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If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

 You do not get earned income credit for Social Security benefits.   Earned income credit is only given for income earned from actively working.    And.....you have mentioned "inflation adjustment" again---what are you trying to do?  There is no inflation adjustment to your refund. 

What did you do with the money?  Did you roll it over or did you cash it out?  If you rolled it over, then it is not taxable, however, you need to tell TurboTax that you rolled it over.  You will be be asked as you walk through the questions after entering the 1099-R what you did with the money.  Here you can answer that you rolled it over, then you will be asked additional questions and this will be removed from taxable income.   If you cashed it out, then you would be responsible for the taxes on it. If you are under 59.5, then you would also be responsible for the 10% early withdraw penalty.   Benefits paid to a spouse or former spouse. Benefits paid under a QDRO to the plan participant's spouse or former spouse must generally be included in the spouse's or former spouse's income.

Since your husband had negative earnings, there is no reason to amend.   If it is a joint return the net allocable earnings are your positive earnings. negative earnings are ignored.   @helloaddyline 

I was issued the 1099 because I paid his tuition and fees, then reimbursed myself for the costs after the fact.  So I was the recipient listed on the form.    He goes to community college and lives with us, so there is no housing option. We pay all his expenses while he lives at home.  He only worked a part time job and had W-2 income of a little over 4k, and he already filed his return because kids are impatient.     So, now I just want to get my taxes filed and done with, but its so confusing and I am terrified of the IRS.       

having same / similar issue - rather frustrated trying to resolve -  @DanaB if you have suggestion / solution would be greatly appreciated.  "diagnostic" file has been "sent to agent"  token # 1302280   I have 2 inherited IRAs (one traditional, one Roth).  Had no issues with RMDs/penalties last year.  I keep getting assessed penalty (and sometimes the penalty amount changes on repeat attempts).  Have tried the prevous forum suggested solutions including: deleted prev 1099-R entries cleared cache and cookies reloaded 1099-Rs (tried both import from financial institution and upload .pdf of 1099-Rs) entered the required RMD amount (tried both the correct required RMD amount and zero for required RMD) checked 'entire' distribution was an RMD checked 'None.." for missed Required Distribution   ----additional Looking at the Return Forms, Form 5329 Part IX looks incorrect.  

My spouse and I have w2 for work done before moving to Maryland. I axpected this to be straightforward by adding wages earned on these W2. as previously stated, when values in box one is added, the amount is $5000 greater than what has been stated in the screenshot.

The return has already been e-filed. My wife did not work and had no income in 2024, nor does she have a Social Security number. Should I wait for the return to be processed before amending it? When I change the filing status to married filing separately in TurboTax, it requires her SSN, but she is not eligible for one. And it's almost April 15th

These are the sequence of questions I see: Tradional IRA and Roth IRA - I selected T IRA Is this repayment of a Retirement Distribution - No Tell us how much you contributed - I enter $7000 and same amount for contribution between Jan 1 2025 and Apr 15 2025 since i contributed this year for last year Tell us how much you transferred This is where it asks fir recharacterization question. I’m entering 0 here but wanted to call out that this sequence of steps are not what the article mentions

To enter TurboTax Online, follow these steps: Click Wages & Income Click Rental Properties & Royalties Answer Interview questions until you get to "What type of rental is this property?" Select Show More and Click Other Enter multi-family dwelling for type Select the rented part of your home selection Continue until you get to "Want us to divide the rental-related portion.", Select Yes, I will enter total amounts and let TurboTax do the math Enter Area of home rented %