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I suggest you look at your tax return   Did you file the 1099-NEC as a Schedule C business? Did you make a profit? Did you have any other income? The standard deduction for Head of Household is: $21,900 – Head of Household  You can preview your tax return by going to: On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools Tip: If you don't see the dropdown for Tools, Minimize the federal and state options using the down arrow. On the popup menu Select View Tax Summary On the left sidebar Select Preview my 1040. Schedules 1,2 & 3 are included if you scroll down past your 1040. To return to the entry screens press Back on the sidebar. Some key numbers on your 1040 tax return are: Line 9 - Total Income Line 11 - AGI Line 15 - Taxable Income Line 19 - Child Tax Credit Line 24 - Total Tax. Line 25 d - Withholdings. Line 26 - Estimated tax payments Line 27 - Earned Income Credit Line 28 - Additional Child Credit Line 33 - Payments including Credits. Line 34 - Overpayments. Line 37 - Tax owed.

You will lose and you will be the one that needs to pay the credit back.   The IRS did open it for a short time for dealers to report, however, if they did not choose to report, the IRS has not issued additional guidance on what taxpayers can do to resolve this.   For  now, what you can try is to print and mail your return along with form 8936, 8936 Schedule A, and proof of purchase that includes the date, price, VIN and dealer information.  This will allow your return to be received by the IRS and let them look at it to determine how to handle your EV credit. 

Please follow these steps:   Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” and enter your 1099-R On the "Required Minimum Distribution" screen enter RMD for this account ($8,011.12) On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "Some of this distribution…" and enter the RMD amount ($8,011.12) On the “What Did You Do With The Money” and choose “I moved it to another retirement account” Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the returned amount of $6,817.74 next to "Amount rolled over to another (or back to the same) retirement account" On the "Your 1099-R Entries" screen click "Continue" On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.    If you are still having issues then you might have to only enter full $ amounts without the cents.

As you can see from the screenshot in the previous post, Tax Tools is no longer available on the left side of the screen. Has the option been removed? How do print all of the tax worksheets in Premium online?

Thanks MarilynG1, it's not that I think TT needs them,  but when I wanted to go back an verify the information, if I open each one, the account number is not visible, only the FEIN. I did find that in the Import Summary, if I expand the Schwab accounts, it provides a list, each with account number.  I don't quite get what you are saying about making a one-line manual entry for the totals. Are you saying TT doesn't need to show all that information from each account, only the total gains or loss of ALL the accounts combined, and that there is a way to do that? Otherwise, please help me understand what you mean. I'm already done but it would be good to know. Thanks! 

Try these options to fix the issue you are having If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Check on your internet connection Try using a different web browser  If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  Check your internet connection, and if needed, reset your internet settings.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  If you are still having issues after trying these options, contact Customer Support by clicking the link below   TurboTax Phone Number  

@DaveF1006    Can you please clarify your statement below "so even if you met the withholding requirement, timing could still impact whether a penalty applies" I can't find this language anywhere. My understanding was withholdings were always considered even payments.    However, if your AGI exceeded $150,000, the threshold increases to 110% of the prior year's tax. Additionally, the IRS requires estimated tax payments to be made quarterly, so even if you met the withholding requirement, timing could still impact whether a penalty applies.      

Enter all of your Pension Income and IRAs, etc., from your non-military1099-Rs. The maximum pension deduction in Maine is $45836 per recipient for 2024, but that deduction is reduced by the amount of Social Security/Railroad Retirement benefits received.  TurboTax will automatically reduce your qualifying pension income by the amount from Social Security/Railroad Retirement to arrive at your pension deduction.

Even if a brokerage firm is within TurboTax partners, the importing feature doesn't always work successfully. The software tries is best to pull information from your account. However, sometimes there's miscommunication linking both accounts while trying to retrieve your information. If this is the case, you will need to choose a different uploading method. See link below for further instructions    How do I import my 1099s?  

If all three of the following are true, your refund counts as taxable income(may not be the entire amount): You itemized deductions last year, instead of taking the standard deduction. You claimed state and local income taxes (not general sales taxes). Claiming the deduction helped you increase your federal refund or lower your tax bill. TurboTax will calculate the taxable amount when you answer the questions about last year's refund. 

Well.......... IF the military member has a state of legal residence (SLR) that is NOT KS, then the civilian spouse can also claim that non-KS SLR  (if living at the same post).   1) Usually you do not indicate you "moved" to KS in the Personal Info section.  As far as the military and KS are concerned, you remained a "resident" of your non-KS  SLR state all year.  So do not indicate you resided in KS during 2024  (the mailing address in KS is okay, it's not used for anything but mailings)   2)  IF....if the military person works an off-duty civilian job, then that work requires a non-resident KS tax return and only that income is subject to KS taxes.   3) IF the Civilian spouse worked in KS, then....if he/she filed the proper paperwork with that employer, then no KS taxes were withheld, and no KS non-resident tax return is required.   But, that income is usually included on the couple's SLR state's tax return, and is usually taxed (but not always).   4) to avoid KS withholding for the Civilian spouse that is working in KS, he/she should fill out the KS withholding form K-4, claiming exemption on line 6 of that form, under MSRRA, and file that with their employer.   _______________________________ Read the help articles at:   What is my state of residence as a military spouse?   Where can I find state information on filing my return as an active duty military member?   What is my military state of residence?