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It depends  if the housing allowance was reported on Form W-2 or Form 1099R:   These instructions will work if your housing allowance is included in box 1 of your W-2. If it's not in box 1, it may result in an over adjustment of income.   Go to the W-2 screen under Wages & Income. When you get to Box 14, enter Clergy Housing in the Description box, followed by the amount. (The amount might be reported to you in a letter from the church or in your employment contract if not on your W-2.) If the allowance isn't automatically classified as Other (not classified), select this option from the dropdown menu. Select Continue. If you get additional screens, answer those questions. When you reach the Let's check for uncommon situations screen, check the box for Religious employment, then select Continue. On the following screen, choose Clergy and select Continue. Enter your allowance on the Okay, Tell Us About your Clergy Housing screen. For Qualifying Expenses, enter the lesser of: Your qualified housing expenses The fair rental value of your housing expenses Your housing or parsonage allowance Select Continue, and on the Clergy Self-Employment Tax screen, choose the appropriate option and Continue again. When you see the Your W-2 summary screen, select Edit to view your W-2 information. If the Box 1 amount hasn't been adjusted for your housing allowance, enter a Line 21 adjustment to income. Here's how:   Go to other reportable income. Answer No to Did you receive any other wages? and select Continue. Scroll to the bottom of the Miscellaneous Income screen and choose Start next to Other reportable income. Answer Yes, and on the Other Taxable Income screen, type Clergy Housing Allowance in the description and enter it as a negative number (precede it with a minus sign, for example -10,000). If you're not already on the 1099-R screen, open or continue your return in TurboTax, and then navigate to the 1099-R section: TurboTax Online/Mobile: Go to the 1099-R screen under Wages & Incomeunder Wages & Incomeunder Wages & Income How you account for the exclusion depends on whether box 2b (taxable amount not determined) is checked. If box 2b is checked Enter the appropriate taxable amount in box 2a of the Enter your 1099-R details screen. Enter the amount in box 1 as it's shown on your 1099-R. Subtract your documented housing expenses from the gross. distribution amount in box 1 and enter the result or zero (whichever is greater) in Box 2a - Taxable amount. Check Taxable amount not determined box is checked in the box 2b section. Enter the rest of your 1099-R as you see it. If box 2b is not checked Enter your 1099-R exactly as you see it and complete the 1099-R section. Search for other reportable income and then select the Jump to link in the search results. Answer No to Did you receive any other wages? and select Continue. Scroll all the way to the bottom of the Let's Work on Any Miscellaneous Income screen and select Start next to Other Reportable Income. Answer Yes to Any Other Taxable Income? On the Other Taxable Income screen, type Clergy Housing Allowance in the description and enter your documented housing expenses as a negative number up to the amount reported in Box 2a Taxable Amount (precede the expenses with a minus sign, like -10,000). This will remove the nontaxable portion from the distribution reported on your 1099-R.        

The Retirement Income section has been ready since late January.     What product are you using--Online TurboTax or desktop TurboTax?   If desktop TurboTax, is it for Mac or Windows?   Yes, desktop products have to be periodically updated.   We can tell you how once we know for sure what product you are using.

@klhansen   Maybe you have to install some Windows 11 updates first.  Check that.     If you can’t update your Windows personal program try doing a Manual update https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/00/26041   And you don't need 2 computers to keep  different returns separate.  The returns are not kept in the program but in separate data files with different names ending in .tax2025.  

TurboTax wants to create a Schedule C for the Box 3 income.  The best way to resolve this is to remove the amount from Box 3 and either add it to the Box 1 amount or add it under Cash, checks, and electronic payments (like Square or PayPal).  All rental income is reported on Schedule E Line 3 so it will get reported correctly.  

You can deposit your refund into 2 bank accounts. From TurboTax - How do I split my refund into 2 different accounts?: Follow these steps to split up your refund: When you get to the How would you like to receive your federal refund? screen, select See other options then the last option: Split my refund between multiple bank accounts or U.S. savings bonds. Then select Continue. On the next screen, select I want to deposit my federal refund into multiple bank accounts and select Continue. Enter the amount you want to go to the first account and then enter the account information. When finished, select Add another bank account. You can split your refund among as many as three accounts. When you're finished entering your account information, select Continue. Review your bank information and deposit amounts, and select Continue if all looks well. If you need to make changes, select Edit next to the entry you need to modify. Note: To split up your refund, you'll have to pay your TurboTax fees with a card, not your refund.

If your daughter and teenage son didn't have Affordable Care Act / Marketplace insurance at all in 2025, and didn't receive a Form 1095-A, then they don't need to enter anything on the tax return for Form 1095-A.    Form 1095-B is just an information statement proving you and your dependents had qualifying health insurance coverage (“minimum essential coverage”) for the previous tax year. It is sent by providers—such as insurance companies, employers, or government programs like Medicaid—to verify compliance with health coverage mandates.    See this TurboTax tips article for more information.  

From TurboTax - How do I amend my federal tax return for a prior year?:   TurboTax Desktop Open the TurboTax Desktop software for the year you're amending. For example, you must amend your 2024 return in the 2024 version of TurboTax. Under Need to Amend a Filed Return?, select Amend a Filed Return. Select Amend for the return you need to amend. If the return you need doesn’t appear as an option, select Find a Tax File to find and load the return. On the Do you need to change anything else screen, select Update next to the info you need to change. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return. Don’t forget to select Save As (or Duplicate on Mac) from the File menu when you save a copy of your amended return. This will preserve the tax return you originally filed. Give the file a different name from the original, like [tax year]_amended_tax_return_Smith.

Whose ssn is on the SSA-1099?  Enter it  under that ssn.  If that person already gets their own Social Security SSA-1099 then add them togther before you enter it.   Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button  

Spent hours installing, uninstalling, re-installing as admin, entering various CMD prompts, disabling antivirus... but this did the trick.  Even created an Intuit account just so I could upvote this.    THANK YOUUUUUUUUUUUUU @cmtros1!!!