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@Mitzy20  Explanation about: "note also, that any time you do pay accrued interest for any bonds you buy during the year, then, in the TTX software...you must break out the bond interest type into it's own 1099-INT before declaring the accrued interest you paid when buying that bond type" _____________________ Many folks with 1099-INT forms, they get those forms with a mix of $$ in boxes 1, 3, an 8 $$ in them, and perhaps along with their respective box 11,12,and 13 premium amortization amounts.   When indicating the accrued interest paid on the follow-up page...you may have noticed that the entry didn't specify whether that accrued interest amount was to be applied to the box 1, or 3 or 8 $$.   What TTX software does in this case, is to improperly apportion the accrued interest $$ amount among the box 1, 3 and 8 amounts.    That didn't happen to you since you only had a box 1 (& 11) set of values.   In the future, if you buy any Muni bonds from the same brokerage...they will start issuing a 1099-INT with box 1 (&11) and box 8 (&13) $$ on them.....so at that time you would need separate out the box 8 (&13) $$ to create a separate 1099-INT with ONLY the box 8 (&13) $$ on it before reporting any accrued interest for that Muni bond you bought.....otherwise, some of the accrued interest will be applied to the box 1 $$. ________________   Other:  True, you might have bought your bond in 2024.  Yep, you aren't allowed to declare the accrued interest you paid out until the year in which you actually get your own first interest/dividend payment from that bond.  That can happen for bonds bought in the last 6 months of the year.  Some will still have an interest payment in the same year....some won't happen until the next year.

Intuit needs to provide additional data input ports to allow user to fill out  Section C. The current program is forcing the user to go to Section B.  The program states that you should not provide a name description in Section B when you opted to go to Section C.  Can't file electronically if you selected to Section C.  The alternative option is to send forms to the IRS!

Excellent!  Thank you!   1. To amend my 2023 return, which version of TT do I use: TT 2025, or TT 2023, which one? 2. Once I'm in using the correct version of TT, how do I get TT to queue-up the Q&A for Form 8606?   Please advise.  Many thanks!

How long has it been since you filed?   The IRS says most returns that are efiled and choose direct deposit will receive their refunds within 21 days.   If it's been longer than that, you can phone the IRS if you want to see if they can tell you anything about the delay.   But before doing that, you should check the following things:   Did you efile?   If so, first check that your efiled return was accepted for processing by the IRS after your filing.  Here's how:  What term is used at the Tax Home page of your account?  Does it show as accepted, rejected, printed, started, ready to mail, or what?   If that showed your efiled return was accepted (or if you printed and mailed a paper return), what do you see at the IRS "Where's My Refund" tracker tool?   Is there any message there? https://www.irs.gov/refunds

@savannahandersonhowell wrote:   I filed on Feb 2, but still havent been updated or informed of what's going on, have there been delays on the tax returns? This is my first year claiming my kids and HOH, but it's still been 2 months and I've done everything I was supposed to "I've done everything I was supposed to."        What does that refer to?   Does that just mean you did everything in regard to filing, or did you get a letter/notice from the IRS that asked you to do something?   We can tell you how to begin investigating your delay.  You may end up having to phone the IRS to see if they can explain the delay.   But before doing that, you should check on the things I mention below:   Did you efile?   If so, first check that your efiled return was accepted for processing by the IRS when you efiled back in early February.   Here's how:  What term is used at the Tax Home page of your account?  Does it show as accepted, rejected, printed, started, ready to mail, or what?   If that showed your efiled return was accepted (or if you printed and mailed a paper return), what do you see at the IRS "Where's My Refund" tracker tool?   Is there any message there? https://www.irs.gov/refunds