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Sounds like your son is a bit confused. as to whether he is an employee or an independent contractor.    If he is an employee, he will get a W-2 that shows the amount withheld from his own paychecks for Social Security and Medicare.  The employer will also have had to pay the employer portion for those.    If your son is an independent contractor and gets a 1099NEC, that will not show any amount withheld for Social Security or Medicare.    When you work as an independent contractor  you end up having to pay all of the Social Security and Medicare yourself---that is the self-employment tax.      If your son made at least $600 the owner is required to issue a 1099NEC to him.   But if your son is an independent contractor the owner was not required to pay in to SS or Medicare on his behalf.   Did his paychecks show any amounts withheld for SS or Medicare during the year?       https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-contractor   https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-   contractor://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee     If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7    

@baldietax Thank you for your reply. Iines 4 and 8 are blank on both 2023 and 2024. I have only mentioned lines with value.   I received form 5498 for 2023 but no 1099-R for 2023.  I received one 1099-R for 2024 which shows 13,490.75$ gross distribution and taxable which is combination of contribution 2023 and 2024.  Based on this, do I only need to amend 2024? 2023 is ok?  Thanks a lot.

If he doesn't get a W2 then he is not an employee and doesn't have SS & Medicare taken out.  He is self employed for it.  He either will get a 1099NEC or can report it as cash.   To report your self employment income you will fill out schedule C in your personal 1040 tax return and pay SE self employment Tax. You can fill out Schedule C and enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to Premium version. Or buy any of the Desktop programs. All the Desktop programs have all the same forms, but you will get the most help in the Home & Business version. How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   Self Employment tax (Scheduled SE) is automatically generated if a person has $400 or more of net profit from self-employment. You pay 15.3% SE tax on 92.35% of your Net Profit (If it is greater than $400). The 15.3% self employed SE Tax is to pay both the employer part and employee part of Social Security and Medicare (FICA). So you get social security credit for it when you retire. It is in addition to any regular income tax you owe on it.   You are paying 15.3% for….. SS for employer 6.2% SS for employee 6.2% Medicare for employer 1.45% Medicare for employee 1.45%

Did you use the Online version?  You might be in the wrong account.  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/ If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. You can also request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

TurboTax is equipped to handle around 10,000 individual transactions per brokerage account, although I seen information that says the Online version maximum is less than that.  Please see the following TurboTax FAQ for more information about reporting large numbers of transactions:   How do I enter a large number of stock transactions in TurboTax?

The video was helpful to get the import into CSV. I honestly got better luck using Gemini to do the conversion. After I got that into TurboTax Online, it imported as one 1099-B. But I ran into other issues.   Gemini pointed out that I should have tried finding the brokerage differently, and that’s how I ended up solving the issue.   Bottom line is still the PDF statement import is still broken.

Per What if I entered the wrong bank account for direct deposit?,  you can contact the IRS (800-829-1040) if the refund hasn't yet posted. You can ask to stop the direct deposit, and they'll mail you a "CP53E notice", which will allow you to provide a different bank account for your deposit. If the account number was mis-keyed, they direct deposit will likely be rejected and they'll mail you the CP53E notice automatically.

I have had multiple problems filling my taxes with turbo tax this year and have received no help in correcting the issue. I am very dissatisfied with the lack of assistance and the time it has taken me to get any actual filling completed. I would expect a full refund of any charges and I don't expect I'll be using turbo tax again. I had an easier time filling a paper return when I was 19yrs old. I used you guys because you offer a sense of security that I found to be non existent. Your delays have cost me an important purchase and have set me back considerably. I am truly disappointed

Yes, your VA 100% P&T (Permanent and Total) status should count as being "permanently and totally disabled" for tax purposes (assuming it matches the IRS definition).   The IRS defines "permanently and totally disabled" as being unable to engage in "substantial gainful activity" due to a physical or mental condition that a doctor certifies will last at least 12 months or result in death.   Since the VA has already certified you as P&T, you usually don't need a separate doctor's note for the IRS (you can use your VA Benefit Summary Letter as proof of your status.).   Use the "Effective Date" listed on your VA Rating Decision letter for your 100% P&T status.   The program asks for the date of your P&T disability: If you are under 65, this date helps determine if you may qualify for a specific tax credit (The Credit for the Elderly or the Disabled), and  If you are totally disabled, you may qualify for a higher standard deduction or specific state-level tax breaks (e.g., a property tax exemption).. Do not enter your VA disability compensation as "income" in the program (since it is tax-free).   If you receive a standard military retirement pension (based on years of service), that is taxable, but the portion that is "disability-related" might be exempt. Thank you for your service!

I assume you are entering your Form W-2 and have more than one state with income and possibly withholding.    After you enter the information for the first state, there should be a box just below that that says "Add another state".  Click on that, and add another state (second line).