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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 

Are you sure that the funds left the IRA? It is perfectly possible for an IRA to have a CD in it.   I would want to confirm that the dollars left your IRA - if they didn't, this could explain why you did not receive a 1099-R.   When did they think that they send you the dollars from the IRA? 2023? 2024? 2025? 2026?   There are too many unanswered questions here.

I am assuming you are an employee and got stock. Some of it was sold to pay the taxes. In the "How did you receive this investment?" dropdown, you should select: Employee Stock Plan (or Employer Stock) By selecting this, TurboTax will trigger a special interview specifically for RSUs, ESPPs, or Stock Options. This is vital because your company often reports the "income" on your W-2, and without this specific path, you might get double-taxed. Check the "Employee Stock" Box: When you start entering the 1099-B, TurboTax will ask, "Do these sales include any employee stock?" Say Yes. Identify the Type: It will ask if it’s an RSU, ESPP, or NQSO. Choose the one that applies to your grant. Correct the Cost Basis - Most 1099-Bs for employee stock show a $0 cost basis (or the price you paid, which might be discounted). Your true "Cost Basis" is usually the Fair Market Value (FMV) on the day the shares vested (became yours). This amount is already included in your W-2 (Box 1). If it was something else, please give us more information so we can help.

My 1099-INT does show exactly how much coupon payment I received for this bond for the year.  Should I just deduct $40.29 from the total received?     I am a CA resident and since this is a CA bond, it shouldn't affect my overal tax however, I just want to do it accurately.   I also have two other bonds with a value inside Box 10 causing the same "error" and on these two, they are out of state bonds, WI and TEX.     By the way, are you a Tax Expert working with TT? Thanks.

Did YOU enter the payments?     How would TurboTax know you actually made those payments unless you entered them when you prepared your tax return?   TurboTax receives no information from the IRS -- TT would not have any confirmation from the IRS that you made those payments even if you had 1040ES vouchers to use.   To enter estimated tax paid in 2025  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates  

oh wait as I re-read your comment it says "entire distribution". I was thinking that I would only have to document the difference between the Return of Excess and what I got back. So in my case I over contributed $4000, but my wife did $7000 and the limit was $8000 (I realize I am being very approximate here). So I got a Return of Excess of $3000 and the extra $1000 I took out was actually money I could have left in (hence the Fidelity guy saying I could EFT it back). But it sounds to me like you are saying I should be expensing all $4k. Is that what you are saying? -Ben

Hi, I have the same situation with 2 retirement plans connected to 2 separate entities (Sch C.). I've completed on 8881 and connected it to one of our sch C.,but I don't see an option to add a form to connect to the other schedule C. In both Sch C. worksheets the option for the auto-enrollment credit is checked Yes. How do I add a second form 8881?

The entry for the desktop version is similar although the ability to flip between 'form view' and the entry through the wizard will help you with that looking back thing.   Here is how to switch from the online version to the desktop version.

If you haven't file yet, you will be able to update it. Go to your TurboTax account, select the File section, and select the bank information step to correct the wrong routing number.   If your return has already been filed, you must wait until the IRS accepts or rejects it.    If the return was rejected, you can go back and correct the routing number and resubmit.   If the return was accepted, you won't be able to change your banking information. The bank will reject it, and the IRS will mail a paper check to the address you have listed on your return.  

"When I called Fidelity they recommended that I EFT the difference back into the HSA account." This is an odd thing to recommend, since the normal way to process this EFT on their part would be to make is an additional HSA contribution, which it is not. I don't know why they would suggest this.   It is not clear to me how the IRS would reconcile your actual excess contributions with what you said were your excess contributions as reported on the 1099-SA, other than by doing a full audit on you. It seems to me (personal consideration) that there are a number of procedures that have not been ironed out yet in the world of HSAs.   So it comes down to you trying to do the best you can in an undocumented situation: you made excess contributions, you withdrew more than the excess, and the HSA custodian would not let you correct that mistaken distribution - the IRS has not yet (so far as I know) described the appropriate process for you to follow.   I don't think option #1 will affect your 2026 tax return in any case.

The Excess RMD Withdrawal Calculation incorrectly pulls in the PENSION amount from a different 1099-R.  The correct RMD was withdrawn.  It does not let me fix it in Forms View.  Please fix your software ASAP! 

Long term care insurance premiums are deductible as medical expenses if you itemize deductions on Schedule A. Note that only medical expenses over 7.5% of your adjusted gross income are deductible as itemized deductions.   Here is a TurboTax article on deductible medical expenses for more information: Are Medical Expenses Tax Deductible?

To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button  On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

@BarryHasMoved wrote: It seems like it would be a pretty common problem for part year residents. Not really since most capital gain distributions are made at, or close to, the end of the year (some are actually made on the last business day of the year).   Regardless, it is the date of the distribution that controls and not the date the fund sold the underlying securities. In other words, you can't drill down to the sale dates within the funds.