All Posts

Yes, the web page may have 'partners' that have not signed up yet this year for importing, so it's possible they may show up in the program later.   However, if you need to enter a 1099-DIV, here's more info on How to Enter a 1099-DIV.   @mister_bill     

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

Follow these steps to fix your issue: Open your return to the 1099-R QCD. Go through the 1099-R entries Look at Box 7 on your form, is there a Y in the box and is it in the program (this is new for TY25 and not mandatory- but a quick way to prove) Either way, we continue on. It's just nice to know if the program already knows with the code Y. Is the IRA/ SEP/ SIMPLE box checked? It should be - both on your form and in the program continue on and look for the qualified charity distribution.  "Do any of these uncommon situations apply?" or "Did you transfer this to charity?"  Select Yes, - since in fact you did.  A box should pop up asking the amount of QCD, enter the amount. If you don't see this, you have to do a little workaround and I think this applies to you. We are going to cheat and then fix it: back up to the 1099-R, box 7 and select I have another box, add the Y. go forward a couple screens and the program asks how much was QCD and gets your return corrected. Go until the end and done with the 1099-R. The program is now aware of and holding the QCD information. Go back and remove the Y.  Continue forward and the QCD question will pop up again with the amount entered. You can look at your 1040. Line 4a is the total and line 4b is the taxable part. Reference: Seniors can reduce their tax burden by donating to charity

For a capital loss carryover - 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) Under Investment Income On Capital Loss Carryover, click the start or update button

@kailuag8r    You don't... For the states that do not have an income tax, you leave boxes 14, 15, & 16 entirely empty/blank on a 1099-R. No numbers, no letters, no zero's....entirely blank.   Same goes for the state boxes for income & withholding on any other tax forms you enter.