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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.    

I opened up Turbotax for Business 2020 just for kicks to see where this could be done. There is NO OPTION to import a CSV. They want you to import from QuickBooks. There's no other way to modify that selection.

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     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Yes, you can. Follow these steps: Switch to Forms mode.  Make any changes necessary.  You can right click and override a field or data source back to a good entry point. Switch back to step - by- step Go through the program to be sure it has picked up your entries and there are no issues.   Return to forms mode. Cancel any overrides