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Retired public safety officers can claim a reduction of up to $3,000 in pension income for amounts paid out of their taxable pension income for health insurance premiums.   This pension income deduction is shown on federal Form 1040, Line 5.    To enter the information for this deduction in TurboTax Online, follow these steps:   1. Go to Wages & Income   2. Go to IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Add/Edit   3. After entering Form 1099-R, there will be a section called Do any of these situations apply to you? Click on This money was from being a public safety officer   4. The next screen will ask Did you or the Pension Administrator Pay for Health Insurance? If Yes, the following screen will ask how much you or the plan administrator paid directly for health insurance.   The amount paid for health insurance as indicated above will reduce your taxable pension income on Form 1040, Line 5b. Line 5c will show PSO checked.   See this link for more information on the tax exclusion for retired public safety officers.

Same problem, it says tax data imported successfully but there is nothing imported.  I think for Fidelity it used to be National Financial Services import but that doesn't work either.  I suppose I will enter by hand but this is really the main reason I use TurboTax, and if they can't import from the 2 largest financial inst in the world, something is definitely wrong.  Has anyone had any luck with this?

Social security premiums: Sch 1 line 17 shows the self-employed health deduction - which would show parts B and D. The deduction is only allowed if you have a profit to cover it. Medicare Parts B and D will not show on your Sch C since they are an adjustment to total income (Sch 1).  Parts B and D do not reduce your business income or self-employment tax. Sch 1 is reducing your taxable income.

Were you able to allocate income items when you prepared your North Carolina return to North Carolina?  Double-check your entries, by going to Your State Returns on the left side menu, then click Edit for your NC tax return.   On the screen "Your 2025 North Carolina taxes are ready for us to check", click on the edit button to the right of Income.   On the next screen, scroll down and click Done with income.   The next screens will allow you to allocate income to NC - click Continue.   The first screen is for Wages - click Continue if things look correct there.   The next screens will allow you to allocate income items to North Carolina as a non-resident, including your wife's business income.

Confirming the above issue + resolution from BARLECH:- That is, IMMEDIATELY after installing turbotax-desktop, it fails to TRANSFER INFORMATION from prior year's return. Step 1: Download and Install TurboTax Step 2. Reboot.  Yes -- even for macOS Tahoe 26.2 -- you MUST reboot. Step 3: After reboot, re-open Turbotax, and .. drumroll .. the issue is now gone! It's frustrating that Intuit failed to have TurboTax show a popup asking to reboot - BEFORE further using the desktop-turbotax. Or .. .. this is all by design, to frustrate desktop-app users, to push everyone onto their "online" product.

Box 9(a) is only applicable if your distribution was shared with someone else. If that doesn't apply to you, I suggest you delete the Form 1099-R entry and re-enter it while leaving the box 9(a) blank. Otherwise, enter your percentage of the distribution.   To delete the form, follow these steps:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1099-R in the list of forms and delete it  

If you donated plasma to Biolife, that is not technically a donation, instead it is you selling your plasma.  This is actually considered self-employment income, which is why TurboTax is treating it as a business.  A business doesn't mean you need to file special paperwork for form it, it simply means your income needs to be reported on Schedule C.  Schedule C is for those who go out  and are performing a service or selling something for money and are not doing for the sheer enjoyment of the act (which would then be considered a hobby)   So yes, it is income, but it is self-employment income.  So to enter this, you do not need a 1099, you simply need to use your records.  You can use your bank account records for deposits or if they gave you a prepaid card, you can use the transactions on that. Self-Employment and Business Income To enter your self-employment income select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using* The income and expenses as an independent contractor  will be reported on Schedule C which is part of your overall tax return. This also means you will be subject to the 15.3% SE Tax on the profit.  If you did not pay Self Employment (SE) Taxes in 2025, and if you plan to do this again in 2026, it may be a good idea to make estimated quarterly payments to avoid penalties if you are making more than $400 a year.  

Hello CatinaT1,   Thank you for the quick response. I am specifically having trouble with the 'Learn More' and 'OK' buttons on this page; neither appears to be functioning https://ttd-fdp-ui-config-v2.app.intuit.com/cg-ttd-us-fdp/acquire109xDocuments?taxYear=2025&providerId=b4a3835c-45fb-416b-8650-9e9f00e6f47d&productName=TTMac&env=prd&redirectURL=turbotaxdesktop2025://oauth/source/fdp109x/

The Michigan (MI) Homestead Property Tax Credit is the only item I can think of that may be something to consider. MI Homestead Property Tax Credit If you believe this does not apply and you would like us to take a review please use the information below and we will help.   If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @user17706935529 

The error on Schedule B, Part 2, is due to a code required on Form IT-225. The code is for various subtraction modifications provided by the entity of which you are a partner, shareholder, or beneficiary. It is needed to finish your NYS return (click here for the list).   If you cannot find which code pertains to your situation, you can send a diagnostic file and we can assist you further. A diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)   Please tag me in the response, with your token, so I can look into this further. 

Ty for that answer to the other question. My dad lived in assisted living in the memory unit.  He could not perform several activities for himself like, transfers, showers, incontinence, going to the bathroom, and eating. He could not live on his own at this point. We had the following types of expenses: (1) normal room and board (2) facility Level 4 assistance from nurses and CNAs (3) third party care givers to help with eating, bathroom, turning TV on / off, getting up from chairs and not falling out of the bed at nights   Would all these expenses be deductible under Schedule A, medical expenses.