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To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button (TTO) On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

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

I got the numbers from the 1098-T from my student and had to change box 1, that made our 529 withdrawals taxable again.  I still had 0 on line 19, but it changed the room and board to 0 so I had to put that in again.  Our refund is showing what it was before I did anything with education, but I don't know if it's going to change when I e-file even if it looks right on the screen.

It is my understanding that one can get a partial deduction up to 250K; my AGI is 127 plus tax free interest of 90K . My problem is that the tax free interest will not combine with the AGI to reduce the amount I should receive on Schedule 1-A. 

@ekellyb wrote: This does not work on the Turbo Tax Desktop.  Once entered, there is no way to get back to the overtime screen. Please provide an answer for Turbo Tax Desktop.   You edit the W-2 that you entered, if the amount of overtime was included in box 1 of the W-2, then continue out of the W-2.  On the following screen you should see the Overtime box checked, continue with this section and you can edit the amount of overtime. I just did it using my 2025 Premier desktop edition.

In the desktop version, the "step-by-step" mode DOES ask you if you gave any of your RMD to charity but I couldn't find anywhere to enter the #.  I switched to "forms" mode and there I was able to enter it on the 1099-R in the "Qualified Charitable Distribution" section.  Just thought I report my experience. 

E*Trade noted in their on line tax section that the "importable" tax data for 2025 will be available for download on Feb 15.  Most of the regular 1099 forms, PDF Copies, are available now.  So patience and wait another week before trying to import your E*Trade tax data directly into TurboTax  

Yes, both SSA – 1099's were for my Social Security number. As I stated one is mine and one is in the name of my name, O/A/O my mother's name, deceased.   since there is only box 3 and  5,, Info on the second one, I will add it to my own.   thank you very much!

Where can we email problems ?   Why is there not a call back feature when calling Turbo Tax.  A 35 minute wait time I understand but I should not have to wait on hold for it. Technology is advanced enough to have a call back system...the electric company can. Please fix this.  Thanks