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In the box "Corrective distributions made before the due date of return", am I just counting the original contribution that was in excess?  I appreciate your help and knowledge tremendously!  Thank you!

If you did not save your original 2024 tax return as a PDF before amending the return, then the original tax return is gone.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Have you completed entering all of your income, expenses and other deductions and credits? If so, review the forms and worksheets that TurboTax has prepared from your entries.   If you are using TurboTax Online, detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040 to access the Form 1040 Worksheet. This worksheet, specifically the Tax Smart Worksheet located between lines 15 and 16, provides the in-depth, step-by-step calculations for your tax liability.  You will need to have paid for your product in order to see all of the worksheets.   If you are using a Desktop version, you can switch to Forms Mode by clicking on Forms at the top of the screen. There, you can scroll through the complete list of forms and worksheets TurboTax has prepared and click on the one you want to review, or click "Open Form" above the list of forms on the left and enter the one you are looking for. TurboTax may not show that you owe taxes if you haven't completed the income/deduction entries, haven't run the final review, or if you've already paid via the IRS website. The "running" estimator often doesn't show in real-time.    

@hovioussandy wrote: Yes.  Everything has been done.  And our refund is suppose to arrive around the 27th of March.  All I need to know if it is coming as a check.  We got letters stating our bank refused our tax refund because they had the wrong account number.  But the bank knows nothing about that.  Letters from whom? What is the status of your federal tax refund on the IRS website - https://www.irs.gov/refunds

Fair enough.  I wasn't thinking of people that may wait to collect but... Even based on the 'standard' max amount it shouldn't throw the warning.  It's almost like their coding is using an 'equal to or greater' than the standard max instead of a 'greater than' so that it would need to be at least a cent over the max to trigger the warning.   It's small potatoes compared to last year's initial release 😉 and it certainly isn't going to stop me from using TT in the future.

@safetyprincess wrote: The only place I have put the net premiums paid is on Schedule C under health insurance.   Is this correct?    No.  If you "link" the 1095-A to the Schedule C, the program calculates it automatically (although in some cases, not the ideal amount).

If this payment was for taxes owed on a prior year tax return, that is not entered on federal tax return.   If this payment was a 2025 estimated tax payment -   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

@user17728412789  so my daughter needs to have an IP pin also in order for me to file successfully with my IP pin? I’m only asking bc she’s currently on spring break 🤣 at the beach. Living her best life 🤦‍♀️    thank you for the update bc I’ve been super nervous it’s not going to go smoothly.