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3/12/26 TurboTax Home and Business on my Mac (not the online version).  I concur with Howard424 that an update has been made and the SmartCheck shows no error.  However when printing a PDF of the tax forms 1040 page 2 line 12a the checkbox for Someone can claim Your Spouse as a dependent is not checked even though in the interview I said that was the case and I cannot get that box to be checked even if I open up the forms view of the problem.  I'm not sure if calculations are off too especially for line 11b.  Any advice?

The IRS works on it's own timeline, but here are the guidelines: If you have to provide additional information: The IRS asks you to wait 60 days after they receive your documentation. If you don't have to provide anything: The agency will continue its review independently. If it takes ‌beyond 60 days: Contact the IRS using the phone number provided on your original notice.   

Dear RogerD1   I think your advice on this topic is spot on, and I have done as you have suggested, for my 2025 tax return.   My follow up question concerns my return for 2026....   When I receive a 1099-R from my brokerage house (Fidelity) for 2026 (in Feb 2027), do I just ignore it, on my 2026 return, since I corrected excess contribution using a manually created 1099-R for 2026 already, with the P and J codes entered in box 7, as you noted.   Thanks Nigel

Additional info for the same user (same question) was posted here:   Intuit has put my 1099R Annuity from Office of Personnel Mgt. under Other Income (Line 1h) rather than under Pensions and Annuities (line 5a). How do I fix this?

In the future only download one at a time and go through the questions and do as below before the next download.   For now, check the dividend (or other) amount with the copoy you ownloaded for were mailed directly from the firm.   Then on TurboTax, choose edit, and modify the name box to identify the account.  You can add the last 4 digits of the act. #, or change the name entirely.  There won't be any error messages because the  IRS only uses the account and tax ID nos. of the institution, not the name.

You shouldn't be asked for the total or taxable  social security benefits for 2024. When you are entering your 1099-SSA, you will be asked how much of that Box 3 amount was for 2024. You will also be asked for your 2024 filing status, adjusted Gross Income, and any tax-exempt interest.    Answer "Yes" to the question "Did you receive any lump-sum payments?" in TurboTax. Answering "Yes" does not double-count your income; instead, it triggers a special IRS calculation known as the Lump-Sum Election, which can actually reduce your tax bill.   When you receive a lump-sum payment for a prior year (like the 2024 windfall repayment received in 2025), the IRS requires the full amount to be reported in the year you received the check. However, they allow you to use the "lump-sum election" method to prevent that large payment from pushing you into a higher tax bracket.   TurboTax uses the total from Box 3 as your starting point. When you select "Yes," the software will ask you to break down how much of that Box 3 amount was for 2024. It then recalculates your 2025 tax as if that portion had been received back in 2024.   If your income was lower in 2024 than in 2025, or if the lump sum would make more of your Social Security taxable this year, this election ensures you only pay the amount of tax you would have owed if you had received the money on time.   TurboTax will run the numbers both ways—taxing it all in 2025 versus using the lump-sum election—and will automatically apply the method that results in the lowest tax for you.   To complete this section accurately, have your 2024 Tax Return handy. TurboTax will ask for: The specific portion of the 2025 payment attributed to 2024 (found in the Description of Amount in Box 3 on your SSA-1099). Your 2024 Filing Status. Your 2024 Adjusted Gross Income (AGI). Any Tax-Exempt Interest you reported in 2024. Follow these steps to ensure the election is applied: In the Social Security (SSA-1099) section, enter the full amounts exactly as they appear on your 2025 form. On the screen "Did you receive any lump-sum payments for 2024 or earlier?", select Yes. Enter 2024 as the year the payment was for. Enter the amount designated for 2024 from your form's description. Follow the prompts to enter your 2024 return data. Once finished, you can verify the result by viewing your 1040 (select Tax Tools > Tools > View Tax Summary > Preview my 1040). You will see a checkbox on Line 6c indicating the Lump-Sum Election was used.

I am in a similar situation and TurboTax did not prompt me on how to determine the taxable amount. For reference, I retired from federal service (FERS) on 1 Aug 2024 and received partial payments until November 2025 at which time I received a large back payment. I am divorced and my ex wife is entitled to a portion. The 1099R reflects UNKNOWN in block 2a and there is also a note that gross annuity was reduced by $$$ (purposely leaving out number) for ex spouse. I do know from reading that a small portion of the FERS pension is not taxable based on previous employee contributions and that number is easy to determine and was also provided by OPM in separate correspondence. The difference between leaving block 2a blank in TurboTax and actually entering a figure results in either several thousand dollar refund or payment due of a few hundred dollars. Just looking for answers as there seems to be conflicting information even within the TurboTax discussions. Thanks

The form requires information from the Schedule A. I'm not itemizing on my taxes this year (Turbo Tax recommends taking the standard deduction). So how do I properly complete this form if I don't have a Schedule A?