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@DanaB27  , I'm sorry I missed your message. Yes, at the end of entering our 1099-R's, Turbo tax asks: Tell us the value of your (both mine and spouse) traditional IRA Enter the total value of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2024. This information is sent by mail on form 5498. Do not include ROTH IRA's.    I think this question applies to our traditional IRAs' year end balance, not our 401/403's through work, correct? The only withdrawals we had were ROTH conversions, and a total distribution from an inherited IRA, but we did conversions in prior years as well.  We did not have nondeductible contributions.  I don't recall going through this turmoil last year, hope I didn't miss something.   Thanks for taking the time to reply, I appreciate your help!

Assuming you're using TurboTax Self-Employed or TurboTax Home & Business, are you entering directly on the business income or under personal income and linking the 1099-NEC to the business?  If you are linking it, trying entering it directly.  The income needs to get on your schedule C line 1b, but the 1099-NEC form itself is not duplicated on your 1040.  

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.   If you're using TurboTax Online: Once you're logged in to your account and have your amended return open, - on the left hand panel, click on Tax Tools and then choose Tools - on the pop up window, select Share my file with Agent - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information. - click okay and you'll get another message with a token   If you're using TurboTax Desktop: Click on Online in the top menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent' Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution   Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

If you could send a diagnostic file prior to deleting the form, that would be appreciated.    I would like to take a deeper look at this. However, 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. 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. *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”) @bikyash   

On your 2023 tax return, your AGI is on line 11 of the Form 1040.   You can forgo E-Filling and Mail the return.   Or, If you do not have a copy of your tax return, you can get your AGI from one of the IRS self-service tools: Use your online account to immediately view your AGI on the Tax Records tab. If you're a new user, have your photo identification ready. Use Get Transcript by Mail. You can also request a transcript by mail by calling our automated phone transcript service at 800-908-9946. Please allow 5 to 10 days for delivery. If you need more time, you can file for an extension with TurboTax.   See TurboTax Desktop in How do I file an IRS tax extension? Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes. If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties This will give you until 15 October 2025 to file your taxes. You can also file a Free federal tax extension here You may have to do your state extension Do I need to file an extension for my personal state taxes?   If you owe taxes, you must pay by April 15th.   To file for extension in the TurboTax program On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools There will be 4 green boxes Select Tax Topics Type Extension You can start the extension process

When you say you are having trouble making a payment, can you clarify?  Are you trying to do this through TurboTax and it won't go through?  Or doing it through the IRS website?  Or you need to set up a payment plan?  If so, you can apply for a payment plan from the IRS

If your preparing a separate return for your child, there will not be a place to enter the parents income. In My Info for the child you should indicate that someone else can claim me on their return. You can then still claim them as a dependent. They will pay there own taxes off of their return.

If no tax withholding is present on a particular 1099-R as is the case here, the 1099-R is not to be attached.  For a Form 1099-R has tax withholding present, TurboTax includes the necessary details as an electronic attachment.