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Thanks! It is actually working! I am able to efile the federal amend after following the steps. If you have already filed state amend, you can choose just to file the federal one. Thanks again for the trick and help.

1) You would report your start-up costs in the year your business starts. This means you are actively marketing your business to customers and are ready to begin providing goods and/or services.   2) If your single-member LLC has not elected to be taxed as an S-Corporation, the activity is reported on Schedule C of your personal tax return. Again, you would first report on Schedule C in the tax year when the business officially opens.      If you have elected to be taxed as an S-Corp, you must file Form 1120S every year, whether it has taxable income or not. You will need TurboTax Business to prepare this business tax return. The due date for tax year 2024 was March 15, 2025.      If you have registered the LLC with your State, you may need to file partnership or corporation fees and/or taxes. Check with your State Comptroller's office for more information. You can find links here: State Departments of Revenue   3) There is no time limit for the accumulation of startup costs, which include expenses that would normally be deductible if the business was active, like Home Office expenses.    Up to $5,000 of startup costs paid or incurred can be deducted the first year if the total startup costs incurred don't exceed $50,000. An election can be made to amortize costs in excess of $5,000 over a period of 15 years. The IRS sets this rule -- you cannot choose a different amortization period.   See also: IRS Pub 583 Business Start-Up Costs

You can pay the IRS any way that you want.  If they think that you aren't doing it fast enough you'll get letters letting you know.   Yes, you can pay with a personal check.  Or pay online using a personal checking account.   @dan_orsak 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.     If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.    

You might be confusing names of software.  Premium is the name of an online --web-based --  version.   Premier is desktop software.  Did you purchase and download Premier?   Every version of desktop software has all of the forms and all of the schedules.  You get more help in the interview screens with Home and Business.       All you needed to do---if anything-- was upgrade Premier to Home and Business.  You cannot have two versions of 2024 desktop software on the same computer.   You could open up Premier, go to the to top of the TT screen, look for the symbol that looks like this   >>> on the top right--click it and upgrade to Home and Business and just pay the difference between the price you already paid for Premier and the price for Home and Business.   Seek a refund for the unnecessary purchase of the second download. To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2  

What form do I use to report what I have? The 1040 has no place to report all the info from both forms.   It appears that I can only report Form 1098-E with TurboTax   I then have to fill out form 8962 to submit separately, assume through snail mail, with the 1095-A that was sent to me. 

The simple solution is to file for an extension.  Then as soon as the new SSA-1099 comes in you can make the adjustment and file the return.   If you need more time, you can file for an extension with TurboTax. Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes. If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties This will give you until 15 October 2025 to file your taxes. You can also file a Free federal tax extension here You may have to do your state extension Do I need to file an extension for my personal state taxes?   If you owe taxes, you must pay by April 15th.   To file for extension in the TurboTax program On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools There will be 4 green boxes Select Tax Topics Type Extension You can start the extension process

If the tax is less than $600 (married filing joint) or $300 (single filer) it will appear on line 1 of your Form 1040 schedule 1 and from there flow to line 20 of Form 1040. If it is more than that, you will need to complete the Foreign Tax section in TurboTax to see if you qualify for a credit for the foreign tax or want to deduct it as an itemized deduction. You need to go to the Estimates and Other Taxes paid section in  the Deductions and Credits area of TurboTax, then choose Foreign Taxes to assign your foreign income to a country and report the taxes paid.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done  The foreign tax will only be credited to the extent of your US tax on foreign income. Any unused credit can be carried back one year or forward up to ten years.