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Please use the following steps to try removing background debris unseen. Close your return before you begin.   Try clearing the cookies and cache because it handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options. How to clear your cache Once this is complete open your return and try again. Follow the steps provided by @RogerD1 above.   If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.   Please update here with additional details if you have the same experience.   @cheercoachtor 

The “Amend” option is only for return which was filed and accepted by the IRS.    You won't be able to make any changes if it was already e-filed but is in "Pending" status. If this is your case, you must wait until the IRS rejects your return (you can update the information) or accept it (then you must amend).   To do this, follow next steps:   Log into TurboTax, go to the Tax Home, and click "Add a State" (you're not really adding one; that's just to get the return to open up.) Go through the sections you need to update your information. If the changes are to some personal information, such as name, SSN, address, go to My Info section. If you have to make adjustments to your W-2, go to the Federal section. To make changes to your state tax return, select the State section.   Then proceed to the File section to e-file, or go to the Print Center to print the new return to mail.  

TurboTax should use the amount from the 1099-SA as the returned amount.  The system should also tell you the excess if it was contributed this year.  If the excess was made through a payroll contribution it may have been added back on line one of your 1040 as income that was allowed to be deducted on your W2.  Check to see if it is included in the line one amount and has just been added back as wages.

No, the IRS will not automatically reject your return, and in fact, you are likely doing exactly what they require. For CSRS and FERS pensions, the IRS understands the "Taxable Amount" in Box 2a of your Form CSA 1099-R may be different from the actual taxable amount you report.     Since your annuity started after November 18, 1996, the IRS requires you to use the Simplified Method to recover your "cost" (your after-tax contributions) tax-free.    IRS Publication 721 specifically states: "If your Form CSA 1099-R or Form CSF 1099-R shows a larger amount [than the Simplified Method calculation], use the amount figured on this line [the worksheet] instead."   TurboTax follows this rule by running the worksheet. It calculates how much of your contribution is being "returned" to you each month, which reduces your taxable income below the "Gross Distribution" shown in Box 1.    

@Manilagal   Where did you buy it?  You should have a 16 digit License Code.  Do you have it?  Check your emails.    Where to find the License Code https://ttlc.intuit.com/community/tax-topics/help/i-can-t-find-my-license-code/01/852973 How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

Thank you for the detailed response. I do have some ETFs that have been in my traditional IRA account from my previous job, all made with pre-tax money. While I moved all the cash out to Roth IRA, the ETFs stayed in the traditional IRA account.   As far as I remember, this is the first time TurboTax explicitly asked about tracking the basis of both the Traditional & Roth IRAs (beyond contributions). Do I simply put down the balance of the accounts as of the Dec 2025 statements?

Thank you. I have done the steps you mentioned. After I select Yes for the age requirement, it goes to the next question, "Do any of these situations apply to you?  I took out this money due to a qualified disaster, This money was from being a public safety officer, I need to file a substitute 1099-R , None of these apply." I selected "None of these apply," and hit continue.   Then it shows "We found a few other questions about your situation." I continue.   Annuity information "Did you get periodic payments from this retirement account with OFFICE OF PERSONNEL MANAGEMENT on a regular basis, such as monthly, quarterly or annually?" Periodic payments I selected Yes (I receive monthly payments)   The next question is  Annuity information Did you start getting these payments in 2025? Select Yes or No I selected No (I started receiving these in 2023)   Next question Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on? Total amount taxable I selected No (I put No because in 2023, 2024, and 2025, 1099R Box 2a was UNKNOWN. Also, in 2023 and 2024, Box 4 had an amount each year. In 2025, Box 4 shows NONE). Am I answering this correctly? If I select yes, there are no further questions; but since I'm answering no, it asks the questions below.   Then the next question was  Which did you use to figure out the taxable amount of this annuity? Taxable amount method General rule Simplified method   I assume I'm supposed to click the Simplified method, because I read over the publication.   Then it goes on to ask these questions and for me to enter the information. OFFICE OF PERSONNEL MANAGEMENT Annuity start date Plan cost Number of months payments were received in 2025 Tax-free amount previously recovered   Thank you

@Woodguy53   My answer was for the Online version.  What problem are you having?  Go up to File-Print or go to Forms mode and open the form you want to print.  Are you on Windows or Mac?  In my Windows there is also a Print Center on the top right in the black bar.  There are many ways to print or view your return in the Desktop program.  

No, the $600 is not taxable and not claimed as an itemized deduction. The $800 is a reimbursement for the excess medicare premium. If you include your Medicare premiums as a deduction on Schedule A, you must subtract the $800 from your total medical expenses claimed for the year.    For an example, if your total premiums paid were $1,620 (from the SSA-1099), your actual deductible expense is $1,620 - $800 = $820.    @joe1974 

IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)     If you need to enter the state or local refund — go to Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099G  

It depends.  If you itemized in 2024 and took a deduction for your 2024 GA state taxes, this may or may not be taxable. It would be included in your taxable income to the extent that you received a tax benefit from it.  If it did not automatically transfer you can enter it by selecting the following: Federal Income State and Local Tax Refunds on Form 1099-G Enter the information for the state, return year and amount. Last year the SALT limit was $10,000 so if you had state and local income taxes in excess of $10,000, you would not have benefited from the entire amount you paid in.  That excess would not be taxable if it was refunded since there was no deduction for it.     If you took the standard deduction it is not taxable.