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Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.   If you want to enter it manually, click the option that says “I’ll type it in myself”  

The zero in box 2a of the Form 1099-R indicates that the 401(k) plan believes that you requested a rollover to a traditional IRA, not to a Roth IRA.  If you properly requested that the 401(k) plan make the rollover be to a Roth IRA, the plan needs to correct the Form 1099-R to show the same amount in box 2a as is in box 1.   If you did not specifically indicate to the plan that the rollover was to be to a Roth IRA, you yourself redirected the rollover to a Roth IRA and there is no reason that the plan would be expected to change the Form 1099-R.  In that case you would need to include a substitute Form 1099-R (Form 4852) in your tax return showing the same amount in box 2a as is in box1.  Note that including Form 4852 prevents you from e-filing.

We do not arrange calls to users.   If you want an "expert" to review your return:   LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     FULL SERVICE https://turbotax.intuit.com/personal-taxes/online/live/full-service/     Live expert help with desktop software   https://ttlc.intuit.com/turbotax-support/en-us/help-article/experts-advice/turbotax-desktop-live-tax-advice/L2nvxpA4W_US_en_US?uid=m5leh972      

Enter the long-term care insurance premiums under medical expenses in the federal tax return, on the screen for insurance premiums, even if you are not itemizing deductions on your federal tax return. The premiums will be included in the total medical expenses that flow to the New York tax return.  

If the W-2 is not available by download, you may have to enter the W-2 by hand.   At the screen How would you like to add your W-2, select Type it in myself.   You are also able to Snap a photo of you W-2 with your phone.   W-2's should be made available by employers to their employees by January 31.

Yes, exactly.  Why would Intuit send an email saying the form is ready when it isn't?  I really hope this gets fixed soon so I can complete my taxes.  In TurboTax Desktop, it is still saying that it is "coming soon," even though I received a email that it is ready. Thank you for your support.

You can get to the mortgage interest screens in TurboTax using the steps below.   You can edit your input screens for mortgage interest as follows:   Click on "Search" in the top right of your TurboTax screen.   Type "Form 1098" in the search box. Select  the link "Jump to Form 1098" Review your screen and answer all of the follow-up questions to enter the correct mortgage interest amount You can delete a dulp0licate Form 1098 as follows:   If you are using TurboTax Online:   1. Choose Tax Tools option on the left menu bar in the federal section of TurboTax 2. Choose Tools 3. Under Other Helpful Links choose Delete a form 4. Find your duplicate Form 1098 or Home Mortgage Interest Worksheet and click on the option to delete it 5. It will say "Home Mortgage Interest Worksheet (XXX XX)) from 2025 Federal Form 1040: Individual and any linked forms will be permanently deleted". Select "Yes, delete" If you are using TurboTax Desktop:   1. Bring up the Forms mode by clicking on the Forms Icon on the top right of your screen. 2. Choose your duplicate Form 1098 in the list of forms at the left of your TurboTax screen it will say "Home Mortgage Interest Worksheet" 3. Use the Delete Form option on the bottom of the worksheet to remove the duplicate Form 1098 information     Click here for Mortgage Interest Deduction: How Does it Work? Click here for  Can I deduct my mortgage interest?   Click here for Deducting Mortgage Interest FAQs