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Level 2
posted Apr 6, 2023 10:28:07 AM

Earlier year Lump Sum Social Security Chcek this entry

I have finished my taxes and in running smart check I encountered the following error

 

Earlier Year Lump Sum Social Security WS (2021) Easier Year taxable social security benefits for taxpayer should not be more the $45985, 85% of Line B earlier year total SSA and RRB benefits for taxpayer and spouse 

 

Earlier year table SS ben-TP $72,152

 

I cannot figure out how to correct or figure out where this number comes from. It is not the total of 2021 SSA + limp sum nor ,85% nor does it relate to 2022 SSA income? Appreciate any help with this Thanks

0 4 943
4 Replies
Expert Alumni
Apr 6, 2023 11:11:53 AM

I think this may be an entry error.  To clarify, did you make any entries in the following screen? 

 

 

 

Level 2
Apr 6, 2023 11:18:50 AM

Hi Dave

 

No I made no entries on that page. I used Turbo Tax last year and had no limp sum SS income. The numbers I show from 2021 were pulled in from the 2021 TT file

Expert Alumni
Apr 6, 2023 2:00:55 PM

To clarify, what was your 2021 AGI amount? If you have a copy of your 2021 return, what is the amount reported on line 11 of that return?

Level 2
Apr 8, 2023 1:39:52 PM

The AGI $252, 582