Was this question ever answered satisfactorily? I have the same problem. I entered the Social Security lump sum payment exactly as indicated including the portion that would have been paid in 2024. When I did the Federal tax review, I got an error message about "more than 85%" and there is no way to fix it. I did go back to a worksheet and shift numbers to override it. My federal tax due increased by over $200. Is there another way to handle this?
MJS 3/18/26
