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ok if you encounter these type of adjustments/exception categories then entering as "one by one" saves a lot of problems and should prevent the need to mail information to the IRS.  TT does not give good guidance on this and generally encourages jamming everything into sales summaries and then needlessly mailing the IRS.   I would try to remove any manual edits you did, and leave the 1099 with the Type A and D alone in TT, sales summary is perfect for these.   start a 'new' 1099 in TT ("Add Investments" etc, as tho you received a different physical 1099B for these), skip the import and you get a bunch of questions trying to help you choose how to enter it, but regardless select the "one by one" option to enter the data.  when you get to the data entry screen there is a drop down for "long term did not receive 1099-B form" and put in the details for each sale and it will create Form 8949 for Box F and add the totals to Schedule D properly, and I think you should be good to go, here is quick example   8949 Type F

If you are claiming your son as a dependent, he would not file the 1095-A with his return; you would include the information on your return.  If he is not a dependent, yes he would have to file a tax return if he received the advanced premium tax credit (subsidy).

You should be able to adjust this in my info.  Follow these steps to correct:   Log into TurboTax Select My Info Click in the first primary tax payer Edit Continue through the interview You'll com to the screen About your household You can select the filling status here.

Sorry--you cannot pay with a state refund.   https://ttlc.intuit.com/community/charges-and-fees/help/why-can-t-i-deduct-my-turbotax-fees-from-my-refund/00/25621   If your refund is enough to cover your TurboTax fees PLUS the extra “refund processing” fee of $40 ($45 in CA) and your forms are ready then when you are in the FILE section you can choose to have your fees deducted from your federal refund by a third party bank, who will take out your fees and send you the rest of your refund after the IRS issues the refund.    Please make note that if your refund takes too long to arrive (IRS delays, etc.) then you will also be agreeing that the TurboTax fees can be extracted from your bank account even before your refund is issued by the IRS.  This comes as an unpleasant shock to many people every year.      If you can possibly pay your fees upfront using a debit or credit card, it will save you that extra fee and even more importantly, the possible aggravation and delays that are often the result of poor handling/poor customer service by that third party bank.  We see way too many instances where refunds are delayed for months when users choose refund processing. There have been lots of complaints; there are a number of things that can go wrong when you use refund processing.  I suggest avoiding that situation if at all possible.     And....you can never pay state tax due from a federal refund, so do not expect that.   The state tax due has to be paid directly to your state.     What is Refund Processing Service?     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    

I agree.  It is intentionally deceptive process.  They know it is. My guess is they pay people to make it more and more deceptive each year. I was able to avoid one secret cost by using a credit card instead of using my tax refund to pay. I learned from someone on YouTube how to avoid the cost  filing.    I also don’t understand why the State and federal government doesn’t fill out most of the forms for us— they know what the numbers should be— We get audited because we fill out ridiculous forms in the wrong way. The only parts we should need to fill out is our personal write offs— they have most everything else. It’s a giant scam!