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When mailing an amended return, you only need to include the tax Forms & Schedules that changed, along with any supporting documentation or forms - like your W-2c.  So, obviously you need to include the 1040-X, Form 1040 & it's schedules that may have changed. If Schedule B or Schedule D didn't change, you don't need to include them.  That said, it's better to send a form that's not needed than to omit one that is.  They won't penalize you for sending a form that's not needed.  

 Can someone please clarify this answer as it is completely unclear.   Say you have a 1099-DIV with Box 1 which has $5,000 in Ordinary Dividends.  You know that $2,000 of those dividends are from US government obligations and you want that to flow through to your personal taxes.  IT seems you enter this directly on your K-1 but where?  Do you adjust the down the $5,000 to $3,000 and separate out the $2,000 and enter them else wehre.   Second Wht if you have information in Box12 of your 1099DIV.  WHich is tax exempt interest.  There is no where to enter that information so if flows through. Especially if Box 13 is also populated.     Why does turbotax business not handle this... It is really frustrating.

How many tax returns can I file with Turbo Tax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/start-another-return-turbotax-online/L0B7Rjkyo_US_en_US?uid=mabbwshc   The 5 efile limit is from the IRS. It's to prevent fraud and people filing fake returns. To do more you have to sign up as a ERO - Electronic Returns Originator and be an authorized E-file provider. And you can't buy another Desktop program to get more efiles.

Sorry----The five federal e-file limit is an IRS limit.    Downloading a second license code will not allow you to get around the IRS limit.   The additional returns can be filed by mail instead of e-filing them.      Seek a refund for the second copy which you will not be able to use.   To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2  

Here's how to activate a different version. There is a way to have 2 licenses. You don't need to install the second version just enter the License Code. Under Help - Switch Product - Activate new product. Don't know what that will do or what benefit you will get. It won't allow you to efile more than 5 or get a different free state program download.   You will have to print and mail the rest.  You should always do and efile the most complicated ones first.  Maybe a simple one can use the Online Free Edition.  

Thank you so much for letting me know! I really appreciate it! I'm relieved to know that TurboTax is aware of the issue. I look forward to hearing back from you once IT contacts you. Thanks again so much! 🙂

Sounds like your son is a bit confused. as to whether he is an employee or an independent contractor.    If he is an employee, he will get a W-2 that shows the amount withheld from his own paychecks for Social Security and Medicare.  The employer will also have had to pay the employer portion for those.    If your son is an independent contractor and gets a 1099NEC, that will not show any amount withheld for Social Security or Medicare.    When you work as an independent contractor  you end up having to pay all of the Social Security and Medicare yourself---that is the self-employment tax.      If your son made at least $600 the owner is required to issue a 1099NEC to him.   But if your son is an independent contractor the owner was not required to pay in to SS or Medicare on his behalf.   Did his paychecks show any amounts withheld for SS or Medicare during the year?       https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-contractor   https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-   contractor://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee     If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7    

@baldietax Thank you for your reply. Iines 4 and 8 are blank on both 2023 and 2024. I have only mentioned lines with value.   I received form 5498 for 2023 but no 1099-R for 2023.  I received one 1099-R for 2024 which shows 13,490.75$ gross distribution and taxable which is combination of contribution 2023 and 2024.  Based on this, do I only need to amend 2024? 2023 is ok?  Thanks a lot.

If he doesn't get a W2 then he is not an employee and doesn't have SS & Medicare taken out.  He is self employed for it.  He either will get a 1099NEC or can report it as cash.   To report your self employment income you will fill out schedule C in your personal 1040 tax return and pay SE self employment Tax. You can fill out Schedule C and enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to Premium version. Or buy any of the Desktop programs. All the Desktop programs have all the same forms, but you will get the most help in the Home & Business version. How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   Self Employment tax (Scheduled SE) is automatically generated if a person has $400 or more of net profit from self-employment. You pay 15.3% SE tax on 92.35% of your Net Profit (If it is greater than $400). The 15.3% self employed SE Tax is to pay both the employer part and employee part of Social Security and Medicare (FICA). So you get social security credit for it when you retire. It is in addition to any regular income tax you owe on it.   You are paying 15.3% for….. SS for employer 6.2% SS for employee 6.2% Medicare for employer 1.45% Medicare for employee 1.45%

Did you use the Online version?  You might be in the wrong account.  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/ If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. You can also request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

TurboTax is equipped to handle around 10,000 individual transactions per brokerage account, although I seen information that says the Online version maximum is less than that.  Please see the following TurboTax FAQ for more information about reporting large numbers of transactions:   How do I enter a large number of stock transactions in TurboTax?

The video was helpful to get the import into CSV. I honestly got better luck using Gemini to do the conversion. After I got that into TurboTax Online, it imported as one 1099-B. But I ran into other issues.   Gemini pointed out that I should have tried finding the brokerage differently, and that’s how I ended up solving the issue.   Bottom line is still the PDF statement import is still broken.

Per What if I entered the wrong bank account for direct deposit?,  you can contact the IRS (800-829-1040) if the refund hasn't yet posted. You can ask to stop the direct deposit, and they'll mail you a "CP53E notice", which will allow you to provide a different bank account for your deposit. If the account number was mis-keyed, they direct deposit will likely be rejected and they'll mail you the CP53E notice automatically.