5. In the first question, say no to generation-skipping taxes
6. On the screen that follows, say yes 
7. On the screen that follows, say no.
8. In the third screen, say yes.
9. In the claim of right, repayment, record $4500.