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Get your taxes done using TurboTax
The Social Security lump sum was ultimately reported in 2020? Were you able to report the prior year amounts as Social Security lump sum payments at the screen Did you receive any lump-sum payments?
Even if you correctly reported the lump-sum payments, it is very possible that your 2020 adjusted gross income (AGI) was increased out of the stimulus payment range.
And even if you correctly reported the re-payment of the disability income as a claim of right payment, the resulting credit or deduction does not change adjusted gross income. That is how the tax code is devised.
I absolutely understand how the numbers worked against you.
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‎February 23, 2021
3:40 PM