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Correction: Thanks. 1. "Schedule B in the interest section, below the subtotal for line 1" reads "Excludable interest on series EE and I U.S. savings bonds issued after 1989". Attach Form 8815" My question pertains to the accrued interest paid on brokered CDs (NOT series EE and I US Savings Bonds). There is no form 8815. Brokerage Tax Reporting Statement statement  reports a line item "Accrued Interest Paid on Purchases". 2. I was referring to the statement " So I'm assuming I choose the "accrued interest" reason and leave it at that?  The end result to my refund is the same either way - it subtracts that amount of interest. " in the original (first) message above. So, where do I enter it on Schedule B? Thanks for your help.

I am dealing with this! I received an IRS notice CP11 stating that the taxable Social Security benefits were changed because they were calculated incorrectly. I went from a rare refund in a year when the standard deduction went UP, to more than $2500 owed. This has caused concern for future returns and questioning the liability of Turbotax in this instance. I spoke with a Turbotax technician who states that they calculate this similarly every year but it seems as though the software dropped the ball! This just sucks! Are we supposed to review how the software is done now?????

Thanks. 1. "Schedule B in the interest section, below the subtotal for line 1" reads "Excludable interest on series EE and I U.S. savings bonds issued after 1989". Attach Form 8815" My question pertains to the accrued interest paid on brokered CDs (NOT series EE and I US Savings Bonds). There is no form 8815. Brokerage Tax Reporting Statement statement  reports a line item "Accrued Interest Paid on Purchases". 2. I was referring to the statement " So I'm assuming I choose the "accrued interest" reason and leave it at that?  The end result to my refund is the same either way - it subtracts that amount of interest. I suppose a third way would be to change my cost basis that I paid for the CD on the 1099B, since it looks like that is listed as "basis not provided to the IRS" on my 1099B anyways." in the original (first) message above.  Thanks for your help.

You can view all your worksheets, forms and schedules.   In the desktop program, click on Forms in the upper right corner, and when using TurboTax Online, you can view forms from the Print Center.    @KimT-IL   

Sorry you can't amend to  MFS Married Filing Separately from Joint after the due date, April 15, 2025.  You can amend to add his info and income to your Joint return.  You may find Joint is better than MFS.   How to switch from Joint to Married filing separate https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/switch-filing-jointly-filing-separately/L3UGzwHa1_US_en_US?uid=lskmcvqs   Here's some things to know about filing MFS Many people think they come out better when filing Married Filing Separate but they are probably doing it wrong. If one person itemizes deductions then the other one must itemize too, even if it's less than the standard deduction, even if it is ZERO!   And there are several credits you can't take when filing separately, like the EITC Earned Income Tax Credit Child Care Credit Educational Deductions and Credits And contributions to IRA and ROTH IRA are limited when you file MFS.   Also if you file Married Filing Separately up to 85`% of your Social Security becomes taxable right away even with zero other income.   See ……. https://ttlc.intuit.com/community/married/help/is-it-better-for-a-married-couple-to-file-jointly-or-separately/00/25590    

You should click on Skip Import if the import screen pops up.    You can click on Start or Update next to the Stocks, Cryptocurrency, Mutual Funds, Bonds, Other category.    Answer YES when asked if you have investment sales, then Skip Import.     You should land of the Investment Type page where you choose the type of investment.   Choose the type, scroll down and click Continue.     If you already have investments, click on Add investments to be taken back to the import page, that you can skip.   You can click on Review next to any transaction to edit that transaction.     The amended return should start out at $0 and only reflects the changes from your originally filed tax return.    

  When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

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