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Do you mean on a 1099R?   W2 box 7 is for Tips.  For a 1099R you have to enter it in separate boxes.  Enter the "1" in the first box and there should be a box to check I have more th an one value in Box 7 which will open a second box for the M.   Or are you trying to enter a 1099R in the W2 section? Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start  

If it is the first time you are using the worksheet (NJ Worksheet C) answer YES even if you took distributions in prior years.   Your IRA is your own so a joint return may require two worksheets.   Do not include Roth IRA account. @tbtx1985 

Hi @DaveF1006-   Thank you so much for your time and your very well-written response.  Your explanations and instructions are awesome!  This is the best answer I've ever gotten to a question I posted here.     I have a couple of follow-up questions:   Regarding #1 below- I am doing a 100/0% shared policy allocation.  The page that asks for the allocation %s asks for 3 numbers:   1. your premium enrollment %   2. Your SLCSP%   3. Your advance payment of PTC%   I think we've been talking about premium enrollment % when we discuss the 100/0.   I read TT articles on SLCSP % and advance payment of PTC % and I don't understand them as they relate to this allocation.  If I put 100/0 for my premium enrollment percentage, would I use the same allocation across the board for SLCSP% and advance payment of PTC%?   Regarding #3 below- when I unlink my business from my 1095-A and enter my health insurance premiums in Schedule C, TT does not appear to cap those expenses at my net income.  I'm not sure what to do about this.   Also, you described how to calculate my health insurance premiums using form 8962, where the calculation would be total premiums paid - premium tax credits received.  I cannot find form 8962.  Can I just use the total out of pocket premiums I paid in 2025, as stated on my health provider's website?    Thank you again for being patient and for providing stellar service.   Best regards, @mronufrak                   

Hello @DaveF1006 , Thank you so much  for your reply. So if I understand it correctly -  I can start the 2024 amend via turbotax to generate 1040-X with updated numbers in form 1116. I will not be able to file this amend via turbotax, but have to mail the 1040-X along with Schedule C. Please correct if I am missing anything on above. Can you point me to any link which I can refer on how to complete Schedule C and if I need to send any other documents apart from 1040-X and ScheduleC? Also can I file my 2025 taxes before or need to file amend first?   Thank You  

I have a laptop with Windows 11 installed with all the latest updates. All drivers installed. Using Google Chrome browser, which is up to date. Followed all the instructions, which were suggested in this thread. Please, tell me what am I missing.

Hi,   I bought TurboTax expert and had 2 separate phone calls with two separate tax experts about the situation and they told me to enter in my 1095-A as it was sent to me, so I listened to them and had them review it before I actually submitted my taxes. I don't know what to do now since my taxes are submitted and I'm getting conflicting advice.    

Unless there was an error in your original 2021 or 2022 return with regard to payments and withholdings for your state income taxes, your entries for "Payments and Withholdings" in the section where TurboTax calculates the taxable amount of your state tax refund would not change on the amended returns you filed in 2025- they would be the same as on your original return, because those entries are looking back to the taxable year of the return.    For example, let's say you received a state tax refund of $200 in 2021 for your 2020 state taxes and you determined that $50 of that refund was taxable (because you had received a deduction for $50 of the amount refunded).   Then in early 2025, let's say you amended the 2020 return for other reasons and got an an additional $100 refund for 2020. In this situation, all of that refund would be taxable - because you already got to exclude the nontaxable portion (the other $150 of the original refund) when you filed the original 2020 return in 2021.   Are you using a Mac computer? Did you see the information at the "?" or did it just not make sense? I've observed that some of the Help questions in the entry screens don't appear in the Mac version of TurboTax Desktop, but they do appear in the Windows version. We have reported the issue for further investigation.   Here is the information that appears when you click the Help "?" in Payments and Withholdings on the "Tell us about the refund your received in 2025" screen (in Windows):   Add up any payments you made to your state or locality, along with any state or locality withholdings from the previous tax year, including: - Amounts withheld on your W-2, W-2G, and 1099 - Estimated tax payments for 2024 (including any paid in 2025 for 2024 - it's common for the fourth quarterly payment to be made in January) - Overpayment from 2023 applied toward your 2024 return - Payments made with an extension of time to file - Refundable credits You can find most of this info on your 2024 state tax return. Do not include balance due payments made with (or after) filing a return. Enter the total amount of all of these combined here.   @ExcessTurbo

If you're saying something wrong with my device, but you can't say why, that means not necessary guidance provided. From my side, when it crashes and askes to send crash report to TurboTax, I did it. Has anyone looked at it? I've been sending it for more than a month already. Will try on a Mac device, hope activation will work. Good that I have one, but curious for people who don't have a second one.

@fvscopa   I don't know about them.  Never heard of them.  But if you bought the 16 digit License Code you should have downloaded and installed the program.  It sounds like you got into the Online version.   Authorized Sellers https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/obtain-authentic-turbotax-programs/L1yYfitCw_US_en_US?uid=lv4rnzmq   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd