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Thanks for the reply! The K-1 has no useful footnotes. This is all i got: "THE SECTION 199A AMOUNTS TO BE USED IN THE CALCULATION OF QUALIFIED BUSINESS INCOME DEDUCTION ON YOUR 1040/1041 RETURN ARE REPORTED ON LINE 20, UNDER CODE Z. PLEASE CONSULT YOUR TAX ADVISOR REGARDING THE CALCULATION OF THE QUALIFIED BUSINESS INCOME DEDUCTION, INCLUDING THE POSSIBLE AGGREGATIONS AND LIMITATIONS THAT MAY APPLY AND THE FILING OF THE 1.199A-4(C)(2)(I) ANNUAL DISCLOSURE STATEMENT."   I was thinking it was clear I could not aggregate these businesses. Is that not accurate? The Partnership that invested in each of these deals and generated my K-1 owns a minority and passive interest in the various other businesses.    I struggle with leaving stuff out, because it feels like that will bite me in a future year and I may not even know it! I guess it could also benefit me, but I'd prefer to simply input the K-1 correctly! Kills me that Turbo Tax can't just upload this and input the data where it should go on it's own! Where is AI when you need it???

If you have not filed yet, please see the links below for steps to preview your tax return.   How do I preview my return in TurboTax Desktop software?   How do I preview my TurboTax Online return before filing?   If you have already filed, please see this link for guidance.

Make sure your program is updated.  This can be done by logging into your desktop product.  Select Online in the menu on the top, and then select Check for Updates.     If that does not update your program, you can also manually update your program.

It sounds like you may have received payments to care for your son as part of the Medicaid Home and Community-Based waiver program.   To amend your returns, follow this link for 2024 and this link for prior year returns for guidance on preparing the amended returns.     Then, follow the directions in this link for steps to enter (correct) these payments into TurboTax.  The entry will be different depending upon the type of form you received.

There is a 10% penalty on ALL withdrawals, unless an exception applies.      There is still the normal income tax to contend with.    Figure the tax is the withdrawl times (your tax bracket+10%).     see this list for possible exceptions.    https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions

Please see how do I add Form 2210 for steps to get you back to the input section.   If you are still having issues after making the changes, another option is to delete the form and then letting TurboTax regenerate the form.  If you are using TurboTax Desktop, please see this link.  If you are using TurboTax Online, please see this link for guidance.

First, I recommend taking a look at this thread to see if the option provided allows you to restore your TurboTax program.  This link also has options for troubleshooting TurboTax Desktop.   If you have already filed your 2024 income tax return, please see this link to locate the file on your computer.  If you are able to locate it, you may not need to recreate the tax return.  

It will add to your total income and be taxed at  your regular rate.  And there is a 10% early withdrawal penalty for under 65 update it's only 59 1/2.   If it is a large amount it may push you into a higher tax bracket.  You can lose like 50% of it for federal and state taxes and the extra 10% early withdrawal penalty.  

Please clarify what got mailed out on July 10. Is that when you mailed your federal tax return to the IRS, with a check enclosed with the tax return to pay the tax that you owed? Or did the IRS say that they mailed your refund check to you on July 10? What is "it" that said "mailed" and now says "return delivery"? Is that exactly what "it" says? If you mailed your tax return with a check to pay your tax, did you mail it to the correct address for a tax return with payment enclosed?  

@mamabear798588719 where does it state "return delivery"  (what website, a letter, etc.) and can you post EXACTLY what the sentence states?     Also, if you enlcosed a check with the tax return, the check should have cleared you banking account very quickly.  Did it? if not, it could be an issue with how you filled out the check.