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It can seem confusing. My advice is not to mail Form 8453, if you're confident the basis was reported to the IRS. Keep the form in your files and be prepared should the IRS request the Form 8949 later. It may never happen since the information they received should indicate that.     Keep in mind the Form 1099-DA, although you may have received it, is not required to be filed for 2025. The requirement begins to apply in 2026. It's difficult to know how the IRS will view, relate, or act on any tax data that falls into this category for 2025.   @UncleMatt 

The latest information we have available regarding the experience you are seeing with Oregon and Form 1099-Q is that TurboTax Online users are good to go.     But there was a slight delay in the update for TurboTax Desktop users.  Please be sure your software is updated on Monday, March 9 and try again.    

Its not a regular stock. Its ESPP and I've entered my form 3922 like I've done in previous years to adjust my cost basis correctly. There should be nothing left to do. TurboTax is fixated on this for no good reason. This has worked in previous year. What has changed recently?

If you were not expecting a large refund, a refund of $56,000 on a state return is probably the result of a typo. This could happen if you accidentally entered wages in the withholding, transposed numbers, or added some extra digits. Go back to the W-2 section, and review your state entries in Boxes 16 and 17.

It depends. If real estate is not what you sold, then it's not likely you have any sales expenses. If you did have the other expenses to obtain your investment, you can include them as sales expenses or add them to your cost basis. Either way will result with the correct end results.   The date acquired is the date your obtained/purchased your investment. If you're not sure the most important action is to use a date that reflects the holding period. See below.   Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate) @mgiam89 

Log in to TurboTax, go to Tax Home, scroll down to your tax returns & documents, select the year you want to amend. Then select the Amend (change) return drop-down. Choose  Amend using TurboTax Online. Then make the changes you need to.   Note, you should wait until the return is fully processed.‌ If you are expecting a refund and are amending for an additional refund, the IRS states you should wait until you've received the original refund.   For more information, see: How do I amend my federal tax return for this year?

The latest information we have available regarding the experience you are seeing with Oregon and Form 1099-Q is that TurboTax Online users are good to go.     But there was a slight delay in the update for TurboTax Desktop users.  Please be sure your software is updated on Monday, March 9 and try again.     @thatrobert