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February 21, 2026
9:33 AM
How can I figure out the RMD of my wife's retirement account?
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February 21, 2026
9:32 AM
And how do I connect with the Expert Assist?
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February 21, 2026
9:32 AM
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
February 21, 2026
9:32 AM
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 ...
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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
February 21, 2026
9:32 AM
Can I change from expert to the free filing version?
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February 21, 2026
9:31 AM
Code TY25-WI-Retirement_TT means your tax return for Wisconsin was not submitted.
The Reason is:
We're updating TurboTax for a recent change to Wisconsin's retirement income rules. The up...
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Code TY25-WI-Retirement_TT means your tax return for Wisconsin was not submitted.
The Reason is:
We're updating TurboTax for a recent change to Wisconsin's retirement income rules. The update will be available on February 13, 2026. Please log in on or after that date and resubmit your return. (Online versions update automatically.) 1. If you have no retirement income OR all of your retirement income is from qualified plans -- like a 401(k), 403(b), IRA, or government pension -- you can simply review and resubmit. Most workplace retirement plans are qualified. 2. If you have retirement income from a non-qualified plan (uncommon), go to Retirement Benefits Adjustments and follow the steps to update your amounts before resubmitting. We truly apologize for any inconvenience this might have caused.
February 21, 2026
9:31 AM
1 Cheer
If paid in January 2026 they would only be reported on a 2026 tax return that is filed in 2027.
February 21, 2026
9:31 AM
1099R where to post
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February 21, 2026
9:31 AM
If this is the first time you have ever filed a tax return then you do not have a 2024 AGI. Choose the answer that says you did not file a 2024 return, or try using zero as your AGI. If neither of...
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If this is the first time you have ever filed a tax return then you do not have a 2024 AGI. Choose the answer that says you did not file a 2024 return, or try using zero as your AGI. If neither of those tactics work, you can file by mail.
Print, sign and date your return in ink, and mail it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
February 21, 2026
9:31 AM
Worked perfectly. Thanks for quick and accurate response
February 21, 2026
9:31 AM
If you are referring to the 2024 AGI and you did not file a 2024 tax return, then where asked for the 2024 AGI enter a 0 (zero).
February 21, 2026
9:29 AM
NO. Contribution to a 401(k) retirement account are only reported on a W-2 is box 12 with a code of D. The contributions are not entered anywhere else on a tax return.
February 21, 2026
9:28 AM
I have none and they keep asking for them now to
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February 21, 2026
9:28 AM
To report each of your Form 1099-R distributions, including the RMDs as you have indicated, do the following:
Go to Wages & Income and enter the first Form 1099-R (Gross distribution, etc.) ...
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To report each of your Form 1099-R distributions, including the RMDs as you have indicated, do the following:
Go to Wages & Income and enter the first Form 1099-R (Gross distribution, etc.)
Next,when you reach, "Let's get more information about your RMD", enter the amount included in Gross distribution total going toward the RMD amount, Continue
Next, select, Some of the distribution was applied to the December 31, 2025 RMD, (or The entire amount of the distribution, as applicable for your two Form 1099-R amounts), Continue
Do this with each of your Form 1099-Rs
Next, in the Review your 1099-R summary, Continue (not the pencil)
Continue answering the questions
Next, when you see "Let's go over any required minimum distributions (RMD), select Continue (not the pencil)
February 21, 2026
9:28 AM
How do I print out forms before filing?
February 21, 2026
9:27 AM
If you did not have health care coverage through one of the state Marketplace Exchanges or through healthcare.gov then you would not have been issued a Form 1095-A.
When asked if you have a For...
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If you did not have health care coverage through one of the state Marketplace Exchanges or through healthcare.gov then you would not have been issued a Form 1095-A.
When asked if you have a Form 1095-A, answer NO.
February 21, 2026
9:27 AM
does this mean additional 401k contributions made by me , or does it mean what I've elected to take out of my paycheck ?
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February 21, 2026
9:26 AM
I never received any forms except from ComputerShare with the ending statement period.
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