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To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions - On the screen Did you get a 1099-R in 2024? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How do you want to add your 1099‑R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Thanks. In my case it was ultimately found to be an input error on my part as detailed here: https://ttlc.intuit.com/community/taxes/discussion/non-qualified-pension-plan-amount-of-box-11-on-w2-now-reported-on-a-different-line-with-2024/00/3634804

If you're referring to the Estimated Tax (ES) vouchers generated by TT, by default it is using a calculation for minimum tax payments based on 2024 information.   To avoid underpayment penalty for 2025 you either need to pay 100% of 2024 tax (110% if AGI > 150k), or 90% of 2025 tax whichever is smaller (the 'safe harbor').  TT defaults to the 100/110% of 2024 option, assumes any withholding from 2024 remains the same in 2025, and the difference is the estimated tax vouchers it generates.   If you had a large one-time income event in 2024 you don't expect again in 2025, this default estimated tax calculation will likely be more than you need to pay in estimated (or final) taxes.   To adopt the "90% of 2025 tax" option, go thru the interview in Other Tax Situations / Form W4 and Estimated Taxes which will ask for more information on your expected 2025 income and withholding.   If you are on desktop you can also see more details on the ES voucher options and calculation in Forms mode, "Est Tax Options" worksheet.

I tried various combinations of description and amount, but TurboTax (desktop) keeps asking to add more entries and not accepting my input. I got two entries in 11, one with C, and another with ZZ. A more detailed instructions on how to remove this error would be greatly appreciated. Thanks in advance!

You will pay taxes twice since you didn't withdraw the excess by April 15th. Once with the steps MaryK4 gave above, which puts the excess on line 1h of Form 1040. And then again when you distribute the excess amount at a later time as a regular distribution. There is no way around getting taxed twice since you missed the deadline.

To see or set up your payment date and payment information if you haven't filed your return:   Open your return Go to the  Finish & File section In Step 2 you will be able to choose your payment date and method If you already filed your taxes and need to set up another payment, see the TurboTax help article below:   How can I pay my federal taxes?  

Q. So, we do need to get her to file separately in order to file this 1099-Misc? A. Yes. See rule #3 below.    Q. Then my question would be would she also needs to add the 1098T  to her return? A. Yes.  She will add the modified 1098-T, not the actual one. On her return, enter 0 in box 1 and $4810 in box 5.     Your dependent child  must file a tax return for 2024 if he had any of the following: Total income (wages, salaries, taxable scholarship etc.) of more than $14,600 ($13,850 for2023).  Unearned income (interest, dividends, capital gains, unemployment, taxable portion of 529 distribution) of more than $1300 ($1250 for 2023).   Unearned income over $450 (the $750 on the 1099-MISC) and gross income of more than $1300 (the taxable scholarship).  Household employee income (e.g. baby sitting, lawn mowing) over $2600 ($14,600 if under age 18)  Other self employment income over $432, including money on a form 1099-NEC

To complete and file a 2021 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2021 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2021 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.