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Yes. Form 1099-NEC reports self-employment and she has to pay self-employment for net income over $400.   You can still claim her as your dependent if she is under 24 and a full-time student. On her return, she has to mark that she can be claimed as a dependent by another taxpayer.

I think you misunderstand.  I am not just trying to change a worksheet for my own records.  I need to change my 1040 and 6251 and several other forms, and thus need to amend my return.  However, I can't actually change any of those forms directly... I have to edit lines 14a and 14b in the Federal Carryover Worksheet, and those values will then propagate out to the forms like 1040 Schedule 1 and 6251 and so on.  (That's true whether I am amending or not. ) The question I have now is whether I can just drop into Forms mode and edit that Federal Carryover Worksheet when amending a return, or whether I have to use the Update buttons in the Amend a Return interface??  (given there seems no Update button that would take me to that worksheet)

When I filed with the SDOP, it was in late December 2025.   The last 3 completed and filed tax yesrs were 2022, 2023 and 2024. And the last 6 years for FBAR were 2019, 2020, 2021, 2022, 2023 and 2024.   So, at that time, the 3 previous tax years to ammend were 2022, 2023 and 2024 because the tax year 2025 was not done yet. And the last 6 years to comply with FBAR were 2019, 2020, 2021, 2022, 2023 and 2024.   When I filed my 2025 tax year 2 weeks ago, I made sure to include the form 8938 for the FY 2025. I also made sure to file the FBAR for 2025 too.   So as of now, we are fully compliant as far as 1040, 8938 and FBAR.   Does that help?

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

On my test return, I set the birthdate to your birthdate, then I added a 1099-R for a qualified plan. TurboTax asked me all the questions about RMDs that you would expect. And all the data from the 1099-R was reported on the return.   So please tell us what type of account your three 1099-Rs refer to: IRA, Roth IRA, qualified plan (like a 401(k)), non-qualified plan (like military retirement), 403(b), etc. ? All I can figure is that there is something very different about your return than my test. We need to know this before we can agree that there is an issue here.

You can manually type in the information from your 1099-DIV. Another option is to enter the summary totals for each sales category (short-term and long-term) instead of entered each sale on your 1099-B Form.   For more details, refer to the TurboTax article How do I enter a large number of stock transactions in TurboTax?

After you enter your K-1 information in TurboTax, you will see a screen that says Describe the Partnership. One of the options will be All of my investment in this activity is at risk. If you do not check that box, later TurboTax will ask you questions to determine you basis in the venture and if it is less than the current year loss, all or none of the loss will be deducted in the current year. The amount at risk will be reported on Form 6198 At-Risk Limitations where it will be used to apply your loss to the current year as allowed and the balance carried over to the next year.

Entering in college expenses still doesn’t matter when you’re participating in a 529 account.  My 1099 – Q distributions still majorly impact my income, so I’ve decided to not even enter in the 1099 – Q form.  You would think the system would be smart enough to know that the 1099 – Q is tax-free, which should not raise your income and hit you with more taxes!

Box 10 is meant to be a reduction for premium amortization against other income on the 1099 but I guess this error is saying that Box 10 is greater than the income reported for whatever reason, not sure why that would be - what type of bond is it and what else is reported on the 1099?   I've had cases where Charles Schwab will report 1099-OID Box 10 for munis because they have also tax-exempt OID In Box 6/11, but the Box 10 is really the premium adjustment against income reported on 1099-INT.   You should have some notes on the back of the 1099 for each box, for Box 10 I have from Schwab:   Box 10. For a taxable covered security, including a Treasury inflation-protected security, shows the amount of premium amortization allocable to the interest payment(s), unless you notified the payer in writing in accordance with Regulations section 1.6045-1(n)(5) that you did not want to amortize bond premium under section 171. If an amount is reported in this box, see the Instructions for Schedule B (Form 1040 or 1040-SR). If an amount is not reported in this box for a taxable covered security acquired at a premium and the payer is reporting premium amortization, the payer has reported a net amount of interest in box 2. If the amount in this box is greater than the amount of interest paid on the covered security, see Regulations section 1.171-2(a)(4).   If there is an amount in both boxes 10 and 11, for a tax-exempt obligation that is a covered security acquired on or after January 1, 2017, and issued with OID, the amount in box 10 shows the amount of premium amortization for the year that reduces the amount of your tax-exempt interest for the year. The payer may, but is not required to, report the premium amortization for a tax-exempt obligation that is a covered security acquired before January 1, 2017, and issued with OID.

@Wookie78 , you are right , to be able to file joint return  ( and standard deduction ), you need the full calendar year plus  Tax id for each of the family members, world income of your spouse ----  is that what you are after?   For the tax treaty  --- what does this mean -- the one allowed  and one not  -- "  (4) In this Article the term "taxation" means taxes of every kind and description, with the exception of the Treasury residence registration fee (oplata skarbowa za zameldowanie). The contribution for the retirement fund (skladka na cele emerytalne) made by Polish citizens shall be regarded as a tax." Are these the ones you were referring to or what ?

For a disability pension, your 1099-R should have code 3 in box 7 for the distribution code.  This code lets TurboTax know that your pension in not taxable.     Refer to TurboTax Help article What do all the codes in Box 7 of the 1099-R mean?      

@jlrodden wrote: They've received my return and haven't looked at it yet. Going on 2 months now.  Is this because of SBTPG?    No, SBTPG has nothing to do with the IRS procedures.  Only after the IRS issues the tax refund will SBTPG get involved if you requested to have the TurboTax account fees paid from the federal tax refund.   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday

Form 1099-S is entered under Investment Income. TurboTax will guide you through the interview to enter your 1099-S for the sale of your land.   Refer to the article Where do I enter the sale of a second home, an inherited home, or land on my 2025 taxes? for instructions.   The sale will appear on Form 8949 and Schedule D of your federal taxes.  For more information, review the TurboTax articles Guide to Schedule D: Capital Gains and Losses and Where is Form 8949?