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  • Taxable social security benefits - Publication 915 Lump-Sum Election Method
    Hi there, Has anyone had experience with using Publication 915 Lump-Sum Election Method for taxable social security benefits? I am using the desktop version Turbo Tax 2025 and could not figure out how to elect this method Turbo Tax always uses Form 1040 Social Security Benefits Worksheet
  • How do I use publication 915 to report SSDI lump sum payments?
    Solved: How do I use publication 915 to report SSDI lump sum payments? While you might have to pay taxes on a small portion of your lump sum payment from Social Security, the IRS does not penalize disability beneficiaries for receiving past-due benefits all in one year Federal law provides that individuals can apportion past-due benefits to previous years, thus lowering or eliminating the
  • I received a lump sum payment for social security for prior years . . .
    You can continue entering lump-sum payments in TurboTax Online for amounts received in 2022 for years prior to 2018 The instructions for this section indicate that it can go back to 1984 Please see this help article and IRS Publication 915 for more information and instructions regarding reporting lump-sum Social Security payments
  • is social security taxable? - ttlc. intuit. com
    Maybe, depending on your situation and income IRS Publication 915 has the definitive information regarding the taxation of Social Security benefits There is a short Worksheet that is easy to fill-out included in the Publication That will give you the correct answer based on your specific income and status Publication 915 (2024), Social Security and Equivalent Railroad Retirement Benefits
  • Solved: Where can I find the (base amount for your filing . . . - Intuit
    According to IRS pub 915, your Social Security base amounts are as follows $25,000 if you are single, head of household, or qualifying widow (er); $25,000 if you are married filing separately and lived apart from your spouse for all of 2020; $32,000 if you are married filing jointly; or $0 if you are married filing separately and lived with your spouse at any time during 2020
  • Turbo Tax 2025 calculated my Social Security income tax incorrectly
    Yres, the samething happened to me I was referred to Pub 915 , as miscalculation
  • How do you adjust taxable amount of soc sec benefits? According to IRS . . .
    Pub 915 extract: U S citizens residing abroad U S citizens who are residents of the following countries are exempt from U S tax on their benefits
  • Where can I find worksheet to calculate taxable amount of . . . - Intuit
    Would like to calculate taxable amount for 2022 Searching for way to enter total SS benefits + total other income (1099 RMD) for 2022 have taxable amount of SS benefits automatically calculated
  • IRS calculates taxable Social Security benefits differently . . . - Intuit
    I just got a letter from the IRS stating that my taxable Social Security benefits are $8K higher than what TurboTax calculated for 2022 There is a BUG in the TT software and I will pay penalty and interest for TT mistake So I used the TT worksheet and found out the IRS is correct Then I used t
  • Are social security benefits taxable for US citizens living abroad?
    Under IRS Pub 915 (page 5), SSB's paid to U S citizens who are resident of certain countries (including UK) are exempt from U S tax on their benefits (only know this as I reported it as taxable income once and the IRS changed it) How can I have TurboTax include the benefits in box 20a on 1040, but have $0 in box 20b?





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