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Delete the 1099-MISC and enter it as an Investment sale:   To enter an Investment sale: Under Federal Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings. Did you have investment income in 2024? YES Let's import your tax info  Enter a different way OK, let's start with one investment type Other Continue Tell us more about this sale  Sale of _____ Continue Now, enter one sale - enter info Continue

Thank you @dmertz . Appreciate your input. I will do what fanfare suggests and go with code 2 (which incidentally was on the form from Vanguard for my wife's conversion which they processed correctly).  Regards. 

Enter the IRS form 1099-NEC from within the self-employment activity on IRS Schedule C Profit or Loss From Business.   In TurboTax Premier Online, report the IRS form 1099-K as follows:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click on the drop down arrow to the right of Self-employment. Click to the right of Self-employment income and expenses. At the screen Your 2024 self-employed work summary, click Edit. At the screen Here's your info, select Add income for this work. Select Form 1099-NEC. If the Review process still does not like the TIN or SSN number on the IRS form 1099-NEC, then select Other self-employed income rather than Form 1099-NEC.   Retain your paperwork with your tax return files should a tax authority have a question at a later time.   @taregas   

You would think they would make that clear but when you trace the source of line 12, they point you to Schedule A bottom line which shows the wrong figure. I have itemized a "Qualified Disaster Loss" so not clear at all as they take the loss part along w/ the standard deduction! This year's TT is horrible - seems to be getting worse each year! I could not enter foreign income at all and had to do it via forms not step-by-step! And why do some windows scroll and others not when they both have scrollable widgets? Lots of redundant questions and lack of pulling info from last year's form as well.

Before you continue with a return for Ohio, you should clarify the two conflicting statement you have made regarding the self-employment income.   In your initial question you stated you received a 1099-NEC 'for work performed in Ohio'.  If this is true, then you do need to file the Ohio return.   Then, in a more recent response you stated that the 1099-NEC is self-employment income 'from an Ohio source'.  If the work was not performed in Ohio, but in West Virginia where you are a resident, then no Ohio return is required.  You would not file an Ohio return just because the income is coming from an Ohio source.     That being said, to answer your questions if you do need to file the Ohio return, the requirement that one spouse should be a non-resident of Ohio and has no income from Ohio would apply to your situation based on the information that you shared.  Also, the Married Filing Separate Federal return that was created in order to file the Married Filing Separate Ohio return should be included since it shows how the numbers on the Ohio return were derived.   @macck 

I have to itemize my deductions this year because my wife, who files a separate return needs to itemize her dedications.  I have two Limited Partnerships to enter this year and one of them won't sent the K-1 until June or July, so filed an extension.  I won't complete entry of the K-1s until the second one comes in.     I have less itemized deductions than the standard deduction, but have to itemize.  The deductions are more than the 7.5% threshold to deduct them on Schedule A.  I found that Turbotax was using my uncompleted K-1s to figure the Medicare Part B and Long Term Care Premiums, and had different threshold limits.  I had to "force" the entries on Schedule A in order for Turbotax to include them to with Medical and Dental Expenses.  They are not part of the K-1 returns and I think this is a bug in Turbotax 2024 Premium.  I'll complete the K-1 entries when I file my final tax returns later this summer.  Not sure why Turbotax wanted to include them in the K-1 return?  This took a while to make work.   I appreciate your reply above.  Hope I've handled this correctly.  I tried to call Turbotax for help, but couldn't get through on the telephone.  Probably too close to the filing deadline.  

It depends.   You typically only need to report the state and local tax refund from last year if you were able to itemize your deductions last year as well as a few other criteria. To locate this amount, you can check a couple of places to find last year's state/local refund as suggested in this link.   Once you have the amount, follow the steps here to enter it into TurboTax.

Yes, you may file as Head of Household.   You can claim a child, relative, friend, fiancé(e), and so on as a dependent on your 2024 taxes as long as they meet the following requirements:   Qualifying child: They're related to you. They aren't claimed as a dependent by someone else. They're a US citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They're under the age of 19 (or 24 for full-time students). There's no age limit for permanently and totally disabled children. They lived with you for more than half the year (exceptions apply; e.g., away at school; in a care facility where they lived during the year). They didn't provide more than half of their own support for the year.   When you add someone as a dependent, the program will ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent.   For more information, see this helpful TurboTax article: Guide to Filing Taxes as Head of Household   I'm very sorry for the loss of your Mom.

Thanks.  I see the same thing on my Premier desktop edition after selecting File by Mail after the both the federal and state returns have already been e-filed.   Will report this to the TurboTax Moderators of the forum.

The $9 should also be reported on your Federal 1040 income tax return.     Review the Federal 1040 income tax return and the Schedule 1 Additional Income and Adjustments to Income to identify the income.     Post again if you have a question.   In TurboTax Online, you may print or view your full tax returns prior to filing after you have paid for the software.   View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.