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Users have been able to enter noncash contributions in both Desktop and Online versions of TurboTax. Enter the noncash donations in the Charitable Donations section of Deductions and Credits. TurboTax will then prepare the Form 8283 if you have noncash donations over $500 as required by IRS. See this TurboTax tips article for more information.   The only issue I've encountered with Form 8283 this season involves choosing the method used to value donated stock; that issue is being investigated.   If you are using the Desktop Deluxe version, and you want to see the Form 8283 that TurboTax has prepared, go to Forms mode by clicking on Forms while in step-by-step mode, then:   Click on Open Form above the list of forms on the left Enter "Form 8283" in the search space that appears Click on Form 8283 Noncash Charitable Contributions Click Open Form  

I am so sorry for your loss. Since Oregon has no general sales tax, that $12,864 was likely a transfer tax, which the IRS does not allow as an itemized deduction on Schedule A. Instead, you should enter it in the Investment Income section as a Sales Expense for the sale of your second home. This reduces your taxable profit.  

I appreciate your reply, however, I did not ask about a 401(k). I asked about a federal TSP. Thrift savings plan. Federal TSP‘s are different than a 401(k). A 401(k), your rules apply that you just posted. A federal TSP in the state of New Jersey, all contributions to the TSP are not tax deferred. Therefore, in order to not be double taxed, when I take a withdrawal, there is a formula that you need to calculate to figure out how much of your TSP withdrawal is taxable in the state of New Jersey. I have that information, however, I have no Idea how to enter the data in TurboTax

If TurboTax can not find BNY Mellon Bank (or BNY Mellon/Pershing) for an automatic import, you can select "I'll type it in myself" to enter your Form 1099-R manually.    If you are using TurboTax Online you can enter your Form 1099-R manually as follows:  Go to your TurboTax Online Account. Click on "Search" in the top right of your TurboTax screen Type "Form 1099R" in the search bar and hit enter Click on the link "Jump to Form 1099R" if you need to add a new Form 1099-R, select "Add another 1099-R" If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?" Click on "Yes" Answer all of the follow-up questions regarding your Form 1099-R   If you are using TurboTax Desktop, you can enter your Form 1099-R manually as follows: Open your tax return Click on "Search" in the top right of your TurboTax screen Type "Form 1099R" in the search bar and hit enter Click on the link "Jump to Form 1099R" If you need to enter a new form 1099-R, select "Add another 1099-R" If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?" Click on "Yes" Answer all of the follow-up questions regarding your Form 1099-R   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"    Please return to Community if you have any additional information or questions and we would be happy to help.    

"Could box 2b be checked since she made a qualified charitable distribution?"   That has nothing to do with a QCD.  Box 2b is required to be marked on any Form 1099-R with code 1, 2 or 7 in box 7 and the IRA/SEP/SIMPLE box marked because the payer has no way to know if you have basis in nondeductible traditional IRA contributions that would reduce the taxable amount, calculated on Form 8606 Part I.  (Note that because QCDs can come only from otherwise taxable funds in the IRA, QCDs are not reported on Form 8606.  When you indicate to TurboTax the amount of the QCD, TurboTax automatically excludes that amount from taxable income.)

If your Form 1099-R does not have the required document number, try looking at the cover page sent with the Form 1099-R, not the form itself. You can also try viewing your Form 1099-R  in your financial account as it may be displayed differently.  If that does not work, you can call your financial institution to get the number if it is not provided.   You can also enter your Form 1099-R manually if you do not have the document number.    If you are using TurboTax Online you can enter your Form 1099-R manually as follows:  Go to your TurboTax Online Account. Click on "Search" in the top right of your TurboTax screen Type "Form 1099R" in the search bar and hit enter Click on the link "Jump to Form 1099R" if you need to add a new Form 1099-R, select "Add another 1099-R" If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?" Click on "Yes" Answer all of the follow-up questions regarding your Form 1099-R   If you are using TurboTax Desktop, you can enter your Form 1099-R manually as follows: Open your tax return Click on "Search" in the top right of your TurboTax screen Type "Form 1099R" in the search bar and hit enter Click on the link "Jump to Form 1099R" If you need to enter a new form 1099-R, select "Add another 1099-R" If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?" Click on "Yes" Answer all of the follow-up questions regarding your Form 1099-R   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"    Please return to Community if you have any additional information or questions and we would be happy to help  

If you haven't yet filed, you can refer to How do I set up a Trump Account in TurboTax?   If you already filed, or prefer to do this elsewhere, you can use trumpaccounts.gov to sign up or send in a paper 4547.  The 4547 can be sent in by itself, do not attach this to an amended 1040.

Among the reasons for delays this year is low staffing at the IRS to implement all of the recent tax law changes including changing forms and instructions.   For example, Treasury and IRS just released guidance on the permanent 100% additional first year depreciation deduction on January 14, 2026.   @sl36766 

Whether your son qualifies as disabled for tax purposes depends on the specific IRS definition of being "permanently and totally disabled," which does not actually require him to be receiving government benefits. To meet this standard, your son must have a physical or mental condition that prevents him from performing any substantial gainful activity, or in the case of a child, a condition that severely limits his daily activities. Furthermore, a physician must determine that the condition has lasted or is expected to last continuously for at least a year or is expected to lead to death.   See: Disability and EITC

Presume that the 1099 has been reported to the IRS.  You should amend your income tax return and report the income.   If your return has been transmitted and accepted by the IRS, you will have to amend your Federal 1040 tax return.  However, before amending your tax return, do not enter the return and do not make any changes.   Amended tax returns will not be available before the middle of February.  See forms availability here.   If you used TurboTax Online, log in to your account and select Amend a return that was filed and accepted.   If you used the CD/download product, sign back into your return and select Amend a filed return.   See also this TurboTax Help.  

If the state source breakdown percentage for each fund was not provided on the broker's tax supplemental information, you have to do some detective work at the website for each of the mutual funds.   Most will have a "Tax Center" or "Tax Information" or similar name for their year-end tax section.   And you may have to scroll a bit to find information that will list the various state sources, or may say something like "Tax-Exempt Income by Jurisdiction" or "Tax-Exempt Income by State", etc.  It may be a link to another page.  Different mutual fund companies may use different wording, but you can normally find the state breakdown percentages.   If you can't find it, you can phone the particular mutual fund company (they're usually easy to reach), and they should be able to guide you to the correct page with the breakdown.   Sometimes the mutual fund company has one "Tax Center" page which lists all their funds in a table with the corresponding breakdown percentage of state source, but sometimes you have to go the page for each individual mutual fund to find that tax info for that particular fund.  That's why I referred to it as "detective work."  😁