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Why are you amending your return?  Was your return accepted or rejected?  If accepted, was it processed?   If you are amending your return due to leaving your form 1095-A off of the return and it was rejected, you do not need to Amend Your Return.  Instead you will simply add the 1096-A which will generate the form 8962 and then you can resubmit your return.  In this situation go back into your return and add the 1095-A which will generate the 8962.  You can do this by selecting the following: Federal Deductions and Credits I'll Choose what I work on Medical Affordable Care Act (Form 1095-A) Then continue through to the file page again and resubmit your return.      If you are amending for reasons OTHER than just the 8962, then do NOT do ANYTHING at all to change your original return until the amendment forms are ready.  This will change the original return that the amended return is based off of and will not be correct.  Now, if the IRS catches the omission of your 1095-A, which they generally do, they will make a correction to your return.  In this situation, then you would add the 1095-A PRIOR to amending your other forms because that would now be your original return and what your original refund or tax due is based off of.    If the IRS accepted your return and you are NOT amending for OTHER reasons, and your return WAS processed, then you will still need to wait until the amended forms are available to make any changes to your return.     Regardless of the reason you are amending, you should always wait until the IRS processes your return before doing anything with making changes to your return.  It is possible that the IRS will catch omissions or make changes before they process it.      

In addition to @DianeW777 response: While form 3115 is not supported in TT, you can include the adjustment amount in your tax return and still efile your tax return. You would then need to complete form 8453, check the form 3115 box and mail both of these forms to the address on the instructions.  If you do this, make sure to send the envelope certified mail. Not necessarily advocating this method, for the simple fact that the IRS staff is down about 25% and just not sure of all the logistics given the reduction in staffing. If you decide to mail both the return with the form 3115, I also recommend you send this envelope certified mail as well.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

You don't need to indicate in TurboTax any details about the child you don't claim as a dependent, but is on the policy reported on the 1095-A.  After indicating that you 'shared' the policy, you will enter the SSN for the person who is claiming that child (even it they're not on the policy themselves).  That person also reports the 1095-A on their return. That way the IRS looks at both your returns to see that the amounts are divided between them.   You and the other person claiming the child will need to determine what % of the policy amounts you each will allocate on your individual returns.  For example, if the policy covers you and two children and you paid the premiums (if any), you could claim 67% on your return and the other parent claim 33% on theirs when they enter the 1095-A.  Or you could allocate 100% and the other person allocate 0%.   You can test this in TurboTax by changing the allocation % in this section to see how it affects your return(s) and choose the most advantageous split, as long as the total is 100% between you.    @alexishdz         

I entered a mock return in TurboTax desktop to try to recreate the error you are seeing, but could not do so.   My test case had over 90% of the income earned after 8/31/25 and all of the itemized deductions claimed before 8/31/2025, but did not get an error.   You may want to check your entries for Schedule 2210 AI to be sure that none of the entries for line 4a, 4b, or 4c, exceed the amount on 4d.   If you aren't able to resolve this, you could send a screenshot and any other details you wish to share about the issue in a response - just be sure that none of your personally identifiable information is present in the screenshot.

That box only needs to be checked IF you qualify for the EIC credit.  Everyone including me that filed without it checked has been able to file and I've gotten my refund.   Most seniors are retired and don't  have wages so we don't qualify for the EIC.  

Schwab had told me on the phone that it would be available on the 27th.  It may be available in pdf but they need to do file format conversions to make it importable.   I saw that mine was available today and successfully imported -DIV, -INT, and -B forms, in addition to the -R that was available a while ago.   Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts. 

AmeliesUncle: Replying to your post from February 25th:  What exactly is wrong (and why do you think it is wrong)? Sorry if this is a duplicate reply.   First, some basic background: this concerns a rental apartment which I own that is located w/in my duplex home. It was entered into service on December 1, 1998.  The cost basis (and acquisition cost) is $176,348.  The unit has been continuously rented since it was placed into service, and the % of business use for the asset has always been 100%. The depreciation method has always been straight line. The recovery period is 27.5 years. Through tax year 2024, the accumulated depreciation was $167,272.  That left $9,076 entering 2025.  I had been credited with $6,413 per year in depreciation for this asset for each year between 1999 and 2024 (26 full years).  I also received a depreciation credit of $534 for the one month’s of use in 1998. Combined, that matches the $167,272 which the software shows as ‘prior depreciation’ in Line 10 of the Asset Entry Worksheet.   So here is the problem. After entering all my rental property income and expense data for 2025 in the EasyStep mode, I noticed that I was credited with only $330 of depreciation in Schedule E, rather than the $6,413 which I have been credited with for every full calendar year since 1999, and had expected to be credited for 2025.   I went to the Asset Entry Worksheet, and verified that Line 3’s date of entry into service was correct, as was Line 4’s total acquisition cost, and line 6’s ‘percentage of business use’. Line 10’s Prior Depreciation was also accurate (as detailed above).  Line 11’s Depreciation Deduction was the same $330 which populated Schedule E.  I also double checked that line 47’s method of depreciation, which is Straight Line, was also accurate, as was Line 50’s recovery Period (27.5 years) and Line 51’s Year of Depreciation (which was recorded as 28).   I also ‘ZOOMED’ from Asset Entry Worksheet to the Asset Life History table, and it showed the same depreciation numbers described above through 2024, as well as $6,407 for 2025 and an anticipated $2699 for 2026 before the original ‘basis’ of $176,348 would be fully exhausted.  Even though I am confident that I am due at least $6,407 in depreciation for 2025, there are no depreciation numbers which the software permits me to directly over-ride.  As I noted in my post from Wednesday night, the Turbotax rep who I managed to explain this all to on Tuesday evening (2/24) fully agreed that there was a flaw in the software.  I should note that I tried your suggestion of zeroing out the ‘prior depreciation’ number in Line 10 of the Asset Entry Worksheet.  That did succeed in converting Line 11’s Depreciation Deduction from $330 to what appears to be the correct number of $6,413, and this figure also populated Schedule E.  I appreciate the suggestion, and I may apply it in my actual return.  I also found one or two other ways to essentially “trick” the software into yielding the right number on Schedule E (for example, changing the date the asset entered into service in 1998 by a few days).  However, I am reluctant to ‘work around’ a software flaw unless it’s a last resort, and it has the company’s endorsement.  That’s why I will continue to appeal directly to Turbotax to reopen my Closed Case, and give me the technical assistance that will directly solve the problem if that’s possible.  Not to be repetitive, their rep has acknowledged to me that the problem is with their product, and yet rather than get back to me, as the rep promised, they abruptly closed my case without explanation. I’m an old guy, but am familiar with the modern phenomenon of GHOSTING.  Thanks, again for your help.  Below, I have answered your other questions (at the risk of being redundant).   How many years is it using? Is it using the correct number of years or how many years is it supposed to be using? The software accurately lists 27.5 years as the Recovery Period in the Asset Entry Worksheet, and 28 as the Year of Depreciation.  However, their programming logic may somehow be flawed if they are cutting off my eligibility for full depreciation in 2025 because that year represents the 28th calendar year during which the asset is being depreciated (and 28 is a higher number than 27.5). If so, that would be flawed logic because the 27.5 year Recovery Period which started in December, 1998 has obviously not elapsed through the end of 2025.  Through December 31, 2025, the asset would have used up 27.08 years of its 27.5 year Recovery Period.   Has the business % varied from year to year? No, it has been 100% for the duration.   If you leave the ‘prior depreciation’ BLANK, does that fix the problem? As noted above, this suggested ‘zeroing out’ does produce an accurate depreciation allowance, and I will consider applying this or other ‘workarounds’, but only as a last resort, and if the company continues to ignore my problem.  

Agreed. I get the impression that utterly nobody at TurboTax is paying any attention to this Wisconsin, and I suspect no "update" was actually even installed. Twenty years ago TurboTax was really pretty decent, but it's gone way downhill. Unfortunately, the competition doesn't sound that much better, and TurboTax is undoubtedly aware of that too. In any event, I think I may give up on TurboTax efiling and just print and file a hard copy with Wisconsin by mail. Mike O'Brien

The IRS treats the new One Big Beautiful Bill Senior Deduction as an adjustment to income rather than a part of your Standard Deduction.   Line 12e of Form 1040 will show your regular Standard Deduction ($31,500 for Married Filing Jointly (2025), plus any extra for blindness or being 65+).   Line 13b of Form 1040 will show the new $12,000 OBBBA Senior Deduction.  It flows from a new form called Schedule 1-A.   To See the Senior Deduction online: Open or continue your return. In the left-hand menu, click Tax Tools, and then Tools. Select View Tax Summary. Click Preview my 1040. Scroll down to Line 13b. You should see the $12,000 (MFJ... or a phased-out portion of it) listed there. To qualify for the full, additional "Senior Deduction" of $12,000 tax deduction ($6,000 per person): Both Taxpayer and Spouse must be considered "65 or older" for 2025 (born before 1/02/1961). Both Taxpayer and Spouse must have a valid SSN (make sure that you don't accidentally check that your SSN is "not valid for employment."). Your Modified Adjusted Gross Income (MAGI) must be less than $150,000.

I am still seeing issues, though not with entering the expenses. Indeed the sections for entering the expenses was present where before it was missing.  In addition these expenses when entered did flow into the Peoples worksheet and by extension into the student information worksheet.  However the program did NOT correctly evaluate my expenses in conjunction with their use to obtain AOC or LLC credits and then for 1099Q income offset   In my case my income leaves me ineligible to claim the credits yet the program still allocated the amount of my 1098-T expenses to the credit, leaving them ineligible to offset the 1099-Q income fully.  I had 13500 of Q income against the same amount of expenses but because the program is still allocating 8818 (QT) to the credit, which is disallowed by my AGI, only 5500 in additional expenses is netting against the 13.5k.    This is not correct.  Since I cannot take a credit the line 18 in the student info wks should be 0, ie not used for credits, which would correctly then account against my 1099q.  So i still see this feature in TT as NOT CORRECTED. I even went and fictitiously adjusted my W2 income to make me fully eligible for the AOC credit and it still didn't handle it correctly.  It allocated the full 8818 QT expenses to the credit even though the credit only requires 4k of expenses to be fully claimed.  That's flat out WRONG TOO.   Note in both scenarios I did not delete and re-enter my dependent, 1009q and 1098t info from scratch so I can't comment if the workflow might work correctly if done from scratch, but this is still broken in my opinion.  I absolutely would not trust the numbers I'm getting from TT when entering this information.

The QTP (529) to Roth did not work last year either.  The TT answer was not to input the 1099-Q because the 1099-Q states that nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return.  I just updated with the Feb 26, 2026 update, and TT still wants to include the earnings portion of a rollover to a Roth as taxable income.  So I again deleted that 1099-Q.  They need to ask a few more questions and then should be able to advise whether the earnings portion is taxable -- for example, has the QTP account from which the rollover originated been in existence for 15 years, is any of this rollover from earnings or contributions within the last five years, is the cumulative amount transferred to Roth under $35,000, and probably a couple of others.  Then the program can route the earnings portion correctly to taxable or nontaxable.  I don't think TT plans to do this adjustment.

This is scheduled to be available March 4.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download