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Yes, you will need to report this to include the income and tax withheld.  If you have already filed your return:   You must first wait until the initial return is completely processed, if you are getting a refund, you will need to wait to receive it.   You will have to use the same TurboTax account that you used for the original tax return Once you begin your amendment, you'll see your original return.  Only make changes to the areas of your return that need amending   To enter your Oil and Gas Withholding Statement:   Go to the Federal Taxes  Select Wages & Income  Go to the section for Rental Properties and Royalties  Enter your  royalty income if any  When entering 1099-MISC information, look for Box 16 (State tax withheld) to input the amount from the DR 0021W. If not using a 1099-MISC screen, navigate to Deductions & Credits > Estimates and Other Taxes Paid > Other Income Taxes > Withholding not already entered.  How to File an Amended Tax Return with the IRS    

Wisconsin Schedule WD differs from federal Schedule D in that it often reports only specific amounts from federal Schedule D, specifically lines 1b and 8b. These lines represent the total net short-term and long-term capital gains or losses calculated on federal Schedule D. Wisconsin uses Schedule WD to adjust federal gains and losses to align with state tax rules. This means that Schedule WD does not include all the detailed transactions or adjustments found on federal Schedule D but instead summarizes certain totals relevant for Wisconsin taxation. So, it is correct that Wisconsin Schedule WD reports only lines 1b (short-term) and 8b (long-term) from federal Schedule D. The amounts may differ because Wisconsin applies state-specific adjustments and may tax capital gains differently than the federal government, such as offering partial deductions or exemptions.   To review and enter Schedule WD (Wisconsin) capital gains and losses in TurboTax Online, follow these steps: 1. In the State section, select Wisconsin. 2. Go to the capital gains or investment income section. 3. TurboTax will import or prompt you to enter your federal Schedule D totals relevant for Wisconsin, usually lines 1b (short-term) and 8b (long-term). 4. Enter any state-specific adjustments that apply to Wisconsin capital gains.  

@Jtrain4 wrote: Yes sir. I just read your responses to this question about pastor appreciation gifts. I'm a pastor and struggle with determining what to do with non-monetary gifts given to me in the manner you described. My church encourages people to give cards, gift cards, and any kind of gift. The church leaders collect it all and then give it to me altogether. I also count cash and gift cards as income. I struggle with what to do with books, mugs and stuff like that, because I figure some people give me things because of things I've done for them, and I wonder if that disqualifies them from being considered De Minimis. It's going to be dependent on facts and circumstances.  Here are some further thoughts to what I wrote above.   Assuming your church pays you a fair salary, and the gifts are completely free will, and the church does not issue tax deductible receipts for the gifts, then it is a gift to you and not part of your church salary, even if someone collects all the money and gift cards to hand to you at one time.  However, if the church pays less than a fair salary, and they "encourage" extra gifts to boost your salary, then the church should probably collect the money directly and add it to your W-2.   If the church asks to collect free will gifts, it would be highly improper for them to issue tax deductible receipts, and the church would-have to make a decision to either treat the funds as contributions to the church that are used to pay a salary bonus, or the gifts are personal gifts between the church member and you in which case the church can play no role in determining the proper amount, issuing receipts, or keeping track of the gifts.   Assuming the money is a free will gift and not part of your salary, then you can decide whether to treat it as a gift or as self-employment income.  This would depend on whether it is a free will gift with no strings attached, or if it is associated with some specific service or benefit that you provide to the member.  Clearly the fee you collect for performing a wedding or funeral is self-employment income, even if it purports to be a gift.  But if you don't do anything extra for the gift except provide normal ministry services for which you are already adequately and fairly compensated, then I think you would be safe treating it as a non-taxable gift.  It depends on whether there is an exchange between you, or a free will gift with no strings. 

@susieque25 So you are using the TurboTax online editions -   Click on Federal on the left side of the online program screen Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button    

@DavidD66  Thanks for your reply.   Yes TT did generate the Form 1065-X. However it seems the filing instructions need to be updated as it is showing the same exact info as the original return.   I have filed amended tax returns with Turbotax in the past and the filing instructions tend to have the headings "Amended" and list the address to mail this amended tax returns.   Anyway I will proceed to mail this amended Form 1065-X.      

When your Form 1099-R box for "Taxable amount not determined" is not checked, you generally have two methods to calculate the taxable amount of your annuity payments: General method and Simplified method. General method: Use it if you want to calculate the taxable part by itemizing the investment in the contract and using detailed IRS worksheets. Simplified method: This is often used if your annuity starting date is after 1997 and your payer didn't provide the taxable amount in box 2a. It uses IRS tables to make the calculation easier. If your 1099-R doesn't indicate "taxable amount not determined," you typically select the General method unless IRS rules or your annuity specifics suggest the Simplified method.   To enter annuity information and choose the taxable amount method in TurboTax when your 1099-R does NOT have the "Taxable amount not determined" box checked, follow these steps: 1. Go to the Wages & Income section. 2. Find and select IRA, 401(k), Pension Plan Withdrawals (1099-R). 3. Enter your 1099-R data exactly as shown on your form. 4. When asked about the taxable amount method, choose General Method since your taxable amount is already determined on the form.  

Dependent Wks form is complete and filled out, associated Student Wk form is filled out and has dependent specified as a student for 2025 - High School (Secondary).  People Wk for dependent has blank TP/SP Link that will not populate.  Form flags this as an error, if you try to efile your return it requests that you fix this error before filing.  If you try to bypass the error and efile anyway it will not let you.  

@susieque25 If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.

You only need to submit the annualized statement explaining the uneven payments with your return at the end of the year.     And the tax form for Michigan (also annual) is form MI-2210.  Easy to remember.

you need to click on some button at top to view all the forms and schedules....then find view of schedule E and supporting schedules...can click on a box that allows deduction...so its not in turbo tax inputs, but on a view of schedules and forms.....crazy huh.   btw hr block has best flowchart for reporting on real estate ..clean, simple and correct   - one may go insane if read IRS documents or all the books on Amazon -- I have found  books like "advanced tax strategies" not helpful and miss key insights ...good luck   

It depends on which filing status you are choosing.   If he does not have an SSN or ITIN and you choose to file Married Filing Separate ,you can try typing NRA in as your spouses last name.  Make sure you put a check mark in the box that says My spouse is a Non-Resident alien in the My info section. When you get to the end and try to transmit the return, ignore the e-file errors regarding your NRA spouse and select transmit your return. If that does not work you will need to print and mail your return and write NRA (Non Resident Alien) in the space for her SSN. When you print your return, the instructions for mailing your return will be printed on the cover sheet of your return.  If you file as Married Filing Separate, then you would only include your income.     If your spouse chooses to be treated as an US Citizen for tax purposes, and you want to file as Married Filing Joint, you would need to include their worldwide income on your return. If you choose filing jointly, you will need to print and mail your return along with the W-7 and any other required documents to IRS ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   The benefit to filing as Married Filing Jointly as opposed to separately is that your standard deduction is increased to $31,500 instead of $15,750 and you are not excluded from several of the credits.  So depending on your current tax situation and his worldwide income, it may benefit you to include him on your return.   Married Filing Joint versus Separate   If you are maintaining a household for a qualified dependent, and you do not choose to treat your non resident alien spouse as a resident alien, you may be able to file as head of household and then you would not need to include him on your return.  To qualify, you have to meet certain criteria. To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent (Edited  3/18/2026 @ 2:58PM PST) @ns-sandul 

The easiest way to change your state residency status in TurboTax for the current tax year is to update your personal information where you specify your state of residence. To do this: 1. Go to the Personal Info or Your Info section in TurboTax. 2. Find the question about your state of residence. 3. Change the state to reflect where you actually lived last year. TurboTax will then adjust your state return accordingly, showing you the right residency status.   @carriedemperio 

See this TurboTax support FAQ for when your spouse is a nonresident alien - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US

Actual vehicle expense was entered thru the Rental Real Estate tab thru the Depreciation section.  TT Business Form 1065 no longer prompting for vehicle expense.  How does vehicle expenses get linked to specific rental business?

I am having the same problem. Called TT for help, got none. I have tried following these steps listed above, but they don't compute. I don't see "federal return" etc.  Why didn't TT set up the return to have a six digit pin instead of a five??? I'm not happy.