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There is an exception to the 10% additional tax on early distributions from a retirement plan of up to $5,000 for the birth of a child if you are under age 59½.   To apply for the exception in TurboTax Online, follow these steps:   1. Go to Wages & Income>IRA, 401(k), and pension plan withdrawals   2. Edit the Form 1099-R for your IRA distribution   3. Follow the screen instructions and keep hitting Continue until you get to Your 1099-R Summary and click Done   4. Click Continue through several screens until you get to Tell us which person may have qualified for a penalty exception   5. Click on the pencil icon next to your name   6. Click IRA then Continue   7. The next screen says These situations may lower your tax bill   8. Enter up to $5,000 in the box qualified birth or adoption distributions   Here is an IRS article that lists the exceptions for early distributions from a retirement plan.

If you would like to review your imported 1099-R manually to review and/or edit, you can follow the instructions below.   Go to Wages & Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to review/edit it Continue through the questions until you reach, "Enter your 1099-R details from _" Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue   Alternatively, if that does not resolve any error messages you are receiving, you can delete the imported Form 1099-R and re-enter it manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.    After deleting, click outside of the Wages & Income section (such as on Deductions & Credits) before going back to Wages & Income to re-enter the Form 1099-R following the above steps.

Yes, you can go back and edit your Form 1099-Div as long as you enter exactly the same information that your corrected Form 1099-DIV shows.  If you get any errors after that regarding your Form 1099-DIV, you can always go back and delete it and re-enter it.   To get to the TurboTax screens for the Form 1099-DIV, you can: Click on "Search" at the upper right of your screen. Enter "1099-DIV" in the search box Select "Jump to 1099-DIV"   You should preview your Form 1040 (Line 3) to make sure your total dividend amount is correct. You can do this using the steps listed below.    For TurboTax Desktop: Click on Forms at the top right of your TurboTax program to  switch to Forms Mode, and then Scroll through your forms in the left panel and  Click on the form you want to preview (Form 1040) For TurboTax Online:  Go to "Tax Tools" in your left panel, Select "Tools" and then  Select "View Tax Summary" and  Select "Preview Form 1040" Please return to Community if you have any additional information or questions and we would be happy to help.

For amending your returns, we advise you to wait until you receive your refunds to ensure that the original returns have been completely processed.  Trying to amend prior to your original return being completely processed will likely confuse and complicate things at the tax agencies and may unnecessarily delay processing of the amended return.   The Form 1040-X for the amended return only recently became available in TurboTax, which might explain the rejection that you saw.  Don't try to file the return again until you are sure that your original return has already been processed.   This link has helpful tips on amending returns.

You can just write a statement "Return of IRA Contribution Before the Due Date of the Tax Return" add "$XXX contribution amount plus $XXX (or minus $XXX loss) returned on date". Include this statement when you mail your 2025 tax return.

If you want to know the status of your tax return,  you should use the IRS Where's My Refund website.   Be sure to select 2024    You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Yes---as of about two days ago. Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return      

W2 Box 14, has always been used to report miscellaneous things by employers that in the past did not affect tax returns.  This year with the changes due to One Big Beautiful Bill Act (OBBBA), box 14 is being used to report qualifying tips, and sometimes qualifying overtime.    Regarding code AL EX WGS it is used to report overtime wages that are exempt from Alabama state income tax. The amount reported is just informational, because that amount has already been excluded from your Alabama taxable state wages in Box 16.     If you are not sure what your employer meant by TT, you should ask to ensure that you enter the information correctly on your return.     In TurboTax, enter the description from your W-2's box 14 on the first field in the row. Enter the dollar amount and select the correct tax category that goes with that description.  If none of the categories apply, scroll to the bottom of the list and choose Other (not classified). Don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.  

If she was considered a contractor for the business, she will need to complete a Schedule C and pay self-employment taxes on the income earned. She may deduct expenses against the income. As you refer to the income as a "job," it is likely that it would rise to the level of contractor and require a Schedule C.   Steps to File Schedule C on TurboTax: Access the Section: Select Federal > Wages & Income > Self-employment income and expenses. Alternative Navigation: Search for "Schedule C" in the search bar and click the "Jump to" link. Enter Business Details: Answer the prompts about your business activity to establish the Schedule C. If the amount received equates to a payment not related to self-employment, you may take an alternative approach. Step-by-Step Instructions: Locate Section: In TurboTax, go to the Federal tab, then Wages & Income. Find 1099-MISC: Scroll down to the Other Common Income section and click "Start" or "Revisit" next to Form 1099-MISC. Enter Data: Enter the payer's information, amount, and federal income withheld, ensuring it matches your paper form. If asked, "Did this involve an intent to earn money?", answer No if it was not self-employment (e.g., a prize, award, or lawsuit settlement). If asked if this was like your main job, answer No to avoid creating a Schedule C. @gozinegbe   

Are you just not able to get into the program or are you in the program and not able to continue in the file section?  Here are a few things you can try that might help.   If you are using TurboTax Online, you may need to clear your cache and cookies and try again.  Make sure you log out of the program and then follow the following instructions.  Then, log back into TurboTax and proceed.   How to clear your cache How do I delete cookies?   Another option is to log into TurboTax using a different browser.   If you are using TurboTax Desktop, please log into your program and select Online, Check for updates in the top menu of the program.  This will load any potential needed updates and allow you to proceed.