social security fairness act 1-5-25: does anybody else have problems with this tax program not accepting the data copied from the SOC forms?

[ecjclark]

does anybody know how to deal with the tax program not accepting social security amounts connected with lump sum payments?

[xmasbaby0]

LUMP SUM PAYMENT FOR FAIRNESS ACT

Your 2025 SSA1099 will show the extra payment you received in 2025 as a result of the Fairness Act.  Look in the bottom left corner.   It will say something like “Includes $XXXX  Paid in 2025 for 2024.

When the software asks if you have a lump sum payment say yes.  The program will help to determine if is better for you to attribute the sum to 2024 or to 2025, based on your AGI for each of those years.   This will all be done within the 2025 program; you do not amend 2024.

https://www.irs.gov/faqs/social-security-income/back-payments/back-payments