clifg
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Get your taxes done using TurboTax

I received a lump sum SS payment for 2019 in 2020.  The Home and Business TurboTax does not seem to be calculating correctly.  The 2020 1040 SR 6a SS benefits is my Box 5 amount on the 2020 SSA 1099.  Box 6b amount is the Box 5 amount less the 2019 paid amount of $13,144 at the bottom of the 2020 SSA 1099 plus  297.00 ADDED to the 2019 amount shown on the 2020 SSA 1099.   A summary page for 1040 show the amount  of $13441 as Social Security non-taxable.  The Lump sum worksheet for FORM 1040 LINE 6 shows Taxable benefits under lump elections as 45,349 compared to the actual 6b amount of 39,911.