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OK.... Checked with Oklahoma Tax Commission about the letter and when they get the data from the relevant Oklahoma State Pension & Retirement System that generated the 1099-R.  The answer was that this letter is getting more prevalent. The call taker doesn't have access to check whether the Tax Commission received the data and if so when they received it.     Contacted the relevant State Pension & Retirement System and was told the data was sent to the Tax Commission mid-January 2026 and verified before the 1099-Rs' were mailed out.   Note:  I did an AI search and the answer I got said the Online version of Turbotax has the ability to add documents to the Oklahoma State return. True or false I don't know as I never use online TurboTax. I wonder as AI also said the desktop version of TurboTax has that ability too.

Her unearned income would be considered to be sourced to her resident state by California. Nonresidents are only taxed on income derived from California sources.   California generally does not tax interest or dividend income (unearned income) for nonresidents, as these are considered income sourced to the taxpayer's state of residence. However, interest is taxable by California if it is connected to a business, trade, or profession operated within the state.    She most likely will report it only on her Vermont Tax return. TurboTax will guide you through this.   You should prepare her federal tax return first, and the information should flow properly to her California NonResident  tax return. Make sure you prepare the nonresident return in TurboTax first. And then prepare her Vermont return.  It sounds like you prepared her Vermont return first "... Her unearned income is already getting hit with the kiddie tax on her Federal return as well as her Vermont return since that is her state of residence".   A full-year or part-year Vermont resident can claim a nonrefundable credit on their Vermont tax return for income taxes paid to California on income earned there. The credit is generally the lesser of the tax you have actually paid to California or the Vermont tax due on that same income.  You have to prepare the non-resident return first so you can get any credit you are entitled to on your Vermont return.     Click here for How do I file a nonresident state tax return?   Click here for Form 540-NR   Click here for Instructions for CA Form 540-NR   Please return to Community if you have additional information regarding this or any additional questions. We would be glad to help you.

@altaiyer  don't understand your issue.  If you have prepared , filed  and have been "accepted" by the IRS for  processing, then  on your "for your records " copy of the  form 1040   line 11a  ( page 1 ) and 11b  ( page 2) both  show your adjusted Gross Income.  Is this what you are talking about ?  Or are you at the IRS site  looking at  WMR  ( Where is My  Refund), where you need your AGI / Refund amount etc. to look up your case ?  Is there something one of us can do for you ?

There is an update coming out tomorrow night related to the 1040X. The reject is so you don't file a return before the form is corrected. On Friday you should open your rejected return and file it again.

Sorry the amended return is right.   Did you actually get the original $2,346 refund?   But if you had done the original return right the refund should have only been $607?  Then you do owe back the difference.   You got too much the first time.   You will still get the refund from the first original return.   In fact you should not even amend until the first return has fully processed and you get the first refund.   Then the amended 1040X return is only for the difference you get back or owe.  I think the cover sheet shows what the original return WOULD have been if you did it right the first time.  Ignore the new 1040 that might print out.   Go by the actual 1040X.  Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.   If you have a tax due, do not send the 1040V.  Just include a check with the 1040X.  Ignore the 1040V.   Or You can pay the IRS directly at Https://www.irs.gov/payments   Pick Amended and 1040X on the payment page.    

TurboTax asks you for your previous year's Adjusted Gross Income (AGI) as the IRS requires this to validate your identity for electronic filing.   Please follow the instructions in this TurboTax Help topic on How do I find last year’s AGI?

I got this information yesterday afternoon.  I know it's doesn't help much. "Hi Tim, thank you for reaching back out to us. At this time, there aren't any updates our team is working diligently to get this resolved and we should have an update soon, once we do, we will reach back out to you.  Thank you for your time and patience through this."   I will paste you text in that thread on their FB page.

@abrletic wrote: Can you provide a simple way to access the 2025 TurboTax program that I already paid for?   Are you referring to desktop software?    And by "access" do you mean download the installation file?    If so, this FAQ has simple steps:   FAQ:  How do I get started with desktop TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

No. Under the current tax laws (TCJA), the federal deduction for "Unreimbursed Employee Business Expenses" is suspended for W-2 employees.   Because you are an employee (W-2) rather than an independent contractor (1099), the IRS does not allow you to deduct mileage as a miscellaneous itemized deduction on Form 1040. This applies even if your travel is mandatory and your employer does not reimburse you.   While the federal government says no, several states still allow W-2 employees to deduct mileage on your state-level tax return even if you can't do it federally.

Had the same thing happen.  Unfortunately, I have depended upon TurboTax for many years and just assumed that a check of the return at the end of the operation would pick up any discrepancies.  It did not and allowed $0 for the part of my Social Security that should have been taxed at 85%.  I efiled looking for my big refund, but credit to the IRS, they put it through their computers and it became $470.  I don't think it makes much sense to require my double checking the return before filing, especially when I paid to have it done.   Time to move on.

The 1099-S is not always required to be generated, for example, on a house sold by a married couple for less than $500,000.   If the company is not inclined to issue you a copy of the 1099-S, based on what you have said, I would not worry about the lack of the form, and just continue with your return.