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You can transfer your 2023 return to desktop software to amend.  Here's How to Transfer from TurboTax Online to TurboTax Desktop.   Contact TurboTax Support and use 'Billing' in the phone menu.  Explain that you need the desktop version since you can't upgrade in TurboTax Online to amend your 2023 return.   @Nate54  @LMB1618  @ashleymarie1287   

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund  

I already filed to get the thing done. 🙄 Does your explanation apply to S Corp? Where is the place you enter that information? If it goes on schedule C, our business does not show up there Because the income comes through the K-1's That was the part that was confusing, because it appeared you had to enter that information on The C form.  Our side income goes on the C form not our main business. Bonnie

As long as your return is e-filed by 4/15/25 at midnight (your time), it is considered to be timely filed even if the IRS hasn't approved it yet.  The IRS gets bogged down near the tax deadline, so it often takes longer than usual for them to accept/reject returns.

If you choose to deduct the contribution, you must file the amended return to reduce the taxable income.  If you are not deducting the contribution, you only have to submit the 8606 so the IRS knows you have basis in the traditional IRA so it is not taxed in the future.  It does not change the income on the original return.  

Yes. Your reconciliation step removing the incorrect amount is allowed. If you needed to edit the Schedule C, you would go to the forms mode in your return and look for Schedule C.  You would make the edits in the Schedule C worksheet that appear below the Schedule C.

FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.

How the itemized deductions appear in the state return depends on the state. For example, California doesn't use its own Schedule A for itemized deductions, but shows any adjustments to the Federal itemizable deductions and other income and deductions on Schedule CA.   Enter all of your itemized deductions in the Federal section, and TurboTax will flow them through to the appropriate place in your State return.   See this TurboTax tips article for more information on itemized versus standard deductions.  

How the itemized deductions appear in the state return depends on the state. For example, California doesn't use its own Schedule A for itemized deductions, but shows any adjustments to the Federal itemizable deductions and other income and deductions on Schedule CA.   Enter all of your itemized deductions in the Federal section, and TurboTax will flow them through to the appropriate place in your State return.   See this TurboTax tips article for more information on itemized versus standard deductions.  

The Alaska Fund is entered under the 1099-MISC.  Then you can follow these steps:   Open or continue your return. Go to Alaska fund. Answer Yes to Did you get a 1099-MISC? (even if the answer is no). Select who the dividend is for if you're filing jointly, then follow these steps: For Who Paid You?, enter Permanent Fund Dividend Division. For the Payer's federal ID Number, enter 92-6001185. In box 3, enter 1312. Select Continue. On the next screen, enter Alaska Permanent Fund Dividend as the reason and select Continue. On the Do one of these uncommon situations apply? screen, select This was an Alaska Permanent Fund dividend distribution. Select Continue. If you're filing jointly and your spouse received an Alaska PFD, select Yes on the following screen and repeat these steps, starting with Step 4.

Thank you Bill!   I followed the steps you suggested on March 15, 2024 11:11 AM. ("enter a miscellaneous medical expenses in your Schedule A, where the description is "HSA adjustment", and the amount is equal to the total of the 1099-SA amounts for qualified medical expenses.")   This seemed to correct my Federal tax due.  At the same time, it increased my CA refund.  I believe that's proper since California doesn't tax the HSA distribution.  I seem to remember that CA also doesn't give a reduction in income for HSA contributions.   For context - I contributed to the HSA for 10+ years, never taking a distribution.  In early 2024, I closed the account, making sure that I documented enough previous year medical expenses to exceed the account balance.  In case I get audited, I have the documentation.   The 2024 medical expenses I entered were all out of pocket and not reimbursed by the distribution.   Do I still need to perform the CA adjustment to income and add the HSA amount as an addition?  Doing so will reduce my CA refund.   (I thought about editing the 1099-SA and changing the amount to zero, but I figured the IRS wouldn't like that and trigger an audit.  I also attempted to override line 13b to zero on the Schedule A worksheet, but TurboTax called it an error).  This does appear to be a gap in functionality.