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March 11, 2026
7:23 PM
You can tell the software to skip W-2's. If an old employer transferred over from last year, you can delete the employer. Then move on and enter your other income--whatever that is. Do you have ...
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You can tell the software to skip W-2's. If an old employer transferred over from last year, you can delete the employer. Then move on and enter your other income--whatever that is. Do you have retirement income?
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
March 11, 2026
7:22 PM
Double check this amount- did you elect to have 100% of your distribution withheld for NY tax? If not, it sounds like there is either an error in the input or on the 1099-R.
If you did elect ...
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Double check this amount- did you elect to have 100% of your distribution withheld for NY tax? If not, it sounds like there is either an error in the input or on the 1099-R.
If you did elect for your entire distribution to be withheld, decrease the total in Box 14 by one cent. It will clear the error and your return will stay the same since rounded numbers are used.
March 11, 2026
7:22 PM
I left out important details on my tax for 202 and 2024
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March 11, 2026
7:22 PM
The Massachusetts D.O.R. instructions are no help either.
March 11, 2026
7:21 PM
They still have that problem in 2025. For zero income received, I entered .0001 as the percentage! Thanks for your help.
March 11, 2026
7:20 PM
To generate IRS form 5329 to report an exception to the 10% penalty for early distribution, follow these steps:
After entering the IRS form 1099-R, you should see the screen Let's see if we ...
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To generate IRS form 5329 to report an exception to the 10% penalty for early distribution, follow these steps:
After entering the IRS form 1099-R, you should see the screen Let's see if we can lower your tax bill.
At the screen Identify the plan, tell the software what kind of plan the distribution was from. Click Continue.
At the screen These situations may lower your tax bill, enter the dollar amount next to the appropriate exception. Click Continue.
At the screen Good news: your tax bill just got lower, the IRS form 5329 has been generated.
March 11, 2026
7:18 PM
no more details to furnish. i just need to be told how i may continue.
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March 11, 2026
7:17 PM
Not a known bug to me. If it was, I would think we'd probably see more postings on it in this forum. It works OK when I tested it previously, but haven't tried today. Are you using a VPN? I...
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Not a known bug to me. If it was, I would think we'd probably see more postings on it in this forum. It works OK when I tested it previously, but haven't tried today. Are you using a VPN? If so, try without the VPN if you can safely do so (i.e., at home and not in a public wi-fi place.) If using wireless, you might try using a wired connection. Is there anything unusual with your modem/router situation? In any case, you might reboot those to see if that helps any. Is your desktop that you're using a Windows or Mac?
March 11, 2026
7:17 PM
You can choose Tax Tools on the left of your screen, then Clear and Start Over. This will delete everything that you have worked on, so be sure that is what you want to do before completing the steps...
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You can choose Tax Tools on the left of your screen, then Clear and Start Over. This will delete everything that you have worked on, so be sure that is what you want to do before completing the steps.
For a video instruction, see: How do I clear and start over?
March 11, 2026
7:16 PM
2 Cheers
Quit Turbotax, then open again and it will transfer last year's file!
March 11, 2026
7:16 PM
How do I file a second return with Turbo Tax
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March 11, 2026
7:15 PM
Here's the fix: https://ttlc.intuit.com/community/taxes/discussion/re-person-on-the-return-worksheet-my-child-s-name-enrollmentstatus-must-be-entered/01/3827678/highlight/false#M1423562
March 11, 2026
7:15 PM
3 Cheers
This fixed it! Thank you. My guess is you have to go through that process to toggle them to be "full time students" in some background form. Thanks for posting!
March 11, 2026
7:14 PM
How do I delete everything and start over
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March 11, 2026
7:14 PM
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March 11, 2026
7:13 PM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question? What section of TurboTax are you having issues with?
March 11, 2026
7:11 PM
My employer (ABC1) has been under new ownership since last year. Before the transition (the old owner sold the company to another person, but it kept the same name and brand), the former management—i...
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My employer (ABC1) has been under new ownership since last year. Before the transition (the old owner sold the company to another person, but it kept the same name and brand), the former management—including the previous CEO—issued me a payment as a recognition/bonus for my work. Recently, I received a 1099-NEC reporting that amount. I am still employed with ABC1 and also received a W-2 from the same employer. Because of my status constraints, I’m not able to file taxes treating this payment as contractor or business income. Has anyone encountered a similar situation after a company acquisition or transition? Should I request that the employer correct the form and issue it through payroll (W-2), or is there another proper way to report it when filing taxes? I would appreciate any guidance or shared experiences.
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March 11, 2026
7:10 PM
And your question for the user forum is........???????
March 11, 2026
7:07 PM
Yes. But you don't get a tax deduction since Roth contributions are made with after-tax dollars. See the following link on how to enter SEP contributions:
Where do I enter my SEP IRA contr...
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Yes. But you don't get a tax deduction since Roth contributions are made with after-tax dollars. See the following link on how to enter SEP contributions:
Where do I enter my SEP IRA contributions?