I did not have SS spousal benefits on 2024 and prior years after I retired as the law at that time said I did not qualified after I retired. My wife has SS benefits all along after she retired.
However, the Windfall Elimination Program revived my spousal benefit and in 2025 I received a lump sum payment for my 2024's.
The benefits numbers were inputted and I ran the return review and a number 17,275 came out on the error page that need to be fixed. I don't know how that number came in as my lump sum number was much lower.
top of the page said (see attached):
Earlier year Lump sum SS ws (2024) Earlier year taxable SS benefits should not be greater than zero.
Should I change it to 0 ?
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Note: the attachment was blank if you clicked on it. However, if you click the download button and open the file, it would show up.
Don't know why.
Since you stated that you did not receive any Social Security income in 2024, then this number should be zero.
You can also go back to the Social Security entry area in TurboTax. Your SS benefits for 2025 will be on the first page. The next page is about being a US citizen living abroad.
The page after that will be your lump-sum payment info summary. It should say your lump-sum amount for 2024 from your 2025 SSA-1099. Your earlier year benefits should be zero since you did not receive SS benefits in 2024. You can also edit your entry here, with the first page being the year of the payment (2024), with the next page as the amount of the 2024 lump sum payment. The next screen is the amount in box 5 of your 2024 Form SSA-1099 which will be zero for you - you may have entered the box 5 amount of your 2025 SSA-1099 here by mistake.
Thanks for the feed back.
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