Pros Series users Earlier Year SS

[AZ-Tax]

TP & Spouse both received payments from 2013 that was included in 2014 Box 3. I completed "Earlier Year Lump-Sum SS Wkst" but only entered data in TP column and marked Box A in "Earlier Year Filing Smart Wkst". Little uncomfortable about this but all errors disappeared. Any help would be appreciated.

[taxea]

If they both received the payments there should be a worksheet for each of them.

[kathyc2]

TP & Spouse both received payments from 2013 that was included in 2014 Box 3. I completed "Earlier Year Lump-Sum SS Wkst" but only entered data in TP column and marked Box A in "Earlier Year Filing Smart Wkst". Little uncomfortable about this but all errors disappeared. Any help would be appreciated.

That would be the correct way to enter it on Pro. If you have concerns about the accuracy and you did their 2013 returns, I would just pop the 2013 SS amounts in the 2013 program to verify that the taxable amount is the same as being calculated on the 2014 worksheet.