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Thanks so much! As life would have it, my refund showed up the next day. However, it was $2,000 less than what was expected. I got a new high efficiency heat pump last year that promised a $2,000 tax credit, maybe the IRS didn’t like it? I haven’t received any communication from them.

@BillM223    Hi Bill, That makes sense, and I will definitely save all my math and documentation. I'll also show this thread if anyone asks anything. 😃 And before I submit the second excess removal form for $1.25, I realized there is a timeline gap in my Worksheet 1-3 calculation that I need your advice on. My $1.25 calculation is based strictly on my last available official statement ending 3/31/26. However, the $4,300 wasn't actually removed until 4/13/26.    Here is the timeline of my confusion: Period 1 (Date when excess began on 9/1/25 to 3/31/26): Earnings (interest) calculated exactly via my last available statement from 3/31/26 and Worksheet 1-3 = $1.25. Period 2 (4/1/26 to 4/12/26): The $4,300 was still in the account. Do I also need to calculate the interest it made during these 12 days? Withdrawl Event (4/13/26): The $4,300 was removed from the account by Optum Bank on this day. I had submitted the excess removal form on 3/31/26 btw. Period 3 (4/13/26 to Second Excess Removal Form Processing Date in Future): The $4,300 excess is gone, but the $1.25 in earnings (interest) calculated up to 3/31/26 is still sitting there. Do I need to calculate the interest the remaining balance generates up until they process my second excess removal form? My dilemma: If I have to include Period 2 and Period 3, the calculation becomes tough. I would have to guess the Average Daily Balance and my variable APY for April without actually having my April statement yet. Because of this, is my $1.25 calculation for second submission strictly "incorrect"? Does the IRS expect me to do this complex mid-month math to capture the amount from Period 2 & 3, or is using the end-of-month statement prior to the withdrawal the standard, acceptable way to handle this? (Saw @dmertz talking about this issue as well.)   Is there an easier way to get this final number without having to guess my Average Daily Balance and APY for April?   Thanks again for sticking with me on this. I greatly appreciate your help! 🙂

Skip the W2 section and questions.     Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

You can just leave and abandon it.    If you haven't registered or paid or filed you can try to clear it. This FAQ might be wrong, Clear and start over is now under Switch Products section. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444