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The amount you paid with your original tax return should be on line 16 of Form 1040-X in your amended return. If it's there, then it is already taken into consideration and it is included in the refund from the amended return.  

not all systems can be upgraded to run with W11. when you get an update notification look on the right, it should tell you if yoiur system is upgradable to W11 or allow you to check . hears a link to determine if your cpu can run under w11 https://learn.microsoft.com/en-us/windows-hardware/design/minimum/windows-processor-requirements    then there is online both Turbiotax and others  you could also buy a cheap laptop w11 ready and hook it up to your monitor don't know what other vendors of self-prepared tax returns will do.       

Unless it was reported to you on a W2 a taxable scholarship generally counts as unearned income.  Unearned income is not usable as a qualification for an IRA contribution.   If it was reported to you on a W2 in box 1, however, it is earned income and can be used for the IRA contribution.   @Notsobright1 

I am using the 2022 Turbo Tax Desktop software on a Windows 10 Platform.  The TurboTax software recognizes my financial institution (UBS) as one of the options to download from. However, I get an error message- "1099 Forms not available for user ID." I was wondering if anyone else has had this problem with UBS or more specifically with any financial institution when trying to download into prior year (in this case 2022) Turbo Tax Desktop Software?  

If you are doing the verification in the Filing Steps to E-file, you need to enter your Adjusted Gross Income (AGI) or your prior year self-select pin.   Your 2023 AGI can be found on your 2023 Form 1040 - Line 11.    How do I find last year's AGI?

This seems very cumbersome & complicates Form 116 as I have Interest & Dividends that attracted foreign taxes. It also conflicts with reporting Canadian RIFFs. Turbo tax needs to create a separate category to handle Private Canadian Pensions with taxes withheld along with RIFF's where taxes are withheld providing boxes to record both the income & Tax withheld.   In Tubo Tax Reporting under Pension Plans & using 99-999999 as the tax payer ID works within Turbo tax - not sure how the IRS will handle 

Yes.   When you go through the File steps, choose File by Mail.   TurboTax will default to E-file, so you will need to manually change it.     How do I switch from e-file to file by mail in TurboTax Online?   

This reject code indicates that your mother's social security number has been locked because she is deceased.  This is done by the social security administration to prevent identity theft.  Unfortunately you will have to print and mail in her final tax return.   Sorry for your loss.   @tgonter74 

I know TurobTax gives you a blended tax rate and an effective tax rate, but where are you seeing marginal tax rate?   The Blended tax rate is calculated under Federal / Federal Review.      To access it, all questions must be answered in the Federal Review.  At the end of the questions. Look at the bottom of the screen  It will say Get a detailed view of your numbers.   The Blended Tax rate is:  Tax liability (Including SE tax, capital gain and special taxes),   Divided by  Taxable income (Total income minus deductions, but before credits).  (All line numbers are on form 1040).    The Effective Tax rate is your: Total income (line 9)  Deductions (Line 12) This is Itemized or Standard  Taxable Income (Line 9 – Line 12)  Blended Tax Rate (Tax Liability [below] / Taxable Income [above])  Tax Liability (Line 16 + Line 23)  Taxes Paid (line 25d)  Credits (Line 21)  Total Tax Paid (Line 21 + Line 25d)  Refund/Due (Line 34 or Line 37)    Effective tax rate doesn't consider SE tax and any penalties, and blended tax rate does. Blended tax rate is a confusing and unnecessary term to be using in TT, and gets everybody all upset.    You can compute it yourself with a calculator.   Effective tax rate is something Turbo Tax uses to help you see where you stand; to see which W-2 may be deficient in withholding the correct amount of Federal tax, etc.    It should be the tax divided by the total income, not the AGI. It is a number without any real value other than just to let you know when you earn $1, about x% is taxed.   For more effective information see:    TaxCaster tax calculator Tax bracket calculator

Thank you for the reply.  I could find nothing on Turbo Tax that indicates that downing prior year info is an issue. Turbo Tax prompted me not to include spaces, etc.  Issues seems to be on UBS side. I was inquiring to see if anyone else had a similar issue with UBS.