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Only TurboTax Business supports form 6765.  You can download TurboTax Business here.     If you are not using TurboTax Business you can download form 6765 from the IRS and fill it out and attach it to your return.  You would then enter the credit as a general business credit and mail in the return.     Form 6765 should not be mailed separately.   @mjsheehy95 

Business Income and expenses.  You can do this Premium or TurboTax Home and Business. Do not enter the income under general income.  Since you did the work for individuals you would not have a 1099-NEC.  If you ever to get a 1099-NEC, you do not need to enter it, just keep it for your records.    To enter your self-employment income select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  Here is where you will enter the money you receive. If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using* This income will be reported on Schedule C which is part of your overall tax return. This also means you will be subject to SE Tax.  If you did not pay SE Taxes in 2024, and if you plan to do this again in 2025, it may be a good idea to make  quarterly estimated payments to cover your SE taxes of 15.3% and avoid penalties.   Taking Business Expense Deductions

@BrittanyS I could use some help with this.  I came across this discussion while researching other tax-related topics, and I can see that we have been affected by this.  We rolled some funds from our two sons' 529 plans into their Roth IRAs, and entered all of the information from the 1099-Q forms into TurboTax.  As a result TurboTax created a significant tax liability for us.  To complicate matters, funds from one son's 529 were also rolled from the Ohio 529 plan to the Vermont 529 plan, which should also be an untaxed event.   We have already filed our federal and state taxes and received our refund.   Exactly how should we approach amending our return to recoup the additional refund amount?  We would appreciate any details.  Please advise. Thank you!

One thing to keep in mind is if the stock was an incentive stock option and you hold it for more than one year from the exercise date and two years from the grant date, the entire gain is capital gain, so you don't have to bother with the discount.   Otherwise, you report the discount in the Wages and Income section, then Less Common Income, then Miscellaneous Income, then Other Income not already reported on a W-2 or Form 1099. @munj_umesh    The cost basis for your stock grants would be equal to the income reported on your W-2 form when you acquired it. Divide that amount by the number of shares issued to get the cost per share. Multiply that by the number of shares sold to get the cost basis for the shares sold. @kev103   

JamesG1, thank you for your April 6 post.  I don't know if it's just my version of TT Premier, but the navigation instructions you cited don't follow my version of TT.  That said, I still can get to the screens you discuss that are at the heart of the issue.  I have several questions to follow up. 1) On my "Your 2024 Income Summary" screen, there is a "Income from 1099-K" subheading where I click on Personal Item Sales which gets me to the "Let's get the info from your 1099-K" screen you reference.  On this screen there is a question "Enter the amount that shouldn't be included".  My question, If your Live Nation/Ticketmaster 1099-K Box 1a showed an amount greater than the proceeds you actually received (the buyers fee plus your seller's fee being the difference, likely), then do you enter -zero- or do you enter the amount of the difference? 2)  The next screen in TT (after the above) is titled "Personal Item Sales" and asks for the amount if you sold some items "at a loss or had no gain".  If you have a basis of $200 and you sell the item for $150, am I correct in assuming you should enter $150 here? Thank you.

The IP Pin will change each and every year. This is an Identity Protection Pin.      You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.     

@BillM223 That was very much my thinking as well.  The biggest difference between 2024/2025 and previous years is that in the past we always had medical expenses in excess of the max contribution (or at least some catch-up reimbursements).    Good idea to switch custodians too as I will "medicare-ing out" of HSA contributions in about 3 years (its currently my HSA), but my wife has 7 more years.   Thanks!

If you are using the Desktop program and look at it in Forms Mode it shows the 1040 but if you print it out it will be the 1040SR. There is a way to force the one you want. You can turn off the 1040 SR and save it as the regular 1040 form. Switch to Forms Mode and open the Info Wks. Scroll down to Part II Address and Federal Filing Status. There is Print Form 1040-SR instead of Form 1040 - Yes or No. If you really want to use the regular 1040 in the Online version, you can print your return and copy the amounts into a blank 1040 (link below) from the 1040SR. But then you will have to print and mail it. https://www.irs.gov/pub/irs-pdf/f1040.pdf