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Confirm the presence of Schedules K-1 using Forms Mode:   Open your return and click the Forms icon in the TurboTax header.  In the list of Forms in My Return on the left, scroll down and look for Schedule K-1 (Beneficiary Name).  Click the form name to open it in the large window.  Use the Print button at the bottom of the open form to print/save the K-1 as a PDF. Open the Information Worksheet at the top of the list. Under Part IV, be sure there is a check in the Yes box for K-1 Print Options. Click Step-by-Step in the header to return to the main screens. If you have no K-1s in the forms list, return to the main screens and go to General Info >> Beneficiary Information. Review/Edit each beneficiary to be sure there are no errors. If the list is empty, add the trust beneficiaries.

You can upload the 1099-DA into TurboTax and then add the missing transactions manually. The IRS requires tax reporting of all income sources, whether they were reported on a 1099/W-2, or not. Adding more in gross income than what they've received on their matching copies, shouldn't trigger an automated underreporter notice. FAQ instructions to enter 1099-DA transactions for your TurboTax platform: TurboTax Online Go to the investment income screen under Wages & Income. On the Did you have investment income in 2025? screen, select Yes. Select + Add investments if you've already added some investment info. On the Let's import your tax info screen, select Enter a different way, Cryptocurrency, and then Continue. Follow the instructions to upload your crypto info. TurboTax Desktop Entering your crypto CSV is only available in TurboTax Desktop Premier and TurboTax Desktop Home & Business. You can import it directly, upload a gain/loss PDF, or upload a CSV of transactions. Select File. Select Import. Select Upload crypto sales. Follow the instructions to upload your crypto info. After uploading, you can follow these same steps, but instead of selecting Upload on the last step, select the option at the bottom, Type it in myself.    Learn more: IRS - Digital assets

I have been on hold for hours with TurboTax.  No solution so far.  TXF appears to be an old file format that hasn't changed in years.  I don't understand how it is acceptable to state you support cryptocurrency when the software flat out doesn't work.  Seems Intuit hasn't even tested their software.    I figured out a way to mark Yes for all Transactions by editing the main form as shown in the screenshot below.   But I still have the other problem where TurboTax requires me to enter 'Name of Digital Asset'.  When I do this, the application then overwrites the 'Property Description' with the same value I entered for Name of Digital Asset.  This is UNACCEPTABLE.          

You can indicate that it is a stock sale.  That will have no impact on your tax return.  It only affects the questions and drop down menu choices in the interview.  So, indicating "Stock" will work.  Also, on the screen with "OK, let's start with one investment type" you can select "Other".  Then, when you get to the page where you enter your sales information you will have additional choices for "What type of investment did you sell?"  You can select "Other". Either way, the results will be the same.  

The $123 here is your calculated tax for 2025 (I believe I misread the screen the first time.)  If that's the same as the number on your 1099-G it's a coincidence. (An odd one, though!)  If the $123 were income, it would be federal income.  Here this is the summary of your overall tax due to your state ($123) and then it shows your payments of $162.  Your refund is correctly the difference between those two numbers. 

To indicate that you have taken your full RMD amount, after you have checked the "I transferred all or part of this money directly to charity" in the prior screen, the next screen will be, "Let's get more information about your...(RMD)".   In this box, you should indicate only the amount that was the RMD amount (no extras).   In the next section, "How much of this distribution applied to your December 31, 2025 RMD?", indicate the amount you used above by selecting, "Some of this distribution applied...".   Ensure that the two amounts above are equal and are only your RMD.   The next screen will ask how much of your distribution went directly to charity. Here, you enter your charitable contributions.   This should clear your RMD notices.

1. Yes, after entering all the information in the 2024 amended return you will see how much tax is due. You can pay this with the IRS website (best way), where you can select the year, or you can select within TurboTax to have the tax due withheld from your account. If the IRS charges any interest or fees they will mail you a notice after they processed your amended return and you can pay this on the IRS website.   2. Yes, you can amend 2024 now to add the 6% penalty. And you should pay the tax due as soon as possible.

Either your college student doesn't actually qualify as YOUR dependent or you've answered something wrong in the interview.   Two possibilities immediately come to mind based on the wording of your question.  The student is not your child and may not meet the relationship test. You are the non custodial parent and are not entitled to claim the student. See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html   For more specific help, reply back with how you answered each question in the interview. 

Form 1099-NEC is used to report Nonemployee Compensation, this income is considered self-employment.  If your son is doing this work with the intend to make a profit then report this as self-employment income on Schedule C.  This way he can claim any expenses that were related to this income.  The Schedule C, will show your son's name not the name of the company that paid him will not show up on the Schedule C, but it will be reported when you enter the 1099-NEC.     If he does this work with no intention of making a profit. In this case he would not have to pay self employment income but he could not claim any expenses.    To report 1099-NEC hobby income in TurboTax:   Enter it under Wages & Income Go to Less Common Income Under Miscellaneous Income go to Hobby income and Expenses Select that the income is from a "sporadic activity or hobby" to avoid self-employment tax This would report this on Schedule 1, Line 8, rather than Schedule C.  Business v. Hobby @poncho_mike       

Form 172 cannot be attached electronically to your tax return.  It will need to be printed and mailed with any applicable worksheets either with your original completed return or with an amended return used to claim the NOL.   If you know the amount of your carryforward loss, then you can enter that information into TurboTax as part of your return.  The steps to take will depend on the version of the program you are using.     For TurboTax Home and Business, there is a separate Business tab at the top of the screen where you will find Schedule C, Schedule E, and other business situations.  Click the Business tab and scroll to Less Common Business Situations, then click Start beside Net Operating Loss/QBI Carryforward Loss to enter your information.   For other versions, go to Wages and Income > Business Items > Business Deductions and Credits and click Start.  Then select Business Loss Carryovers (NOLs, QBI) and click Start to enter your information.   For reference, here are the instructions for Form 172 and a link to the form itself:   Instructions for Form 172   Form 172 Net Operating Losses (NOLs)

The RMD calculation is based on information that is entered into TurboTax and not on your actual bank or brokerage records, so this can be resolved easily by following these steps. Therefore, if you did take the correct amount for your first RMD, do the following:   First, we will delete the original Form 1099-R entry:   Go to Wages & Income Select Review to the right of IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Before you add it back in, click on Deductions & credits on the left panel to allow the system to refresh Now, click back on Wages & Income to return to input the Form 1099-R information again:   Go to Wages & Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "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 Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" If you select "Some", you will need to enter the amount of the distribution that applied to your RMD* You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   The above steps should resolve the incorrect penalty calculation.