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None of these answers are helping me. I have spent 3 hours trying everything shown here to get a 5329 generated on the web version.  I have a missed RMD. Give me a short and easy way to get it to generate the form.  Going through the 1099-R route doesn't work and it never prompted any questions about a missed RMD to generate the form.

Thanks for the reply.  Unfortunately neither of the links were able to get me to where I can access the code.  I found the list of products as shown below, but there is no link or way get the code.    It just has me sign back in again and loops me back to the same thing below.       CA TY2025 TurboTax Desktop Standard CA TY2024 TurboTax Desktop Standard CA TY2023 TurboTax Desktop Standard CA TY2022 TurboTax Desktop Home & Business CA TY2021 TurboTax Desktop Standard CA TY2020 TurboTax Desktop Standard

You only have to mail the Form 1040X and any documentation for the change you made (such as a W-2 or 1099 form).    An amendment takes 12 weeks to process and doesn't catch up to or correct your original filing.  It's processed separately, and you have three years to submit your amendment.   @user17737617245 

The DST should be a clean 1031 exchange. Line 25a is for something other than real estate involved in the deal. Take a look at line 15, Form 8824. Is the property received equal or greater than the net sales price? If not, the program may be looking for the missing amount. Perhaps a cash boot or closing costs Be sure you are using the final 1031 substitute form 1099 provided by DST. The exchange expenses can alter your value. If everything is fine, enter zero so the program knows there is nothing else.

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.   What are Trump accounts?

The following steps can be used on your amendment if you are filing one for the New York State (NYS) inflation rebate.   Do not enter it as Other Income directly or it will not be reflected correctly on both the federal and NYS return.   The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS) Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.) 'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.   Use the instructions here to amend your 2025 tax return: Amend a tax return for the current tax year   @rclksr 

If you expect it to make a difference you can amend your 2024 return to enter the information.   Wait until your original 2024 return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2   Use a mailing service like certified mail  to track so you will know it was received since you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return  

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.