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The best advice would be to file your return now so that you can apply a portion of your refund to your 2026 estimated tax. Try to get an idea of how much income will be included on the K1, then estimate the tax for that and use that as your refund amount. Currently, the IRS will not likely allow you to use any 2026 estimated tax payments to pay any future 2025 amendment balance due.   It's best to follow simple normal procedures since the IRS workforce is reduced and not quite as well read as former personnel.

How should percent of Government Obligations be determined from information on a 1099-DIV if there are multiple funds in the Vanguard brokerage account? Though percentages of GO are given on back pages for each fund, the information in Box 1 is not broken down per each fund.  Information about capital gains and long and short term dividends are given for each fund though. Is simply subtracting capital gains from the total dividends and distributions the key before multiplying that by the percent for each?

After your comment i clicked "continue" as well and and couple steps or so later gave me the option to efile both Federal and State amended returns.  I just went ahead and kept clicking through and efiled both Fed and State just now.  Not sure when the efile status will go from pending to accepted.  I know it can take a crazy long time for them to process an amended return.  This is my first time every doing an amended return in my life.  🙂   I'll further update if/when my amended efile status goes from Pending to Accepted.

*** This is a reply to a "page 1 of this discussion" comment... before I realized it is now 18 pages long.  Sorry!   Actually, you are incorrect in that the only changes in Win11 are a few UI changes.  There have been MANY "under the covers changes", mostly having to do with tracking Win11 users.  You can easily find many descriptions of how MS uses Win11 to track the OS's users. Win12 will be much worse, effectively becoming the first fully "spyware OS" in history.   We, the People, are losing both our freedom and privacy with the direction MS is heading and their close ties to the US government's "three-letter agencies".    Yeah, I know, I sound like a conspiracy theorist, but I've been working in information systems for over 20 years, with the last 5 or so years focused more on security issues (privacy and secure communications). Unfortunately, since 9/11 the US government has been eroding our privacy rights, all in the same of increased safety.  The problem is they haven't been saying WHO's safety they are protecting...   Back to the issue at hand, by saying they are requiring Win11 for "security reasons", I guess they are saying that the last ~20+ years of software that we've bought from them have NOT been secure.  Wow, that sounds like a class action lawsuit waiting to happen!

This TurboTax Help states:   If you have no separate maintenance decree or decree of legal separation by the final day of the year, the IRS considers you married for the entire tax year.   You may still file as married filing jointly or you may file as married filing separately.   The Help also states:   If you are considered "unmarried" by tax law due to a decree of separation maintenance, you may file as "Single" or "Head of Household," provided you meet conditions like having a dependent and paying more than half the household expenses.

If your contribution appears to be doubled during the review, first confirm the amount by checking Line 20 on your Schedule 1 - Additional Income and Adjustments to Income to determine if it was doubled on your actual tax return.   To view your Schedule 1:   Click on Tax Tools on the left panel of TurboTax Select Tools, then View Tax Summary from the Tools Center menu that appears Next, look above Tax Tools and click on Preview my 1040 Scroll down until you reach Schedule 1, Line 20   If the amount of your IRA contribution was doubled, then we'll need to go back to your Deductions and credits section to review/edit this entry, by following these steps:   Click Back located on the left panel Click Deductions & Credits, then Retirement and Investments, then Traditional and Roth IRA Contributions, then Revisit On the "_Traditional IRAs" screen, enter the contribution amount and then the same amount for the "...January 1...April 15, 2026", Continue  Next, re-check your Schedule 1 to verify the correct amount

Tokens 2/25/26: 1 1 7 2 0 0 3 9 9 dash 8 9 9 4 3 3 7 2 3/9/26: 1 1 7 2 0 0 3 9 9 dash 8 0 6 6 9 3 6 8   The 2/25 token was the full tax return earlier. Later I manually updated the Forms View, Schedule F, Qualified Business Income Deduction Smart Worksheet, Line E5c 'Deduction for 1/2 S.E. tax connected to this business' to 0 before filing since the corresponding Schedule C, Allocable Deductions Smart Worksheet, Line C 'Deduction for 1/2 S.E. tax connected to this business' was correctly equal to Schedule SE Line 13.   The 3/9 token has simple tax return entries for only the original scenario (SSA-1099, Sch F with CRP income greater than or equal to net income, Sch C, Sch SE produces SE tax) necessary to reproduce the problem with Forms View, Schedule F, Qualified Business Income Deduction Smart Worksheet, Line E5c 'Deduction for 1/2 S.E. tax connected to this business'.