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If you've already E-filed you can't change the 5 day early refund option. If you haven't filed yet, you will have to select the standard refund option rather than the  Do not choose the Credit Karma option in the "File" section. 

Yes. Schedule K-1 Box 13 Code K is used for portfolio deductions that should be reported on Schedule A. If you are not itemizing your deductions, or if the amount will not change your totals, you can omit this entry. Be sure you check the Supplemental Information that came with Schedule K-1 to be sure there isn't income related to this deduction that you do need to report.

@kashblack1953 wrote: ....or just the form 8824 and a cover letter? You could probably handle it that way but it would be safer to file a 1040-X and include the 8824. That would be a print and mail proposition but at least safe. The 8824 and cover letter alone could easily get totally lost and probably would.

It sounds like one of your annuities is held inside an IRA account, as opposed to being non-qualified annuities.  If this is the case, then the IRA Box on the Form 1099-R would have been checked.  IRAs and Pensions & Annuities are separated on Form 1040 to because in some respects they have different tax treatments, penalty rules (like early distribution exceptions), and rollovers.  

In most cases, this is browser-related. Please log out of TurboTax Online, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.    For more help, please see:  How do I delete cookies? How to clear your cache

You are welcome! If Form 2210 doesn't show a penalty on Line 19, and therefore there is no penalty on the 1040 Line 38, then there is no cause for concern. The form provides the calculation to determine whether there is a penalty. As I stated earlier, it's possible to have a penalty even if there is no tax due with the return, if estimated taxes are required and any of the installments was late or an insufficient amount.   The 2210 doesn't need to be included with the tax return unless you checked a box in Part II, for example, to request a waiver or to select the annualized income method of calculating the penalty. If you did, using that calculation method probably eliminated the penalty.   See this TurboTax blog article for more information.   @Wedding5500   

During the "File" step, do not choose the option to "Pay with my Refund."    Paying immediately with a credit/debit card eliminates the service fee charged. The fee is because TurboTax must use a third part bank to process the accout.  The fee is the bank processing fee.  When prompted about receiving your refund up to 5 days early, choose to skip or decline this option to avoid the associated fee. Look for the "View payment options" link in the File section to change your payment method.

See this for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

If you would like to have an expert review your taxes or need additional assistance here are some options:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products   How do I get TurboTax Live?  

We have reviewed the information on your North Carolina individual tax return. You can report the tax paid by the S-Corp in TurboTax as follows:   Log into TurboTax and open your return. In TurboTax Online, use this link to go to Schedule K-1 (1120S). Or use the search box to find this section in TurboTax Desktop. Edit the Schedule K-1 and continue to the screen with the checkboxes. Check Box 20 and choose Code ZZ. No amount is needed in the box for this code. Continue to the next page and enter the amount of "State Income Tax Withheld" and choose "North Carolina" from the State Name drop-down. No other entries needed. Continue to back to the K-1 Summary page.   The withholding will appear on NC S K-1 D-4015 Part 4 Line 11 and on Form D-400 p1,2 Line 21(d), increasing the tax paid and any refund due from North Carolina.

If you are having trouble importing your 1099:   Make sure you are selecting the correct entity, there are some entities that have similar names.   You also need to consider that both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports.  If your file is larger, you will not be able to import it.   Check to see if your web browsers require permission to let a website send data to a program on your computer.  See the following TurboTax help article for more information.   Make sure that your pop-up blockers are off.   Switch to a different browser.  Make sure that you enable third-party access to your brokerage account information. If these do not work see the following TurboTax help article for more troubleshooting ideas:   What if I can't import my 1099? How can I fix my 1099 import issue?

If you did not intend to enroll in  Max benefits, you can remove them before you have paid. You can do this in the File section of your TurboTax program. Go to your "Review your order" screen and click "Remove" next to the Max Benefits option.     See this link: Can I remove MAX?   If you cannot find the option, you can use "Clear & Start Over" under "Tax Tools" to remove the fee. This option will erase the information that you have already input.   To do this, you can: Open or continue your return in TurboTax Online. Select File in the left side of your Turbotax screen Continue through the screens until you reach Step 1: Review your order. Select Start or Revisit. On the order summary screen, select Remove under the Max Benefits section. Select Remove MAX on the next screen to confirm.    You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support.   Please return to Community if you have any additional information or questions and we would be happy to help.

See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   If you used your online account to complete her tax return after you filed your tax return, then your return is gone.  The TurboTax online editions can only be used for one tax return per account and User ID.