The amount in item D in the Earlier Year Filing Status smart Worksheet, is what you would have manually entered when you entered your Social Security benefits.
- Under Income, go to Social Security and click Update.
- You would have entered your net benefits on this screen that appear on your SSA-1099. Click Continue.
- Click No then Continue, unless you lived abroad in one of the countries listed on that screen.
- Click yes to receiving lump sum payments for 2024 or earlier.
- Enter the year of the lump sum payment you received.
- Enter the amount of the lump sum payment for that year on the next screen, then click Continue.
- Enter the box 5 amount from the other year SSA-1099 (or double-check it if it is pre-filled in)
- Enter the information about your income from the year in question (or double-check it if it is pre-filled in). The box for Taxable Social Security benefits in 2024 is the amount that will get entered for item D in the Earlier Year FIling Status Smart Worksheet.
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