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To figure out your RMD, look at how much money was in your account on December 31 of the prior year. Then divide that amount by the applicable IRS life expectancy factor from the Uniform Lifetime Table.    If you received a pension, it generally satisfies the requirements for RMD. Most pensions are set up to automatically pay you at least the required minimum amount each year, so you typically don’t have to calculate an RMD yourself.   However, if you also have other retirement accounts like a traditional IRA or 401(k), those each have their own RMD rules and must be checked separately.   For more information, see Retirement topics - Required minimum distributions (RMDs)  

This would be self-employment income reported on Schedule C Business Income and Expenses.     You are essentially running a cleaning business as a sole proprietor.  You will use your own records to determine the total amount of income you received.  It will be reported as 'cash' income.  Then, you can also claim expenses for supplies and other items you purchased yourself in order to perform the work.     Take a look at the following TurboTax help articles for more guidance and to get started:   Where do I enter Schedule C?   What Is a Schedule C IRS form?  

I am getting the same message today March 1.  I am using Mac OS version desktop and all updates have been occurring regularly.  What should I do here?  I assume turbotax will not allow electronic filing with this "error" cited during the smart review.  Any other thoughts especially from Intuit?  I did not have any problems with this issue last year when I completed a 529 to Roth transfer.   Thanks

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

If you are unable to complete the filing process due to a message stating "We have hit a snag", you can try logging completely out of your program, closing your browser window and then logging back in.    You can also try clearing your cache and cookies.   For further instructions on how to clear cache and delete cookies, please see the links below:   Click here for How to clear your cache.   Click here for How do I delete cookies?   TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.     If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies   If you are still having trouble, you might also try these steps:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer.   If you have tried ALL of the troubleshooting steps and the issue is still not resolved:   See this help article for instructions on how to contact TurboTax customer support depending on which product you are using. @furban0327 

The QMID code is supplied by the manufacturer of the windows.  It should be on documentation that they gave you to indicate that the windows you had installed would qualify for a Residential Energy Credit.  If you no longer have this documentation or can't locate it, you should contact the manufacturer to get the information that you need in order to claim the Residential Energy Credit for your windows.

I have the same problem.  AMD is not appearing on Schedule B.  Some of my AMD is reported in box 1f of 1099-B.  Some is not.  Some of it is on treasuries, some is not.  I tried entering one of my 1099-B forms one-by-one rather than as a summary of multiple transactions, but the AMD still did not appear on Schedule B.  Is this a bug?

Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

2025 amended tax returns should already be available, according to the Intuit forms availability page.   Before amending make sure that:   You wait until your return has been accepted (or mailed if paper-filing). Use the same Intuit Account you used to file your original return. Once you begin your amendment, you'll see your original return. Only make changes to the areas of your return that need amending. The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due. Any changes you make to amend your federal return will automatically be transferred over to your state return. See the following links on how to amend your tax return:   How do I amend my federal tax return for this year? How do I amend my federal tax return for a prior year?

@brighid-bauer    If you contributed to a retirement plan at work......like a 401k.......then you may be eligible for the Retirement Savings tax Credit. BUT Sometimes the credit is so small it doesn't pay for the required upgrade to the pay-for-it software.   To get rid of the credit to remain in the Free version, you would go to the Personal Infor page to edit the information about yourself, and indicate you were a student during 2025  (even if you were not)....that eliminates the Credit..

You should not have "0" or blank in Part III, Column B for any month that someone in your household had coverage under a Marketplace plan.  You need an SLCSP premium every month that you had coverage.    If this is the case on your form. you can use the government's tax tool to get the premium for your second lowest cost Silver plan. Failure to do this will result in a wrong calculation of the premium tax credit. What is the Premium Tax Credit (PTC) and What is Tax Form 8962? Once you have your premium amounts, make sure that your entries for Form 1095-A are correct, that you marked all the correct boxes in TurboTax. To go back through your entries:   Open or continue your return. Navigate to the 1095-A section: TurboTax Online/Mobile: Go to 1095-A. TurboTax Desktop: Search for 1095-a, then select the Jump to link.   @Tori9188   

Thank you I reviewed your token. You do not have any taxable compensation to make Roth IRA contributions. Retirement income, interest, and dividends are not Compensation for Purposes of an IRA.   You will need to remove the excess contribution plus earnings by the due date to avoid paying the 6% penalty. Please request the return of excess contribution plus earnings with your financial institution.   If you withdraw the excess contribution plus earnings by the due date then you can delete the Roth IRA contribution in the IRA contribution interview:   Click on "Search" on the top right and type “IRA contributions” Click on “Jump to IRA contributions" Uncheck “Roth IRA” and confirm deletion      If you made an excess contribution in 2025 and withdrew the 2025 excess Roth IRA contribution plus earnings in 2026 before the due date, then you will get a 2026 Form 1099-R in 2027 with codes P and J. This 1099-R will have to be included on your 2025 tax return and you have two options:   You can wait until you receive the 2026 Form 1099-R in 2027 and amend your 2025 return or You can report it now in your 2025 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding. Then you must enter the 2026 Form 1099-R into the 2026 tax return since the withholdings are reported in the year that the tax was withheld. The 2026 code P will not add anything to your income in the 2026 tax return but the withholdings will be applied to 2026.   To enter a 2026 Form 1099-R in your 2025 return please follow the steps below: Login to your TurboTax Account  Click on the "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R” Answer "Yes" to "Did you get a 1099-R in 2025?" Select "I'll type it in myself" Box 1 enter total distribution (contribution plus earning) Box 2a enter the earnings Box 7 enter J and P Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2026 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Tell us which person may have qualified for a penalty exception" screen and select the edit/pencil symbol.  On the “These situations may lower your tax bill” screen enter the amount of earnings under "Corrective distributions made before the due date of the return".   Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2024" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2025.   @jnjmt