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Seems to me that Turbo Tax software should be smart enough to ask what type the accrued interest is and apply it towards the correct amounts instead of allocating the adjustment across lines 1, 3, and 8.  This happened to me as well and my return showed less in tax exempt interest (line 2A) and more in taxable interest (2B) than was on my 1099 causing AGI to be higher than it should.   Having to create a separate 1099 to handle this is ludicrous.   I, too, asked the expert why my adjustment amount was lower than what I entered.  I have yet to hear from him.  So thank you for posting your resolution, as no one will ever find it searching in Turbo Tax.  Thanks.

I need to change my 1065 and K-1's (already filed) & it is still before the March-15 deadline.  I filed the original via paper hard-copy.  My research suggests that it is preferable to file a "superseded Return" (rather than an amended return), but I cannot find explicit instructions on how to do so.  From what I have been able to discern, it sounds like I can print out the revised return and Write/Type "Superseded Return" on P-1 of the 1065 and also on Each K-1.  I believe I probably do not check the "Amended K-1" box.   Can anyone confirm that this procedure is correct?

It appears you were paid as an independent contractor for the work performed doing paperwork. For this reason you are considered self employed. You do have a choice to report the income as though you were an employee and the IRS will collect the employer share of social security and medicare taxes. You will pay your share  (half) also. This return will need to be mailed. How do I file a Substitute W-2 on Form 4852? Review Form SS-8 which is what the IRS uses to determine employee versus nonemployee.   Go through the W-2 entry section and enter the information from your last paystub. On the follow-up pages look for the page titled "Do any of these uncommon situations apply to this W-2?" Select "Substitute form - I didn't get a W-2 from my employer and need to complete a substitute form." This will take you through the steps to complete the Form 4852 so you can file your return. Continue to follow the screens and enter all requested information If you decide to file as self employed you can continue with the Form 1099-NEC entry.  If not, you should delete that form.

The information for the Trump account is entered at the final step of tax filing. You will be asked about this after you have entered your direct deposit information.  How do I set up a Trump Account in TurboTax?  

Since you feel strongly about the 2210, I recommend you file without the form.  NJ will determine the amount and send you a bill.  NJ does not change a fee or a penalty to file without the form. You do meet the 80% of prior year liability test but had a significant payment in the 4th quarter. Interest calculated for days when taxes should have been paid (prior quarters) could be adding to your total.

You are in the correct place. Continue until you see the "Let’s see if your overtime qualifies as tax-free screen." Select Help me calculate my eligible overtime. Look for the What info do you have about your overtime screen. Say Yes to Did you get a statement or letter from your employer with your eligible overtime? TurboTax will ask you questions to help you find and enter the right amount.  This should allow you to enter and edit the information for overtime wages. For more information, see the help article here: How to Enter Overtime Pay into Turbo Tax.  

I'm using the TurboTax Free Edition.  How do I input the NY Inflation Refund amount into Miscellaneous Income?  I'm not going to pay $69.00 for the "Deluxe" version of TurboTax" just so that I can input this one refund amount of $200  !!! 

If your return was accepted, there’s no need to amend just because your refund hasn’t arrived yet. Amending it now could‌ delay it further. Most refunds are issued within 21 days, but some are held for additional review. If it was accepted and the IRS needs something, they will send you a notice. For now, it’s best to wait unless you receive a letter.