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You have to enter the Form 1099-R manually if you did import the form yourself. You also have to enter the estimated tax payments you made in 2025.   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   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

This is still an issue filing for tax year 2025! TurboTax please fix this! we should not have to be doing work arounds for a reasonably common tax scenario in Arizona (ie charitable tax credits at state level, federal itemizing). This was my first time doing the charitable tax credit and it was incredibly confusing to understand what was happening, and then see errors continuing even when consulting MANY of these different QA pages.   There seems to be a page in the Arizona taxes section that *SHOULD* be deducting the extra state taxes it tells you to claim on the federal for the credit (see picture below & instructions from learn more pop-out section on the side) so it's not double counted on the state side (as estimated tax pulled over from federal + tax credit) -- but it only makes a very small impact, not the full tax credit taken ($950 in my case).   See other discussion board below for detailed issue and considered "workarounds", other strands discuss needing to override on the state form TurboTax can't handle SALT Safe Harbor + Arizona tax credits. Please fix for next year.    Tagging "turbotax experts" I've seen on similar threads to hopefully help push the issue up within TurboTax to get the programming fixed since it's spanning several years. @ThomasM125  @ErnieS0  @BillM223  @MarilynG1  @RobertB4444  @LenaH  @DaveF1006     

Also, I have already reported this to my news stations. The way the “experts” i have paid hundreds for put the stress on me and read verbatim so bologna and had zero care to even access my account is insane. I want the refund on all fees paid and ill find a better company to file with next year. 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button

@marcph2007 Since a Form 1099-S was received you are required to enter the sale of the residence on your tax return, your share.  If the gain on the sale is less than the exclusion amount there will not be any taxes owed.   Gain or Loss = Sales Price minus Sales Expenses minus Adjusted Basis (Purchase Price plus the cost of improvements prior to the sale) Selling cost can include escrow fees, legal fees, real estate agent commissions, advertising costs, and even home staging fees. If you had a gain greater then the exclusion amounts then you would have to report the sale. Also, if you received a Form 1099-S for the sale either with a gain or a loss, the sale has to be reported. You will need the online TurboTax Premium edition to report the sale if you are using the online editions. Make sure that you indicate that you want the sale of the home reported on your tax return.   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 Less Common Income On Sale of Home (gain or loss), click the start or update button

Absolutely agree with that statement. Turbo tax should fix the billing issues on their end without us having to spend anymore time dealing with this. Many calls and report and posts and hours on phone with IrS and waiting for turbo tax not to mention the stress of it all, you owe us. 

There are a few things you can try for import issues.    Make sure you have turned off your anti-virus software Your broker account settings need to have 'third party access' enabled Restart your computer and TurboTax Make sure you're running as Administrator in TurboTax Many brokers don't yet have the data transfer files prepared for importing yet.  Remember that the IRS already has a copy of all your 1099's, so consider using the Summary Method for 1099-B's.  In TurboTax Online, you can drag/drop a PDF of 1099-B's or use the Auto Import feature.    1099-INT's can be totaled for the same institution and entered manually.    @serge3five   

In this situation, if they paid out a distribution - which is confusing because it's a return of capital -- does the "reasonable wage" concept not apply? This distribution, return of capital would not trigger any "reasonable compensation" events? In theory, it doesn't seem it should, however, the tax code is not always to accounting theory.