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I wasn't able to follow your instructions, but I ended up just clicking "Forms" at the top of the application, finding/searching for the 1099 MISC, and then going to Forms > Remove ... in the Mac toolbar.   Removing the form solved the issue. I think I had started a 1099 MISC before finding the article that I linked in my original post, which I wasn't supposed to do.   Thanks all.

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal   Here are some useful videos on the Form:   https://www.youtube.com/watch?v=a5wJow5h-No   https://www.youtube.com/watch?v=5Z_28sVOrTY  

I started over and was able to enter a 1099-R but Turbo tax wanted to do it through Form 4852 that required explanation of why this was necessary.  I noted:   Form 4852 How were the amounts calculated:  Fidelity calculated the amounts Explain efforts to get the form 1099-R:  Fidelity will send Form 1099-R in January 2027 Form 5329 - Explanation Statement Return of IRA contribution before the due date of the tax return. A return of excess  contribution for calendar 2025 before the filing deadline.   Form 8601 Did Not Generate    Do these forms and responses seem reasonable 🙂  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    

Rollover from an IRA annuity Trust to another IRA annuity Trust.  Transfering entity says it doesn't need to file a 1099-R. I believe they have a viable reporting position for tax information reporting purposes, but I want to report the rollover to establish section 403(b) employee contibutions that were previously taxed for state income tax purposes and provide notice on 2025 Massachusetts return of the amount of such significant contributions for future Massachusetts income tax purposes. TurboTax instructions advise that a substitute Form 1099-R can be prepared based on the best information available from taxpayer's records, which I have.  Should I simply add another 1099-R and attach a statement of explanation to the 2025 return? Or does TurboTax ask somewhere in the process whether I want to file a substitute Form 1099-R? 

@whoim1noone55 , I am so sorry for your loss.  I pray for the peace of the departed and consolation for the family. This is your father's return -- everything pertains to him.  It is just like a  tax preparer  doing his return -- everything is the filers/taxpayer -- only the preparer signs as the preparer and mostly the contact person.  Ditto for you. Note that if there are any refunds  to be received , you need to file a form 1310 to have the amounts available to you.  Of course , if his bank account is still open, the bank may accept the direct deposit ( unless they are aware of the passing) -- probate will seal all activities in the account.   My wife passed two years ago and I  kept the account open  till recently because of all the settlements/ bills / refunds etc.  that went through for another year and half.   Hopefully yours is an easier one.   Is there more I can do for you ?   Does this make sense ?

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    

Are you asking about your SSA1099 for Social Security?   Social Security mailed them in January.   TurboTax does not have your SSA1099.   You have to get it from Social Security.   GET SSA1099 https://www.ssa.gov/faqs/en/questions/KA-01723.html    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.   And....   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.  

Some states are fairly quick with refunds, while other states can take a long time processing returns--even several weeks--as they crack down on detecting fraudulent returns.     Here are some things you should check:   First, you need to be sure your state return was successfully filed.   If you efiled, be sure your efiled state return was accepted.  If you used Online TurboTax, you can check by looking at the Tax Home in your Online account.   Or did you choose to file by mail instead?  TurboTax does not mail it for you.  If you chose that method, you have to print, sign, date, and mail it.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state.  Your state's department of revenue page may have a FAQ that tells you about how long it normally takes in your state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

My answer above tells how to regain access to the other account. Once you get back in the account you used for 2024, if your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  You would need to start one temporarily--just to get to the 2024 PDF.   It will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose  tax year 2024.    

@user17682656767  if during filling out the property  expense details   ( On Schedule-E ) you entered a ownership percentage of 1/3 -- 33.33%, TurboTax will then apply that percentage to most entries.  Go back and remove the percentages -- I am assuming that your 1099-MISC is already configured for  your ownership   ( i.e. the figures are to be used as is  or  is  100% applicable)   Does this make sense ?