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The amount should be reported in box 7 of your Form 1099-G. On the screen in TurboTax that says What Kind of payment did you receive? You need to choose Agricultural program payment. You enter the Form 1099-G in the Other Common Income section and then Other 1099-G income. You may need to delete the form your entered and then re-enter it if editing your entries does not work.   You can follow these steps to delete the form if necessary:   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-G in the list and delete it      

Yes if he meets all conditions to file as Head of Household:   Pay for more than half of the household expenses Be considered unmarried on the last day of the tax year, and You must have a qualifying child or dependent. The sister and nephew can be qualifying dependents.   Please read this TurboTax article for more information.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Thank you for the inputs and . Entering the total RMD amount on you example really scared me of as in my case, it immediately increased my tax liability by $10K!  However on the next page, indicate that Some of the distribution applied to the December 31, 2025 RMD and I entered my number  as the amount. Next, select "I converted some or all of it to a Roth IRA,"  then "No, I converted less .......   and I have my tax liability came back down.  What's a relief!  So, you said: (Oddly, TurboTax now seems to also put the $3,000 on line 4a despite the instructions for Form 1040 saying to leave line 4a blank under these circumstances.  However, including it on line 4a has no effect on the rest of your tax return.)  That is good to know. Thanks a lots.

The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19).  The best time to check for a change will be Friday (2/20).   Just a point of clarification, the IRS did not finalize this form until Feb 11, 2026. You can see this here: IRS Draft Tax Forms, Instructions for Form 4562, Depreciation and Amortization (Including Information on Listed Property).   Once a form is finalized by the IRS, it has to be coded into the special language the software uses and has to be thoroughly tested for calculations and e-filing acceptability. The IRS then has to approve it for e-file. It always takes a little longer for a form to become available for e-file in a software program. The dates are subject to change due to all that needs to be done.

The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19).  The best time to check for a change will be Friday (2/20).   Just a point of clarification, the IRS did not finalize this form until Feb 11, 2026. You can see this here: IRS Draft Tax Forms, Instructions for Form 4562, Depreciation and Amortization (Including Information on Listed Property).   Once a form is finalized by the IRS, it has to be coded into the special language the software uses and has to be thoroughly tested for calculations and e-filing acceptability. The IRS then has to approve it for e-file. It always takes a little longer for a form to become available for e-file in a software program. The dates are subject to change due to all that needs to be done.