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FinancialFocusLLC
Level 1
April 26, 2026
Question

social security lump sum worksheet

  • April 26, 2026
  • 2 replies
  • 15 views

if SSA-1099 for 2025 Box 3 includes $$ paid in 2025 for 2024, do I need to use the Lump Sum worksheet?

2 replies

Jim-from-Ohio
Jim-from-OhioIntuit Community Champion
Intuit Community Champion
April 26, 2026

Often using the worksheet results in the same taxable amount as if you did not use the worksheet.. Just takes a minute though so I use the worksheet in this situation. 

    BobKamman
    BobKamman
    Level 15
    April 26, 2026

    In most of the cases I have seen, the taxable percentage in both years was 85%.  Once I determined that, I didn't proceed to the worksheet.  But it occurred to me, what if the taxpayer was in a lower tax bracket the previous year?  85% was taxed at 12%, rather than 22%?  I took another look at the worksheets, and that doesn't seem to matter.  The first step should always be to compare the taxable percentage in the previous year, to what it will be in the current year without the election.  If the previous-year percentage is the same or higher, there is no second step.  

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