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The IRS will ask for any documentation that applies to this situation. The IRS is certainly aware that documents can be forged.   But it is more difficult to create documents that cross-reference each other and which are located in various places.   I would imagine that you would want to somehow get the records of the IRA administrator to demonstrate that after-tax dollar amounts were contributed to the IRA at that time; you would want to get whatever payroll or bank records that you can get to show the source of the after-tax dollars; you would even want to dig up your tax returns from that era to show what you did, even if the IRS no longer has those records.   In short, it is incumbent on you to demonstrate what you did to the satisfaction of any auditor.

  You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.    

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

 As your first return is applying the refund to next year, that creates an issue as it will get processed stand alone and apply refund to 2026 so you will have to pay the taxes due on the amended return by 4/15.As to amending a previously uploaded 1099.  I would manually update it if possible to avoid any issues if you previously uploaded directly.  Otherwise, you must manually delete the old first than import the new. Yes, the amendment process will also produce an amended state return.   You should be able to e-file the amended return as long as your under your 5 return e-file limit. Remove Old 1099: In the income section, locate the incorrect 1099 form, select "Delete" or "Edit," and remove the incorrect data. Add Revised 1099: upload the corrected 1099 information (1099-NEC, 1099-B, 1099-DIV, etc.). @Chuck48

The fee for using "refund processing" has been in effect for many years.   If you choose to pay your TurboTax fees by having the fees deducted from your federal refund, you incur a $40 ($45 in CA) fee charged by the third party bank that handles refund processing.   You can avoid that fee by paying your TurboTax fees upfront using your own credit or debit card before you e-file.   REMOVE REFUND PROCESSING FEE   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US?uid=m6r4xelq  

That will be available after you have either paid for the TurboTax account or e-filed your return and it was accepted by the IRS.   Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

ACA Fraud is happening more and more. Check your account on healthcare.gov to see if you have a 1095-A.   If you did not sign up for ACA Insurance, here's what you need to do: Contact the Marketplace at 800-318-2596. Tell the representative you received a 1095-A for a plan you never applied for or authorized. Use the phrase "unauthorized enrollment fraud." Request a Voided 1095-A. If they agree it was unauthorized, they will issue a new form showing $0.00. Once the voided 1095-A is processed, you will be able to resubmit the return for efile. Very Important: Ask if there is an active 2026 policy currently in place. If there is, cancel it immediately. In 2026, there is no cap on how much of the premium tax credit that needs to be paid back, so if you don't cancel it you could be responsible for the full cost of the plan next year. Appeals to cancel coverage retroactively must generally be made within 60 days of discovering the fraud. 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     USER ERROR WITH SOCIAL SECURITY ENTRY We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.  

Dependents are added in MY INFO.   When you went though the screens for your own name you were asked if you supported anyone else---by saying yes to that question you will trigger the follow up screens that allow you to enter your dependents.

It's possible you did not have enough US tax liability to offset the full amount of the foreign tax credit. The Foreign Tax Credit (FTC) is a non-refundable credit. This means it can only reduce your tax liability to zero; it cannot result in a refund of money you didn't actually owe the IRS. The IRS limits the credit to the lesser of:   The actual foreign tax you paid ($153.33). Your U.S. tax liability on that same foreign income. If your total U.S. tax (Form 1040, Line 16) is only $69—perhaps due to a lower income or other large deductions like the Standard Deduction—TurboTax will automatically cap the credit at that amount. You can’t "use" the remaining $84.33 this year because there is no U.S. tax left for it to offset.   You can verify this by looking at your Form 1040, Line 16. If that number is $69 (or if Line 18, your "Tax after credits," is $0), then the credit is doing its work.