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1) The term "Other self-employment income" refers to income you received that was not reported on Form 1099-NEC or 1099-K. Enter any income paid by cash, check or credit card under this income topic.   2) The "needs review" tag can appear when nothing needs to be changed. This experience has been reported for further investigation. You can ignore this tag if you have completed your entries.   When you run Final Review, Smart Check will alert you of any areas that need your attention.   3) There's no need to begin a new business. In fact, continuing the self-employment business from last year is important for including information that flows from year to year.   To remove the new business, click the trashcan icon to the right of the line of work you entered this year.

The license code is for TurboTax Desktop.  It is not used in the Online For installation and software issues you can contact the TurboTax Support Phone Number   Edited 07/08/2025 | 8:14 AM PST @lauraa2

If your distribution was in excess of $10,000 for student loan repayment, visit the Education section under Deductions and Credits and walk through the questions.  TurboTax will ask you if you made payments on qualified education loans, answer yes here and follow the remaining prompts.     

Follow the instructions in the link below and make sure to answer the follow up questions that appear after entering your tax form.   Then preview your tax return.  You should see your pension distribution on Lines 5a (total amount) and 5b (taxable amount).   The summary screen may not update until you have fully gone through the retirement section.   But the income is reported on your tax return as you enter it in TurboTax.     Where do I enter a 1099-R?   Preview Form 1040 in TurboTax Online.   Use Forms Mode to view your forms if you are using the desktop software.

What if employee contributions to HSA are made outside payroll?    I am a resident in NJ, and have three sources of HSA contributions: 1) employer contribution, 2) employee contribution through payroll, 3) employee contribution outside payroll (to reach the contribution limit). In my W2, federal wages (box 1) is calculated as  gross pay + GTL (C-Box 12)  — 401(k) (D-Box 12)  — Other Cafe 125 (i.e., medical premiums)  — Cafe 125 HSA (W-Box 12) (i.e., only the HSA employee contribution through payroll)   My W2 does not report NJ wages, so I need to calculate it on my own for line 15 in the NJ-1040. How should it be calculated, particularly given the different sources of HSA contributions? Also, should "total unreimbursed medical expenses" (line 1 in worksheet F to calculate the medical expenses deduction) include all three sources of HSA contributions?

The Blended tax rate is calculated under Federal / Federal Review.      To access it, all questions must be answered in the Federal Review.  At the end of the questions. Look at the bottom of the screen  It will say Get a detailed view of your numbers.   The Blended Tax rate is:  Tax liability (Including SE tax, capital gain and special taxes),   Divided by  Taxable income (Total income minus deductions, but before credits).  (All line numbers are on form 1040).    The Effective Tax rate is your: Total income (line 9)  Deductions (Line 12) This is Itemized or Standard  Taxable Income (Line 9 – Line 12)  Blended Tax Rate (Tax Liability [below] / Taxable Income [above])  Tax Liability (Line 16 + Line 23)  Taxes Paid (line 25d)  Credits (Line 21)  Total Tax Paid (Line 21 + Line 25d)  Refund/Due (Line 34 or Line 37)    Effective tax rate doesn't consider SE tax and any penalties, and blended tax rate does. Blended tax rate is a confusing and unnecessary term to be using in TT, and gets everybody all upset.    You can compute it yourself with a calculator.   Effective tax rate is something Turbo Tax uses to help you see where you stand; to see which W-2 may be deficient in withholding the correct amount of Federal tax, etc.    It should be the tax divided by the total income, not the AGI. It is a number without any real value other than just to let you know when you earn $1, about x% is taxed.   For more effective information see:    TaxCaster tax calculator Tax bracket calculator