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Where your income statements go once uploaded depends for the most part on what type of income is being reported. For instance, Forms 1099-INT would report interest income, which would belong on the personal section of your tax return. A Form 1099-NEC would report business income and as such would normally be assigned to a business Schedule C.   Since you are concerned about reports from financial institutions, I assume you are talking about interest, dividends, and investment sale gains and losses. They would all normally be reported as non-business income on your tax return so TurboTax would treat them as such as a default. So for the most part, you should not have to do any further allocating. However, before you submit your tax return, you should review it to make sure all income and deductions are on the proper forms and schedules.

Since the table is showing that the form should be available, let's make sure your desktop software is up-to-date. Instructions from Manually Update TurboTax Business Software: TurboTax Business 2025   If you're having trouble updating your TurboTax Business 2025 software using the "Check for Updates" method, you can get the latest federal program update here:   Close TurboTax Business and all other programs except this browser window. Select this link to download the 291 MB update. Save the update file to your Windows desktop. Double-click the update file w_bizrelsuperpatch... on your desktop to install the manual update. From there, re-enter the software and try again to access the NY IT-204-LL.

I use both Turbo Tax Premier and Business- TT is using different 1099 INT forms for the 2 programs- the 1099 INT Premier form has the box to subtract the accrued Interest Paid- TT Business software's 1099INT form as no similar space to make the subtraction? So how do you subtract out the accrued interest paid when preparing a Trust 1041 Return without using the override and forcing an error thus no electronic filing- Seems like something TT could resolve on its most expensive software and start using the Import feature available on its less expensive products

If you are using the TurboTax desktop Home & Business edition, there are no User ID's for a tax return prepared with the desktop software.  In the File section of the program you can enter any email address you choose to be notified concerning the status of the e-filed tax return.

The IRS instructions state that if a 529 distribution total is not more than the beneficiary's qualified education expenses, you do not need to report the 1099-Q on your tax return.  This is mentioned in Publication 970, Chapter 7, under the heading "Are Distributions Taxable."   You and your granddaughter should keep the 1099-Q form and receipts for tuition paid for at least 3 years in case the IRS audits you. You don't need to enter them into tax software if the money was used for tuition.   If you have entered the 1099-Q, you can delete it from your return.  Here is the best way to do this.    Tax Tools Tools  Delete a form Delete form 1099Q If working in Desktop, go to the forms mode. Locate form 1099Q, select it, and then delete it at the bottom of the form when it appears in the right pane of your screen      

Seriously....the forms will be ready "after" Feb. 13.  After?  May 35th?  June 99th?  Do you really think it helps people when they ask reasonable questions and express legitimate frustrations to treat them like they are children?    After??

yeah i'm in the same boat. First i was told that it's ready and that i should clear my cookies and cache. After wasting a morning doing that, i called and an agent made me wait 30mins before declaring that it will be fixed by Feb 11th if not sooner.  And of course, today is Feb 11 and it's still not working. From the comment here, it looks like it's now Friday 13th before it's ready. Don't hold your breath, this seems to be a moving target. Not cool. 

You can use "Other-not classified" .  For the most part, box 14 is informational only, and does not directly affect your return.  Although in some cases it can, like with the No Tax on Overtime.  This is where you enter it to trigger the OT questions in TurboTax.    The best thing to do is to ask your employer what it is for.  It could be pretax health benefits, but only they would know for sure.   

Thank you so much for this new information and for being so helpful with this whole issue. I re-filed once again right after I received your message yesterday. I did not get any type of notification -- no text, no e-mail, no nothing. However, I signed in again this morning and it says that my state return was accepted yesterday 2/10. So hopefully third time was a charm. Thank you again!

No.   Enter a SSA-1099, SSA-1099-SM or RRB-1099  under Federal Taxes Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0

No, a Form SSA-1099 cannot be imported.  You have to enter the information manually.   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