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Before you amend your return, you must first wait until the initial return is completely processed.  When you are ready, you will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. Only make changes to the areas of your return that need amending. To amend your return:    Sign in to TurboTax On the home screen, scroll down to Your tax returns & documents and  select the year you want to amend Select Amend (change) return Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return To enter the energy credit:   Go to the Deductions & Credits tab Under Home Energy Credits go to Your Home  Start/Revisit next to Home Energy Credits Follow the prompts Where do I enter qualified energy-saving improvements?  

If your plan is a 401(a), you should not check the box that says "Yes, this is a 403(b) plan."    If you do, you are effectively telling the software, "I have a Tax-Sheltered Annuity," which triggers the confusing questions about annuity start dates and cost basis.   Follow these steps to bypass the annuity loop:   On the 1099-R entry screen, make sure Box 7 matches your form (likely Code 7 or Code 1) Ensure the "IRA/SEP/SIMPLE" box is unchecked (since it's a 401a, not an IRA) When the software asks, "Was this distribution from a 403(b) plan?", select "No, it's another type of qualified retirement plan" By selecting No, the software should treat it like a standard pension or 401k distribution and skip the "Annuity" questions entirely

Please define what you mean by 'mixed use' property.  If you converted the property from personal use only to rental use only OR from rental use only to personal use only during the year, then you need to change the number of days of personal use that you have entered.     Personal use days are only considered when your property is a rental property, but you use it personally during the time it is also being advertised and available to rent.  This situation is the most common with a vacation rental property that is used for a certain number of days by the owner in between renters.   If you converted it during the year, then your personal use days should be zero and the rental days the number of days it was rented.  Then, you would prorate the expenses yourself and only claim the expenses that were incurred during the time it was a rental property.  Personal expenses such as mortgage interest and property tax would also be prorated and you would claim the personal portion on Schedule A, with the rental portion claimed on Schedule E.   @carlRcraw 

Neither the S-Corp nor my individual return has been filed for 2025. I don't understand what needs to be done at the S-Corp. Is the K-1 supposed to report a distribution differently than in box 16 using code D?

Yes. If your changes affect the original return information you sent in your original return to the Minnessota Department of Revenue, you must send the 1099-DIV along with any other corrected information. 

The RMD calculation is based on information that is entered into TurboTax and not on your actual bank or brokerage records, so this can be resolved easily by following these steps:   First, we will delete the original Form 1099-R entry:   Go to Wages & Income Select Review to the right of IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Before you add it back in, click on Deductions & credits on the left panel to allow the system to refresh Now, click back on Wages & Income to return to input the Form 1099-R information again:   Go to Wages & Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" If you select "Some", you will need to enter the amount of the distribution that applied to your RMD* You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   The above steps should resolve the incorrect penalty calculation.   *Note: If you did not take all of your RMD and are expecting a penalty, just not the amount calculated, then the interview questions will guide you through the additional questions so that TurboTax can then calculate the correct penalty amount and generate Form 5329.

If you want to know the status of your tax return,  you should use the IRS Where's My Refund website.  Be sure you enter that it is for 2024.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

We have further investigated this situation in the meantime. I apologize for the delay in responding.   If you receive a code FF on your W-2 for an employer reimbursement of medical expenses through a QSEHRA, you need to calculate if you were still eligible for any APTC (Advanced Premium Tax Credit). You can calculate this amount using the worksheets in Internal Revenue Service Publication 974. See also the IRS Instructions for Form 8962 for more details.   You will need to file by mail in this situation, because the IRS will look for "QSEHRA" written on the Form 8962, and an explanation letter attached to the return.   The TurboTax program does not support the calculation of the premium tax credit if a reimbursement was received via a Health Reimbursement Agreement (HRA) by the taxpayer or a member of their family. It also does not support the use case where they did not participate in the HRA, but the HRA is considered affordable. This is covered in the document, Unsupported Calculations.   If you are provided a QSEHRA, and it is considered affordable coverage for a month, no PTC is allowed for that month. If the QSEHRA is not considered affordable coverage for 1 or more months, you may still be eligible for the PTC. If you are eligible for the PTC for any month for which you are provided a QSEHRA, you must reduce your PTC (but not below -0-) for that month by the monthly QSEHRA permitted benefit amount. The monthly permitted benefit amount is the maximum QSEHRA benefit amount an eligible employee is allowed per month.   Use Worksheet N to determine whether your QSEHRA is considered affordable coverage for the months of the year that you were provided the QSEHRA. You will need the notice provided by your employer and the permitted benefit for self-only coverage to complete Worksheet N.   Your employer should have reported your annual permitted benefit (self-only or family amount, as applicable) in box 12 of your Form W-2 with code FF. Your permitted benefit amount, as reported to you by your employer on Form W-2, is used to calculate the amount by which you must reduce your PTC, if you are otherwise eligible for the PTC. Use Worksheet Q to figure your monthly PTC for months in which you were provided a QSEHRA.   If you enter amounts in TurboTax based on the calculation worksheets in Publication 974, and TurboTax calculates a Premium Tax Credit when your calculations don't, as stated earlier, you can file by mail, remove any incorrect TurboTax calculation from your return, and attach your worksheets.   @user17714393469 

Can you clarify where you are seeing the penalty?  When the Box 7 code is 7, it should not be calculating any penalty.     If you are looking at the refund calculator, it is likely that you are just seeing the difference in the tax withheld versus the actual tax on your income - withheld tax will not always be equal to the actual tax on a distribution.

I found the answer I believe - Since it was a backdoor Roth IRA conversion, it should not have been entered as a recharacterization. Once I removed recharacterization, the excess contribution tax was gone! 

I rent out part of my primary residence under the paradigm that my housemates are my "business clients".  Are we required to claim the property portion of the real estate taxes and mortgage interest on SCH E?  Rather than spread the claim between SCH E and SCH A, is it possible to account for them totally on SCH A?    I think the answer is probably they must be accounted for and split, but I wanted to check.  SCH E deduction is limited to the rental income. The average rent where I am did not cover rental costs this year, and splitting these reduces the deduction on the SCH A.    Thanks for your responses!

Once your browser has opened a window to Sign In to your financial account, click the icon to the left of the URL address.  Then click on 'Site Settings'.  On the list that opens, scroll down to LAN and choose 'Allow'.   @Bfair1599