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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 Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

To enter your 1099R select the following: Federal Income Retirement Plans and Social security IRA, 401k, Pension Plan Withdrawals, (1099-R) continue through the steps to enter your 1099R

@awbaldi there are various folks reporting desktop has the section now (online not yet)   https://ttlc.intuit.com/community/taxes/discussion/desktop-version-of-turbotax-deluxe-updated-depreciation-for-schedule-e-rental-properties-now-ready/00/3787882   check what build you have under Turbotax / About Turbotax / More Info   you can also force download of latest updates on the menu - hold down Option and the menu will change to Download Latest Updates (at least for Mac - not sure on Win but I assume similar).

They did it so different this year and I’m hearing even tho our DDD are so far out we will still get our money wayyy before that  and that the correct DDD will show on WMR whenever it updates but more than likely we will have our money before it even update @th0126.….. My fingers are crossed that everyone updates tonight.

Is there a code G entered in box 7 of the form 1099-R?  If so, once you have completed entry of the 1099-R there will be a series of screens.  Did you indicate that this amount was moved tp a Roth 401(k), Roth 403(b), or a 457(b) plan?  If not, then the amount of the distribution would be entered on the Form 1040 Line 5a and the box for Rollover will be checked.

TurboTax will be available to process amended returns for 2025 in late February of 2026. TurboTax provides a list of Tax form availability ‌for individual Federal and State returns forms that are‌ being revised. On the website Select Select return type [1040 Individual] Select agency [US - Federal] Third Box [1040X] Once available, you can make a change to a tax return that has already been filed and accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download   

What is the code in box 7 on your 1099-R?  What is showing on line 5b?   The amount on 5a should be the amount that was rolled over.  The amount on line 5b is what is included in your taxable income.  So if line 5b is $0, and the entire amount was rolled over, then this is correct. Whatever is on line 5a, is NOT included in your taxable income.  It is just being reported to the IRS as a non taxable amount. 

TurboTax will be available to process amended returns for 2025 in late February of 2026. TurboTax provides a list of Tax form availability ‌for individual Federal and State returns forms that are‌ being revised. On the website Select Select return type [1040 Individual] Select agency [US - Federal] Third Box [1040X] Once available, you can make a change to a tax return that has already been filed and accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download   

Gm yall!! For my family that didn’t get their 846, i still have hope that you guys will get the DDD tmrw!! I never have updated on a thursday and my DDD is never on a monday so, maybe they doing things different idk! And last year my transcript said 3/7 (I believe) and I got it around 2/22.