Yes you would enter zero for 2023 Box 5 and Taxable Social Security Benefits.
The $13,000 tax should not change.
Regardless of when the Social Security is distributed, even as a lump-sum payment, it will be taxed in the current year even if the payment includes benefits for earlier years.
To determine if the benefits are taxable, taxpayers should take half of the Social Security money they collected during the year and add it to their other income. Other income includes pensions, wages, interest, dividends and capital gains.
Do not file separately
- Up to 85% of Social Security income may be taxed for those who are Married Filing Separately and lived with their spouse at any time during the tax year.
- If you are Married Filing Separately and lived apart from your spouse for the entire tax year, reference the chart above for Single, Head of Household, or Qualifying Surviving Spouse.
Please see IRS reminds taxpayers their Social Security benefits may be taxable
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