Retirement tax questions

Go to this IRS website for information on SS lump sum payments and how to calculate the taxable portion using the worksheets in Publication 915 - https://www.irs.gov/faqs/social-security-income/back-payments/back-payments

 

Note that TurboTax can calculate the taxable portion of any SS lump sum payment in the Retirement Plans and  Social Security section of the program under Wages and Income.