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Thanks, but that wasn't the question.   I'm self-employed and work from home. My question was, should I deduct what the insurance company sent me from the actual numbers? I entered the actual numbers. I asked him where they got the number. He hasn't responded. I don't have time to wait.

You should be able to get it from your credit card statements.   Or if you had the fees deducted from a federal refund see how much less your refund was from your tax return line 37.   And remember there is an Extra $40 Refund Processing Service charge (45 in California).  

@smithbg1 wrote: I have looked everywhere for how the MAGI is calculated and you're the ONLY one who has stated that MAGI does not include the non-taxable portion of Social Security.     There are MANY kinds of MAGI that are slightly different.  The original answer was in response to question about the new exemption that starts in 2025 for people age 65 and older.  If you are referring to MAGI for another purpose, you need to specify what you are referring to.

One more note, @smithbg1 - sometimes, MAGI does include the non-taxable portion of social security benefits, such as when calculating the Premium Tax Credit. For purposes of the Senior Tax Deduction, I can confirm that the non-taxable portion is thankfully excluded, per the bill section below:   “(iii) Limitation based on modified adjusted gross income.—“(I) In general.—In the case of any taxpayer for any taxable year, the $6,000 amount in clause (i) shall be reduced (but not below zero) by 6 percent of so much of the taxpayer’s modified adjusted gross income as exceeds $75,000 ($150,000 in the case of a joint return).“(II) Modified adjusted gross income.—For purposes of this clause, the term ‘modified adjusted gross income’ means the adjusted gross income of the taxpayer for the taxable year increased by any amount excluded from gross income under section 911, 931, or 933."   Sections 911, 931 and 933 deal with the following, respectively: citizens or residents of the United States living abroad; income from sources withing Guam, American Samoa, or the Northern Mariana Islands; and income from sources within Puerto Rico. Just wanted to make sure I clarified my answer to indicate that sometimes the MAGI calculation depends on what it is being calculated for. Thanks!

WHAT IS AN RMD?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/rmd/L5Nqogylp_US_en_US?uid=m7dj7gdt     https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9uKM_US_en_US?uid=m6wcupvi      NOT ON THE DROP DOWN LIST If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.     IMPORTING VARIOUS KINDS OF 1099’s https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=m8jay5v3       https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/rmd/L5Nqogylp_US_en_US?uid=m7dj7gdt  

This is how it showed up on my Federal 1040:   1. The total distribution appeared on 4a and earnings appeared on 4b. Should it not have populated 4a?     2. Form 5329 was generated like this:     3. It also added the statement about the return of contribution that I had written: 4. It showed up like this in the state return:     5. I didn't see any indication that the 1099-R I entered was for 2025 as selected in the form (Code P J). Where do I see this info in 1040?         Did I do this right, or did I make any mistake?   @fanfare @AnnetteB6 @DanaB27 @MinhT1 

No one can call you from the user forum.   Beware of anyone who calls and says they are from TurboTax---only scammers and would-be identity thieves will call you if they see your information here.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.   To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  

We cannot tell from your post whether you are using desktop download software or online TurboTax.   If you are using online, you do not have direct access to forms.   Only desktop download software has "forms mode" and gives direct access to the forms.   If you are using online and want to switch to desktop -- you need a full PC or Mac-- you can switch to the download: https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129  

Were you in a federal disaster area---like a wildfire area?   If not, casualty losses are not deductible on your federal tax return.  Only casualty losses related to being in a federal disaster area can be entered.