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PAY CLOSE ATTENTION TO THIS NOTE FROM RichInPitt.     Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts.    For me the 1st choice gave me errors and did not import anything, and the 2nd choice, still gave me errors but imported the 1099-B perfectly!!!!!!   THANK YOU RichInPitt.  

You can enter your 1099-R form under Retirement Plans section of the Wages & Income. Select Federal Select Wages & Income Scroll down to Retirement Plans and Social Security Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R) Add your 1099-R. Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.

Thanks, but neither applies. I put two assets in service in 2023 and one in 2024, all relate to a single rental, my only activity with depreciable assets. No section 179 expense was taken related to any of the assets. TurboTax is calculating MACRS depreciation correctly, although nothing transfers to schedule E. It seems like a problem with the software. Any additional advice is appreciated.

A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   Try leaving the cents off of the Medicare tax on your W2 box 6.   Box 6 has to be exactly 1.45% of box 5 or less.      If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

I know it doesn't help now, but here's why someone might see an additional $40 fee.   If you chose to pay your product fees out of your refund, there is a $40 service fee ($45 for California filers.)  That processing fee is for a third-party bank to open up a bank account in your name to receive the funds from the IRS.  Then at that third party they take out the fees and send the rest to your bank account in a second direct deposit.  Then that third-party bank closes the account they had set up for you.   That $40 fee can be avoided by paying upfront with a credit card, debit card, or a prepaid debit card that can be purchased in stores.  

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   Then keep going through the follow up screens and questions.   

There is a property tax exemption for veterans who were honorably discharged and 100% permanently and totally disabled during active duty service.  You will need to provide a US Department of Veterans Affairs certification of active duty service-connected disability stating you are 100% permanently and totally disabled.   See NJ Department of Taxation website for more details on what is needed to qualify

It is sort of like mixed drinks. Most people know a Margarita is a drink made with tequila. But there a several variations of the drink, like a strawberry margarita, mango margarita, lime margarita, etc. They are all margaritas. It is the same with Modified Adjusted Gross Income, it comes in many different varieties!

If you had an excess HSA contribution in 2024 but did not have a form 5329 on your 2024 return, this likely means that you withdrew the excess HSA contribution from your HSA prior to the original due date of the return.   Had you not done so, you would have (by default) carried the excess over to 2025. However, this would also generate a penalty (called an excise tax) which would appear on line 49 on the 5329. No 5329? No carryover.   When you withdrew the excess in a timely manner, then you "cured" the excess, and have no more reporting duties outside of what TurboTax automatically did for you (you may not have noticed). NOTE, when you are asked on your 2025 return if you overfunded your HSA in 2024, if you "cured" the excess in 2024, then answer NO.   Do you have an excess contribution on your 2025 return? If so, withdraw it by April 15, 2026 if you can. This is the simplest way to deal with an excess.   In any case, you can't include the 2024 excess with your 2025 excess, in the way that you mean.