The Social Security Worksheet in TurboTax Deluxe has some features that you can use when you have a lump sum that was received in the prior year.
The worksheet has a box that would be checked if the user received Social Security in the previous tax year - in this case, 2024. If there was a lump sum received from Social Security in a prior year, there may be a portion taxable in the current year. If you right-click on the box, an option pops up to click "About prior year benefits box". If you click on that option, an explanation appears that includes details on how to calculate the current year taxable portion of a lump sum received in a prior year.
If you are in a TurboTax Desktop product such as Deluxe, in the step by step mode, you can see the worksheet that relates to the screen you are working on by clicking on View on the top bar menu and selecting Forms.
@melnee
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