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I am going to wait for them to send me my $500 refund first before I turn around and pay them the $650 I now owe them. I don't trust them to be able to realize my real difference is only $150. I filed my taxes on February 18th and still have not received it. They better get it to me by April 15th so I can file the amended return.

@JCH10  Katie was my contact at TT support. Possibly another admin was included that I'm not aware of.     If you are not filing for the increased credit, it would be NA......  Then no 7220  I posted instructions earlier to you above that supported that statement from the form instructions. Basically if 8B, form required. If you checked the box on line 7a or 8b to claim an increased tax credit amount in Part V or Part VI, you must also attach a statement for each facility, energy storage technology, or energy project, to your return. The statement should include the following. Your name, taxpayer identification number, the facility description (including the owner information, if different from the filer from Part I, line 3b(i) and 3b(ii)), and, if applicable, the IRS-issued registration number from Part I, line 1. If you checked the box on line 7a, a statement that the qualified facility or energy project has a maximum net output of less than 1 MW (as measured in ac) or equivalent thermal energy. For the facility, energy storage technology, or energy project that began construction before January 29, 2023, indicate that you met the continuity requirement under the physical work test or the 5% safe harbor to establish the beginning of construction. For the facility, energy storage technology, or energy project that began construction on or after January 29, 2023, where you qualify for the increased credit amount based on the PWA requirements, complete Form 7220 and attach it to your return. A declaration, applicable to the statement and any accompanying documents, signed by you, or signed by a person currently authorized to bind you in such matters, in the following form: “Under penalties of perjury, I declare that I have examined this statement, including accompanying documents, and to the best of my knowledge and belief, the facts presented in support of this statement are true, correct, and complete.”

If you filed a 2024 tax return it was on a Form 1040---like everyone else's return.   Form 1040 is the form for an individual tax return.     You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

Thank you, very helpful.  I don't want to mess with a bunch of detailed calculations.  What I do want to do is report the initial investment amount (which was much larger than the total of all the nondividend distributions over the years), and then subtract the total nondividend distributions to adjust the cost basis to the accurate (lower) amount.  In this case, that still leaves a good sized overall loss.  I have the desktop version of turbotax, and once the 1099 div has been entered, I cannot find a place to report the original cost basis.  It would be sort of a 1099-B thing, but I didn't receive one for this investment.  Nor can I figure out how to override the system and just enter all the info on form 8949.  Can you tell me how to accomplish this part?   

I have used Turbo Tax for years.  It has always been a pain in the butt and over-priced, but this year it just does not work.  It would not walk me though deductions.  I had to enter all deductions manually. I almost filed without reporting my paid estimates, because it did not walk me though deductions even though I asked it to. No questions about business expense deductions or other deductions.  It just does not work.

@B Parker   Yes was it FORM 3351? this can happen if you failed the identity check questions required or had a required PIN that was not entered when you switched tax services, bad SSN, missing ITIN, Missing unreported W-2 or 1099, or other Security issues on filers.  Many reasons this can happen.  

This didn’t work. I repurchased PA, which I already purchased and it still doesn’t work. It tells me the software is updated. So now I spent an extra 45 dollars for something I already purchased ( which is like to have returned) and followed all the instructions and still get the error. What’s the next step 

It's easy for the state to divert the attention away from themselves when they are not sure and also trying to help many for various reasons.   It's common for a state to want to see the documents for state withholding when it's unusual such as anything other than a W-2 or possibly a  1099-R. When this happens, they simply want you to mail the tax return. If this is your situation, this may be the reason. My advice is to mail the return with any document that does have state withholding to eliminate a letter and longer processing time.