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maui doug
Level 3
August 26, 2026
Question

Having problems with the Lump Sum Election for Social Security benefits with Pro Series

  • August 26, 2026
  • 3 replies
  • 79 views

My client received a lump sum for disability Social Security benefits in 2024 for the years 2022 to 2024.After I enter the 2022, 2023 & 2024 SS benefits in the lump sum worksheet the pro series doesn’t

adjust any of the tax obligation.  Don’t know what I’m doing wrong -Any advice?

    3 replies

    BobKamman
    BobKamman
    Level 15
    August 26, 2026

    Was the income that much different in 2022 and 2023?  It only works if the tax bracket is lower in earlier years.  

      IntuitKatie
      IntuitKatieModerator
      Moderator
      August 31, 2026

      Here's a support article for reference:

      If you need further assistance with this we would reach out to ProSeries Support. Thank you again for being part of the Community.

      ljr
      ljr
      Level 9
      September 1, 2026

      if the income is about the same each year it will not make a difference. If 85% of it would be taxable income in prior years, then 85% of it would be taxable income in the year received. 

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