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So just to sum up with some number examples:  I have IRA's A, B, and C.  By calculations, my individual RMDs would be 700 from A, 200 from B, and 100 from C.  But I satisfy my entire $1000 due in 2025 by withdrawing 900 from A (let's say I have an automatic draw of 900 each year), taking the remaining 100 from B, and nothing from C.  So my 1099 from A says I took 900, but I would enter into TT that the RMD amount due from A was 700, and that entire amount was applied to the 2025 total.  My 1099 from B says I took only 100, but as I enter into TT that my RMD is expected to be 200, I should also state that that entire amount was applied even though I took only 100.  I have no 1099 from C so I cannot enter anything.  So now I've told the IRS via TT that I've taken what was due on A & B and it all went for the annual RMD amount, even though those two add to $900 and my full liability was $1000 and it was accounted for on the 1099's, which have the actual correct amounts, disregarding RMD accounting.  TT should calculate no penalties because I told them I took all that I needed to from A & B.  Is this the correct solution???

Glad this community is here.   Yesterday, I called TT and was on the phone for 90 minutes.   We changed browser from Chrome to Edge, but no luck.    But like you I had clicked NO when the message box popped up and could never get it to display again.  TT Support had me uninstall and download TT again - That did not help.   I cleared cache in my browsers, that did not help either.   Maybe if I would have clicked "Allow" instead of "Block" it would have worked.   Good to hear you got yours to work.  I was quite pleased when it worked for me and also for my friend.    I actually deleted the imported files and re-tried a second time and it worked.  I have 1 pending 1099 from Fidelity so I will need to go back later and pull it but now I am confident it will work.

If you are entering  a Form 1099-MISC in TurboTax, in the Other Common Income section and then Form 1099-MISC, you will first have to enter it in box 2 as Royalties. On the next screen that says Source of 1099-MISC income, check the first box there, not the one that references self-employment income. If you do that the income will show up on Schedule E.   If you don't have a Form 1099-MISC, you have to enter the royalties in the rental income section of TurboTax and on the screen that says Is this a rental property or a royalty? check the Royalty property or payment box.    Later you will come to a screen that says What type of royalty is this and you have to answer Oil and Gas Royalty income.

To find the tax document you just submitted to amend, take the following steps.     You will have to use the same TurboTax account that you used for the original tax return.  Log in You will see the option to amend a tax year The refund calculator will start new at $0 Enter the relevant changes to get the refund or tax due  Make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment    Amend TurboTax Online  Amend TurboTax CD/Download 

@user17705032923  The date in your image is an estimate, thus the "est." beside it.   21 days is the time TurboTax gives everyone as an estimate, since the IRS says most people get their refunds within 21 days.   So it's just based on the most common refund times at the IRS.  After efiling, the TurboTax program does not get any update in your deposit date from the IRS.     If the IRS says you should have received it on Feb. 9, the IRS also says their date can vary due to differences in various banks processing routines.   But there are some things you should check:   Check your refund choice and the deposit information you entered for your refund deposit to be sure no digits were incorrect or transposed.    In your return PDF, the Filing Instructions pages should show the method, and also the summary pages as described in this FAQ:   FAQ:Where can I find my direct deposit account information after I've e-filed? https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/find-direct-deposit-account-information-e-filed/L9HUEnN0h_US_en_US    Also, did you buy any optional features during the filing process--such as the "pay product fees out of refund option" or the "Up to 5 days early option" (the free version of the latter could involve opening a Credit Karma account.)    If so, depending on what you chose, those options can involve a third-party bank; i.e., the IRS would send the funds to the third-party bank where the fees are subtracted, then the third-party bank would send the rest to your bank account, or in your case the Cash App (which i'm not familiar with), or to a Credit Karma Money account if the free version of "Up to 5 days early" was chosen.    Did you use any of those extra features?   Did you pay your TurboTax fees upfront with credit/debit card?   If it doesn't arrive soon, you can always ask the IRS "where" the refund was sent to see if they sent it to your own deposit account or whether it was sent to a third-party intermediary bank.

Yes that box (HOH) is checked for my filing status. Still not sure it makes sense to me. What if a person was never married and claiming HOH for filing status. Would that person think that box should be checked? Thanks for your help!

@espanad    Yeah, but please....what was the actual solution?   Clearing up what was perhaps mis-placed/mis-entered could help others with a similar situation. _____________________ @VolvoGirl   not sure what the actual solution was for this problem...yet

Yes, you may still be eligible for the PTC on Form 8962.  However, if you're not itemizing deductions, when entering your 1095-A, you can enter the amount of premium paid less the reimbursement amount you received.  This will recalculate Form 8962.   @ReynaLBall 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.