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It depends. If you could explain if this is for your 1098-T or 1099-Q for a more specific response to help.   For either document, although there is a section to enter an EIN, it doesn't appear to need an entry. For TurboTax Online or TurboTax Desktop: Search > Type 1098t or 1099q > Click the Jump to link and then review your entries  Try to finish this process then do the following: Clear your cache Try clearing the cookies and cache.   It handles many issues that seem nonsensical on a regular basis with online activity. Close your tax return first. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options. How to clear your cache Once this is complete open your return and try again.   If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.   Lastly, it may be worth a try to create a new account and then do not select that field if the previous steps did not allow you to move forward. 

Without seeing your return, it sounds like it could be a typo, or you have additional non-salary income that increased your total income (unrelated to your W-2).  Revisit the W-2 entry to double check your input. The amount from Box 1 of your W-2 will be entered on your 1040, line 1a.    If you also had "Other Income," that amount comes from Schedule 1 and shows income like business income, farming, gambling income etc.    You can preview your 1040 by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040.

I was able to efile mine. Note that TurboTax doesn't automatically go there. It pushes you to print it which made me think I didn't have the option of efiling. Just click on file your taxes and it will do it for you.  

Where did you see the $7,781?   What is on your federal 1040 line 35a?   That is your IRS refund.  At the end Turbo Tax just shows you the net federal and state combined. But that is only for your info. You will still get the full refund and you need to pay a tax due.  Federal and state are completely separate.   And you can never have the tax due from one deducted from a refund.

If you're entering your 1099-INT in Forms view, you should try deleting it once again and then re-entering it in the Step-by-Step view (button in the upper right), and answering all the interview questions.

I'm using desktop TT Deluxe for Windows and entering itemized deductions, in particular medical expenses.  I can enter everything except for doctors expenses.  I cannot enter anything in the box.  The cursor won't even allow me to click in the box.   This has been a problem for at least 2 previous years.  I know I've reported it, and yet it remains unfixed.  Why?   Jim

It appears that the distribution may have been coded incorrectly, leading the transaction to appear on your Schedule 1, rather than Line 5a and Line 5b of your Form 1040. To properly record your Form 1099-R that was for a cashed in life insurance contract, do the following:   First, I recommend deleting your Form 1099-R and the IRA Information Worksheet, before re-entering the 1099-R:    In TurboTax Desktop, go to Forms Mode, Click on Form 1099-R and select Delete Form at the bottom left, then click IRA Info Wks and Delete Form In TurboTax Online, go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of IRA Information Worksheet and then Form 1099-R Next, re-enter the Form 1099-R:   Go to Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the +Add a 1099-R box  Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct, including any amount in Box 5 Ensure the correct distribution Code was used in Box 7, and that the IRA/SEP/SIMPLE box is unchecked, then Continue On the, "What kind of retirement plan do you have?" screen, select Non-qualified plan, Continue   To verify the information is correct:   On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then View Tax Summary from Tools Center (Usually the first option) Select Preview my 1040 from the left hand panel, located above Tax tools Scroll down to Line 5a to confirm the Box 1 amount is there, and the taxable gain amount should appear on Line 5b

No, that doesn't sound correct.  To complete the backdoor Roth reporting correctly, you must complete two separate sections (income and deductions).  You will need to enter the traditional IRA contribution you made in the deductions and credits section, ensuring you marked it as non-deductible if your income would otherwise allow you to take a deduction.  You'll then enter the 1099-R you received to report the rollover- make sure you make the selection that you rolled all of it to a Roth.   To check if the Roth conversion worked as it should, here is how you can check: go to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and check that line 4a show the full distribution and line 4b is either $0 or a small amount if you had earnings in excess of your contribution.   To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?

@btehrani93 If you're still experiencing issues, here is the list of troubleshooting steps for the desktop software, including methods (such as temporarily disabling antivirus software) mentioned above:   1. First, make sure your software is fully updated, and then try again.   2. If the manual updates do not resolve the issue, there are some general FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   3. You can also uninstall and reinstall your desktop product (this has worked for some users). *Make sure that you save and back up your file (you do not want to lose any data - See: How do I back up my tax file in the TurboTax Desktop software?

I have read conflicting information about e-filing an amended return. I e-filed the original return. If I wait as suggested until the refund is in process or paid and then file the amended return can I e-file it or must I mail it?