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The1099-R in the name of the descendant or estate is included on the K-1 which goes on the beneficiaries' 1040. There is no additional reporting for this. 
Qualified Charitable Distributions (QCDs) cannot be made directly from a 401(k); they must first be rolled over to an IRA.
Yes, enter the correct total basis amount for this year.  That will fix your current problem.   The form 8606 should have carried over your cumulative basis each year.  It sounds like it was not ... See more...
Yes, enter the correct total basis amount for this year.  That will fix your current problem.   The form 8606 should have carried over your cumulative basis each year.  It sounds like it was not totaling as it went but just showing each year's basis on the forms.  Since you know the total you should enter that now.
This is the situation that I asked about yesterday, and was told here that the withheld federal and state taxes cannot be credited towards the beneficiary's taxes; the withholding would have to be re... See more...
This is the situation that I asked about yesterday, and was told here that the withheld federal and state taxes cannot be credited towards the beneficiary's taxes; the withholding would have to be refunded to the estate, and then the estate would distribute those amounts to the beneficiary who would pay them with her tax return.  I've been trying to find out here whether she needs to include the 1099-R to the estate, but assume there's no need since the K-1 shows the distributed amount.  Is this not correct?  
Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on ... See more...
Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.   To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button
Yes, if you lived in Kentucky al year, and worked in Ohio, your employer should have only withheld Kentucky state tax since those two states have a reciprocal agreement.    If you were a part-yea... See more...
Yes, if you lived in Kentucky al year, and worked in Ohio, your employer should have only withheld Kentucky state tax since those two states have a reciprocal agreement.    If you were a part-year resident, the agreement  would not be valid.    If your employer withheld Ohio tax and you were a full-year resident of Kentucky, you should be able to file a non-resident Ohio return and get that Ohio state tax refunded. (You would also need to claim all the income on your Kentucky return)   Were you, and are you filing as, a full-year resident of Kentucky in 2025? Are you claiming all the income on your Kentucky return and zero on your non-resident Ohio return?    If yes, can you give any additional details of the error message you are getting/   
I am self-employed, and traded in my car used for business for another car. What do I put in for a sales price?
Very helpful suggestion to delete the 1099-Q from TT.  Do you also suggest I delete the 1098-T for my student dependent as well?  Seems odd to include that form from the University when I exclude the... See more...
Very helpful suggestion to delete the 1099-Q from TT.  Do you also suggest I delete the 1098-T for my student dependent as well?  Seems odd to include that form from the University when I exclude the 1099-Q from the 529 provider.    FWIW, I am careful that the 529 distribution equals and does not exceed tuition, room and board.  My challenge is my student lives off campus so room and board isn't on the 1099-T from the university.   I am using the TT online version. Agree this is SOOOO FRUSTRATING. I hope INTUIT has a suitable fix soon. Ughh.
Hi all - Just an update. Back om FEB 2 or 3 I deleted the form and reentered it using the step by step. This allowed all the auto fills to work. It was NOT rejected and this week I received my FED an... See more...
Hi all - Just an update. Back om FEB 2 or 3 I deleted the form and reentered it using the step by step. This allowed all the auto fills to work. It was NOT rejected and this week I received my FED and State refunds. Mine was an energy credit for a new heat pump.
who knows indeed... latest in this other thread with lots of impatient people was "We are hoping the update will be by this weekend, if not before. We don't have a specific date."   (ignore "before... See more...
who knows indeed... latest in this other thread with lots of impatient people was "We are hoping the update will be by this weekend, if not before. We don't have a specific date."   (ignore "before" at this point tho).   https://ttlc.intuit.com/community/taxes/discussion/re-will-depreciation-and-amortization-be-ready-soon/01/3775152#M1402862
Make sure the two-letter state abbreviation (AZ for Arizona, for example) matches the zip code on your income document (or it may be missing).  Also check the address for any characters that may retu... See more...
Make sure the two-letter state abbreviation (AZ for Arizona, for example) matches the zip code on your income document (or it may be missing).  Also check the address for any characters that may return an error (# or ,).    If you imported the document, you may need to delete it and re-enter it manually.  If you're using TurboTax Online, clear your Cache and Cookies to remove links to old data, if you make changes.     @frichards51       
This is error is fixed now with today's (2/13/26) Update!
Posting this on February 13 as this form (Sch E) is still not available. If you don't have an ETA then just say it rather than lying to your customers. Most of us have a deadline and if we can't meet... See more...
Posting this on February 13 as this form (Sch E) is still not available. If you don't have an ETA then just say it rather than lying to your customers. Most of us have a deadline and if we can't meet then we need to look for alternative. Absolutely disappointed!
Changing Column C would indicate you got an APTC when you didn't.  This does not feel like correct advice to me at all.  I'm really starting to lose faith in TurboTax on this issue.    On a separate ... See more...
Changing Column C would indicate you got an APTC when you didn't.  This does not feel like correct advice to me at all.  I'm really starting to lose faith in TurboTax on this issue.    On a separate thread the advice was to file taxes by mail and include a note.
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1... See more...
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 …. ,