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I would suggest you prepare your tax return based on the correct wages and see if you have a tax due. If so, you can pay that by April 15 to avoid late payment of tax penalties. You can then apply for an extension of time to complete your tax return in the hope that you will get the corrected W-2 in time to file your return by the extended due date in October.   If you have a refund, you can still file the extension but you would have to wait to receive the refund.   Your other option would be to enter the W-2 you have as stated and make a negative adjustment to "Other Income" to report the repayment as a reduction of income. If you do that, you would have to amend your return when you get the corrected W-2 to report the correct wage income and remove the adjustment you made.   You can make that adjusting entry in TurboTax as follows:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the adjustment and the amount as a negative number   You can use this link to make a tax payment to the IRS.  

If they do not have an SSN or ITIN and you choose to file Married Filing Separate, you can try typing NRA in as your spouses last name.  Make sure you put a check mark in the box that says My spouse is a Non-Resident alien in the My info section. When you get to the end and try to transmit the return, ignore the e-file errors regarding your NRA spouse and select transmit your return. If that does not work you will need to print and mail your return and write NRA (Non Resident Alien) in the space for her SSN. When you print your return, the instructions for mailing your return will be printed on the cover sheet of your return.       If your spouse chooses to be treated as an US Citizen for tax purposes, and you want to file as Married Filing Joint, you would need to include their income on your return. If you choose filing jointly, and they do not already have a SSN or ITIN, you will need to print and mail your return along with the W-7 and any other required documents to IRS ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   The benefit to filing as Married Filing Jointly with a spouse that has no income is that your standard deduction is increased to $31,500 instead of $15,750 and you are not excluded from several of the credits.  So depending on your current tax situation and his worldwide income, it may benefit you to include him on your return.   Married Filing Joint versus Separate   If you are maintaining a household for a qualified dependent, and you do not choose to treat your non resident alien spouse as a resident alien, you may be able to file as  Head of Household and then you would not need to include him on your return at all.  You would simply delete his name and file as though you were not married.  

You don't need to give any statement about your income variances, as the PTC calculations on Form 8962 take your total yearly income into account.  For example, some folks earned less part of the year, then their income went up, and vice versa.    Since your income went down, you should not have to repay any of the PTC you received.   Here's more info on the Premium Tax Credit.   @middle89 

(EDITED - I found the right form after using your direct link rather than the UI. Thanks!) I got to the form again but could have sworn that when I was using it before, the item list was extensible. I've got about 20 countries where I paid foreign taxes and I could add them with a "+" symbol (and there was a drop down for each country name in the left column) but now all I see are these two entry rows with no ability to add more, and no constraints on what I enter (drop down named country in left column, dollar amount in right). Am I on the wrong form? 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Your post on Feb 4, 2026 stated "Timeline: We expect the new CSV import functionality to be available soon." Do you have an update on when the new CSV import functionality will be available? Will it be available prior to the Apr 15 filing deadline?

Did TT software (specifically DELUXE) warn filer in advance when entering capital gain/loss that they have to postal mail in forms if they enter a summary total of security transactions rather than each separate transaction?  It would have been very helpful for filer to have the option, during the step-by-step guide. NOT come to find out after e-filing that they now have to postal mail in forms, which defeats the purpose of e-filing.  Please share where the notification was made in the steps-by-steps guide if it was provided in the software. 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

2024: When you enter the 1099-R, TurboTax will ask if it was a "Return of Contribution." Once you confirm it was an excess contribution removed by the deadline, it should result in $0 tax impact. No need to amend 2024 since you had a loss, there is no taxable income.   2025:  Another loss would mean nothing to report this year. Since your AGI is high, you could consider doing a backdoor ROTH. Recharacterize the contribution to a Traditional IRA, giving you a basis and filing form 8606. Convert the traditional back to a ROTH. There is no income limit on a conversion. If you had earnings to withdraw in 2025: You can report the withdrawal now so you don't have to amend your taxes later. In the "Deductions & Credits" section, enter that you contributed $8,000 to a Roth IRA for 2025. TurboTax will calculate that you are over the limit. When it asks, "Did you withdraw the excess?" say Yes.  Look for the amount of earnings withdrawn. Enter the specific profit amount provided by your financial advisor. Go to the Income section and manually enter a 1099-R. Enter the information from your brokerage for TN/ EIN, name, address, etc. Box 1 (Gross Distribution): Total amount (Contribution + Earnings). Box 2a (Taxable Amount): Just the Earnings. Box 7 (Codes): Use Code P (for return of excess) and Code J (for Roth). TurboTax will then ask which year this form is for; select 2026.

The Reject Code is 639. The verbiage of the email I received from TT is where I got the stuff about 3A... It's in the Medical deduction portion of Sched A and it just doesn't make sense that they would be equal numbers. I'm afraid your PS statement is accurate!

See this TurboTax support FAQ for a spouse that is a nonresident alien - https://ttlc.intuit.com/community/tax-credits-and-deductions/help/how-should-i-file-my-taxes-if-my-spouse-is-a-nonresident-alien/01/1707071?search-action-id=613804087131&search-result-uid=1707071

You could enter tools under Miscellaneous Expenses and enter the description as tools.     If you are using the tools for both your personal home and the rental property or business you would need to allocate the cost between home and business.  So if you purchase a Saw that costs $300 and you use it 50% for home and 50% for business, you would enter $150 for the cost of the tools.   If however, you are purchasing tools that are large and expensive, costing more than $2,500 you would enter them in the asset section.  Then you can choose to fully depreciate them using Section 179 or the Special Depreciation Allowance.     As noted above, you cannot take a deduction for your own services.