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If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. Delete it and enter it here, Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button   Then on the next screen be sure to answer Did you live in a Foreign Country?  NO.  If you are married you need to say No for each spouse.  

@wolfentears  You are likely receiving this message because you accidentally checked a box saying you had Marketplace (Healthcare.gov) insurance. To fix this, you must delete the 1095-A form entry in TurboTax and change your answer to "No" regarding Marketplace insurance, often found under Deductions & Credits > Medical.

In TurboTax, enter the sale of your home under Federal Taxes > Wages & Income > Less Common Income > Sale of Home (gain or loss). Use the "Search" bar to find "sale of home" and select the "Jump to" link to get there. The tool will walk you through the sale details The sale of a primary residence exclusion under IRS Section 121 allows homeowners to exclude up to $250k (single) or $500k (married filing jointly) of capital gains from taxable income.  If you owned the home and used it as your residence for at least 24 months of the previous 5 years, you meet the residence requirement. The 24 months of residence can fall anywhere within the 5-year period, and it doesn't have to be a single block of time. All that is required is a total of 24 months (730 days) of residence during the 5-year period. Unlike the ownership requirement, each spouse must meet the residence requirement individually for a married couple filing jointly to get the full exclusion. If you were ever away from home, you need to determine whether that time counts toward your residence requirement. A vacation or other short absence counts as time you lived at home (even if you rented out your home while you were gone). If you become physically or mentally unable to care for yourself, and you used the residence as your main home for at least 12 months in the 5 years preceding the sale or exchange, any time you spent living in a care facility (such as a nursing home) counts toward your 2-year residence requirement, so long as the facility has a license from a state or other political entity to care for people with your condition. If you don't meet the Eligibility Test, you may still qualify for a partial exclusion of gain. You can meet the requirements for a partial exclusion if the main reason for your home sale was a change in workplace location, a health issue, or an unforeseeable event. There are other exclusions for military/ divorce, etc.    To calculate the gain/loss on the sale.  Selling price - selling expenses  is your net realized.  You then must subtract your basis in the home and property which would be adjusted for all  capital improvements you made and reduced by all prior depreciation you took or were allowed to take during the period it was a rental.  You can utilize your depreciation schedule from TT in the year you last used it as a rental.  Your basis would include the $25K in capital improvements done while a personal residence too. You also must reduce your basis by any insurance reimbursements.   For more detailed information please review the IRS Topic No. 701. https://www.irs.gov/publications/p523   @RuffyK

Thank you for your reply @AmyC . I am using the Desktop version on a Mac, and I am looking for the kind of thing you describe in your Step 6, where I can differentiate between Federal and Ohio amounts, but I cannot find such a screen or line for Unreimbursed Medical Expenses (or anything similar). I can find (and have used) allocation lines for the following Income Allocations: • Non-Ohio State and Local Government Interest and Dividend Income • Nonbusiness Interest and Dividend Income • Wages, salaries, tips, guaranteed payments • Nonbusiness Capital Gain or Loss • Nonbusiness income (loss) from rental and royalty activity And I do also see the following Deduction Allocations: • Health Savings Account (this shows up on IT NRC Line 14, not line 8). • IRA Deduction But there is no screen or line for unreimbursed medical expenses or for Schedule of Adjustments Line 44. Regarding the Form entry mode: There is no option to change the Column B of Line 8 directly (this is what I need to do, as you correctly state). As you say, IT NRC line 8 does source back to the Schedule of Adjustments, but there is nowhere on the Schedule of Adjustment to distinguish between Federal and Ohio amounts (there is no Column A or Column B on the Schedule of Adjustments. Column A and Column B are only on the IT NRC. One hypothesis: I did NOT itemize deductions for my Federal taxes, so the only place the unreimbursed ACA premiums show up is on the Ohio Schedule of Adjustments Line 44 (and then incorrectly on IT NRC Line 8 Column B). There is no Federal amount/deduction. The Ohio IT NRC recognizes this, as there is no Federal column for Line 8. There is ONLY an Ohio Column B. Maybe Turbotax is getting confused because there is no Federal Deduction to allocate. Just a guess.

You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.   The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.   Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.

I followed your instructions. I put $400 for refund received, $400 for taxable amount, and $516 for total payments. In the Final Review it gives me an error:    Check This Entry: State Tax Refund Worksheet: Payments and withholding must exceed sum of individual payments. It looks like the total amount you entered from your 2023 NY tax return is less than the individual payments you made that year (estimated tax, extension payment, or payment when you filed your return). It should be higher than, or at least equal to your payments...."   I do not understand this at all. Can you please explain? Thanks!

Yes I understand the source of all the data for line 9 b   It comes from the worksheet  for the form. The problem is that the worksheet does not populate the 10 lines that support calculation of line 9b and then the entry of that number into the form.  The source data exists and I can see it. But the source data  does not self populate into the worksheet. Therefore the worksheet has no information to out into the form.  this appears to be a backend problem with bringing forward the data into the worksheet when standard deduction is selected.  can you help get this fixed ?

I'm trying to figure this out for you.  I have Windows Home & Business.  How did you get it to work in Forms mode?  I've opened Schedule A, Charity Contrib, and  Cash Contrib worksheets.  I can't find a table to sort.  And the Edit - Sort Table is greyed out  everywhere.     I was going to post a link to that other thread but see you already posted on it.  

@MR0465   As you already filed the return, the IRS will be sending you a refund so now you owe them that money back.     If you did NOT already file your return, you do NOT choose amend.  You just fix the return and file.  Only once you filed your return would you have to file an amended return.   You can wait till the earlier of 4/15 or the refund date from the IRS to pay your balance due.   Make sure to wait till your return is processed by the IRS before sending the amended return in or it can cause confusion.  

I doubt they will.   90% of companies these days and the people that work for them are dishonest and incompetent.  This tax year with these simple (and yes they are simple) crypto changes have really highlighted this.   Thing is they don’t care about disappointing customers anymore.     27 years with TurboTax and and I am absolutely done. 

Following the 1040/1040SR Wks: Tax Exempt Interest was very confusing so I went to the IRS and google. I have added 1099INT box 8 to 1099DIV box 12 .  No K-1s, S corps, or Estate & trusts.  I have subtracted 1099INT box 11 and 1099INT box 13. I have added 1099OID box 11.  The total of the above is over $400 less than TT's 1040 line 2a and there is no entry or combination of entrys that come to that amount. TT verbiage where 2a comes from is not helpful.  There needs to be a smart worksheet that shows the dollars and cents that make up the total on 2a along with the sorce for each dollar.