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Great suggestion, thank you. I went into IRS.gov/account, signed in, and the PIN number had been changed!! I had to go under Profile and scroll down to find this update. Why don't they use an alert pop up on their site saying something like "Get your UPDATED six digit pin number to file 2024 taxes"?  Why such mystery? I now need to wait the 24-28 hours while my erroneous PIN causes me to be rejected again to submit this updated pin. No button to cancel submission. I think TT could go A LONG WAY to ask people to check their IRS site for an updated PIN rather than all this confusion. Your input has been the best so far. I tried calling customer service at TT and they were not helpful but wanted me to let them see my computer!! AWFUL idea in this age of cyber hacking! While customer service was coming up with no ideas, I read your reply, went to IRS.gov and found the different pin. I HOPE IT WORKS. 

Thank you! I updated according to your instruction and ran the smart check and received the following question. What would I put in this Line A (for CA state tax amend)?  I don't have any other information on my 1099-R other than box 1, 2a and PJ code in box 7.  2b boxes are not checked.   Thank you,

So, My wife and I are due a refund federally and from the State.   Since it will take some time for my childs amended return to be processed does it make most sense for me to wait for her amended return to be processed and then when it does, efile my wife and I's federal and state returns?   If yes, do I have to file for an extension even though I am due a refund?  I know in the state of Maine if I am due a refund I have an automatic extension, so just wondering if I need to file for an extension federally?    

I assume you are talking about a state tax return, because there is no health insurance requirement on the federal tax return, and therefore no exemption is needed. What state is it? Every state is different.  California?   Please see Champ Mike9241's explanation above.   @Ricamay 

It is available. If you are using TurboTax Online you can view Schedule 3, Line 11 and Form 1040, Line 31 using the Preview My 1040. This will allow you to view the Form 1040 and Schedules 1,2,3. The excess social security will be automatically calculated by TurboTax.   When two or more employers withhold social security tax in excess ($168,600 maximum wage) a credit is allowed on your tax return.   See the instructions below.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                          @marniegalloway   

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.   See the following TurboTax Help articles for potential fixes: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

so I have the same situation. plan on reporting it in the retirements plan section. what I'm confused about is what code I use in box 7. is it "P" or "8". what is the difference with these two codes? if I take care of it now, can I ignore the 1099R I receive in 2026? thanks.

OK, TELL US ABOUT OUR CLERGY HOUSING: Parsonage or housing allowance = 0 (put nothing or zero). Do fill in your qualifying expenses, continue.   This is absolutely incorrect.  Box 14 is a memo field, it is not used by the IRS for official purposes, and Turbotax will not tax your housing allowance properly (it is subject to SE tax even though it is excluded from income tax) unless you enter the housing allowance in the followup interview.  Box 14 is not enough. 

Receipt of an IRS 6174-A letter means that you are on their radar.  Given your limited activity in recent years, it is hard to understand why that is the case.   At the very least, construct a file of your crypto holdings should you be contacted by a tax authority in the future.   To ease your mind, you may want to contact an accounting or legal professional who is familiar with crypto tax reporting.