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In TurboTax Online, report the IRS form 1099-R as follows:   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Click the down arrow to the right of Retirement Plans Social Security. Click to the right of IRA 401K Pension Plan Withdrawals. Select Add another 1099-R. At the screen Let's import your tax info, select Change how I enter the form. At the screen How would you like to upload your 1099-R, select Type it in myself. At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue. Continue through the entry screens. In TurboTax Desktop, report IRS form 1099-R as follows:   Across the top of the screen, click on Federal Taxes. At the top of the screen click on Wages & Income. Select I'll choose what I work on. Click to the right of IRA, 401K, Pension Plan withdrawals. At the screen Let Us Enter Your 1099-R, select I'll type it in myself.

if you don't have any adjustments (wash sales, AMD, noncovered categories) you can certainly simply input the 1099B as a "sales summary" with proceeds and cost basis.  You can enter adjustments/noncovereds as summaries also with adjustments, which will create Form 8949 but without the details and triggers the need to mail 8453 with statement.  This mailing is avoided by inputting these sales instead as "one by one" with the details; and the balance of your 1099B can be input separately as "sales summary" without adjustments.   I always input my 1099s and had about 30 adjustments which doesn't take long to enter and the rest as summaries is very simple.  Not familiar with futures, I did have some options reported as 1256 contracts which is a different process.  Short options that expire with proceeds and zero cost basis may be reported as noncovered securities which creates the need to either use one-by-one or mail the 8453 if you can't import.

Did your dependent say they could not be claimed and cause your own return to be rejected?  Waiting for their amended return to be processed will do no good.     You have two options.   Print sign and mail your return that claims the dependent.   Or...get an IP PIN and try to e-file.   GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin  

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 

Please look to see if there is a W-2 in your forms, perhaps one was carried over from a previous year.  If listed, delete it.    HERE are the steps to view and delete forms using TurboTax Online. Desktop users switch to FORMS.    @jackmaxxsdaughter127 

No---a W-2 is not required.   If you transferred your information in from 2023 and an old employer transferred in, the software will ask for your W-2.  You can delete the old employer.  And tell the software you do not have any W-2's   Enter your retirement income:    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     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.    

Wait for the original return to be completely processed. The IRS may send a notice requesting additional information. Here are steps to amend a current tax return.   TurboTax Online On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend. Select the Amend (change) return dropdown,  Then Amend using TurboTax Online.  If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead. Continue through the screens, Make the changes you need to make, and carefully answer the remaining questions to finish amending your return.  

It sounds like your state withholdings were not assessed correctly by your employer.  Was there a change in payroll services or a change in payroll systems in 2024?   Iowa and Illinois have a reciprocal agreement for individual income tax purposes. Any wages or salary made by an Illinois resident working in Iowa is taxable only to Illinois and not to Iowa.   You will file an Iowa nonresident state income tax return to receive a refund of taxes that were withheld to Iowa.   You will file an Illinois resident state income tax return but you will have a balance due.  Enclose a letter to Illinois asking for 60-90 days to pay the balance due.  Hopefully, that will be enough time for the Iowa refund to be received.