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Thanks for the information! However, in an earlier version of this post, you mentioned that "Because the income was reported on a 1099 NEC,  the IRS treats that income as nonemployee compensation, even if you don't consider yourself self-employed. In TurboTax, you should enter the 1099-NEC as self-employment income so it is reported correctly."    But given I am not operating a research services business, I should ignore your earlier post, and put it under "other income?"  

Thanks for your guidance.   Our LLC is owned 100% by my wife & I, so, we could split the expenses and enter them following the "... do you pay expenses that were not reimbursed?" box for each of the LLC K-1s flowed down to our joint 1040. Our charter does require us to pay expenses that are not reimbursed.   I believed this approach would document these expenses on our Schedule E vs. the 1065.   I worried it might be inappropriate to enter expenses directly on the 1065 unless they were actually paid by, or reimbursed by, the LLC. I understood expenses by owners/members that were not reimbursed should be shown on the owner/member's Schedule E.   A confirmation of your recommendation would be appreciated & thanks again for your experience and wisdom😊   Paul          

THANK YOU!  I had re-entered the information earlier today, but I re-entered these numbers again just now and it finally worked.  It now shows $1000 as the credit, and the check box is checked.  I didn't see a generated statement, but I didn't go through all the print-view pages, so that's fine.

To enter two brokerage Package/Document IDs in TurboTax, you will have to import each form 1099 separately, entering the 24-character Package ID and specific Document ID that can be found on the cover page of each of your brokerage year-end documents.   You can also enter them manually by selecting the options Enter a different way and Type it myself options.   You can also contact TurboTax Customer Service using this link: Turbo Tax Service   If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.  

Did not the notice you received from the IRS give you instruction on what you needed to do for informing them for direct deposit information - https://www.irs.gov/individuals/understanding-your-cp53e-notice

If you're referring to the import option in TurboTax Desktop, you can follow these navigation steps to import your QuickBooks accounting file: 1) select File (upper left corner) 2) then Import 3) From Accounting Software 4) Choose QuickBooks.  FAQ: How do I import my QuickBooks info into TurboTax?   In TurboTax Business, you can also find it as an option under Federal Taxes:   If you're using Premier edition, you'll also have the option to import from a financial institution.    See also: What expenses can’t be imported from QuickBooks to TurboTax? 

Sharon,   I have requested a refund for products here (How do I request a refund for my TurboTax product?) but how do I track the refund requests if I never received a case #?   How long does a refund of products take? Seems like a number of people are having the same issue and long delays here. 

If this is the only error you get in Smart Check, could you try checking the Address box on Form 5695, skipping the Smart Check, and going directly to Efile?  It seems something in the Smart Check is flipping the box info.   @user17724851608 

No, you do not have to report your son's BAH or BAS for income tax purposes.  You would not need to use his Leave and Earnings Statement.  Note: if you are trying to determine if you can still claim him as a dependent, you would need to use the BAH and BAS as support he provides.

HI YES I ONLY HAVE SSA THAT I RECEIVE AS INCOME AND THEY DID DEDUCT MEDICARE BUT IT HAS TOTAL AMOUNT OF BACK PAY FOR YEARS 2022, 2023 AND 2024 ALSO INCLUDED IS THE ATTORNEY FEES THAT WERE PAID OUT.  SO IM SO CONFUSED AS WHAT AMOUNT I NEED TO FILE ON IF ANY AT ALL SINCE ITS MY ONLY INCOME 

hi Thank you.  I am using desktop and for some reason, I can open the form under forms, but it wont let me go into the area on turbo tax to double check what I entered in there.  It's ok to go into the forms and change, but I prefer to always look at my turbo tax and see what i actually entered on the screen.  This must be a glitch for this desk version.    The search bar was of no help either.  But its ok, I will manually check my forms.  But I shoudl be able to go right into the original work screen to look at my entries.  Not as excited about tt this year.

Im also wondering the same thing. I never received a case # for a refunded product. We would like some kind of answers here, please.   Turbotax playing with fire here after the lawsuit in 2022 over "free" services.