Where does TT show the calculation for the amount of taxable social security benefits if using the lump sum worksheet? On the lump sum worksheet -
Line 19 Refigured taxable SS benefits 13647
Line 20 Prior year taxable SS Benefits 11104
Line 21 Additional taxable SS Benefits 2543
1040 6b Taxable SS benefits 16762
box for lump sum is checked
16762 is the amount calculated as if the lump sum payment is taxed as 2025.
It seems the 2025 taxable amount should be 13647 + 2543 = 16190
What am I missing? Or is there a problem with the lump sum worksheet??
TIA
Lynn
