Hi Taxdean..
Yes, I was asking for confirmation from others but there's been no response so far.
From my research, I am confident the procedure I described is correct. I noted I was using TT-2024 Premier desktop because TT-2025 is not functional yet.
Regarding having to mail the return...
I encountered that initially when I tried to override the values on Form 8960 and elsewhere.
Once I discovered the change needed to be made on the Form 8960 Worksheet, Line 5b, the results fed to the related forms.
The Federal and State Review passed without difficulty and the steps to electronic filing also worked as it has in the past.
I'll call your attention to the instructions for Form 8960 for 2024, Page 7. The instructions for Line 5b (near top of column 2) states the user should override the value on Line 5b on the Form 8960. Doing it there results in an error message during the review. Changing it on the section for Line 5b the Worksheet for 8960 did work.
Reply if clarification is needed.
I invite TurboTax to reply to my original message.
