turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Lump sum social security payment for 2017 and I entered my 2017 total SS benefits - the review is telling me that the prior year taxable SS ben I entered is too much

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG
Expert Alumni

Lump sum social security payment for 2017 and I entered my 2017 total SS benefits - the review is telling me that the prior year taxable SS ben I entered is too much

If you are Married Filing Jointly, and both receive Social Security benefits, only enter the 2017 Taxable Social Security Benefit amount for the person receiving the Lump Sum Payment

If you enter the 'Taxable Social Security Benefits' amount from your 2017 return, the amount would be too large it it included both of your Social Security benefits. 

Here's more info:

https://ttlc.intuit.com/replies/4767454

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies