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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-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

Our TurboTax team is aware of the issue and is actively working on a resolution. Please, sign up for notifications on when this issue will be fixed using the link below: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct?  

No, TurboTax has not had an issue with social security lump sum payments.  The steps for entry are posted here for you to review with your tax return (amended return).  Amend a tax return for the current tax year You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2024. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.  Continue to add each year for all years listed in box 3. There is no amendment required if completed on your original return. Open your TurboTax Return > Search (upper right or center) > type ssa1099 > Click the Go to SSA-1099.... Link or Click on FAQs on the right the on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

I checked your entries with the token you provided.  I noticed that some of the 1099-R entries didn't have an RMD entered, so I entered an RMD for one of them and did notice that the Federal balance due did skyrocket upward.  However, when you go to the next screen and state that the entire distribution applied to this RMD, the balance due will drop back down to where it was prior to entering the RMD amount.   You can go back to your 1099-R entries and enter the actual RMD amounts for the retirement accounts.  As long as your distribution for each account was more than the RMD, you won't be assessed any penalties for not withdrawing the full RMD.

My origianl message indicated that these were capital gains.  They are actually considered Accured Market Discounts.  These are federally considered taxable interest but they are NJ Tax free.  How do I make TurboTax treat this a state tax free?

Delete the Schedule C and 1099-MISC again and this time when you re-enter the 1099-MISC, answer the question about how often you receive this income to 2025 ONLY.   If you regularly receive the income, TurboTax will apply it to Self-Employment and place it on Schedule C.   If you answer as follows, the income goes to Other Income - Line 8 of Schedule 1- Form 1040.  As you enter the form:   After you enter the reason for the 1099-Misc, mark None of the above on the next screen (uncommon situations). Answer Did the refund involve work that's like your main job?  NO Answer How often did you get income for refund?  You got it in 2025 only Answer Did the refund involve an intent to earn money?  NO How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop     If you treat your forest land as a business, you would typically report this on Schedule C.    (counts as self-employment) If you are a farmer, it goes on Schedule F.   (counts as self-employment) If you are an investor/individual and the land is for personal or investment use, it is generally reported as "Other Income" on Schedule 1 (Form 1040).