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First I was not aware that my son turning 24 makes him not a dependent on my taxes.  So for 2025, we used the 529 to pay for his last semester of college, had it deposited into my bank account, and paid the college bills.  I guess that 529 withdrawl and the corresponding college expenses will have to go on his taxes  However, he was on our ACA medical.  I paid his medical on our ACA bill.  I am hoping I can put his "portion" of the medical paid on his taxes.  The bill breaks out the cost for each person.  He makes good money, so he is above the poverty line.  (FYI Healthcare.gov  let me put him on my medical plan - I assumed he had to be a dependent.  So that is why I am annoyed.  I am stressing about how to enter all of this into TurboTax. ) ALSO I paid additional estimated 2025 taxes bc of my son's income.  If he was a dependent, his income is added to my income for the Premium Tax Credit - and I wanted to avoid a tax penalty.  Oh he still lives with us.)  So I just want to know how 529 withdrawls and the ACA medical are handled when I thought they were going to be on my taxes but now may have to be on my son's.  (Also when we added him to our medical Fall 2024 - he had no job offers and thought about doing a gap year.  Then gets a job and now I have a tax dilemma!)

If you continue to update TurboTax Desktop and open your TurboTax Online (automatic updates) and you still see the 'ready by February' message, it's not yet finalized. Sign up for the update so you will be notified the most efficient and timely way.  It is posted for convenience here.   Please use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file with Schedule E. The target date is still February 11th, however the notification will let you know.

@moderatetaxfiler Since you are using a Mac, have you tried using Safari as the web browser for the TurboTax online editions?   I am using TurboTax for Windows with the Chrome browser and do not have any type of issue such as what you are reporting. Have you tried to reduce the size of the AI window, either from the sides or top to bottom?

If you continue to update TurboTax Desktop and open your TurboTax Online (automatic updates) and you still see the 'ready by February' message, it's not yet finalized. Sign up for the update so you will be notified the most efficient and timely way.  It is posted for convenience here.   Please use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file with Schedule E. The target date is still February 11th, however the notification will let you know.

If you continue to update TurboTax Desktop and open your TurboTax Online (automatic updates) and you still see the 'ready by February' message, it's not yet finalized. Sign up for the update so you will be notified the most efficient and timely way.  It is posted for convenience here.   Please use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file with Schedule E. The target date is still February 11th, however the notification will let you know.

1) It's possible your return isn't eligible for e-filing. 2) Yes, you can print and mail an amended return even if you e-filed the original return. 3) TurboTax should include instructions on how to mail your amended return, including which forms are required.   For more information, see: Can I e-file my federal Form 1040-X amended return? Can I e-file 2024, 2023, or earlier tax returns? How do I amend my federal tax return for a prior year?

I am able to start the Wisconsin state income tax return over by returning to Federal Taxes, then Review, then State Taxes.   At the screen Here's the income that Wisconsin handles differently, I click Edit to the right of Retirement Benefits Adjustment.   At the screen Retirement Benefits Adjustments, I make no entry.  Click Continue.   At the screen Wisconsin Retirement Income Subtraction (Credit Restricted), I selected Yes.    At the screen Subtract Wisconsin Retirement Income, I selected Yes.    The AI features of the software sometimes present differently for one customer and not another.  In some cases, may need to delete the state return and re-enter.   @mdschwartz 

Merrill Lynch often does not activate its "import partner" status until mid-February. As a result, the Merrill Lynch drop-down won't appear until the import is available.    Merrill Lynch says that for many clients, consolidated 1099 tax-reporting statements will be posted to online accounts by February 27 or February 28, 2026. However, they may be posted later because of an extension filed with the IRS, to validate data. This means many consolidated 1099-B forms may not be finalized for import until late February or early March. This is mentioned in this source under the heading What Might Delay Consolidated 1099's.    

Hey sorry for being rude, just frustrated!  Your advice is better than TurboTax's 🙂   I don't have any balances in a traditional IRA and I managed to do this last year, so I'm VERY frustrated   Thanks for helping the community

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...

Yes, the interest is taxable and reportable to the IRS.  As @AnnetteB6 said, "You have received the interest as part of the new CD. "   I suggest you contact the bank, or check their website for any 1099s that may have been issued.