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Yes, go back to the K-1 section and enter each code (A, N, V, etc.) using the details from the attached statement. The ‘STMT’ is required because it breaks those amounts into specific categories the IRS requires. Some items may trigger additional entries in TurboTax.     See image below:   [Edited 3/25/26 | 8:18 am PST]  

The simplest solution is to return to the federal income and edit the 1099-INT. Take the savings bond interest out of box 1 and put it in box 3.    For example:  currently Box 1 $200, Box $0 your paperwork shows Savings bond interest $20 change to Box 1 $180, Box 3 $20

I am using the Deluxe  Desktop software, off-line, to do my tax returns.  I cannot update 1099-OID or 1099-R's, and my SSA-1099 entries triggered a Canadian Pension section which I cannot delete.  That is as far as I have gotten on my Federal return.   I am using MacOS 15.7.4.  I check the TurboTax software for updates, every day before I attempt to complete the returns.  

Hi Amy, thank you so much for answering all these questions.  I'm hoping you can help me with mine.  I am an Aeronautical Information Specialist for the FAA at the Mike Monroney Aeronautical Center in Oklahoma City and have been working here since 2016.  It is a specialized technical position designing and building flight procedures.  Prior to 2016, I was a pilot of the Boeing 707 airframe in the Air Force for 10 years.  I have a Computer Information Systems minor from Elon University, which I found out is accredited by the EAC of ABET, however I don't have a specific "engineer" degree.  Am I eligible for the OK form 564 credit?  Thanks again for your help.

Yes, once your children have their ITINs, they will be eligible for both the Other Dependent Credit and also the Child and Dependent Care Credit.  They just won't be eligible for the Child Tax Credit or the Additional Child Tax Credit.

Yes, you need to handle excess Health Savings Account (HSA) contributions for the 2025 tax year before the deadline (April 15, 2026) to avoid the 6% excise tax penalty.   Before finishing your taxes, contact your HSA custodian (e.g., Fidelity, Optum, HealthEquity) asap and request a "Distribution of Excess Contribution.  In addition to your withdrawal, the custodian must also calculate and return the earnings (interest) on that excess amount as well.  You will receive a 1099-SA for this withdrawal in January 2027.   Open or continue your return. Under Federal tab, Click on Deductions & Credits. Scroll to Medical section, and Click in HSA, MSA Contributions. Proceed through the interview screens; the program will calculate your maximum limit based on your HDHP coverage, and say "You have an excess contribution of $[Amount]. Select YES when it asks "Did you/Will you withdraw the excess by April 15, 2026?" (this will remove the 6% excise tax (Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts) from your current return). IRS rules state that while the contribution itself is handled on the 2025 return, the earnings earned on that excess are taxable in the year they are distributed (2026).  You will receive a 1099-SA with Distribution Code 2 that you will enter on next year's tax return (any earnings portion will be added to your 2026 taxable income).   Note: If the excess was an employer contribution (Box 12, Code W on your W-2), the program will automatically add that excess amount back to your taxable income on your 1040 (Schedule 1) because it was originally excluded from your wages.