If I understand your answer correctly, I believe you're saying if there is an amount on Line 6b in 2021 that I must have already reported the lump sum in 2021. However, I was still working in 2021 and my husband had the taxable SS income. I retired at the end of 2021, so received SS in 2022. They told me I had been eligible to retire earlier, so offered the lump sum for 2021 in 2022. Therefore, because we've been filing joint returns, the amount on Line 6b in 2021 was my husband's earnings, not mine. There is an asterisk on the Box 3 amount of my 2022 SSA-1099 which is explained at the bottom of the form saying "Includes $xxx - Paid in 2022 for 2021". So do you still think I should have put 0 on the Earlier Lump Sum Social Security Worksheet?
