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Retirement tax questions
It might help you to read this information from Social Security regarding the "Fairness Act". The lump sum you received was not a payment that went back for all the "years" since you retired--- it was retroactive for tax year 2024 and it was paid to you in one lump sum for 2024-- a payment which you received in 2025.
https://www.ssa.gov/benefits/retirement/social-security-fairness-act.html?tl=13
Wait for the SSA1099 and then go through the interview questions in TurboTax carefully to enter the information .
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎December 20, 2025
4:37 PM
1,216 Views