Hello -
I received a lump sum from social security in 2024, some of which was for tax year 2023. The rest of it was for tax year 2024.
I had a refund of 4660, prior to asking TT to attribute the portion of SS for 2023 to our 2023 AGI.
I wanted to see if we could save on taxes by doing this. TT came up with a much smaller refund.
Now trying to get back to the prior state of my taxes with the 4660 refund.
here's what I entered in the SS section with respect to lump sum received for prior year:
2023 SS amount, my husband's SS in 2023 (I had 0), and the 2023 AGI.
I deleted the above info but not getting back to the original refund.
How do I clear whatever info TT is retaining regarding SS lump sum?
Thanks
