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Hi VolvoGirl,    Thank you for your response.  It is very possible I am not following what you are saying but to the best of my amateur knowledge, I don't think what you are saying applies to my situation.  It's a very basic situation...side cleaning business, got paid $3,500 in 2025.  Expenses total close to $3,750.  TurboTax is capping my expenses at $3,325.  If I add any smaller expense, say $30 for a mop, my expenses stay capped st $3,325.  If I make up a fake large expense, say $10,000 for the best vacuum in the world, suddenly my Expenses go all the way up to closer to $14,000 putting me at a loss.  That's what I don't understand.  Why are my smaller expenses not adding in?

You did not anwer the question asked,  as to how to have a pension plan not be treated as an annuity. I HAVE THE SAME ISSUE with a pension plan that TurboTax has always handled the difference in Gross Distribution and "Taxable Amount" with a simple confirmation that the information was correct!  IT IS NOT AN ANNUITY!

Where did you enter that IRA balance? I retyped the 1099-R manually and went through the IRA Contributions link but never got a prompt to enter the balance.    This has always worked in previous years.    I spent 2 hours on the phone with TT support and they couldn't figure out why it wasn't working.    Thoughts?

Wait until your original 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)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk        

I understand that I can bypass the screen by selecting that I do not have a driver’s license or state ID. Being instructed to be untruthful as workaround for such a simple software issue makes it difficult to have confidence in TurboTax.  

Since you are not yet the court-appointed  representative and have not started the probate process, you should file Form 1310 with her final return to claim any refund. You must use Form 1310 to show you are authorized to receive the refund.    You can also file an extension Form 4868 if necessary.  If you expect to be appointed shortly, you can request an extension to file. This will give you more time. Write "deceased" and the date of death, and sign as "personal representative".  Keep in mind that Form 4868 only extends the time to file the return, not the time to pay any tax owed if there is a balance due.   Both forms are available in TurboTax. See: Can I file Form 1310 in TurboTax?  and  How do I file an IRS tax extension?   See also:   Filing a final federal tax return for someone who has died If you have additional information or questions regarding this, please return to Community and we would be glad to help.

You don't - just enter the information as if you do have a 1099-B.  You can enter any bank/brokerage name that helps you easily identify the transaction.   Only one of those fields is required and you can enter whatever you want there.  The next screen will allow you to enter the details.  @rwgander 

IRS form 1099-R reports distributions  from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.  See Specific Instructions for Form 1099-R, page 1.

The IRS Form 4684, Casualties and Thefts can only be used if you are reporting a loss from a federally declared disaster area or the loss is from a trade or business.  This is due to the tax code changes in effect for tax years 2018 thru 2025.

Yes. Like other medical expenses, nursing home and assisted living costs are only deductible if you itemize your deductions instead of taking the Standard Deduction. You can deduct any costs that exceed 7.5% of your adjusted gross income (AGI).

The answer states "do not make an entry for depreciation" but before this section there is a step to calculate the business depreciation portion for the business miles only. What is the correct answer. Also, if I enter the sale of the vehicle under the Schedule C portion of entering my business income, it states to not enter more that the depreciated amount of the cost basis so if I a supposed to enter a depreciation amount should I only enter the cost basis?