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C
Chris A
Level 2
February 22, 2026
Solved

How do I enter social security benefits for prior years in Lacerte?

  • February 22, 2026
  • 2 replies
  • 8 views

How do I enter social security benefits for prior years in Lacerte?

Best answer by Chris A

The question is for lumpsum benefits in 2025 that includes 2022-2024 items

. While it can be done manually does Lacerte have a method to do it in the program?

2 replies

C
Chris AAuthorAnswer
Level 2
February 22, 2026

The question is for lumpsum benefits in 2025 that includes 2022-2024 items

. While it can be done manually does Lacerte have a method to do it in the program?

C
Chris AAuthor
Level 2
February 22, 2026

Thanks George4Tacks for your very prompt response and solution.

To share an experience --

Benefits were received in 2025 for 2022-2024. I tested reduction of 2024 benefits from 2025's, added them in 2024 program and found that the tax saved in 2025 was less than tax increase in 2024. So I did not opt for the lumpsum treatment and reported all in 2025. The client agreed. 

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