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When you have desktop download software you can prepare and e-file up to five federal returns and the state returns that go with them.  You do not add users to your "account" to do that.   You open up your software from your own hard drive, go up to "File" on the top of your screen, and click "New Tax Return" in order to prepare a return for another family member.

@Lori61 Sorry my mistake.  HB 4216 has passed and been signed.   TurboTax cannot incorporate this into the 2025 software until SC updates their tax code and provides guidance to tax preparation software companies.

Are you using the online version?   Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

This can be seen in your 2024 tax return if you actually sign in and review it. It can be simply reviewed by selecting 'Add a state' without really adding one. And/or you can print the 2024 return using the following:   The steps below should help you print your forms and worksheets.   Sign in to your TurboTax online account  Scroll down and click 'Add a State'  (This is just a way to get you back into your tax return) Next select 'Tax Tools' (left column) and then 'Print Center' Select 'Print, save, or preview this year's return' Check the boxes for your Federal and State returns (this will open further options) Choose to include the government and TurboTax worksheets  Then click 'View or Print Forms'

MinhT1,   Thanks for the quick reply. I did receive a W-2c. It has a previously reported amount and a correct information amount. The difference between the two numbers is the $1200 employer contribution. Does that mean I do need to amend my state and federal return? Is the employer contribution considered taxable income?   Jdrager

This has been answered. Did you read through the thread? What is your question?   Here are what the codes for box 14 mean:  Code A (Tax-Exempt Interest): This is interest the partnership earned that isn't subject to federal income tax (like municipal bond interest). While you don't pay federal tax on it, you still have to report it because the IRS uses it to calculate other things, like how much of your Social Security benefits are taxable. Code B (Foreign Taxes): This represents taxes the partnership already paid to a foreign country on your behalf. Entering this allows you to claim the Foreign Tax Credit so you don't get double-taxed on that money by the US. Code H (Section 1411 Net Investment Income): This is an adjustment figure. If your income is above a certain threshold, the IRS charges an extra 3.8% Net Investment Income Tax (NIIT).  Code I (Section 199A Information): This flags that the partnership generated Qualified Business Income (QBI), which could entitle you to a 20% tax deduction. There should be another page further back in your K-1 packet titled "Section 199A Statement" or "Statement A." This sheet will break down the exact QBI numbers (like W-2 wages, unadjusted basis, etc.).

@Lori61 SC House Bill 4216 has not passed both houses of the legislature. See - https://www.scstatehouse.gov/sess126_2025-2026/bills/4216.htm#:~:text=SECTION%208.%20This%20act%20takes,25th%20day%20of%20March%2C%202026.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

You would add the prior year amounts under "other".     You only qualify for the QBI deduction if you are a real estate professional.  And in that case the QBI deduction is for the current year amount, it doesn't carry over.   Prior year passive losses will be entered when you are entering the property into the system and entering prior year depreciation.  The system will ask you about prior year losses while you are entering the property and declaring prior year depreciation.   @d_flewelling 

Self-employed individuals can deduct 100% of health, dental, and qualified long-term care insurance premiums for themselves, spouses, and dependents from their gross income. The deduction is limited to the net profit of the business under which the plan is established.   Your self-employed insurance deduction is calculated on Form 7206 and the deduction appears on Schedule 1, line 17.   See this tax tips article along with this one, and this help article for more information.   As a reminder, this is a public forum, and users should avoid posting actual numbers or other personal information.  

Thanks for your response. Yes, Box 1 has the Gross Distribution an box 2a is blank with box 2B Taxable Amount Not Determined is checked. Box 7 has the Distribution Code 7. It has been that way for all the years that I have been receiving this pension and Turbo Tax has always added it as a taxable amount which is why I'm confused.