All Posts

If you enter the amount shown on your W-2 in TurboTax 2023, do you get the Uncommon Situations screen, where you can choose type of income?  If so, TurboTax will automatically subtract the income for you.    Remember the IRS has a copy of your W-2, so it's best to enter as is and then designate it as non-taxable income later in the return.    If this path does not appear for you in 2023, go to the "Wages & Income" section, find "Less Common Income," then "Other income not already reported," and follow prompts about Medicaid waiver payments.    You definitely don't want to use a negative number in your W-2 entry for Box 1.   @elenarizzo    [Edited 1/16/2026 | 2:56 pm]    

Ok thanks if you think the override of 7 and 3 on the online software may reach the IRS and trigger anything I probably don't want to do it.  I guess when I file electronically with TurboTax they wouldnt just send a filled in 1040 where I can't find 3 and 7 on my 2024 return they would be sending some report of all that I claimed was on the W-2.  I don't know how the downloaded version forms option works but I'd only be overriding the number in schedule 1-A and turbotax would have to recalculate my taxes after I do so resulting in the correct 1040 I want.  If there is a report of what I said was on the W-2 in this case it would still be correct, the only change would be that 7 is not in 1-A.   If there is no report of all I claimed was on the W-2 and the IRS is reading the discrepancy precisely on 1-A, part II, 4a (which does say from box 7) then they're still reading a discrepancy any way I file, either version of TurboTax or non-TurboTax.  It makes a tax difference if you add tips that were wages or tips you didn't report but didn't claim as unreported so I can see them questioning that.  I have documentation especially with 14 and other sources but I'd rather avoid any triggers.   My employer indicated they would change the W-2.  I would almost assume if they were eligible for any credit for box 7 they would have already added everything there but I don't know.  I just told them to wait a couple weeks to see if TurboTax changes their software.  If the increase year to year in 7 like you said won't raise eyebrows because it should be relatively common this year without an increase in gross that sounds like my best option.  

If you are trying to print w2 forms through QuickBooks and getting the wrong form, see Easily File 1099-NEC or W-2 Forms: Quick Employer Forms (QEF).  If you are trying to file a tax return with your 2025 W2, you will need to use 2025 software. If you are using the desktop, you will need an updated version.  See desktop options.  Online, the version will be 2025.

This link will have Forms availability for TurboTax - TurboTax Forms Availability .  One of the forms related to IRA distributions - Form 5329 - is showing a ready date of January 28.  Updates on the availability will be posted at that link,

The target date for Form 1099-R is still 1/21/26.  The wrong form 3903 issue for email sign up has been identified and is in the process of being corrected.     In the meantime, you can use the 1099-R Worksheet in FORMS to fill in your pension amounts to continue tax calculations.    @user17685277295