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This is very helpful information—particularly relevant for expat who worked or lived in Canada.   I have one follow-up question regarding Form 8938 amendments via Form 1040‑X. My understanding was that I would need to amend the prior three years in addition to filing the current year correctly. Using your example timeline as of early 2025, that would imply refiling 2021, 2022, and 2023, while submitting a correct 2024 return. However, you mentioned that your update covers 2022, 2023, and 2024, which suggests you amended the prior two years and filed the current year correctly. Did I miss anything in my understanding?

I am going through the same thing and concur with the OP.   A few basics: Link to the IRS Revenue Ruling 2025-4  CT Paid Leave Trust Fund seems to be entirely funded from employee wages, with no employer contribution.  The funding structure entails: the employer withholds 0.5% of employee income (up to the Social Security cap of the year in question); which for 2025 would be a maximum withholding of $880.50 (=$176,100 cap x 0.005).  The amount withheld (i.e. employee contribution) to fund the CT Paid Leave Trust Fund is counted as part of employee wages (Box 1) on the W2 and therefore is taxable (this is consistent with the IRS Ruling 2025-4, Table 1).  The amount withheld should be listed explicitly in W2 Box 14, in order to provide clarity. If an employer wishes to contribute to the CT Paid Leave Trust Fund, the CT Paid Leave program FAQ page says they cannot do this directly: Under Connecticut law, employees are obligated to pay the contributions into the Paid Leave Trust Fund. If an employer wishes to ensure the new obligation on the employee does not change the employee's current take-home wages, the employer may increase the employee's wages to cover both the one-half of one percent (0.5%) contribution obligation as well as the tax implications of increasing the employee's wages. An employer that chooses to do this is giving the employee a taxable benefit — effectively a bonus — which will have an impact on the employee and employer's obligations under state and federal tax laws as well as wage and hour laws. Employers should consult their own tax advisors and employment attorneys to determine the consequences of such a plan. Benefits paid (i.e. income) from medical leave taken (based on taxable employee-funded premiums mentioned above) is nontaxable, per Table 2 of the IRS 2025-4 guidance document linked above.  Specifically, under column "Amount attributable to employee contribution", it says: The amount attributable to the employee contribution, as well as to any employer pick-up of the employee contribution, are excluded from employee’s Federal gross income. - The effective date of IRS 2025-4 guide is Jan 1, 2025, subject to the following section: TRANSITION PERIOD FOR ENFORCEMENT AND ADMINISTRATION WITH RESPECT TO CALENDAR YEAR 2025.  However, the bullet points under this section seem to deal with cases involving employer contributions, which seems inapplicable to the exclusively employee-funded CT Paid Leave program.   As such, it seems that paid benefits (income) for medical leave taken under CT Paid Leave should be non-taxable.  I believe @AmyC 's post above regarding how to correct for this in TurboTax is the only way to do it.    Since I already filed my federal return by mail for 2025, I began an amended return process in TurboTax and followed @AmyC 's instructions, and it seemed to work.  I will likely mail the amended return soon, and then use the corrected amounts to file my CT return (which I have not mailed yet).

You can keep checking the IRS website for the status of the federal tax refund - https://www.irs.gov/refunds   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

It sounds as though you entered $16,000 twice.  Did you enter it in both Battery storage and Fuel Cell property?  If so, you will need to delete the one entry and this will give you the proper credit.      

Your Tax ID number is either, your Social Security number or the ITIN issued by the IRS. If you are not eligible for a SSN, and you need to get an ITIN, please refer to the link below: Individual taxpayer identification number (ITIN)  

You will have to print and mail your return or if you get an Identity Protection PIN from the IRS you may be able e-file the tax return.   See this for how to print and mail a tax return - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258?search-action-id=618107047390&search-result-uid=26258   Go to this IRS website for an IP PIN - https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin   To enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button

I have the exact same issue, only I can't update or delete my "Mortgage Interest" line item at all. My rental property was used as a personal residence for part of the year so adding the mortgage interest under Miscellaneous will over estimate the amount I can claim for the applicable rental period.  Can I combine the Mortgage Interest Expense with Real Estate Taxes and include that in the Real estate tax line item to apply the appropriate "IRS Method" calculation?    This is incredibly frustrating and really needs to be fixed by the product team. I can't believe we're having to find odd workarounds with meaningful audit risk for a paid product.      

Your "tax ID" is your Social Security number.   Are you referring to something else---such as an IP PIN from the IRS?     IDENTITY PIN   https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.      

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.