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Tax software and preparers apply the lump-sum election if it benefits the taxpayer
lets most taxpayers use Worksheet A from the instructions to determine whether Social Security (or Tier 1 railroad) benefits are taxable, but it explicitly requires taxpayers to use Worksheet 1 in Pub...
payments change how taxpayers compute the by forcing a re‑calculation for the earlier year involved and by offering a “lump‑sum election” that can sometimes reduce current‑year taxable benefits; provi...
generally conforms to the lump‑sum election mechanics by requiring taxpayers to carry the federal worksheet results into the state Social Security Benefit Adjustment Worksheet—specifically instructing...