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If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  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.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only 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  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

There appears ro be an error on the NY IT-2105.9 when using the AI that I want to point out.  This is the form used for uneven income.  There is no problem with that page. However line 25 of this page goes to NY 2105.9 Part 3 Line 25 ((No problem there).  Line 26 is filled in from Credit Section of the 1040 where you enter Estimated Payments by Quarter. However for the 4th Quarter it is adding the balance due to this payment.  I have just done an override with the corrwct amount.   Users will be really happen that this mistake will reault in zero penalty, which may not be correct.  Hopefully  this message will get to someone in tech for a correction.  

That sounds like a rollover error.  Please delete the return that you have begun and start over.  Restart your computer, clear your cache and cookies, restart the software and download last year's information again.   Here's how to clear your cache.   Here's how to delete your cookies.

Turbo Tax should have notified us before purchasing that this would cause an issue with filing/rejecting.  This is deceiving. And now Turbo Tax won't refund you even though there is still no fix on March 6th. This is ridiculous. I filed with H&R Block today. 

@PatriciaV  Thank you for the reply. Here is the 2025 Token number. This file is not completed as I still have investment information to enter, but I assume that should not affect the K1 or 7203. I also included the final 2024 as it did not work last year either. Please let me know what you find out. Thanks for your assistance.  

Thanks, I will delete Form 5329.   It also seems like I get other forms that show up that are from just clicking on the topic to review and answer questions. No info is listed on them and they don't apply to us. Why does turbo tax place the forms in our tax return under forms mode for just going thru the interview process, especially when you answer no? When I check the print preview of the official forms for filing, they're not shown/listed.  

You have a 1099DA? Currently, TurboTax supports the manual entry of IRS Form 1099-DA. We are in the process of enhancing our CSV import and upload features to make this process more seamless. Timeline: We expect the new CSV import functionality to be available soon. Please note that this is an estimated target as we finalize the experience. Supported Documents: Once live, the import/upload feature will support both 1099-DA and DigitalAssetGainLoss files. If you are ready to file now, you can still enter your information manually. Otherwise, thank you for your patience while we get these automated tools ready for you!

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  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.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only 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  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download