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To enter your 1099-R, please follow these steps:    Sign in to TurboTax and choose continue or Pick up where you left off On the left side bar, choose Federal and then Wages & Income Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Answer YES on the screen Did you get a 1099-R in 2024? On the Let's import your tax info screen, Choose the box Change how I enter my form On the How would you like to upload your 1099-R? screen, choose the Type it in myself box Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue From here you can enter the information from your Form 1099-R Walk through all of the follow-up questions until complete

If you entered the 1098-T, Form 8863 was generated by TurboTax.   Delete Form 8863 and if you are not reporting scholarship income, you can delete the 1098-T as well.   Then try to e-file again without upgrading.   If you already upgraded, you can downgrade back to Free after the education credit form is removed.     How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

TurboTax Free Edition is designed for simple tax returns that only require Form 1040 and a few specific schedules (like Earned Income Tax Credit, Child Tax Credit, and Student Loan Interest).    Here’s why you might be seeing charges and how to downgrade:   Why You Might Be Charged Complex Tax Situations: If your return includes forms or schedules not supported by the Free Edition (e.g., Schedule A for itemized deductions, Schedule B for interest/dividends over $1,500, or Schedule C for business income), TurboTax will prompt you to upgrade You can check which forms are included in the Free Edition here How to Downgrade Switch Products: Open your return, select Switch Products from the left menu, and choose Downgrade. Note that this option is only available if you haven't paid or registered Or if you prefer, you can also downgrade by clearing and starting over: Clear and Start Over: If you haven't paid or registered yet, you can clear your return and start over with the Free Edition. Go to Tax Tools on the left side of the screen, select Clear & Start Over, and choose the Free Edition. For more detailed guidance, you can refer to TurboTax's help articles here and here  

When entering salaries and wages paid by your business in TurboTax, you should use the gross amount paid to employees. This includes all wages before any deductions for taxes, benefits, or other withholdings.   For more detailed guidance, you can refer to the IRS's Publication 334  and IRS Guide for Business Expenses.

I'm soooo glad I found this post.  Initially I went through the drill for doing the efile and came to a screen that said my cost for doing Federal was $0.00 and state was $15 ($25 - 10 (Amazon credit when I purchased).  On the next screen I selected 'take from my refund' - no cost shown for this selection.  At the end I was presented with a $60 cost.  I called tech support and got a song and dance that the forms that I was using negated the free Federal efiling.  I was totally POed and was about to chop down trees and print many pages and mail the returns until I read these posts.  Common sense would dictate that Turbotax would show the $45 cost nest to the box where you select pay from the Federal refund.  I wouldn't have a problem with that if it was disclosed as it involved more effor by Turbotax to get their money.  However someone came up with the brilliant idea of trying to slip it through without people understanding why they were being charged an additional $45.  SHAME ON YOU TURBOTAX.

I think perhaps you are confusing a 401(k) with an IRA.  Also, Roth plans are post-tax, so there is no deduction for them.    If you contributed to a Roth 401(k) or a traditional 401(k) through your workplace, you should not enter that information in the IRA section.  The contributions would have already been properly accounted for in your W-2.   Here is some more information you may find helpful: IRA vs 401(k): Which Should I Invest in First?

Thanks for replying. I don't quite understand what your stance is and was wondering if you can clarify. "Agree with the IRS in writing to extend the time limit to assess tax: The time limit is specified in your agreement, plus 6 months, to claim a credit or refund." Are you saying that I need to write to the IRS to extend the time limit? I don't think this is correct.  - My understanding now is that the 3 year rule starts after the tax return is filed.  The 2 year rule is 2 years from when the tax was paid. Whichever is later.  I have missed the 2 year rule because it's been over 2 years since I paid, but I haven't filed a return yet, so when I do, the clock starts ticking. I can file a refund claim 3 years later but since: "You file a claim within 3 years from when you file your return Your credit or refund is limited to the amount you paid during the 3 years before you filed the claim, plus any extensions of time you had to file your return." I wouldn't get any refunds from what I paid in 2021 and 2022 in this hypothetical.