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I have a supplemental schedule that says my investment is 55% of eligible income from US govt Securities for mutual funds.  Do I simply calculate 55% of box 1a to show the portion?  How do I actually report the portion that is eligible income from US govt securities? Can someone help me understand?  

Thanks for responding. @AmyC - Your reply above on Mar 7 2025 mentioned WA PFML will not be taxable for employee own medical condition, but this reply mentions that we need to identify % of WA PFML contribution by the employer and employee. I want to go with the Mar 7 2025 reply since WA PFML is not issuing any tax forms when filed directly. How do I handle the W2 from Lincoln in this case, so that I do not pay taxes on this income? @DaveF1006 

Try a series of five 1s (11111) for the zip code to see if this will resolve the error.  This isn't a field that is critical when filing and this may allow you to get the return filed, and then we can investigate the issue.  If there is a software issue, it won't be resolved by tomorrow and the series of 1s will allow you to get your return filed.   To investigate further, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.    A screenshot is ideal. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response.  A screenshot is ideal. *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Who is she?  If she is your spouse and you are filing a Joint return then you enter all the income for both of you.     If she is your dependent it would only go on her return.  Oh, what kind of 1099 is it?  1099G, 1099B, 1099NEC etc.  

It depends. Most often, it would not be taxable income.  The payout from an insurance policy that you are paying for only becomes taxable income when it results in you being in a better financial situation than you started. Currently, that doesn't seem to be the case for you.    Any amounts received from the insurance company that represents a loss of rental income would be rental income.   Capital improvements would be a new asset only if you do more than just put it back to it's original condition immediately before the leak. See IRS Publication 547 about Insurance and Other Reimbursements   Expenses for such things as drying/dehumidification would be expenses and again, reduce any expenses by the amount of insurance proceeds for those maintenance items. Only deduct expenses above the amount you were reimbursed for such things.   Any payments received in future years would be considered income on your rental activity.