topic Re: Social Security Lump Sum Taxable Benefit Calculation in Get your taxes done using TurboTax

Social Security Lump Sum Taxable Benefit Calculation

lgwalker59 — Sat, 28 Feb 2026 01:54:11 GMT

Where does TT show the calculation for the amount of taxable social security benefits if using the lump sum worksheet? On the lump sum worksheet -

Line 19 Refigured taxable SS benefits 13647

Line 20 Prior year taxable SS Benefits 11104

Line 21 Additional taxable SS Benefits 2543

1040 6b Taxable SS benefits 16762

box for lump sum is checked

16762 is the amount calculated as if the lump sum payment is taxed as 2025.

It seems the 2025 taxable amount should be 13647 + 2543 = 16190

What am I missing? Or is there a problem with the lump sum worksheet??

TIA

Lynn

Re: Social Security Lump Sum Taxable Benefit Calculation

AnnetteB6 — Sat, 28 Feb 2026 13:44:57 GMT

Line 19 of the Earlier Year Lump-Sum Social Security Worksheet represents the 2024 refigured taxable Social Security amount, not the current year taxable amount.

The amount reported on Line 21 for additional taxable Social Security benefits is the 2024 amount that should be taxed but has not been. This is then carried to another worksheet to be combined with your current year taxable Social Security benefits. This is the Lump-Sum Social Security Worksheet. Take a look at Lines 27 through 29 of that worksheet.

If you still have concerns that something is not quite right, consider providing a diagnostic copy of your tax data file and someone can take a closer look at your actual numbers to explain it in greater detail. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.

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Re: Social Security Lump Sum Taxable Benefit Calculation

lgwalker59 — Sun, 01 Mar 2026 04:18:04 GMT

Nothing is flowing to the SS LumpSum worksheet Lines 27-29.

Lines 1-20 appear correct. The remainder of the worksheet Lines 21-29 looks like they should come from the worksheet for calculation if traditional ira contribution was made. I did not make any IRA contribution in 2024 or 2025.

Re: Social Security Lump Sum Taxable Benefit Calculation

DaveF1006 — Tue, 03 Mar 2026 21:42:31 GMT

If you made no IRA contributions, lines 21-29 are suppose to be blank. TurboTax has reported this correctly and your taxable social security benefits are correctly reported on Line 20 on the worksheet.