MonikaK1
Expert Alumni

Retirement tax questions

The question regarding earlier year taxable social security benefits for the taxpayer is referring to the situation where you received a lump-sum payment of Social Security in the current year (2022) that included benefits for prior years.

 

If you received a lump sum payment in a prior year and it was already reported on your tax return for that year, you do not need to enter any information about it on your 2022 tax return.  You would only enter information in 2022 for lump sum payments received in 2022.

 

Please see this help article for more information regarding lump-sum Social Security payments and this thread for another discussion of this issue.

 

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