Line 19 of the Earlier Year Lump-Sum Social Security Worksheet represents the 2024 refigured taxable Social Security amount, not the current year taxable amount.
The amount reported on Line 21 for additional taxable Social Security benefits is the 2024 amount that should be taxed but has not been. This is then carried to another worksheet to be combined with your current year taxable Social Security benefits. This is the Lump-Sum Social Security Worksheet. Take a look at Lines 27 through 29 of that worksheet.
If you still have concerns that something is not quite right, consider providing a diagnostic copy of your tax data file and someone can take a closer look at your actual numbers to explain it in greater detail. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.
If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
If you are using a Mac version of TurboTax, use these steps:
- Go to the Menu at the top of the screen and select Help.
- Then, Send Tax File to Agent.
Post the token number here.
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