Earlier Year Lump-Sum Social Security Ws (2016) :Earlier yr txbl SS ben TP should not be greater than zero worksheet asks for Form 1040 line 20b which for me is $8,558.

MESSAGE FROM Turotax: Earlier year lump-sum Social Security Ws (2016): earlier year taxable ben-TP should not be greater than zero

BUT line D says "Enter taxable social security benefits reported in the earlier year Form 1040 line 20b. On my 2016 federal return this number is $8,558

This number, 8558 shows in red.  What am I supposed to enter here?


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How did you file in the earlier year and this year?  Married joint in both?  if you are the taxpayer in the prior and current year, meaning the one whose name is first on the return, then the social security that was taxable in the prior year would all have been the spouse's so yours would be zero.  You, the taxpayer, would not be receiving a lump sum for that prior year if you had been receiving social security already in the prior year.

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