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"Go to Wages & Income" refers to the section of TurboTax Online on the left of your screen, under "Federal" where all the selections for wages & income reside, including IRA, 401(k), Pension Plan Withdrawals (1099-R).   Go to Wages & Income > Wages and Income Summary > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R), then continue with the steps to enter your 1099-R.

@ tjbc  With a forum search I found some posts from last year or year before that said there was a two week delay between acceptance and the info showing in the Colorado tracking tool at that time.   I don't know if Colorado is still having that problem this year or not.  Again, you may have to just ask the Colorado DOR unless you find any current anecdotes from Coloradoans on here.     I will ask a TurboTax Employee Expert if they are aware of any known issues with the Colorado lookup tool, but it may be today or tomorrow for a response.   @ Vanessa A     I noticed you had posted info on a similar Colorado tracking tool issue in the past around this time of year.  Do you happen to know if this user's refund tracking tool delay is a known issue again this year for Colorado?   I'm starting to wonder if Colorado has a perennial problem getting started each year.  🤔  Thanks!

You will enter zero in this field.  The due date to take your RMD for the first time is the following April; which in your case is April 1st, 2026.  After that, your RMD deadline is December 31 of each year.  The TurboTax screen is trying to figure out what the RMD was for the current year to determine whether you are subject to penalties or not.  Since you weren't required to take out your 2025 RMDs by Dec 31st, you won't be subject to any penalties therefore, you will enter zero even if you still took out your RMDs before the year-end.  

The IRS is also informed of your RMD that is due 04/2026 and subsequent years.  They will make sure you took at least the RMD amounts before the due date and base any potential penalties on that.  You won't need to specify the RMDs next year.  Next year you will enter the RMD amount due at 12/31/26 and turbo tax will assess any potential penalties based on that.

When you enter the 1098 for the first loan that was paid off, enter $0 for the Box 2, Principal Balance, even if your 1098 has an amount. Be sure the loan origination dates are correct on the 1098's and choose NO for 'is this the most recent loan' for the paid off mortgage.    @tashreve92 

It sounds like when you went through the interview questions in MY INFO, you chose a wrong answer when it asked if your SSN card was marked "not valid for employment."   Click your name in MY INFO and go back through those questions very slowly and carefully, reading every screen top to bottom to find your mistake and correct it

Yeah I feel like turbo tax keeps nickel and dimming more and more I had to pay about $100 to file and I have the most basic CA tax return with just government mandated health insurance + a w2 and the whole time every couple pages they throw in a sneaky thing to try and get you to upgrade and pay even more for services I won't use. Definitely the last year im filing through turbo tax the convenience is not worth the squeeze. Especially when you look into it companies like turbo tax and H&R block lobby tons to the government to prevent tax reform that would make taxes simpler to do, so yeah last year im giving turbo tax my money and im going to try and encourage other people to stay away from turbo tax.

The pensions distributions on IRS form 1099-R in box 1 reported $86,980.  On the Federal 1040 income tax return, are you saying that the box 2a (taxable amount) was reduced to $39,684 by use of the simplified method or general rule?  Or are you saying something else?   For instance, are you saying that the Federal 1040 income tax return reports a taxable amount of $86,980 and a state income tax return reduced the taxable amount to $39,684?  What state would that be?   Please clarify.

Try deleting Form 1099-Q and then re-enter it.   To delete a form in TurboTax Desktop, follow the instructions below: Open your tax return Select the Forms icon Select the Form 1099-Q from the menu Once the form is generated, select Delete Form Follow any instructions to delete the form(s). For more information, refer to the TurboTax help article How do I delete a tax form in TurboTax Desktop?   If this doesn't work, reply back so we can give you another option.  

That's strange, because everything that I have ever read says that it shouldn't. Not sure how a college would get away with it, because that box is supposed to be for expenses that you can get the college tax credits for, which wouldn't include room & board.     Even TT says that it does not. Solved: Is 1098-T "Tuition Statement" Box 1 supposed to include amounts paid for room and board or not?