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@Happiest_Taxpayer After you have completed the entry of the W-2, there will be a following screen labeled Let's check for other situations check the box labeled Nontaxable Medicaid waiver payments that qualify as difficulty of care payments and continue.  

I did not receive a Notice of Adjustment from the IRS, but Turbo Tax incorporated the adjustment into my 2023 return! The adjustment on my 2023 return is labeled as such in col. A on the 1116 worksheet. What happened here?

The selection for the question 'What type of investment did you sell?' allows a selection of 'Bond'. It's not exactly clear what you are trying to enter and the question specifically asks about bonds.   If what you sold was not a bond the following selections are available: Stock (non-employee) Mutual fund, Index Fund, or ETF Bond Options If you want to select 'Other' there are additional choices on that screen. The key is to report all of your income and if there is a sale of an investment you want to have credit for your cost basis. This can be done in either selection. Keep the Form 1099-B in your tax file if you choose the 'Other' category so that you know it was reported and can explain it.   @LSOH 

There is no fee to amend unless the change you make requires an upgrade to a higher paid version of the software, such as from Free Edition to Deluxe or Premium.   Did you also upgrade to a version of "Live Assist" or "Full Service"--- or is the extra amount you are seeing really the additional tax you owe from adding more income when you amended?   We cannot see your tax return or any of your account information.   It seems highly unlikely that seeking help for amending would result in over $600 of fees.     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Yeah.  It was a 20 year T-bill payable every 6 months bought on the secondary market.  Therefore, since I was nearly 2 months into the interest payment cycle, I had to purchase the interest for the time the other person owned it.  As you said, I made a separate 1099-INT for the T-bill and checked the needed adjustment for accrued interest.  That way I only paid tax on the interest that I earned for the 4 months.  Turbo Tax should have been much better with guidance to do exactly what I did.  By the way, Google AI correctly gave the answer, then I saw your post.  Thanks anyway.

I've tried several times to delete and re-enter 1099-Q.  I do NOT have a Portland ARTS form.  I've already paid for state e-filing, otherwise I would just go ahead and paper file.  Why did I pay for this if it doesn't work??

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

It was due to be released Late February or early March...But it looks like by March 4th or 5th, 2026.  Hopes this helps. Key Details Regarding 2025 Amendments: Availability Date: While some estimates mentioned late February, the consensus for full availability is around March 4th or 5th, 2026

"Did it on my own" does not make using TurboTax free.   Only the Free Edition for a very simple Form 1040 with no extra forms or schedules is free.   There are two other "do it yourself" versions of the software that you must pay for.   If you upgraded to do it yourself Deluxe or do it yourself Premium----those are paid versions, and you also pay for the state returns that went with them.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Not true. I was working with Chase who published and mailed investment documents. They also said the bug was on the TT side that all their docs were ready for import but could not be due to the TT software.   And for the 5695 form IRS was complete with modifications on 1/28/26. TT team should have been able to incorporate long before 5 weeks.... and finally I think we all agree that it is so broken that the TT software allow you to file knowing it will be immediately rejected.   But thank you for your comments.  🙂

Your post is not clear.    When you say you can find your transcripts on the IRS site----what do you mean?   The IRS would only have a transcript of a tax return if you filed a tax return.   Why are you saying you want to file?   Or are you talking about "wage & income" transcripts that you want to use in order to file because you do not have your W-2's or 1099's to enter for those years when you prepare tax returns?

In the File section, you can switch from E-file to "File by mail"   Sign in to TurboTax. Select File on the left sidebar You'll see 3 steps.  Complete Steps 1 and 2 if you haven’t already,  Then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen,  Select Change next to the return you want to file by mail, and  Select File by mail on the next screen. Be sure to Save.