TonyNegri
New Member

Handling Social Security lump sum payments for 2024

I received a lump-sum WEP Social Security payment in 2025. I processed my 2025 Social Security income per the TurboTax instructions, resulting in a specific tax due. When I went to submit my federal tax form, the TT review form said that the amount entered for 2024 SS income couldn't be greater than $0. I think that is incorrect. But when I changed the value to $0, my taxes increased by $604. Unfortunately, I didn't notice that change and proceeded to submit the tax forms to the IRS.

 

I was unable to submit an amended tax return. Does TT have an issue with handling lump-sum SS payments? How can I correct this?