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In TurboTax Desktop Premier, I would click on Online, then Check for Updates.   Then I would Exit the program.  Then I would re-start the program.   If you believe that the software is not performing correctly, you may want to consider clearing your cache and cookies.     @user17737588052   

Coincidentally, I spoke to a Tax Expert at TurboTax today. They said: Under Estimated Tax Payments, use Additional Payments (vs. Quarterly Payments) for the checks from the UN, and enter the amounts under Federal, State and Local.  What do you think? They didn't say I should write a letter of explanation to the IRS or NYSDTF but I think your suggestion is sound. I am mailing both returns, so I think I should include a 1040-V and IT-201-V payment voucher for each check from the UN and me (for the balance owed). What do you think? Yes, I am mailing Certified Mail, Return Receipt. Thanks for all your great advice, much appreciated.  

Thank you for reply.   Just to clarify, 1040ME Schedule 2, Line 2a calls for Line 5e of Schedule A of 1040 to be brought over from federal return.   In my case, Line 5e on Schedule A has 30,000, but Line 2a on Schedule 2 has 10,000 . . . hence my dilemma bc wrong number being brought over from federal return.

You can't directly access Schedule B on TurboTax Online, but the following steps will take you to Form 1099-DIV:   Go to Income; Wage and Income Summary Go to Investments and Savings Click on Dividends on 1099-DIV Click on the pencil icon on the 1099-DIV you wish to edit Follow the prompts and make the appropriate edits. Here's a link on how to enter dividend income in TurboTax that may also help: Where do I enter my 1099-DIV in TurboTax Online?

As per xmasbaby0 mentions above, you must wait until your return is fully processed and you have received your refund before preparing and e-filing your amended tax return.     Also, if the IRS corrects your tax return to include this Form 1099-R income, you will not have to amend it.  You will receive a Notice from the IRS if they make a correction (likely a Notice CP2000).  You only need to file an amended return if the IRS didn't catch the error and you need to pay additional tax, or if you disagree with the IRS's calculation.   You may be able to see beforehand if they are sending you a notice by accessing your IRS.gov Online account . You can use this link to access/create an online account Online account for individuals.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections, and make your corrections (add your interest income). Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.    The IRS has a tool to determine if you should amend your tax return that provides some valuable information  Should I file an amended return?   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

If you are using the TurboTax Desktop product (it sounds like you are), then you can go into Forms mode (upper right) and go to a form and right-mouse click on most any field that has a number in it. This should expose a number of options, one of which is "Data source".   Click on Data source, and a box should open which will describe where this number comes from.