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While many tax documents arrive by January 31, some brokerages delay consolidated 1099 statements (like 1099-B) until mid-February due to account complexity. If your data isn't ready to import yet, check back in a week or two.   If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.   See the following TurboTax Help articles for potential fixes: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

No.  There is no time limit before you can make a penalty free withdrawal from the Inherited IRA.  You can withdraw 100% of it tomorrow if you wish.  The only requirements are for how soon you must make withdrawals.   

To add OT that is not on your Form W-2, do the following:   Review a final pay stub, or request a statement from your employer Go to Wages & Income and click on the Wages and Salaries (W-2) box Click on Edit to the right of the W-2 you want to edit Review each page to ensure all of the information is correct, then keep clicking Continue When you reach, "Let's check for other situations", check the Overtime box, then Continue (Note that the OT deduction is not available if married filing separately) On the, "Let's see if your OT qualifies as tax-free" screen. select either the help or no help option, then Continue If you chose help, you will be asked for more details and an amount will be calculated for you  If you chose no help, enter your deductible OT in the "Deductible OT" box, then Continue

@sfowler Make sure that you have the tax return that is having the issue Continued using the desktop editions.  There is a Send File to Agent shown when you click on Online at the top of the desktop program screen.

It would be best to double check with the manufacturer to be sure you have the correct code. Also, check to see if they did register with the IRS here. Qualified Manufacturer QMID code (Qualified Manufacturer Identification Number) is a unique 4-digit code required for claiming the Energy Efficient Home Improvement Credit (EEHC). If you confirm all is correct, be sure your TurboTax software is updated with the latest information.    Please update here with additional details and we will help.

Both are combined and entered  on the Ohio schedule of adjustments. Follow these steps: Open your Ohio return Continue through to Here's the Income OH handles differently. Scroll down to Miscellaneous Locate Ohio Homebuyer Plus account - there are 2 listed, one for contributions and one for withdrawals. Select the Contributions account, start Enter the total - combined amount of contributions plus earning- following the instructions on the page, continue  

@clarion6255 You are posting to a thread that has had no activity since 2019.   No, if you are a renter you cannot deduct anything for sewer tax.   In fact, there is no place to enter anything about rent on a federal tax return.   If your state has any sort of credit for renters it will appear on your state tax forms.   As far as I know, the states that have anything for rent are Arizona, California, Connecticut, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, Rhode Island, Vermont, Washington DC, and Wisconsin.  

On your Pennsylvania (PA) return you would have paid tax on all the money you used to purchase the life insurance policy and you did not have any earnings above that cost basis. This should not be taxable to PA. Be sure you did not put any state amount in the 1099-R. In your PA return you will reach the PA Retirement Distributions screen When you reach the screen 'What type of income do you have from PA?' Click the dropdown in 'State Type Code'  Select 'I'm eligible; Plan's eligible, no PA tax'

OK, so the $100 each month doesn't need anything other than a canceled (bank) check and the one written (mailed?) December 31 doesn't count for 2025.  But all Turbotax is asking for is the total, how do I put that it was $100/mo for 9 months?

Hi @dmertz  - a quick follow up question...  Would these be the correct 2 entries for TT? LTCG entry Proceeds: $82,800 ($414*200, which doesn't match the 1099-B) Cost: $5,600 ($28*200, which matches the 1099-B) STCG entry Proceeds: $95,000 ($475*200, which matches the 1099-B) Cost: $82,800 ($414*200, which doesn't match the 1099-B) This seems erroneous at first, since neither fully match the 1099-B. BUT, projecting it out it would yield the correct LTCG ($77,200) and STCG ($12,200) treatment, which would also sum to the correct total gain on the 1099-B ($89,400). Also, since only the LTCG entry has the correct Cost, should I be checking the "The cost basis is incorrect or missing on my 1099‑B" on the STCG entry? I'm assuming "no", but thought I'd ask. Thanks!

Right, there were three partners last year. I imported the form and it doesn't have any partners. Asks me to add. So, I add the first, worked. Now, I try to add the second and it wants me to acknowledge that there was a change in ownership, otherwise it doesn't let me proceed. But, there was no change in ownership! 🙂  Stuck there....

It doesn't matter to whom the distributions are paid to, as long as they are used to pay Qualified Education Expenses for the beneficiary (in this case, your daughter) during the same year that the distributions were made.  You can take the distributions before the expenses are paid, or after the expenses are paid.  Also note, the list of qualified expenses for a 529 plan is much  more extensive than for an Education Tax Credit.  For more information see the following TurboTax Help Article:  529 Plans and Taxes: Deductions, Tax-Free Withdrawals & More 

Let's be clear what we are talking about, because there are two kinds of things that might be happening.   Most workplace plans are "qualified plans".  They have a designation from the IRS regulations like 401(k), 403(B), 457(a), and a few others, and can be pre-tax or after tax ("Roth" accounts).  They are NOT IRAs and you do not enter them as if they were an IRA.   You can only contribute via payroll deduction and are not allowed to make separate contributions.  Your employer can also contribute.   The limit for the employee share is $23,500 and the limit for the combined employee and employer share is $69,000.  Qualified plan contributions are only reported on your W-2 using code letters in box 12, and Turbotax will understand them based on the code letter.   You do not report them separately.    There is also something called a "payroll deduction IRA."  This is an option where the employer can allow employees to contribute to an IRA by payroll deduction.  This is not a qualified plan -- it is a real IRA, and it is owned by the employee, not sponsored by the employer.  With a payroll deduction IRA, you the employee own the IRA.  You can make additional contributions if you want.  Your employer can NOT contribute any funds.  The contribution limit for 2025 and 2026 is $7000 (or $8000 if over age 50).  It can be a traditional IRA or a Roth IRA.  The idea of a payroll deduction IRA is to help employees save without having to do all the paperwork of setting up a qualified plan.   If you have a payroll deduction IRA, it will NOT be reported on your W-2, and you must enter all information related to IRA contributions from your own records.  The IRA will report contributions using form 5498, but that is not usually released until May.  You will have to file your return and report contributions from your own records.  Whether it is a tax-deductible or non-deductible IRA contribution depends on your other facts and situations.   https://www.irs.gov/retirement-plans/plan-sponsor/payroll-deduction-ira