AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

If you go back into the Social Security section and start it from the beginning, you will see a summary showing that you entered lump sum information for 2023.  That information can be deleted from that summary page by clicking the trash can icon or delete beside it.  

 

If you choose not to include the lump sum information on your 2024 tax return, you should be prepared to file an amended return for the 2023 tax return.  The tax impact should be the same by entering the lump sum information on your 2024 return without needing to file the amended return.

 

To learn more, see the following TurboTax help article:

 

What is a lump-sum Social Security payment?
 

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