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If you have two W-2 forms with the same Employer Identification Number, and they withheld more than the maximum Social Security withholding ($10,918 for 2025), you should go to the employer and ask them to issue you a corrected W-2 and refund the excess Social Security withholding back to you.    If the employer refuses to correct the W-2, you can claim a refund of the excess Social Security tax withheld on Form 843.  This form is not supported by TurboTax and cannot be e-filed.  It will need to be filled out manually and mailed to the IRS.  See Can I get a refund for excess Social Security Tax withheld? for more information.  

You will need to pay it.  You can do this when you send in your amended return or by mail or on the state website afterwards.  If you cannot afford to pay it, you may be able to request a payment plan with the state.  Which state is it?   Basically this happens because you added income which increased your taxable income in turn causing your tax liability to increase.  If your refund was say $2,500 without the 1099-B, but it is telling you, you owe $300, it just means your refund should have been $2,200 if you would have had the 1099-B included on the original return. You are simply having to pay back the excess amount that you received as a refund. 

Continue the 2025 tax return you want to amend -   Click on Federal Taxes (Personal using Home & Business) Click on Other Tax Situations Under Other Tax Forms On Amend a return, click on the start button

Since you have the Desktop program check here Forms view Info Worksheet, Part VI-Additional Information for Your Federal Return, it had automatically checked the box to take the Standard Deduction even if it is less than Itemized Deductions   See this thread https://ttlc.intuit.com/community/taxes/discussion/standard-deduction-vs-itemized-2025-taxes-turbo-t...

Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Amend a tax return for the current tax year   @blue36 

No.   Cashing out your IRA before age 59 1/2 will incur income tax and a 10% early withdrawal penalty on the amount withdrawn.   Paying off your house is not an exception to the early withdrawal penalty.   See this TurboTax Help article.

Sorry-no.    If you take money from your IRA before you are 59 1/2, you will pay a 10% early withdrawal penalty plus ordinary income tax.    There is an exception for using IRA money for a down payment, but not for paying off an existing mortgage.

You can't do a bulk edit for your 1099-B transaction.  You can review each one, delete the import and re-import (you may have the same problem), or you can delete and enter the summary totals instead of individual transactions.  To do so, while working in your return:     In the wages & income section, Select "Investments and Savings...."   On the page "Did you have investment income in 2025?"  Answer Yes, or If you've already started the section, click on "Add Investments" at the bottom of the screen On the page "Let's Import your tax info" click on "Enter a different way"  Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"  When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue  Answer the next three or four questions  Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)  Select "Sales Section Totals"  Locate your sales section totals on your 1099-B  Enter your Investment Sales Section Totals and repeat till you have entered for each category.  After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".     Take a moment to double-check that your statements are complete. For each sale listed, there should be:   - A Description   - Date Acquired   - Date Sold   - Sales Price   - Cost Basis   - Gain or loss for each sale   - A based on how the sale was reported to you and the IRS   In some uncommon cases, there will be an adjustment code and adjustment amount.      NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.      Here's how to mail your statements:   If you are e-filing your tax return, then mail your statements along with Form 8453 to:     Internal Revenue Service  Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254 

If you didn't file 8606 in 2024 you would need to do that to get the basis correctly recorded for 2024.   For your 2025 return, there is the question in the IRA section "Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?" you would say Yes to that and provide the updated basis $2000 to reflect that on your 2025 8606 Line 2.   I don't think you need to wait to file 2024 8606 before you can file 2025 but at least have it prepared to confirm the outcome on 2024 8606 Line 14 which carries across to 2025 8606 Line 2.   See the comments under "If your conversion contains contributions made in 2025 for 2024" at end of this article if 8606 wasn't filed.  This article suggests to just mail in Form 8606 to record the basis if it was missed.  Other advice in this forum has been to file 1040-X but I am not sure the criteria for that, that may be better for changes to an existing 8606.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US   Not a CPA but this is my understanding based on what you've described.   @dmertz 

You missed something in MY INFO.   Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.   If your dependent was a full-time college student, make sure you were careful on the MY INFO screen for “Uncommon situations” and that you indicated there that they were a student.  

TurboTax automatically applies the senior tax deduction if you qualify. When you go to the Deductions & Credits section and choose your standard or itemized deductions, TurboTax checks your age, income, and filing status.    If you meet the criteria (age 65 or older, income below the limit, and proper filing status), the software will claim the deduction for you on your tax return. This means you don't need to enter anything separately to get this deduction in TurboTax Online as long as your information is entered correctly.   @eevasmith1 

There is no reason to amend your return as of now. Review the information below for further details that will take affect. Mandate: Executive Order 14247 requires the switch to digital payments to enhance security and efficiency. If You Don't Use Direct Deposit: If you file without bank info, you may receive an IRS notice (CP53E) requesting details. If no information is provided, a paper check may eventually be issued, but it will be delayed. Risks: Paper checks are 16 times more likely to be lost, stolen, or delayed compared to electronic payments. Exception: Limited exceptions may exist for hardship or those without access to banking infrastructure IRS Paper Check Phaseout If you choose, you can use an IRS Online Account to redirect your payment later, if a paper check is not received.

If your second Form 1099-R is not showing, you can easily add it manually using the instructions listed below.   You can get to your Form 1099-R screens in TurboTax as follows to enter your Form 1099-R as follows:: Click on Search at the top right of your TurboTax screen Type Form 1099-R in your search box Click on the link Jump to Form 1099-R You will be able to enter your Form 1099-R on the following screens Make sure to answer all of the follow-up questions   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?" Please return to Community if you have any additional information or questions and we would be happy to help.