James,
In my Description of Amount in Box 3 on my Social Security form it states $5863.00 Paid in 2025 for 2024.
That is what I entered in Lump Sum distribution. Turbo Tax made what ever adjustment you do in the computer program and came up with the amount of $5131. 00 . When I get to the Federal Review I get a message saying that figure can not be more than a figure about $4361 because it can't be more than 85% of what my Social Security was last year. The problem with that is due to Windfall Elimination my monthly cash payment was less than half of what I receive now. I know someone who does taxes who told me they do not put a ceiling on the amount, because the lump sum payment is whatever it is. So, why do you? What do I do now?
