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I reproduced your situation by entering a 1099-R with 100.00 in 9a, and no checkmark in 2b.   In the Review, I got the some reported error that you did.   On that same screen in the Review, I blanked out the 100.00 that was showing about the view of the tax form, and then hit Continue. The reported error disappeared so I could continue.   Are you using the TurboTax Online product or the Desktop product?   Worst case, delete the 1099-R, then re-enter it by hand, and leave 9a blank. This should give you the result that you want.   @deannatangen 

I'm having this exact issue, but it appears TurboTax as well as TaxSlayer and TaxAct all use 1099-B to route the sale of an inherited home to Schedule D.   The problem I'm having is TurboTax is applying a 25% tax rate to my capital loss, while it should be 15% as a "long term" inherited investment. AI chat suggests I'm doing something wrong like adding depreciation or classifying it as a rental, but I'm not.      

To enter gain/loss on forex transactions, go to:   The Federal taxes Tab Wages & Income In the Investment Income Section, click "start" on the Stock, cryptocurrency, Mutual Funds, Bonds, other section. Follow the prompts to enter your forex transactions.  

The problem may very well be with the data that is imported and not what the program does with the data.  If you want to avoid having to review and correct/add information to the imported 1099, consider reporting summary totals.  To do so in TurboTax, while logged in to your return:     In the wages & income section, Select "Investments and Savings...."   On the page "Did you have investment income in 2025?"  Answer Yes, or If you've already started the section, click on "Add Investments" at the bottom of the screen On the page "Let's Import your tax info" click on "Enter a different way"  Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"  When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue  Answer the next three or four questions  Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)  Select "Sales Section Totals"  Locate your sales section totals on your 1099-B  Enter your Investment Sales Section Totals and repeat till you have entered for each category.  After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".     Take a moment to double-check that your statements are complete. For each sale listed, there should be:   - A Description   - Date Acquired   - Date Sold   - Sales Price   - Cost Basis   - Gain or loss for each sale   - A based on how the sale was reported to you and the IRS   In some uncommon cases, there will be an adjustment code and adjustment amount.      NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.      Here's how to mail your statements:   If you are e-filing your tax return, then mail your statements along with Form 8453 to:     Internal Revenue Service  Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254  

Oh, and I made the last payment on January 23rd, not March 14th. I indicated this in the part of the form where it asked when I made each payment. So, to clarify, I made four $900 payments. Each of the first three payments were made by the due date. The final payment, the January payment, was made 8 days late. Not 90 days late. The March 14th date came from where it asked me when I was going to pay the taxes I owe (of $85 + the $7 penalty the program says I owe). @MelindaS1    This would be so much easier to explain if I could talk to you on the phone.

A Driver's License is not required to Efile, it's just an additional ID verification.  Choose the option 'I don't have...'  on that page.   Have you tried 09/04/1975?   @user17734991077     

In TurboTax Desktop Premier, I would click on Online, then Check for Updates.   Then I would Exit the program.  Then I would re-start the program.   If you believe that the software is not performing correctly, you may want to consider clearing your cache and cookies.     @user17737588052   

Coincidentally, I spoke to a Tax Expert at TurboTax today. They said: Under Estimated Tax Payments, use Additional Payments (vs. Quarterly Payments) for the checks from the UN, and enter the amounts under Federal, State and Local.  What do you think? They didn't say I should write a letter of explanation to the IRS or NYSDTF but I think your suggestion is sound. I am mailing both returns, so I think I should include a 1040-V and IT-201-V payment voucher for each check from the UN and me (for the balance owed). What do you think? Yes, I am mailing Certified Mail, Return Receipt. Thanks for all your great advice, much appreciated.  

Thank you for reply.   Just to clarify, 1040ME Schedule 2, Line 2a calls for Line 5e of Schedule A of 1040 to be brought over from federal return.   In my case, Line 5e on Schedule A has 30,000, but Line 2a on Schedule 2 has 10,000 . . . hence my dilemma bc wrong number being brought over from federal return.

You can't directly access Schedule B on TurboTax Online, but the following steps will take you to Form 1099-DIV:   Go to Income; Wage and Income Summary Go to Investments and Savings Click on Dividends on 1099-DIV Click on the pencil icon on the 1099-DIV you wish to edit Follow the prompts and make the appropriate edits. Here's a link on how to enter dividend income in TurboTax that may also help: Where do I enter my 1099-DIV in TurboTax Online?