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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. 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...

As M-MTax said, the credit for taxes that were withheld is not permitted to be passed through on Schedules K-1 to the beneficiaries.  (I'm confident that this is not backup withholding.  The payer would have been reluctant to make the distribution without having been provided the EIN of the estate.)  The estate will have to receive a refund of excess taxes withheld and then distribute these funds to the beneficiaries.

Which TurboTax online edition are you using?  If you are using any of the Live editions, those are not eligible for the military discount.   See this TurboTax support FAQ for how to view your fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US

Communication has been inconsistent. We were told the form would be available by Feb 11, then Feb 13, and now ‘Feb 13 or after’ without any clear explanation for the delay. The IRS site shows the form has been available since Jan 26, so the lack of accurate updates is frustrating.  Transparency , timely status details and a clear reason for the delay seems to be a tall order here. smh

No one else can see your screen or your tax return.   Where are you stuck?   Are you using "do it yourself" online or are you using Live Assist?    If you are using do it yourself then please post clearly worded specific questions so we will know how to help you.     If you are using Live Assist, then contact your expert.. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

Hi as a reminder, I'm looking for an answer to this question so I can finish my taxes:   There were a bunch of worksheets.  Should I delete all the worksheets or just the related one which is carryforward worksheet? 

I believe you mean you purchased stock from his company that was associated with stock options. If so, any income associated with the discount on the stock should be reported on a W-2 form. If you can't get the company to change the reporting to a W-2 form, you can enter the Form 1099-NEC in the Wages and Income Section, then Other Common Income, then Form 1099-NEC. When you answer the questions in that section, indicate that the income was not associated with your job, you did not have a profit motive to earn the money, and you only received it in the current year. That way the income won't be considered self-employment income.   If you also sold the stock, you will receive a Form 1099-B reporting that. When you enter that in TurboTax, you will see an option to adjust the cost of the stock reported on the Form 1099-B if necessary, as often it won't reflect the discount on the purchase of the stock. You can indicate that you want TurboTax to help you calculate the adjustment or you can enter it yourself if you know what it is.

You just go ahead to H & R Block---there is nothing you need to do with your TT account.  You can simply abandon it.   No one has access.   Keep a record of how to access your account if you have prepared past returns using TurboTax; they will be saved for seven years.

@ThomasM125 I understand that changes in tax laws can drive delays in tax preparation software, but labeling this as ‘last minute’ is exaggeration…IRS changes happened 19 January.  What I still can’t understand, and what you did not address, is why the software lets you complete your return and file knowing that this portion is still missing?

@rdemyan wrote: 1) I am over 65 years old. 2) I already have a Roth IRA that is well over five years old. It has about $20K in it. You have met the requirements for qualified distributions from your Roth IRAs.  Any distributions that you make from any of your Roth IRAs are now completely free of any tax or penalty, including distributions of any amounts derived from Roth conversions now or in the future or from earnings.  Although it's still good practice to do so, there is no longer any real need to track contribution and conversion basis.  Because any distribution from your Roth IRAs will be a qualified distribution, the distribution will not be reportable on Form 8606.