I received a WEP elimination lump sum payment in 2024 which is included in my 2025 Social Security Benefits Statement. My wife also receives social security but did not receive a lump sum payment.
When completing the section in TT for social security information I answered yes to the question about a lump sum payment and indicated it was for 2024.
I was then prompted to another screen which asked about specific information related to my 2024 tax return, including adjusted gross income, tax exempt interest (line2a) and social security benefits and taxable amount (lines 6a and 6b)
Since we file a joint tax return I filled in the blanks on the screen as they appeared on the 2024 joint tax return. I believe I did that correctly but just want to double check. We are filing a joint return in 2025.
Please advise if this was done correctly or am I missing anything.
Thank you.
