How do I enter a lump sum payment from my SSA 1099 that covers multiple prior years?

[kgstark]

As a result of the Social Security Fairness Act, my 2025 SSA-1099 net benefits for 2025 includes $1,049.00 paid in 2025 for "Other Tax Years". I can enter individual amounts listed by year for 2021-2024, but not a lump sum paid for multiple years.

[SharonD007]

Are you trying to use the lump sum election to allocate the Social Security for the prior years? Please clarify.

[kgstark]

The SS 1099 lists each of the amounts paid in 2025 for years 2024 - 2021. I can enter these in Turbo Tax and provide and enter the additional AGI and taxable SS amounts requested for those tax years. The problem is there is another amount listed, $1,049.00, described as “Paid in 2025 for Other Tax Years”. TurboTax doesn’t seem to allow an entry unless it is for one specific year. How can I enter this amount covering multiple years? Enter the $1,049.00 as if it relates to 2020?

[JamesG1]

If your SSA-1099 provides no more description than 'Paid in 2025 for Other Tax Years', I would allocate the $1,049 over the values for years 2021 through 2024.

However, assigning the payment to 2020 is a valid option.

Make sure that you retain records for how the payment was reported.  Retain the records with your tax documents should a tax authority have a question at a later time.

@kgstark