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Thank you MaryK4: I ended up finding how to use the correct taxable amount in for 1099-R, box 2a, and TurboTax was excellent at navigating me to a Form 4852. I attached the VA letters of withholding and on Lines 9 & 10 of the Form 4852, was able to detail exactly why the 1099-R, box 2a, amount should be adjusted. All the correct calculations flowed properly and my reduction in income was recorded properly. I thought it best to mail in my return because I still owed. Your other suggestion about using a negative value in "Other Income" to offset the 1099-R, box 2a, amount, is a good idea, however, I thought the cleanest way and more explanatory was to go with option one using the Form 4852. Besides, I had already completed my return using the first method. Your information to me was very helpful and gave me confidence that I didn't have to file, pay, and then refile an amended 1099X return. This should work out and I would definitely be able to survive any questions about the way in which this was finally done.

Please see the following article for assistance changing bank info for direct deposit. Keep in mind if you've already filed your tax return, it may be too late to change your bank account for direct deposit. 

Para saber si necesitas presentar una declaración de impuestos en EE. UU., considera estos factores clave: 1. Ingresos: Si tus ingresos brutos superan ciertos límites establecidos por el IRS para tu estado civil y edad, generalmente debes declarar. 2. Estado civil: Los límites de ingresos varían si declaras como soltero, casado que presenta en conjunto, cabeza de familia, entre otros. 3. Tipo de ingresos: Incluye salarios, trabajo por cuenta propia, intereses, dividendos, ingresos por alquiler, entre otros. 4. Otros requisitos especiales: Por ejemplo, si puedes reclamar créditos tributarios, recibiste pagos por desempleo, o si recibiste una distribución de cuentas de retiro. Cada año, el IRS publica tablas de ingresos y reglas específicas para presentar declaración. Es importante revisar tu situación personal para determinar si debes declarar.

You can reach TurboTax support at 1-800-446-8848, available daily from 5 AM to 9 PM PT. You can also connect with a representative by typing your question in the help search bar, selecting Contact Us, and choosing the option to speak with a live specialist.

Contact your state department of revenue.  See this - https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/01/25573?search-action-id=623234285215&search-result-uid=25573

Respond to the IRS audit notice and be prepared to remove the EIC claim if she does not meet the IRS qualifying child relationship rules, to avoid penalties. Unless she is your legal niece (child of your sibling) or was legally adopted, she will not qualify for EIC. If you provided over half of her support, you may still be able to claim her as a qualifying relative, but that does not make you eligible for the Earned Income Credit.   Who can I claim as my dependent

If the IRS rejected your tax return when using the original 2024 AGI from your 2024 federal tax return, Form 1040 Line 11 and the IRS rejected your tax return when using a 0 (zero) for the 2024 AGI then you will have to print and mail your tax return.   See this for how to print and mail a tax return - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258?search-action-id=623233086515&search-result-uid=26258

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.

You posted your IP PIN in a public Internet forum.  You can edit your question by clicking the tiny blue 3-dot icon just to the right of your question.   That rejection code is for the IP PIN of a dependent or qualifying person.   See this FAQ:   FAQ:  How do I fix e-file reject IND-996?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/diagnostics/e-file-reject-ind-996-dependent-qualifying-person/L6ZtadEJN_US_en_US

The bank information and the date selected for payment will be on the State Filing Instructions for your tax return and it will be on the State Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   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/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   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.