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That does not sound like the IRS - did you receive this letter in the mail?    Have you tried to e-file a tax return?    Every official IRS letter has a number in the top or bottom right corner.   Does your letter have a code?     Common legitimate letters for identity or return verification include: Letter 5071C: Asking you to verify your identity online or by phone. Letter 4883C: Asking you to call to verify your identity. Letter 12C: Asking for more information to process your return (like a missing form or a stub).   Avoid Tax Scams and Fraud - please review this page.

@DawnC That's what's weird. I owed about $1300 for the premium tax credit repayment and that's what's listed on the 8962. And I owed for Federal and am getting a state refund. The amount due for Fed was deducted already and I believe the refund is in progress as well. But the premium tax credit didn't show up at all in the final processing when I clicked the button to file. But I can see it in my return.  It's just odd - I'm not sure if I did something wrong. But as I was going through all the steps, it looked good. I'm not sure if I should reach out...somewhere, or wait?  I'm thinking somehow, someone is going to send me a bill for it. They know where to find me. 😉

I have held my securities for over two years, and the IRS form 8283 instructions say "Do not complete column g for publicly traded securities held more than 12 months unless you elect to limit your deduction cost basis" but TurboTax won't let me e-file without this information, and when I enter anything in the cost basis (small or large value), it decreases my deduction. My AGI high enough, and the recipient charity is a public charity (PC), so I don't think I'm hitting the 50% limit. I don't know if I'm missing something, or if this is just a TurboTax bug. Any help would be appreciated.   

To be clear when Marilyn indicates that my son shouldn't include the 1099-Q on the federal tax return since it is federal tax free, does that mean that he does not report a Roth contribution on the federal return at all for 2025?

Thanks. No Aotc due to parent income. Here is what I've calculated. I have no idea how to enter it. +44575.00     Actual 529 qualified expenses -19896.00     Room & Board  -    209.00      Books, etc. ------------------------------------------------ +24470.00     Remaining 529 money to use on tuition ------------------------------------------------ +46387.00     Tuition plus adjustment from 1098-T -24470.00       Remaining 529 money to use on tuition -------------------------------------------------- +21917.00     Tuition remaining -------------------------------------------------- +23783.00      Scholarships plus adjustment from 1098-T -21917.00        Tuition remaining --------------------------------------------------- =1876.00         Excess Scholarship Income

If you log into Online it will access the tax file you have been working on with Desktop. Your work is not wasted.   Unless things have changed recently, TurboTax Online allows you to attach a PDF for 1099-B when you e-File, but Desktop does not.   Contact TurboTax support for a credit for Online if you already bought Desktop from Intuit.   @robNC     

@DaveF1006  Thank you, please bear with me as I want to make sure that I've got it right. I'm going to review my situation and tell you what I've done so far.  I'd like to know if I've done things correctly and how to fix my most recent problem which arose when I tried to follow your last advice.   I have the desktop Home & Business product.     My situation is:  (1) I operated my own business for 6 months of 2025 and had income after paying expenses, (2) I linked my 1095-A to my business, and (3) my daughter, who was on my marketplace plan in 2025 (and I paid 100% of her premiums), is no longer my dependent for the first time.  Because of these issues happening simultaneously, TT is generating an error.   The first issue-  the IRS knows my daughter has a Marketplace plan but doesn't understand that she's under me because it's the first time she's not my dependent.  I had to fix this on her return and my return by jumping to my 1095-A and selecting "policy shared with another taxpayer".   I filled out all necessary information and inserted 100% for my premium percentage, 100% SLCSP and 100% advanced payment of PTC. I'm not sure that's right, but I'm paying 100% of everything.  Please let me know if this is correct so far.   The second issue-  It sounds like your recommendation (and @MarilynG1) for fixing the TT error is to disconnect my 1095-A from my business.  When I do this, my taxes go up.  You said that I could then add the monthly premiums as a deduction.  I'm questioning this because TT says "If you signed up for a health insurance plan through Healthcare.gov or your state Marketplace or exchange, do not enter the premium amounts you paid in this section".  So please explain the discrepancy.   I tried to follow your direction anyway, but I cannot insert premium amounts at all.  That field for "self-employed health insurance" under "Less Common Situations" is pre-populated with a number that's about 1/3 of what I spent on premiums, and TT is not letting me change it.  I even opened the form and the number is fixed and unchangeable.   Is it possible that the health insurance expense is being limited by my business income, which is less than my premiums?  If that's true, the pre-populated number is still off because it's hundreds of dollars less than my income, so I don't understand what's going on.  Please direct me because I'm not sure where to go from here.   Many thanks for your time- Rachel       

Then you don't owe any repayment, @gillianmblake.   You must have had a refund enough to cover any payback amount required.   You can look at Form 8962 included in your return to verify the amount of repayment that was calculated.