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If you are at that screen, delete the entry   If you need to  go back to that screen-    Select Federal to restart the program Select Wages & Income Select Retirement Plans and Social Security  Select UPDATE for   Social Security (SSA-1099, RRB-1099) Continue to the "review your lump-sum payment info   To delete, select the trash can on the line of that entry  Confirm and select DONE           

 If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

Just wanted to check that it is still true that in my case of W-2 income in MD (nonresident), Schedule C self-employment income sourced in CA (nonresident), and W-2 and Schedule C self-employment income in OR (resident), I should follow the MD (nonresident) > OR (resident) > CA (nonresident) order again this 2024 tax year?   I keep seeing warnings to do nonresident states first so wanted to double check I'm one of the odd ones. Thanks in advance.

Which form exactly are you looking at?   In general, this would be because the IRS revised the form and this is the latest form that they released. If you filed before the revised date and used an old version, unless the tax law changed, there will be no changes to your return.  If something did change with the tax law due to that form change, then in general, you would be notified by the IRS

I would like to amend my 2023 tax which I e-filed using TurboTax Desktop 2023.    Your financial institution may be making 2024 information available and not 2023 information.   I have also tried to use the file->import feature and I was able to upload the csv file but the federal or state refund amounts were not updated.    We the .CSV also imported from your provider?  You should be able to view these entries to see what dates are recorded on these transactions.   I was able to update the refund amount by manually enter sales entry in any existing institution.   If you are able to obtain an IRS form 1099-B from your financial institution or able to have a third-part generate an IRS form 8949, the summary information may be manually entered into the software using the Sales section totals method.

It's no problem to send in multiple checks up until April 15th properly marked 2025 ESTIMATED TAX It's easier to pay on rhe IRS website make-a-payment page. your payment cant get lost in the mail   @JonAK 

RE: Form 7217 by Mail: I looked at IRS to see if there was a requirement for a cover letter for mailing form 7217, if rest of 2024 return is e-filed. I found an IRS form 8453, which has a checklist of forms to be physically mailed, with this headline: FILE THIS FORM ONLY IF YOU ARE ATTACHING ONE OR MORE OF THE FOLLOWING FORMS OR SUPPORTING DOCUMENTS This is followed by a list of forms, but Form 7217 is not listed? Will the IRS accept form 7217 by mail, and should I make my own cover letter to provide essential data, such as my name, address, and tax number, or will this not be accepted by the IRS, and I will have to proceed to paper file the entire return? Philleann

So I would not need you record it as " for personal use" if I just got rid of it one way or another? As stated above just given away or a picture of leaving it in with others when I move out of the state?

I am using the online version which is called Premium.  Is there a way to do it using this version?  I am not able to find any questions related to % used.  Does this mean I have to switch to a Desktop version?