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I received my refund in early Feb, and had to wait until the 1040-X document was made live by TT. I made the amendment this AM and it was rejected immediately. TurboTax rep (super-nice guy, BTW) walked me through my filing, found something I didn't know was an issue, was very patient with all the questions I had, and said I had to wait 'til March 6 to refile because something not on my end still had to be tweaked. Your mileage may vary. I second everyone else's suggestions to wait until until your return is actually processed, not just accepted.

Success!  This is the correct answer:  When you sign in, scroll down and click on Add a State - -that will open your return so you can get to the Print Center and print the worksheets.    The answers from DoninGA below are incorrect.   We have always been able to view/print the worksheets in the online edition.  This year, the Tax Tools button disappeared, but clicking on Add a State reopens the tax forms, re-populates the Tax Tools button, and enables the printing of all forms and worksheets.  (Then you can delete the state form if unneeded).

Verify that the enhanced senior deduction factored in correctly onto your original 1040 filing - see Line 13b.    Is the enhanced senior deduction flowing onto Line 4b of the 2025 1040-X in columns A, B, and C? Or is the issue you're seeing isolated to one of the columns: A, B, C? Can you share some of the numbers you're seeing vs. what you'd expect to see for Line 3 minus Line 4b = Line 5?    We'll need specifics to determine if the issue is with the calculation of 1040-X, or if it is elsewhere in your tax return input. If there's a software issue, you may need to send a token of your tax return file so it can be escalated for investigation.   More guidance: What should I know before amending my return? Here are some things to know before you begin: Make sure you really need to amend. Wait until your return has been accepted (or mailed if paper-filing). Use the same TurboTax account you used to file your original return. Once you begin your amendment, you'll see your original return. Only make changes to the areas of your return that need amending. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due. Any changes you make to amend your federal return will automatically be transferred over to your state return.

I am assuming you are talking about a car and the car loan interest deduction?  If so, no, it does not count.  In order to claim the deduction, the car must be a new car and the loan must have originated during the tax year that you are filing.     In order to claim this interest the following criteria must be met: The car was purchased not leased Final assembly occurred in the US It is NOT a business use, but was purchased for personal use It has a GVWR of less than 14,000lbs (car, truck, SUV, mini van or motorcycle) Loan was originated in 2025 and must be secured by a lien on the vehicle or the title Your income must be less than $100,000 if single or $200,000 if married filing jointly to receive the full deduction.   If your income is over $150,000 if single or $250,000 if Married filing jointly, you are not eligible Note:  The interest deduction is capped at $10,000.  This is an above the line deduction, not a credit meaning it will lower your AGI and taxable income.  It will not be an amount that is refunded to you, but it could result in a refund by lowering your taxable income.  If you already received a refund of all of the money you had withheld, then you may not see a difference in your return.  

The main factor is if you are an exempt employee.  The IRS guidance uses the Fair Labor Standards Act -  For overtime to be required under the FLSA, it must, among other requirements, be paid to an individual who is both covered by the FLSA and not exempt from the FLSA’s overtime requirement (an FLSA overtime-eligible employee).  Generally, you can still be a regular employee even if your employer's payroll is set up as "Salaried".  In some systems, this is used just to indicate that you are expected to be paid for a full 40 hour work week, and as you have it the overtime is paid out as a bonus.  To be safe, show him, the link below and like I said, it is possible that the payroll can be reviewed.     Questions and answers about the new deduction for qualified overtime compensation   Fact Sheet #17A: Exemption for Executive, Administrative, Professional, Computer & Outside Sales Employees Under the Fair Labor Standards Act (FLSA)

Yes.  If you didn't make any payments in 2025, but you are in 2026, then if you and your vehicle qualify then you would be able to take the car loan interest deduction when you file your 2026 return.     In order to claim this interest the following criteria must be met: The car was purchased not leased Final assembly occurred in the US It is NOT a business use, but was purchased for personal use It has a GVWR of less than 14,000lbs (car, truck, SUV, mini van or motorcycle) Loan was originated in 2025 and must be secured by a lien on the vehicle or the title Your income must be less than $100,000 if single or $200,000 if married filing jointly to receive the full deduction.   If your income is over $150,000 if single or $250,000 if Married filing jointly, you are not eligible Note:  The interest deduction is capped at $10,000.  This is an above the line deduction, not a credit meaning it will lower your AGI and taxable income.  It will not be an amount that is refunded to you, but it could result in a refund by lowering your taxable income.  If you already received a refund of all of the money you had withheld, then you may not see a difference in your return.  

To report the annuity payments on your Form 1040sr, you will need a copy of Form 1099-R (or sometimes CSF-1099-R for federal survivor annuities). A statement will not satisfy the filing requirements, so it is important that you obtain a copy before you report this on your tax return.   With a copy of your Form 1099-R, take the following steps in TurboTax to report the amount:   Go to Wages & Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported), then Continue   Continue answering the questions, pressing Continue to advance.

Je vis une situation similaire pour cette année en février 2026.   Je veux compléter sa déclaration 2025 comme vivant 31 décembre 2025 mais est ce que je dois envoyer sa déclaration par la poste ou je peux l'envoyer par imponet, puisqu'il a déjà été déclarer décéder a l'Agence de revenu?    

Wow, Dawn — amazing. You’re the best. It works. Thanks! One comment: it felt a bit unexpected to answer “No” to intent to earn money, since staking is literally a way to earn rewards on cryptocurrency that can later be converted to cash. Maybe something for your programmers to think about improving. Since you were so helpful with that, I have a related crypto question. I also have a 1099-DA from Coinbase. Even though cost basis is not reported to the IRS, it is included on my 1099-DA, and I entered all transactions (only four) using the Step-by-Step desktop interface. No cost basis adjustments. As expected, Schedule D, Forms 8949, and Form 8453 were generated. TurboTax indicates that I must mail Forms 8949 and 8453 even though I am e-filing. This raises a couple of questions: 1. Why are these forms generated but not transmitted with e-filing? 2. I was under the impression that if there are no cost basis adjustments, no additional mailing is required since all information is already included. So, in my case, is there a way to avoid mailing anything? If not, what exactly must be mailed: just Forms 8949 and 8453, or those forms plus the actual 1099-DA? Thanks again for your knowledge and help.

If you were supposed to be insured but missed payments and had your policy cancelled, you may still have had a premium tax credit issued.  To resolve this you will need to call the Marketplace to find out if you were covered at all during the year and if they did issue a 1095-A.  If you do not get a resolution with them, then you will need to call the IRS to find out what they have and why you are being rejected It is most likely because you did receive a premium tax credit that was meant to be applied to the policy but the policy was cancelled so its an overlap of some sort.  

No, not if you decide to claim the income on your return. In this situation a Form 1041 would not be required since it would not meet the filing requirement of $600 or more of income (assumes this is the only income for the estate). However you should take the steps to nominee the 1099-R so the IRS does know where the income should be reported. I added the instructions above and here for your convenience. It's a simple process because you are copying the numbers exactly as they appear on the original 1099-R. The only difference is the payer and the recipient.   Nominee Returns.  This is how the IRS knows what you are doing. Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received).  You must also furnish a Form 1099 to each of the other owners.    File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096) On each new Form 1099, list your sister's estate as the payer and you, as the recipient. On Form 1096, list sister's estate as the nominee filer, not the original payer.  The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner. The forms filed with the IRS should be the red copy (use the form(s) needed) so if you don't have a color printer, go to the IRS website to fill in and print the forms here: :  Form 1096 Form 1099-R @user17720250883