All Posts

If you have already filed your return, and it was accepted by the IRS, you will need to wait until it is fully processed and amend your return. If you have not finish your return see the instructions below:    If you are using TurboTax Online  From the Tax Home screen locate the Income section, Locate the section for Retirement Plans and Social Security.  Click add/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) If you are using TurboTax Desktop From the main screen locate the Federal Taxes tab, then Wages and Income. Locate the section for Retirement Plans and Social Security.  Click start/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Where do I enter my 1099-R?   If you need to amend your return, wait until your return is processed in order to avoid additional delays and see the instructions below    How do I amend my federal tax return for this year?    

I'm a MS Edge user & followed your instructions about allowing the site (ttd-fdp-ui-config-v2.app.intuit.com); however, it still doesn't work.  It gives me a "success" message but when I return to TT there are no imported documents. Any additional suggestions?  

Bill, Sorry, but the workaround didn't change anything.  I'm still stuck with $1020 that I should be adding to my income that TurboTax says are tax free employee contributions.  Did everything you suggested.  Deleted the forms and deleted and readded my W@.  Went through the HSA interview and said I had Medicare and it didn't ask anything else.   At this point, unless you can push out an update that will fix it, I just may as well file my taxes (I'll wait until April 15) and wait for the IRS to come after me for the tax I owe on $1020.  Or maybe they never will.  But I will get the TT Audit Defense this year so if I get audited, I'll let Intuit explain the software issues I've had to the IRS.  Maybe they'll waive the interest and penalties, which probably won't amount to much anyway.

Both forms are for me but they are from two separate companies so two separate ID's. When I hit the add button at the bottom, it just brings be back to my original form to edit. It does not allow me to create a new form. 

To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Yes, the sale of your shares should be reported using the steps below because you didn't get the 1099-B. As long as you report the investment sale that's all that really matters. Notice to select 'Other'    To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?

The original question is about importing the CSV from Coinbase. The 1099-DA does not import from financial institutions. I realize it can be manually entered but that's not practical when there are many transactions that are required to be imported with the CSV. @JamesG1 already mentioned that the feature to import CSV should be released. I'm looking for an update on when the feature will be released.

Enter both your 1095-A's as you received them.  You could combine them into one entry.  Form 8962 for the PTC calculates based on your total income for the year, and since you were eligible for the subsidy for some months, has calculated that you need to pay back only a portion of what you received.  You can review the calculations on Form 8962.    The IRS will not question your eligibility for an employer plan, that you didn't enroll in.  Many people choose to enroll in a Marketplace plan, rather than an expensive, inferior employer plan they were offered.  If your employer premiums are more than 10% of your income, you have the 'too expensive' option.  An employer plan that covers a family, for example, is often much higher priced than a Marketplace plan for the same coverage.    There is no place to indicate this in your tax return, however.   @FuskieBP