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"I assume that you just attach the koinly 8949 statement to the return."  might be a bad assumption because TurboTax does not provide for the attachment of externally prepared documents.  if you succeed, post back on how you did this so others will be able to copy your steps.   if it fails, you''ll need Form 8453 to mail  it and the statement following the instructions on the foorm. 

We've been trying to get this corrected for the past month. Since TurboTax has failed to correct this issue, and customer service has been of no help, I'm going forward with filing complaints to the BBB, AG, MI Treasury, and FTC.

David - You could do that and and sign in to find out, but usually they send a notice via email that your return has been accepted (or rejected). If you sign in (on the browser online version I use), the initial screen will show you what you've filed and whether that filing is pending or has been accepted or rejected. Regards, Mike O'Brien

I assume you are referring to digital asset sales. If you have a Form 1099-DA from Uphold, the cost basis may be reported in box 1(g) of that form. Otherwise, you would have to extract that information by logging into Uphold and retrieving the necessary reports that would show your cost of investment sales.   You enter digital asset sales as investment sales in TurboTax as follows:   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Digital Assets as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis.  

1.) Your Return Has Not Been Fully Accepted Yet If you e-filed recently, the IRS may not have finished transmitting or accepting your return into the main processing system. Key point: WMR only updates after the return is accepted into IRS Master File systems. 2.) It’s Too Early The IRS states: E-filed returns: Allow up to 24 hours after acceptance Paper returns: Allow 4–6 weeks before WMR shows data If you’re inside those windows, this message is normal. 3.) Information Doesn’t Match Exactly WMR requires: Correct SSN (no typos) Correct filing status Exact refund amount (whole dollar only) Even a $1 mismatch can trigger “Status Not Available.” IRS System Updates or High Traffic During heavy processing cycles (especially after PATH releases or major 846 waves), WMR systems can temporarily fail to pull data. This does not automatically mean your return has a problem.     if this does not match your situation, you can either wait a few days or call the iRS. Warning, it is sometimes difficult to get through to a live person. 

You will need to file IRS Form 5329 (Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts)  to report the error and request a penalty waiver (for a missed Required Minimum Distribution (RMD)).   Step 2... Since you received the money in 2026, you will report that income on the tax return you file next year (in 2027), based on the 1099-R you will receive next year.   Step 1... You must file Form 5329 on your 2025 tax return to tell the IRS you missed the deadline but have since corrected it.   Enter Missed Required Minimum Distribution (RMD): Open or continue your return. Under Wages & Income, scroll down to the Retirement Plans and Social Security section. Select IRA, 401(k), 403(b) (Form 1099-R). Proceed through the interview screens (as if you have a 1099-R)... until you eventually see "Did you miss a required distribution from any retirement accounts?", and Select "Yes", and enter the amount you were supposed to take. Select "Yes" when asked if you "want to request a waiver" and provide an explanation. For example: My bank did not process the RMD distribution by Dec 31, 2025. Once discovered, the full RMD was withdrawn on [Date] to correct this shortfall.   On TurboTax Desktop (Forms Mode): Open or continue your return. Switch to Forms Mode (top right corner). Open Form 5329. Scroll down to Part IX (Additional Tax on Excess Accumulation in Qualified Retirement Plans). On Line 52, enter the RMD amount that should have been taken. On Line 53, enter $0 (since nothing was taken in 2025). On Line 54, enter the amount you want waived (the full amount) and click the Explanation box to provide your reason (on the Tax Smart Worksheet). Do not pay the penalty yet, if you are requesting a waiver.  The program will show $0 penalty on the final line of Form 5329. The IRS may grant a waiver for first time mistakes or bank errors.   If 2025 was the very first year you were required to take an RMD (you turned 73 in 2025), you actually have until April 1, 2026, to take it.    @dennis_h85  @user17721460898 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/    Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund.  Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.     Your federal refund amount is on line 35a of your Form 1040   https://www.irs.gov/refunds

Try deleting Form 5695 from your return and step through the Home Energy Credit section again to let it repopulate.  Make sure your program is updated through the ONLINE link at the top, if you're using TurboTax Desktop.   Here's more info on Form 5695.   @Jceru 

Hmm.  I could have sworn it had let me before, but looking at last year return proves not.  I think what may have happened is I got it confused with *his* filing status, when his youngest was still in school.  (I've done all of everybody's taxes for near two decades now.)   Thank you for the clarification. 

No, there is not a  new form for low income social security.  In fact, if you only have social security income, chances are you do not need to file a tax return as not all of social security is taxable and sometimes none of it is taxable.   If you were 65 or older at the end of the tax year and have other income, you may be able to claim the Senior Bonus Deduction.  This can lower your taxable income by $6,000.   If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.  There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.     For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income.  If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65 Taxability of Social Security & SSDI General Rule: Social Security benefits are not fully taxed. Depending on your "combined income," up to 85% of your benefits may be taxable. SSDI Treatment: SSDI (Social Security Disability Insurance) benefits are treated exactly the same as regular Social Security benefits for tax purposes. Thresholds for 85% Taxable: Single: Combined income above $34,000. Married Filing Jointly: Combined income above $44,000. Married Filing Separate: Benefits are taxable at 85% regardless of income level. Thresholds for 50% Taxable: Single: Combined income between $25,000 and $34,000. Married Filing Jointly: Combined income between $32,000 and $44,000. Calculation Formula: "Combined Income" is calculated as your Adjusted Gross Income (AGI) + Nontaxable Interest + 1/2 of your Social Security Benefits. Filing Requirements SSA Only Income: If your only source of income is Social Security, you typically do not need to file a tax return because you have no taxable income (unless your benefits exceed $50,000 for the year).

see this TurboTax webpage for instructions https://ttlc.intuit.com/turbotax-support/en-us/help-article/personal-identification-number/e-file-reject-ind-180-01-primary-taxpayer-identity/L2wGiQfop_US_en_US