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Or did the IRS adjust your filed return?   Compare your return with 2024 line by line.  Maybe you’ll spot a missing or wrong amount or something entered on the wrong line.   Do you get Social Security?  Check 1040 line 6b, it might be missing a taxable amount.  That’s been a common problem.   

I really appreciate the in depth follow up.  After numerous calls, I was able to get them to return my calculation of earnings on the excess contributions for both 2025 and 2026. My calculation worked out fine I think because the $2,150 excess 2025 contribution was removed on 3/2 and the $900 excess 2026 contribution was removed by my employer today 3/4. Since I do not have access to daily balances, just beginning and end month balances from statements, I am using values from 2/27/26 to calculate the adjusted closing balance.   I calculated $348.79 for 2025 & $20.32 in 2026 for the earnings. My questions are now the following:    1) Are both the $2,150 of excess 2025 contributions and the $348.79 of earnings on those contributions to be reported as other income in 2025? Or just the $2,150 as other income in 2025 and the $348.79 as income in 2026? I am seeing conflicting information on this.  2) Irrespective of the above, how will I enter this in TurboTax? My understanding is that I need to do form 8889 parts 1 & 2, which will then result in the other income being populated on schedule 1 line 8f. I can’t seem to get TurboTax to do that, though. I seem to only be able to enter it as other income with a description on schedule 1 line 8z. Is that fine? My worry is form 8889 will be auto populated showing $4,300 of contributions and a contribution limit of $4,300, when the limit should be just $2,150. Since I’m not receiving the 1099-SA until next year, how can I get form 8889 entered correctly without saying I received a 1099-SA (because I won’t)?  3. What do I do next year when I receive the 1099-SA that shows the 2025 & 2026 distributions? I will only owe taxes on the 2026 earnings & maybe the 2025 earnings depending on the answer to my first question, but certainly not the $2,150. Do I just not enter the 1099-SA into TurboTax next year?  Thanks again for all the help. 

You're going to enter the asset with a disposal date of the last day of the business.  The business will "sell" the asset with a sale price of zero dollars.  This results in a loss on the sale of whatever the value of the asset was and the loss will pass through on the K-1s to the stockholders.   Alternatively, the asset can be sold for its disposal value (if it is scrapped, for instance) or sold for the exact amount of its value if the owners are just going to take it home so that there is no loss.

I wish I would have known that beforehand. My assumption was that I would be able to file  another return using the same account but file specific to my individual info. Now I’m unable to do so, as my email is already in use!!!

Should be just as easy or even easier to manually enter it.  Just go to the bottom and pick Skip Import or Change How I enter my Form.   Then just enter the bank name and put the amount in box 1.       

4 mars 2026   Objet: Obtention autorisation formulaire Revenu Québec + mise a jour du Logiciel   Bonjour, J'aimerais savoir si vous êtes en mesure de nous fournir une date de livraison de la mise ajour du logiciel.   Merci de attention  

If you didn't choose Pay with my refund, the check will go from the IRS to your account.   If you did choose Pay With My Refund, your tax return check will go to an independent bank.  The TurboTax fees plus a bank processing fee will be taken out, and the balance will go to your bank.