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Retirement tax questions
The Earlier Year Lump-Sum Social Security Worksheet has nothing to do with a repayment. That worksheet is for a lump sum payment from Social Security to you for an earlier year. That's not what you have. You have a claim of right repayment. TurboTax does not calculate the deduction or credit for a negative amount in Form SSA-1099 box 5. It's in the list of unsupported calculations. See the following FAQ for how to handle it.
What is a claim of right repayment?
March 5, 2022
8:47 PM