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As per xmasbaby0 mentions above, you must wait until your return is fully processed and you have received your refund before preparing and e-filing your amended tax return.     Also, if the IRS corrects your tax return to include this Form 1099-R income, you will not have to amend it.  You will receive a Notice from the IRS if they make a correction (likely a Notice CP2000).  You only need to file an amended return if the IRS didn't catch the error and you need to pay additional tax, or if you disagree with the IRS's calculation.   You may be able to see beforehand if they are sending you a notice by accessing your IRS.gov Online account . You can use this link to access/create an online account Online account for individuals.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections, and make your corrections (add your interest income). Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.    The IRS has a tool to determine if you should amend your tax return that provides some valuable information  Should I file an amended return?   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

If you are using the TurboTax Desktop product (it sounds like you are), then you can go into Forms mode (upper right) and go to a form and right-mouse click on most any field that has a number in it. This should expose a number of options, one of which is "Data source".   Click on Data source, and a box should open which will describe where this number comes from.

You can go back to enter your W2.  To get back to this section:   Go to the W-2 screen under Income Select Work on my W-2 and Continue You can go through all the sections of your return by using the column on the left.      

Thank you @dmertz.  Better catching this now than never 🙂    Can I fill up and file the 2021 Form 8606 using TurboTax desktop  (sinceI used it to file my 2021 tax)?   I believe this 2021 Form 8606 will impact the IRA  "basis"  (currently I have that $ 4000 traditional IRA basis that was carried over from years ago).     But I  think  I'll just go ahead and I file my 2025 tax  before the tax deadline   and  file my 2021 Form 8606  later (I hope there is no deadline for this, but target to file this by this May)   then  deal with the "change in basis" in the next tax year (which would require actually editing/overriding the   IRA worksheets that will be carried over to  TurboTax  desktop version 2026).     What might be the pros and cons of it?   Again, thank you very much.         

If you are unable to move forward in your TurboTax program, you can try the steps below.  Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Try using incognito mode If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.   Please return to Community if you have any additional information or questions and we would be happy to help.

Every person and every year are different.   Only the IRS can tell you.   I got my refunds very fast this year, like 10 days.    When did you file?  If you efiled was your return Accepted?  You can check your efile status here     https://turbotax.intuit.com/tax-tools/efile-status-lookup/      When you efile you get back 2 emails.  The first email only confirms the transmission.  The second email says if the IRS (or state) Accepted or Rejected your efile.   What does the IRS say?  IRS Where's my refund      Where's My Refund? | Internal Revenue Service   Were you having the Turbo Tax fees deducted from your refund?  

There are amounts in Box 1 Gross Distribution and Box 2a Taxable Amount NEITHER OF THE BOXES IN 2A ARE CHECKED Boxes 3 ,4, and 5 all contain 0.00 Box 6 - Net Unrealized appreciation - has a non-zero amount Box 7 - Distribution code - has ONLY a 7 in it, and neither of the check boxes below it are checked ==================== NOTE: Whatever the reason, the 1099 shows a taxable amount, yet no part of that is in the taxable income, and that inconsistency was NOT flagged in any way - THAT FACT ALONE IS A DEFECT IN THE SOFTWARE