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Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.   Since the IRS will not begin to accept/reject returns until January 26, you are going to be waiting in “pending” for awhile.  Your return is sitting on a server, where you cannot fix  it or get it back.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.

Although I see that Form 8606, that some people with 1099-R might need, has been pushed back to 1/23/26.  Form 8606 had previously been saying 1/21 until yesterday.   So whether that whole retirement section has been pushed back a couple days, I don't know.   

2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf  

Are you saying that you received a 1099-R form that used to be from Northern Trust and is now from Pacific Life?   If so, just enter into TurboTax the names and data that are on your current 1099-R (Pac Life, I guess). The IRS will be able to handle it.

Hi LaShaunA3 First, thanks so much for your reply with detailed explanations.   Does this Depreciation Adjustment for Georgia Form 500 page 1 Line 11 that you explained below has anything to do with Form 4797 Sale of Business Property Line 21 "Depreciation (or depletion) Allowed" when you sell a property and report your sale "Capital Gain" Line 7a in Federal Form 1040?   I have to ask this question because, I happened to sell a property with capital gain and claimed depreciation in Form 4797 to file with my income tax Form 1040 and Schedule D.   Thanks again and awaiting for your response.

Last year, employee tax expert CatinaT1 gave a very good answer to your question:   If you received a W-2 with $0 in Box 1:   Sign in to TurboTax Online, click Continue to your return, then pick up where I left off (if you are using TurboTax CD/ Download, then just open your return on your computer); Click on Federal Taxes, and then click on Wages & Income; Under Wages and Income, click Start; Click on Work on my W-2, and enter the information as reported on your W-2. After entering all your W-2s, you will see the screen, Let’s check for uncommon situations. Next to Nontaxable Medicaid waiver payments, check the box. You will enter the amount of Medicaid Waiver Payments into the box asking for the total amount of difficulty of care payment you received from IHHS. This will be the same amount reported in Boxes 3 and 5 of your W-2. When you get to the Earned Income Credit section under the  Deductions and Credits portion of your return, you will be asked if you want to add your Medicaid waiver payment to your income for this credit. You can try it both ways, including it and excluding it from the calculation for the credit and see which way benefits you most. Please see her whole response at this link.

Tax relief for overtime is separate from other itemized deductions.  If you have overtime that qualifies, you should enter it.   Note that all overtime is not eligible.  You must be a "non-exempt" employee covered by the fair labor standards act (FLSA).  If you are an "exempt" supervisory employee your overtime is not eligible.   If you are eligible, you can deduct the extra half-time pay for working over 40 hours in a week, not the entire overtime pay.  For example, if you work 40 hours at $20/hour and 5 hours of overtime at $30/hour, it is the 5 hours x $10 (the half-pay amount in time and a half) that is eligible for the deduction.   If you get paid more than time and a half, only the half time (the part that is mandatory under FLSA) is eligible.  And if you work only 40 hours but get paid extra because its a holiday or something, you aren't eligible because only overtime paid for working more than 40 hours is eligible.