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This is now the 3rd 'estimated' date that has come and gone and it's still not available. I literally just need to amend ONE QUESTION on a dependent's $0 return so I can file my own as HOH. Is this realistically going to be available before tax day passes?

I am unable to replicate this behavior.  With MAGI below the $246,000 threshold, at least some of the IRA contribution made by the spouse who is not covered by a workplace retirement plan is shown as deductible on Schedule 1.  (I'm assuming that Wife has sufficient compensation to support Husband's spousal contribution such that it is not an excess contribution.  Excess contributions are not deductible.)   I suggest reviewing TurboTax's IRA Contributions Worksheet line 10 to see who TurboTax believes is covered by a workplace retirement plan, particularly Husband.  In fact, review all of TurboTax's Additional Traditional IRA Contribution Information on this worksheet.  Also review line 21 of either the IRA Deduction Worksheet or the Social Security Recipients Who Contribute to a Traditional IRA Worksheet, whichever one is being used to calculate your MAGI for this purpose.

I ran into this a year ago on this very thread. After running around and getting frustrated, the answer turned out to be: "wait until after Feb 27th". I did and it worked then. It seems like the exact same thing is happening this year. Let's wait until March 1 and see where we are on this. Last year it just worked fine post Feb 27th. I am so glad that I got that information because it was driving me crazy.    Bottom line: the data was not available for import from Schwab until Feb 28th last year. The symptoms were exactly the same as this year (failed import)

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I turned mine in Feb 1st. On Reviewed for 2 days now. I'd assume this means it could be at least another week before there's a change in status. Last year it went from reviewed to approved very quickly, so I was hopeful! Plus, the account balance was there for 1 day after it said reviewed, but then gone the next day. They must release it all somewhere & send funds, but idk how if it's not yet saying it's approved.  Also, my return completely disappeared for a week. I called & they said it was being reviewed. My account told me to file a return. Good thing I waited through Presidents day w/o refilling! If anyone shows that they have no tax return filed...call DoR first! It was a glitch. Or, maybe it was pulled. Idk. .

I qualified for forgiveness after making a few payments in 2025. My loan servicer shows principal and interest payments in my account history, plus a final separate amount for interest labelled as an adjustment.  Do I include or exclude the adjustment in the interest total that I report on my tax return?  I haven't been able to get clarification from the loan servicer (just keeps saying not required to send 1098-E b/c total is less than $600).  Thank you.

if you're referring to the question about the value of your IRAs as of 12/31/25 this is used on Form 8606 Line 6 and you should use your year-end brokerage statements for this not 5498s which are usually not sent out until May   https://www.irs.gov/pub/irs-pdf/i8606.pdf   Line 6 Enter the total value of all your traditional IRAs as of December 31, 2025, plus any outstanding rollovers. A statement should be sent to you by January 31, 2026, showing the value of each IRA on December 31, 2025. (etc - see link)