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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 

My last answer was incorrect.  Opus 17 is 100% correct.  The 401(k) treatment of the earnings on the excess contribution is in the regulations, while there are no regulations for the earnings from the excess HSA.  Even though withdrawn in 2026, as Opus 17 stated, the earnings on the excess HSA contribution should be reported in 2025.

Pensions and annuities are similar in that they provide a steady stream of income monthly income throughout your lifetime, so in a sense your NY pension is an annuity.  This pension would not be a 403(b) plan, but it would be considered a Qualified Plan.   Go back into your 1099-R in the Income section.  On the Your 1099-R summary page, you can click on the pencil icon to edit it as follows:   On the Enter your 1099-R details from [custodian name] screen, verify that everything is correct there.  Click Continue. Is the IRA/SEP/SIMPLE box on this 1099-R checked? - No, the box is blank Did this money come from a Roth IRA?  No Where is your distribution from?  If it's from US Government, NY state & city education, etc.  click the circle in the top box for this to qualify for a pension exclusion in New York What kind of retirement plan do you have with [custodian name]? - check Qualified plan (most common) Do any of these situations apply to you? - likely None of these apply (unless you were a public safety officer) Tell us if you moved the money through a rollover or conversion - check I didn't roll over or convert this money Annuity information - check Yes for periodic payments Did you start getting these payments in 2025? - select the correct option Yes or No Was the total the amount you paid tax on? - likely Yes Once this is entered, if your pension was a government pension (based on the question in #4 above), TurboTax will automatically apply the NY state pension exclusion to that pension income.  

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?

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 

You can use last year's return to enter your data and it will be faster than you think. Take your time to make sure you enter the correct dates, and all fields necessary. Data transfer can be helpful, however unnecessary to complete an accurate tax return.   @dan55304 

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

This is probably related to education expenses you entered, to review your entries:   Login to your account Go to Tax Home and then Deductions & Credits Scroll down to Education Credits, select Edit

If you are working in the desktop version of TurboTax, you can use the Forms menu option to bring up the forms in your program. There you will see an Open Form menu option. Type in Qualified Div and you will see the worksheet. Otherwise, you will see it when you print out your tax return to include all forms and schedules.