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Retirement tax questions
BTW, I printed out the Lump-Sum Social Security Worksheet referenced in Line 19 and filled it out manually. If I did it correctly that number was $11,000 and Line 20 should have reflected that. One problem is I had no lump-sum payments so I used 0 for Line B. Consequently, I don't know if Line 19 should be 11,000 or 0. In either case it is less than what is printed in Line 20.
March 10, 2025
2:32 PM