TurboTax completely failed me regarding my SS lump sum payment. I went ahead and submitted my taxes believing that TurboTax would do it right, however when looking at Notice 703 and then doing the math on Worksheets 1, 2 and 4 in Publication 915 (3x by the way, to make sure I was right) TurboTax completely disregarded the math. I now have to file an amended return and can't until 2/15/25. This is exactly why I always double or triple check everything. My return would have been MUCH HIGHER if TurboTax would have done the math correctly. I am very disappointed!
