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First wait to see if your return was accepted or rejected. Next do not make any changes until you review the steps in the link below so that TurboTax knows the original numbers and the corrected ones. Accepted: An amended return must be completed to make the corrections. Rejected:  Make the change before you resubmit your return through e-file. If it was accepted you can amend your tax return using the information below. Use the links below for assistance and readiness. Tax Form Availability How to Correct Federal Tax Returns Where do I enter Form 1099-INT? @rizaldysenriquez 

If you are itemizing your return, you generally would qualify to deduct either your state and local income taxes or  your state and local sales tax.  If you made no large purchases, generally your state and local income taxes will be higher than your sales tax.  The $2,940 is the sales tax amount that the average person in your city and state would pay in the year with similar income.  To unselect this go back and choose to use state and local income tax instead of the IRS table.    If you are NOT itemizing your return, then this will not be relevant in the end.  In order to benefit from itemizing your return, you would need to have overall itemized expenses greater than your standard deduction. Itemized expenses include mortgage interest, gambling losses within limitations,  charitable contributions, state and local taxes up to $40,000, medical expenses in excess of 7.5% of your AGI and federally declared casualty and losses.       The 2025 Standard Deductions are as follows: Married Filing Joint (MFJ)              $31,500 Married Filing Separate (MFS)      $15,750 Head of Household (HOH)             $23,625  Single                                                 $15,750                                 Blind or over 65 and MFJ or MFS add $1,600 Single or HOH if blind or over 65 add $2.000 Standard Deduction vs. Itemized Deductions: Which Is Better?  

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-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

Our TurboTax team is aware of the issue and is actively working on a resolution. Please, sign up for notifications on when this issue will be fixed using the link below: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct?  

No, TurboTax has not had an issue with social security lump sum payments.  The steps for entry are posted here for you to review with your tax return (amended return).  Amend a tax return for the current tax year You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2024. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.  Continue to add each year for all years listed in box 3. There is no amendment required if completed on your original return. Open your TurboTax Return > Search (upper right or center) > type ssa1099 > Click the Go to SSA-1099.... Link or Click on FAQs on the right the on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

I checked your entries with the token you provided.  I noticed that some of the 1099-R entries didn't have an RMD entered, so I entered an RMD for one of them and did notice that the Federal balance due did skyrocket upward.  However, when you go to the next screen and state that the entire distribution applied to this RMD, the balance due will drop back down to where it was prior to entering the RMD amount.   You can go back to your 1099-R entries and enter the actual RMD amounts for the retirement accounts.  As long as your distribution for each account was more than the RMD, you won't be assessed any penalties for not withdrawing the full RMD.