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This is the correct response, verified April 11, 2025, while working with a conscientious TurboTax supervisor.    The issue I needed to correct arose from a glitch in how TurboTax managed a state-specific property tax credit, not discernible until after payment is made and documents downloaded.   By following the supervisor's instructions to click on "Add Another State,"  the issue was managed within three minutes.    Now ... a word of warning.  The first customer service rep and supervisor told me I had to file the incorrect return, wait until IRS accepted it, then file an amended return to correct "your error."   Not only was that absurd, but I wasn't very keen to take their advice to knowingly file an inaccurate return.    Then the customer service rep said she'd send a link so that I could have fees refunded, presumably to start over again and pay again.    The link stated that no refund would be made after payment was made and documents downloaded.  

Yes, if you can itemize your deductions you can use the amount you pay for medicare.  Medical expenses must be greater than 7.5% of your income and only the excess will be used for your medical expense part of itemized deductions.

The $45 premium service fee may be for paying your TurboTax product fee from your refund.  If you pay for TurboTax Online directly, you could avoid having this additional charge.    If you haven't filed yet, you can change your payment method in TurboTax Online following these steps:   Sign in to your account and open or continue your return. Select File in the left menu and proceed to the Just X more steps screen. On this screen, select Revisit next to You've chosen to deduct your TurboTax fees from your federal refund. Select View Payment Options on the next screen and select Pay now on the screen after that. Complete payment by entering your credit or debit card information. Continue to the Just X more steps screen to make sure the Pay With My Refund has been removed. Step 1 on the screen should now show that you paid with your credit or debit card. See this help article for more information.   @bnkhoi 

highly doubt anyone at Turbotax reads these messages, it's all going way over their heads. Maybe it's time to switch to something else. I've been using Turbotax for many years and the last few years is when the glitches started coming. Not as good as it used to be. We have three files. Two disappeared, but I was able to resurrect them from my backup disc. Now the third one is gone and not even on the backup disc. It has already been filed with the IRS, but it should be available for next year when I file for 2025. It is nowhere to be found, and I did not put it in the trash. Trash hasn't been emptied for quite some time.Lucky for me I did save and print the pdf. But Turbotax is deleting files for some reason.  

Related situation to this. I have a gap of about $40K between the two amounts as far as I can tell because I stopped accruing state tax-eligible wages in the last third of the year when I moved to a no-income tax state. Is that a sufficient explanation? Or should I go in there and somehow add those wages from the non-tax state to make them add up to the federal amount? 

Does it account for the October extension if filed for it? Meaning deadline is 10/15/2025 if you applied for the extension and haven't filed yet. I've been getting two opinions and unsure since I'm not a tax pro but I checked the irs publications and haven't found the deadline to claim refunds has anything to do with the due date of the original return, but rather when you file the return and how much you can get refunded depends on when you made the payment (3 year+extension lookback window) I'd love to hear your take.  https://www.irs.gov/filing/time-you-can-claim-a-credit-or-refund   How much credit or refund you can receive The amount of credit or refund you can receive depends on when you file your claim. You file a claim within 3 years from when you file your return Your credit or refund is limited to the amount you paid during the 3 years before you filed the claim, plus any extensions of time you had to file your return. @NCperson @xmasbaby0 

Thanks for the quick response.  So it would be the full amount even though there was an amount already withheld.  That makes sense and not sure why I was hung-up on it.  Maybe reading into something that's not there as opposed to the obvious.   Thanks again.  

Certainly.  You can file a substitute 1099-R using the instructions in the link below. When you enter your 1099-R you will be asked if you need to crate a substitute form. Watch the screen and check the box. You may have to mail your tax return using this method. The image below is from TurboTax Desktop and TurboTax Online will be similar. Where do I enter Form 1099-R?     

You are only required to report the income, but the income does not have to be labeled as a 1099-nec or 1099-misc.   It doesn't matter what number is in the EIN field; it just needs to be nine digits in order to be e-filed.   In any case, you should keep detailed records of your income and expenses with your tax records.   As long as the income is reported as self-employment income (as opposed to ordinary/other income or not reported at all) - you have met your obligations as the income will be properly reported.   So, it is fine to enter the amount as general income (not on a tax form) on Schedule C.      Also, the 9 digit number that is in that field does not get reported entered on your actual tax return, only the amount of income gets entered on Schedule C.   The only difference is what line it gets entered on (1a or 1b).   See the image below of Schedule C - Part l.   You can file an extension if you want to wait and see if there is another update to the 1099 entry screen.   If you file the extension, remember it is not an extension to pay, so you should remit any tax due with your extension Form 4868.  @ElizabethAP   

If you entered the Cost of your Asset correctly, the depreciation on your return is correct.   If you change the asset cost, the depreciation will recalculate for this year, but you shouldn't do that for any assets you've been depreciating over the years, only for new assets.  You would need to file IRS Form 3115 to change your accounting method to recoup past depreciation not taken, and amend all affected year's returns.    If you can give more details on why you would need to override depreciation amounts, we'll try to help.  You can't Efile with overrides in your return.    Here's more info on Rental Property Depreciation.      @sviyer