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I am able to enter a IRS form 1099-R with $0 taxable amount, box 4 blank and box 14 blank.     I am reporting no errors in the Minnesota income tax return.   What distribution code are you displaying?    

You know that it is the same $5k just moved two separate times, but all the TurboTax program has to go on is that there were two separate Form 1099-R entered as part of your return.  So, on screens summarizing your income for information purposes, the program just takes into account that $5k was distributed two separate times under your Social Security number.  Therefore it does look like you have more 'income' for the year than you really do.   The important part is that your Form 1040 is accurate and only the portion of the distributions that should be taxable are being included in your taxable income.     @ConfusedRothConverter 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I always recommend that when reporting employee stock transaction that the information be entered manually, as opposed to importing.   You should enter the information on the 1099-B exactly as it appears on the form, and then adjust the stock price to account for the income reported in box 1 of your W-2.  I don't know why the supplemental information on your 1099-B would have a $.064 Wash Sale listed if it's included on the 1099-B itself.  The amount is so small and it's not on the actual 1099-B, so I would just ignore it (don't report it).     The information you enter for the transaction should transfer to your PA-40 Schedule D.  It should also have the same gain or loss.  If for some reason it does not show the correct adjusted loss of $1.76 you will need to make an adjustment in the state tax section.   Unlike many states, Pennsylvania individual tax returns do not start with federal adjusted gross income (AGI) or federal taxable income.  Instead, each specific class of income has to be reported directly on Form 40.  The ordinary income ($21,067) from the exercise and sale of the NQSO should also have been reported in box 16 of your W-2.  That would then flow to Form 40 line 1a.  The loss of $1.76 should be on line 5.  

To bypass additional service offers in TurboTax 2025  Look for a  "Skip,"  "No Thanks," or  "Continue to Federal/State"  If the screen prevents proceeding, select  "Clear and Start Over" from the menu 

It's not clear why the capital loss carryover transfer did not occur.  It's important to always confirm and check any carryover information. To be sure you capital loss carryover is entered correctly please follow the steps in the link below. How do I enter my capital loss carryover?

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

It sounds like this is for the 2024 tax return. If this is correct, you will file an amended return for that year. You will then delete the 1095-A from the return. If asked for a reason, state "Vided 1095-A for 2024". You can use these steps to clear 1095-A. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

@jcstone55    1)  make sure it is the PDF file, and not the .tax2025 datafile. 2)  Try printing just page #1 first....not the whole thing 3) IF #2 works, print the next 2  pages together...then 3. _________________ Beyond that, it's truly a puzzle.

If you received income for services, this would be considered self-employment income.    To enter your self-employment income select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using* The income and expenses as an independent contractor  will be reported on Schedule C which is part of your overall tax return. This also means you will be subject to the 15.3% SE Tax.  If you did not pay Self Employment (SE) Taxes in 2025, and if you plan to do this again in 2026, it may be a good idea to make estimated quarterly payments to avoid penalties. Taking Business Expense Deductions  

Code T is for employer provided adoption benefits. However, in order to claim the adoption credit or exclude those benefits from taxable income, the expenses must relate to the adoption of an eligible child.   Sperm does not meet the definition of an eligible child.  Since you mention there is not a surrogate, I am assuming this is for IVF treatment. IVF treatment may fall under medical expenses which could be claimed for itemized expenses (if already included in taxable income), but not the adoption credit.     Since your employer is refusing to issue a corrected W-2, (I'm assuming box 1 has been lowered by the amount in box 12)  you can take the following steps to make this taxable income.     You should contact the IRS who may then send a letter to your employer. The IRS will send you information on form 4852 to fill out, which you can do in TurboTax following the instructions below.   To fill out form 4852 take the following steps: Enter the W-2 as you believe it should be which would mean adding the amount in box 12 code T to the amount in box 1. Select continue In the screen the says Let's check for other situations select Didn't get a W-2 or received and incorrect W-2 Answer yes to do you still want to complete a substitute W-2 Continue through and answer the questions You will need to explain what you did to get it resolved the your employer and also how the calculations are incorrect  

To fix the issue with your Idaho state return not showing in TurboTax, follow these steps: 1. Download the TTCleanStatesTool.zip file for your tax year from TurboTax support. 2. Extract the contents of the zip folder to your desktop. 3. Right-click the TTCleanStates.exe file and select Run as Administrator. 4. Select your TurboTax version (Personal or Business). 5. Choose Idaho from the dropdown menu and select Remove. If you have problems with multiple states, you can choose Remove all States. 6. After removal, close the tool and reopen TurboTax. 7. Follow prompts to update TurboTax and download the Idaho state return again. If the problem persists, uninstall and reinstall TurboTax, making sure to install it to the original location.

After review of the token, everything for the backdoor Roth is entered correctly. The lines are blank since TurboTax is using the Taxable IRA Distribution Worksheet according to Pub. 590-B, indicated by the *. To review this worksheet: Select Tax Tools on the left and then Print Center Select Print, save or preview this year's return Select Include government and TurboTax worksheets @redmarlen 

You can check to see if it was part of your return by looking at all forms and schedules. Here's how to do that.    TurboTax Online: Sign in to your TurboTax Account. Scroll down to the "Your tax returns & documents" section. Select the specific tax year you need (e.g., 2025). Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center). In the left-hand menu, select Tax Tools > Print Center. Select Print, save or preview this year's return. The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms." Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2025 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.