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@user17709580654   Y'all might be left with a complete uninstall/reinstall or Manual Update (If on windows computer) Manually Update TurboTax for Windows Software or Customer Support: How do I contact TurboTax?   _______________________________________ @skarniotis    Maybe y'all need to run a software update from the top menu... or call Customer Support

@user17709788658    Yep...return to the initial question, and do as @DoninGA  has indicated.   A couple of us had asked a Moderator to look into having the sentence changed to include box 2a in that YES statement...just as it did last year, but no action has been taken by the software folks yet.   If you did attempt to enter some $$ into either the General or Simplified calc methods, you might have to delete the 1099-R form entirely, and start over.

Go back and edit your Form 1099-R.  After completing the entry of the 1099-R there are a series of screens.    On the screen Annuity information you are asked For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?  If you answered NO, the following screen asks about the General Rule or the Simplified method.  Answer YES to question so you will not be required to select either the General Rule or the Simplified method.

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...

Taxes owed can never be paid from a tax refund.  If you are seeing this on the TurboTax web page it is only a math procedure to show the total money you will receive.   How you selected to pay the state taxes owed has not changed. Your federal tax refund has not changed.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds

SALE OF HOUSE   If your gain was more than  $250,000 filing Single, or more than $500,000 filing Married Filing Jointly the sale must be reported on your tax return.  Whether you re-invested the gain in to another house is irrelevant.  If you  have a Form 1099-S go to Federal>Wages and Income>Less Common Income>Sale of Home (gain or loss) If you owned and lived in the home as your primary residence for at least 2 of the last 5 years on the date of the sale, you do not have to report the home sale if the gain is less than $250K filing Single, or less than $500K filing Married Filing Jointly (and you both owned and lived in the home for at least 2 years).   If you are using online TT, you need Premium software to report the 1099-S

FROM THE IRS WHERE’S MY REFUND SITE:   https://www.irs.gov/wheres-my-refund   How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.