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Thank you for your response.   But, my box 1 (gross amount) and box 2 (taxable amount) have different numbers in them (and have for every year that we got SS).  Doesn't that mean I should answer "NO" to the question about paying tax on the total amount?   DG

The IRS has already released form 4562 for Schedule E and my friend has already been able to file her taxes so I do not understand why Turbo Tax does not have the form ready for us to file our taxes.  As per google, turbotax will not have this form available for Schedule E until after February 13, 2026 - which is a large window.  Are there any updates on when this form is going to be available so I can file my taxes?  

+1 on the same issue In my case - I took the distribution from 529 to my account and paid the college fees of my daughter. 1099-Q has me as the recipient.   What is the solution to this problem ? Both online version and the TT Delux Desktop have the same problem.

Yeah I've been on Turbotax 15 years but I am looking for a competitor, been waiting on this update since January and Turbo keeps missing its own deadlines to literally update a form on a software I've already paid for.

@user17709580654   Y'all might be left with a complete uninstall/reinstall or Manual Update (If on windows computer) Manually Update TurboTax for Windows Software or Customer Support: How do I contact TurboTax?   _______________________________________ @skarniotis    Maybe y'all need to run a software update from the top menu... or call Customer Support

@user17709788658    Yep...return to the initial question, and do as @DoninGA  has indicated.   A couple of us had asked a Moderator to look into having the sentence changed to include box 2a in that YES statement...just as it did last year, but no action has been taken by the software folks yet.   If you did attempt to enter some $$ into either the General or Simplified calc methods, you might have to delete the 1099-R form entirely, and start over.

Go back and edit your Form 1099-R.  After completing the entry of the 1099-R there are a series of screens.    On the screen Annuity information you are asked For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?  If you answered NO, the following screen asks about the General Rule or the Simplified method.  Answer YES to question so you will not be required to select either the General Rule or the Simplified method.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Taxes owed can never be paid from a tax refund.  If you are seeing this on the TurboTax web page it is only a math procedure to show the total money you will receive.   How you selected to pay the state taxes owed has not changed. Your federal tax refund has not changed.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds