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Thanks! Signed up for notifications on updates. Sad that this has still not been addressed with less than one month to file.  My daughter had been hoping to get her taxes filed by the first week in March. This is very disappointing. My financial advisor is pointing me at a service to use for next year. After 30 years of TurboTax, I very well might be saying goodbye.

You enter expenses for your self-employment work in the Self-employment section under Wages and Income in TurboTax. You may be able to deduct mileage from your home to a job site and back but only if you work out of your home and do not have another facility that you normally work out of. Once on the jobsite you can deduct mileage to other job sites or while on work related chores.

According to the latest TurboTax support updates, the software is expected to be fully updated for Idaho’s new conformity laws on:   Tentative Release Date: March 19, 2026.  If technical delays occur, it may slip to March 27, 2026. You should wait to file your state return until you see the "New Idaho Tax Law Changes" warning screen disappear. Once updated, the software will automatically apply the $31,500 standard deduction (for joint filers)  and the other benefits you mentioned.

Either go back and edit the 1099R or delete it and enter it again manually.    Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start or Review or update or the us a pencil icon to edit.   After you fix the 1099R keep going through all the retirement questions to the end of that section.   If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.    

@Susannamacthe resolution to the issue of not having browser permissions set to allow the import is for you to change those permissions, Turbotax is not changing the way it works.  If you're having a different issue please clarify what it is.

Yes, it can be frustrating for those new to finances to track down 12/31 balances, but TurboTax asks for this number as part of an IRS compliance check—it’s not a mistake.   Here’s why that balance matters, even if it feels unnecessary, and what to do if you’re facing a “Zero” for 2026. You mentioned that saying "No, I haven't paid in nondeductible contributions" should be enough. However, the IRS requires Form 8606 for several different reasons. Even if you didn't make a new contribution this year, if you did a Roth Conversion, you have triggered Part II of the form.   Once Part II is active, the software must verify if you have any "basis" (nondeductible money) from previous years. To do that, it needs the 12/31 Fair Market Value (FMV) to run the Pro-Rata Rule calculation.    If you have $0 in all other IRAs, the conversion is 100% taxable.  If you have $100,000 in other IRAs, only a fraction of your conversion is tax-free.  The IRS needs a number—even if it’s zero—so the software can calculate your tax. Without it, the calculation can’t be completed.  While I agree that putting "-0-" as a guess is generally bad practice, however, in this specific case, if you know for a fact that you do not have any other Traditional, SEP, or SIMPLE IRAs, entering $0 is not a "bad practice"—it is a factually correct report of your financial state.   If you do have those accounts, you must wait for your Form 5498 (which, as you noted, often arrives in May) or simply look at your December 31, 2025 statement from your brokerage. You don't actually need the official IRS form to file. Your year-end statement balance is sufficient.

My wife an I contributed to our Roth IRA in 2025 but our AGI is over the limit.  So I did what was suggested in the reply to my original question.  I withdrew the excessive contribution from each of our accounts totaling $15,000 plus the earnings.  I entered the 20261099-R as instructed since I have not filed yet using J and P in Box 7.  I thought if I did this then the 6% excessive penalty would be removed and I would only pay taxes on the earnings plus an early withdrawal penalty.   I see the taxes on the earnings but I also have the $900 ($15,000 * 6%) of excess contribution penalty.  I am trying to understand why TurboTax is calculating the penalty if I entered the the withdrawal 1099-R before filing my 2025 taxes.

I understand how important it is to know when your refund will arrive, and I’d be happy to clarify how the Up to 5 Days Early refund works. Up to 5 Days Early Refund Delivery applies when the IRS has processed and approved your refund and a date for direct deposit has been given. For example, if you go on the IRS website and the Direct Deposit is "scheduled" for "March 10th", that's when TurboTax Up to 5 Days Early Option kicks in; it is not based on an assumption of when it might be ready, but rather on the actual date provided by the IRS.    Once the IRS approves your refund, TurboTax is notified and it will attempt to transfer your funds to your bank account. You will receive an email letting you know if TurboTax was able to successfully deliver your refund early, or if we were unable to expedite your refund. If TurboTax is successfully able to deliver your refund early, you can expect to see your refund in their bank account the same day you receive an email from us.   For more information, click on the link below Up to 5 Days Early Refund Delivery   You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable.