This year we received a lump sum payment following an SSD approval for my wife. Half of it was for 2024 SSD benefits. We then reimbursed her LTD carrier a large sum back. Our 2024 income was significantly higher than 2025 so we will need to seek a credit from last year’s taxes as opposed to the deduction in 2025. I will need to prepare the 2024 dummy return to determine the amount of credit but don’t think I can do it manually as we had a good bit of capital gains which were taxed at a different rate than our W2 wages. Is there a way I can access my 2024 tax return prepared on Turbo Tax mobile and just simply adjust my W2 wages by the amount we paid back and then determine the credit from there? Or do I need to prepare a full blown 2024 with all my W2 wages plus capital gains?
