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If you entered an Adjustment Amount and Code in the entry screen for a 1099-B, you'll see the adjustment on the Capital Asset Sales Worksheet, and also on Form 8949.  You may need to delete your 1099-B entry, the Capital Asset Sales Worksheet, and Form 8949 if this outcome is not reached, and re-enter the 1099-B.   @zachbriles     

Yes, you need to amend, to ensure the "Taxable Amount" matches the official form so the IRS computers don't flag it as under-reported income.   Steps to Take:   Amend 2024 Return: Use the official Vanguard 1099-R figures for 2024. Report the accurate gross distribution (Box 1), the taxable amount (Box 2a, which includes the $46), federal tax withheld (Box 4, $46), and codes P and J in Box 7. Understand Codes P&J: The codes P and J indicate a Roth excess contribution removal (P) from a Roth IRA (J). The taxable amount is typically the earnings on that excess, which should be included in 2024 income, along with the penalty (if applicable). Address the $46 Difference: If you underreported income by $46 and did not claim the $46 withholding, the correction may be minor. If you overreported it, amending ensures you get credit for the tax already withheld. If this happens going forward, do not enter a manual 1099-R you created if it conflicts with the official 2024 Vanguard 1099-R. Instead, ask the issuer of the 1099 R to issue you a corrected 1099 R.   

You can go online to View your account information and see if the IRS has added a letter to your account so you can see what happened. If there is an accuracy issue. you can submit a claim here. Be sure to download what you filed for your records.

Yes. After you enter your dividends reported on Form 1099-DIV, you will see a screen that says Do These Uncommon Situations apply? One of the options will be A portion of these dividends in US government interest. Choose that option and on the next screen you can enter the amount of dividends that is from US government securities. Once you do that, the dividends will not be taxable on your Maryland return.

@user17749670393 right - IRS will assume your income (and any withholding) is spread out evenly over the year unless you file the Annualized Income method (more useful for Roth conversions later in the year, not your situation).  Likewise any estimated tax (ES) payments to meet safe harbor need to be spread out over the year by quarter, you can't just pay it all at the end even if you meet the total it has be timely.  One of the few things that has specific dates in your tax return are the dates of ES payments.   So yes you can avoid penalty by paying 100% of last year's tax (110% if AGI > 150k or 75K if filing MFS) either thru withholding or "timely" (quarterly) ES payments.  Since Q1 ES is due in April when you file your 2025 return, these ES payments should be fixed and known for that deadline (depending anything you have with withholding).  Then the timing and amount of any income through the year will not matter, but remember to set aside the remaining tax due in April 2027.   When you prepare your taxes for 2025, Turbotax should produce ES vouchers for 2026 by default based on last year's tax and assuming any withholding in 2026 is the same as 2025.  In Other Tax Situations / Form W4 and Estimated Taxes you can review other options and provide estimates for 2026 but if you are certain that the Roth conversion will increase your income such that 100% of 2025 tax is lower than 90% of 2026 tax then you should be all set using prior year tax.   Finally try to avoid sending checks and ES vouchers, if able you can pay directly at irs.gov.   Thinking ahead to 2027 tax year, if you had an unusual income increase in 2026, then for your 2027 safe harbor the 100/110% of 2026 tax may not be optimal for you and you may need to track against paying 90% of 2027 tax.

I agree. Same thing happened to me this year. I used Deluxe last year and paid $31.20. I had the same tax situation this year and I was forced to pay $129, after a $10 savings (yeah, whatever) for Premium. I didn't even bother to call and just become more frustrated. Everything these days are a rip off. Subscriptions for software that I used to be able to have a CD or DVD. I still use Microsoft Orifice 2010. The world revolves around $.

If you are getting enrollment status must be entered in your TurboTax program, it usually happens in TurboTax when a Form 1098-T is entered without specifying if the student was at least half-time. Be sure to re-select your enrollment status (For example: at least half-time, full-time, or less than half-time).   To fix this, you can delete and re-enter your Form 1098-T using the steps listed below.   To delete Form 1098-T if you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1098-T"   To delete Form 1098-T if you are using TurboTax Desktop, you can: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1098-T" In your right panel at the bottom of Form 1098-T, click on "Delete Form" Click on "Yes" to confirm the deletion. To re-enter your Form 1098-T and review your entries, you can: Click on Search at the top right of your TurboTax screen Type Form 1098-T in the search box Click on the link Jump to Form 1098-T and Enter Your screen will say Did you have education expenses? Answer Yes and Continue Your screen will say Tell us which person was a student in 2025 Answer and Continue Your screen will say Let's get XXX education info Was XXX working on an Associate, Bachelor or Graduate Degree Answer Yes and Continue Your screen will say Did XXX have any of these common situations in 2025?Answer and Continue Your screen will say Did XXX have any of these uncommon situations in 2025? Answer and Continue The following screen is What was XXX's enrollment status in 2025? Answer Full-time, At least half-time or Less than half-time and Continue Continue through your TurboTax screens and make sure all follow-up questions were answered correctly   In some cases, deleting the student as a dependent and re-adding them, then re-entering the 1098-T, is necessary to resolve the issue.   Where do I enter Form 1098-T (Tuition Statement)? Please return to Community if you have any additional information or questions and we would be happy to help.

If your broker or financial institution is on our list of TurboTax Import Partners, you can securely import the 1099 forms into TurboTax. The list of partners for Forms 1099 includes Chase Bank,  JP Morgan Funds, and JP Morgan Chase & Co.   Please see this help article for troubleshooting steps for importing a Form 1099.    Depending on the amount of information on your form, it may be easier to enter the information directly into the program yourself. See this help article if you have a large number of stock transactions.  

It depends.  In order to claim your registration as a deduction, you would need to itemize your return.  If you do not itemize, you cannot claim this as a deduction.  The part that you can claim for the deduction is the Net Excise Tax.  This is the amount that is a tax based on the value of your vehicle, also called the Ad Valorem Tax.      You cannot claim the flat registration fee or plate fees.   

If your tax return is under review, do not panic, as this does not automatically mean an audit. Monitor your mail for an IRS notice (like CP05), check the Where’s My Refund? tool, and wait at least 45–60 days. Ensure all income is reported, and respond promptly if requested to provide documentation, such as W-2s, 1099s, or proof of credits

None of my 2024 depreciation pulled forward. All from previous years. This is a huge issue I DO NOT expect that I have to manually fix things when I paid for the benefit of carrying forward information. This thread is a month old. WHAT IS THE STATUS??

You enter your Alaskan Permanent Fund Dividend as a Form 1099-MISC (Other Income) entry. You need to go the the Wages and Income section, then Other Common Income, then choose Income Form 1099-MISC. On the form entry, enter the amount in box 3 and a description for it on the next screen. On the next screens, indicate that the income was not associated with your job, you only received it in the current year and you did not have a profit motive to receive the money.

The information in the link below will be helpful for verification. Check the email address on the Next, let's verify your email screen. If your email address is correct, check your spam or junk folders. Why am I having trouble with my filing verification code?