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@MonikaK1, thank you for your response.   There's no Estimated Tax Penalty listed on Line 38 of her return. The right side column is greyed out.  Will the IRS send her a letter after I file her return?     Box E of Part Part II is checked. In 2024 she filed MFJ with my Dad and this year she has to file Single since he passed in 2024.I don't understand *why* this form was generated - she paid her ES tax payments on time for all 4 quarters, and doesn't owe on her return - she's getting a small refund of approximately $400.  So I don't understand *why* it's saying she underpaid her estimated taxes.  Can you explain?   Thans so much.

An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

MonikaK1 Please make sure you understand what you’re providing before you provide the information. I did clear out and restarted them my taxes two times, and after the point I was no longer sharing my personal informational, I then shared my screen with your representatives, and none of those options do appear again. So your information is incorrect. Additionally, none of your representatives can tell me to email for privacy concerns so I have been forced to file a complaint with the Better Business Bureau,  The Attorney General and federal consumer bureau. lastly, the provided treasury complaint email address and website for complaints on turbos PDF disclosure is invalid and essentially violates our privacy rights as well (I.e. [email address removed]) you’re saying that people who have an issue with the privacy concerns to file a complaint with the treasury inspector, but the information that you provided to contact them is invalid. That does create another legal issue for you guys. in the future before you provide steps to do something please try it yourself and make sure that it can be done as like I said, I shared my screen, and that cannot be done   hollyhart227  Please do not believe what this community post is told you as the steps are incorrect and at this point, you should probably speak to an attorney if you want to change your options

Thanks very much for the reply! May I ask how the CT credit works in this case? Is it a refund from CT for the tax I need to pay to CA and can it be deposited directly to my bank account or applied back to CT tax return as a 'deduction' (similar to property tax)?

If you are referring to a Code 971 on your IRS transcript or a notice, this means that  a notice was issued regarding your tax return. It may mean your return was selected for a manual review or your refund amount was adjusted by the IRS.  It may even mean the IRS is requesting additional information. You may also see a Code 570, which means the refund is being held.   What to do: You should wait until you have the IRS notice, which will explain to you what the issue is and instruct you on what to do. The letter will give you instructions on what to do to. Follow these directions very carefully. If you are not sure how to respond, the IRS can answer most questions by phone: 1-800-829-1040.  Some notices will ask for more information. If the IRS provides a deadline for this, make sure you meet that deadline.  See this link for further information regarding what your notice number may mean: I got a letter or notice from the IRS   You may be able to look at your IRS transcripts to see what notices may be posted for you.  You can use this link to sign in to or create an IRS Online account: IRS Online Account.  You can view digital copies of many IRS notices and letters directly in your online account under Notices and Letters.   See also,  Handling Notices from the IRS   What to Do if You Get an IRS Notice   How do I contact the Internal Revenue Service (IRS)?   Please return to Community if you have any additional information or questions and we would be happy to help.

 If you haven't submitted the return, you can just delete the return in TurboTax.   Can I cancel or amend a pending return? If you haven't submitted your return, you can go back and delete it:   Open your return if you haven't already. Select Tax Tools from the left menu, then Clear & Start Over. Select Yes to confirm.  

If you are using TurboTax Online, there is no way to directly edit the forms in your return.    If you are using TurboTax Desktop and have access to Forms Mode, you may be able to change this number. The amount on Form 8960 Line 9(b) is transferred from the Form 8960 Worksheet, Part III Line 2.    According to the On-Demand Tax Guidance within TurboTax: If the taxpayer deducted state, local and/or foreign taxes on Schedule A, a portion of those taxes can be allocated as a deduction against net investment income using any reasonable method. The program uses as a reasonable method a ratio of the amount of the taxpayer's gross investment income to the amount of adjusted gross income. Change the amounts on [the worksheet] line 2 and 3 to change the amount allocated to NII using a different reasonable method if desired.  

Whether he needs to file a California return for 2025 depends on his total income including any unearned income such as interest and investments.    For the 2025 tax year, a California dependent must file a state return if they have unearned income (investments) over $1,350, earned income (wages) over $15,750, or a total gross income exceeding the larger of $1,350 or their earned income (up to $15,300) plus $450. A dependent's standard deduction is typically $5,706.   @Cat_Sushi 

TurboTax requires an upgrade from Free Edition to Deluxe when your return includes forms that are no longer considered a simple Form 1040.    Even if your situation seems the same, entering items like itemized deductions, unemployment income, or certain newer deductions can trigger the upgrade.   You can check what caused the upgrade by reviewing your Tax Summary in the program; Free Edition only supports returns with W-2 income, limited interest/dividends, simple retirement income, and the standard deduction.    If you haven't paid yet, you can use Clear and Start Over to remove entries that have added extra schedules and return to the Free Edition.  

One possibility: Look at line 11 of your Schedule 3.  If there is an amount there, then you claimed to have paid excess Social Security.  That could happen when you enter all of the W-2 income under only one name on a joint return.  The IRS refunds the “excess” Social Security.  Now they have matched your W-2’s to the return and they want that money back.   You should always save your own W-2’s for your records—now you need to look at them to check.  Look at your W-2 Box 4  What does it say?  Is it more than the maximum for the tax year?      2022  $9114.00   2023  $9932.40       2024  $10,453.20        2025   $10,918.20    Check the worksheets from your tax return to see if you entered all of the W-2 income for both spouses under only one of the names on a joint return.  That is the most common reason for this problem.  Unfortunately, it is user error.  As you prepare your return, several screens alert you to it.      And if you did in fact make the mistake of entering all of the income for your W-2’s under only one spouse’s name, you may have made that same mistake on the next year’s tax return if you transferred all your data over from the past year to the next.  Check to see—before you get another IRS letter.     On your Form 1040  if you had excess Social Security it flows from Schedule 3 to line 31 of your Form 1040  

Try clearing your cache and deleting cookies, then log back into TurboTax and see if the SSA-1099 field is cleared.   You can also try to open TurboTax Online in a different browser and see if that makes a difference.