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FWIW, this is what Chatgpt says:  Reply you can post: I am using TurboTax Desktop Home & Business on Windows 11. You are right that screen wording can vary slightly between Desktop editions (Premier vs Home & Business), but the investment-sale and NIIT questions are identical across all Desktop versions. The difference between editions is only which tax topics are unlocked, not how stock-sale or NIIT interviews work. So the key interview questions will still appear in Home & Business exactly as described: TurboTax asks: "Is the cost basis incorrect on the 1099-B?" Answer: YES Then enter the correct basis (FMV at NUA distribution). For the second manual sale entry, TurboTax asks: "Is this investment subject to Net Investment Income Tax?" Answer: NO Those two questions exist in all TurboTax Desktop editions, including Premier and Home & Business, on Windows 11.

Some codes can't be reported on the same 1099-R, but you can divide up the amounts yourself and enter it as two forms.   Code 7 is a normal distribution and code G is a rollover, so different rules and tax treatments.   Before you file, you should verify the amounts and codes with the issuer, but based on what you have said, it should be entered as 2 separate forms.  

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

Importing a W-2 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US   Import a form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US

Only your company may have the full records that you need. Starting in 2011, brokers were required to track the basis for you - for covered shares. You will need to reconstruct your basis. Follow these steps: Find the purchase dates - paystubs, w2s, maybe an employment contract. Contact your employer for help- they might surprise you or have no records at all. You will have to use historical price tools to find the price of the stock on the dates you found. Watch out for stock splits. For example, 100 shares became 200 shares but the price per share was cut in half, so the basis is the same, despite the shares changing. Finally, the average price method will work if you know you purchased the same say $100/month of stock for x years. You can take the average price over that x time period and apply it to the total shares.

Do I get a credit or deduction if my child is disabled?   If your child is older than 12 and you need to pay someone to take care of him while you work, you can say he is disabled and you can still get the childcare credit on your federal return.   Or if he is 19 or older you may still be able to claim him as a qualifying child dependent on your federal return.   Aside from those things, there is no federal tax advantage to saying that your child is disabled.   Your state tax laws might be different.     If there have been special classes, therapies, tutoring etc recommended by your doctor for your child, you may be able to enter that as a medical expense if you are itemizing medical deductions.

You only need to print and mail the official IRS forms. The pages for your own use are typically marked "Do Not File" or "For Your Records." Don't include those pages. Unless you're including payment, you don't need to send a payment voucher either - or Forms 1040-ES for estimated taxes.

After you finish entering all your 1099-R information, click Done  on the 1099-R Summary screen.   You'll click past screens asking about disaster distributions, then a screen titled "[name's] Traditional IRAs".  This screen asks about non-deductible contributions reported on Form 8606 in prior years.  Click Yes, then Continue.  On the next screen you will be prompted to enter the total basis of all your traditional IRA accounts at 12/31/24.  Enter the basis amount, then click Continue.  You will then also need the total value of all your IRA accounts as of 12/31/25.  These values are reported on a Form 5498, but those forms are typically not issued until May because it is still possible to make contributions to an IRA up to the April 15th filing deadline.  This may take a little research and a few phone calls to the custodian of your IRA(s) to get this information.   Bear in mind that the total basis is for the total value of the IRA accounts, not the account that has a basis.  As an example:   You have two traditional IRA accounts: One has a value on 12/31/25 of $140,000 and has no basis The other has a value on 12/31/25 of $50,000 and has a basis of $10,000. Merely converting $10,000 to a Roth from the account with $50,000 doesn't mean that the entire amount of the conversion will be tax free. The basis of $10,000 will be divided by the total value of the accounts ($140,000+$50,000) and the amount of the conversion - $10,000 to get a fraction = 10,000/200,000 = 0.05 This fraction will be multiplied by the amount of the conversion - $10,000 x 0.05 - to get the tax free conversion amount of $500 Your new basis in the account will be the original $10,000 less the tax free conversion of $500 to arrive at $9,500 basis for 2025,