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I only entered it from the 1099R - and I indicated the portion that was a rollover. There was no follow up question as to the 60 days though so that rollover is still showing as an excess taxable contribution.

Are you sure it's non-taxable income?  The IRS normally wants to tax all of your income, unless it was money you paid in some way, that was returned to you.  If you can give more details, we'll try to help.   Here's more detailed info on Reporting Prize Money.   @borgut     

You are correct.  You do not have to report alimony if the divorce was done after 2018.  If it was prior to 2018, then you would need to report it as income. If you are NOT paying more than half of the cost to maintain the home you live in with your child, then yes, it could affect it if your ex-husband is paying the mortgage.  Utilities, maintenance, insurance, etc are also part of the cost of maintaining the home.  However, if he is covering the entire cost of all of that and you are living there with your child, you are not covering over half of the cost of maintaining the home.   

THANK YOU! After "thinking" the problem was solved with an agent on the phone, it wasn't solved and I hung up with him because I thought I was good to go. I followed your message and fixed this hour long headache!  

Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.   If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps:    TurboTax Online  In TurboTax Online, sign into your account. You should be on your Tax Home page. Scroll down to Your tax returns & documents. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu). Once you're in your return, you can navigate around as usual. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center. Click Print, save or preview this year's return TurboTax CD/Download  Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.   In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

Social Security mails SSA1099 in January.   GET SSA1099 https://www.ssa.gov/faqs/en/questions/KA-01723.html    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

No, it's a separate election form that you can create to accompany your return. Remember that you are capitalizing the expenses rather than reporting them for your business. Be sure to read the link in the previous post.   There is a blank statement form available in TurboTax Desktop (and TurboTax Business) using Forms Mode. However, you will need to file by mail in order to include this user-generated form. The statement must be included each year you elect to capitalize carrying costs.   Click the Forms icon in the TurboTax header. In the left column, click Open Form, then type in "blank form." Click on the form to open it in the large window. You can now type in the statement you need to include with your return.   Example for capitalizing property taxes (form lines are not numbered:( Line 1: ELECTION TO CAPITALIZE CARRYING COSTS Line 2: For the tax year 20XX, taxpayer hereby elects under Code Section 266 Line 3: and IRS Regulations 1.266-1 to capitalize, rather than deduct, the Line 4: following carrying costs incurred with respect to  Line 5: [describe property] located at [property location] Line 6: XXX County AZ APN #XXX-XX-XXX-XX 3.5ac Lot  Line 6, column 2: $235 (rounded) Line 7: XXX County AZ APN #XXX-XX-XXX-XX 2.5ac Lot Line 7, column 2: $123 (rounded)    

Thank you for your help.  I believe you're misreading the MI instructions, even if (I think) we get to the same conclusion.  So that no one else who might read this conversation later gets confused, I'll explain why I think this is so.   The instructions for MI Schedule 1, Line 8 read:  "Add, to the extent not included in AGI, the amount of money [emphasis added] withdrawn in the tax year from a Michigan Education Savings Plan (MESP) account, including the Michigan 529 Advisor Plan (MAP), or a Michigan Achieving a Better Life Experience Program (MiABLE) account, if the withdrawal was not a qualified withdrawal as provided in the MESP or ABLE Acts.  You may first exclude any amount that represents a return of contributions for which no deduction was claimed in any prior tax year."   Michigan does not instruct you to add back "earnings", it instructs you to add back "money".   Both earnings and basis count as "money".  As you point out, because AGI is the starting point for the MI return, any earnings attributable to non-qualified withdrawals should already be in the MI tax base.  If, for whatever reason, some are not, the wording in the instructions makes clear that they must be added.  Further, any basis attributable to non-qualified withdrawals must be added back to the MI tax base since the contributions were (presumably) deducted from the MI return in the year in which they were made.  If, for some reason, the deduction wasn't taken for part/all of the basis attributable to the non-qualified withdrawal (eg, the taxpayer chose not to take the deduction, forgot to do so, or contributed more than $10,000 in a given tax year, which is the maximum annual deduction), the second sentence of the instructions allows the taxpayer to exclude that amount of the basis from the add-back (because it's already been taxed).   An example:   Let's say I withdrew $300 from my son's MESP in 2024, and that 60% of that amount was earnings and 40% was basis.  And let's say that I only had $200 of qualified expenses.  Therefore, $100 was an excess distribution:  $60 from earnings and $40 from basis.   On the federal return I'm taxed on the $60 attributable to earnings in 2024.  The IRS doesn't care about the basis because they never gave me a deduction for it in the first place (ie, when I contributed it, which was probably in a prior tax year).  This $60 automatically flows through to my MI return because it's baked into AGI, the starting point for MI taxable income.  But the $40 (ie, the basis attributable to non-qualified expenses) also needs to end up in my MI tax base.  That's what goes into Line 8 of Schedule 1 (unless, for some reason, I didn't take the deduction on some or all of that basis in the first place).   I think we're in agreement on all that, even if we describe it slightly differently - let me know if you think I've got something wrong.  And even if we are in agreement, apparently the TurboTax programming team needs to get the memo as well.  In the meantime, I'll have to make the adjustment manually to my return to ensure that it's compliant with the law.

I figured it out.   I had to check the "my form has info in other boxes" and enter the wash sales.  This created a dummy 8949 in the background, with a single line entry of the totals and moved it to Sched D line 1b.  Then all I needed to do is swap out the dummy 8949 that printed out with the detailed 8949 from my broker.

Your rejection should come with a 'rejection error' code.  What is the code that you are receiving for the 1099-NEC rejection?     If you are filing the extension on the same account that created the rejected 1099s the system may be trying to make you file the extensions by mail because of the rejection.  If you need to you can create a separate account in TurboTax just to file the extension so that it can be submitted today.   @RenataRtax