BillM223
Expert Alumni

Retirement tax questions

Line 19 on the Social Security Benefits Worksheet is "Taxable benefits with lump-sum election."

 

Did you have a lump-sum distribution on your SS benefits?

 

You said "One problem is I had no lump-sum payments so I used 0 for Line B.  " Is this correct? In this case, since you did not have a lump-sum election, I would expect line 19 to be blank.

 

Am I missing something here?

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