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Go to the entry screen for SSA1099.   Since you are filing a joint return, there will be a spot with your spouse's name for entering their SSA1099.    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.  

I keep checking to see if Assets/Depreciation have been updated. The message is: Depreciation and Amortization will be updated in February, but likely sooner.  Does anyone know why it is taking so long and if there is an update to the timing. I have used this version of TT for years, but may be switching if software isn't updated soon!

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

Yes, although the usual laggards (specific funds) already posted, brokerage should have been by end of jan. (it was posted on T.Rowe weeks ago).   Thx for response though.  Of course, this was the most complex form and would take forever to manually enter which is another enhancement for Intuit to be able to scan these documents.

In TurboTax, in the Iowa state income tax return, at the screen Iowa Retirement Income, I am able to report the Iowa Retirement Income Exclusion.   Learn more states:   Retirement Income Exclusion   If you or your spouse receive a pension, an annuity, a self-employed retirement plan, deferred compensation, IRA distribution, or other retirement plan benefits, you may generally exclude from Iowa income tax all of the retirement income that is taxable on your federal return. The Roth conversion income, included in net income, is eligible for this exclusion.   To take this exclusion the pensioner or retirement income recipient must meet one of the following conditions:   a. 55 years of age or older on December 31, 2025, this is handled automatically by the program or b. disabled, or c. a surviving spouse or a survivor having an insurable interest in an individual who has qualified for the exclusion in 2025 on the basis of age or disability. A survivor other than the surviving spouse is considered to have an "insurable interest" if the survivor is a son, daughter, mother, or father of the annuitant or pensioner. d. for tax years beginning on or after January 1, 2024 a surviving spouse may exclude amounts received from a deceased spouse's pension regardless if the deceased spouse was 55 years of age or older or disable if the pension was from employment in a protection occupation, or as a sheriff, deputy sheriff, firefighter, or police.   Note: Only enter amounts here that should be excluded from the Iowa income tax return. The program is automatically exempting retirement income for Iowa purposes if the age or disability requirements are met. You only need to make an entry here if your retirement income is taxable to a different state other than Iowa or you meet the exception outlined in "d" above.   Also, pensions received from DFAS that represent military retirement pay will appear in this field. These are excluded on a separate line of IA 1040, Schedule 1.  

There is no fee to amend your tax return unless the information you add requires an upgrade to a higher version of the software; if you have to upgrade, you are charged for the difference between the two versions of the software.

You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. For more info, See: https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831

You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc. https://turbotax.intuit.com/personal-taxes/cd-download You need a full Windows 11 or Mac OS Sonoma 14 computer to install it.