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Thank you for responding in detail.  I called TT on a question I had about CA health coverage and also asked about this Form 8889-S. The agent said to delete it as it's for spouse and I'm filing single doesn't apply. 

The confusing part -Social Security and Medicare tax withheld by state on state disability payments. The TurboTax question does not explain that this question is only for a few specific states that require state disability insurance be withheld from the employees paycheck. They are CA, HI, NJ, NY, RI and PR. If you do not live in one of those states, enter zero. If you do, enter the amount that was withheld from your employee's paycheck. While the state amount for SDI/ TDI does not go on Sch H, the program is looking for which state with which rules may have some other application for you.   Reference: What is Sch H

There is no tax deduction or credit for room and board.  If there was, you would not be able to take the deduction or claim the credit using the distribution from the 529 plan (unless you treated the distribution as taxable).  Similarly, you cannot take education credits for tuition paid with 529 plan funds.  If the distribution from the 529 plan was used solely to pay room and board for you son while attending college, neither you nor your son needs to report the 1099-Q.    

Does your experience qualify as a theft?  IRS Tax Topic 515 defines a theft as:    A theft is the taking and removal of money or property with the intent to deprive the owner of it. The taking must be illegal under the law of the state where it occurred and must have been done with criminal intent. The amount of your theft loss is generally the adjusted basis of your property because the fair market value of your property immediately after the theft is considered to be zero......... Individual taxpayers may also be able to deduct theft losses incurred in a trade or business or a transaction entered into for profit.    IRS Tax Topic 515 explains how to report the theft under Claiming the Loss.    In TurboTax Online Premium, enter under Deductions and Credits / Other Deductions and Credits / Disasters, theft and other property loss or damage.   Report casualty and theft losses    For losses involving business-use property, refer to Publication 584-B, Business Casualty, Disaster, and Theft Loss Workbook. 

I will restate that I am using Windows Desktop Version of Home and Business.  I have been using Turbo Tax since 2004.   I did click on Amend a Filed Return (Refile a Return That Has Been Accepted by the IRS). The process was simple.  The printed product makes it confusing because the cover sheet in the second block says,  " Your amended tax return - Form 1040-X. Remember to sign and date the return. Be sure to attach all forms or schedules that changed to your amended return."  BUT The first viewable page is a1040-SR, not a 1040X.   Above that page there are 2 blank pages. Could it be that is where the 1040X is supposed to be and the program has a bug or has not been updated? That is the only sense I can make out of this.  Need a Turbo Tax tech employee to look at this and provide an answer, PLEASE. Thanks

I checked that the data from the 1099R was correctly copied. I was faced with multiple questions on multiple pages, so there were multiple opportunities for the amounts to be incorrectly characterized.  Let me recap the tax situation. I had a 401K from my former employer - I'm retired now. The account had mutual funds that i purchased with pre-tax dollars, and company match was in shares of company stock.  I took out the shares in kind; the stock shares went into a brokerage account, and there was taxable amount, as indicated on the 1099R.     I had a similar situation in 2018, and TT 2018 Deluxe handled it correctly.  I still have the TT data file, but it's not in plain text. It would be nice to see how I answered the series of questions, to determine where things are breaking down. To be clear, I'm not asking for tax advice, but I'm trying to find out why TT is not processing the 1099R information correctly, Unfortunately the software leaves me hanging. I should be able to see how the question responses affect the end result - taxable or not taxable. The simplest way to resolve this would probably be to share my screen with tech support, but all I can find on your site requires me to pay.

desktop or online?  there should be a button at the bottom for "Enter a Different Way" or "Skip This Import".  Online will then present some other options to upload PDF etc at the bottom of that is "Type It In Myself"   if you are not seeing this please attach a screenshot here using the camera icon above the message box (do not include personal info) and maybe someone can help further.  

Sorry, no.   In this case, only one parent can claim the child, and receives all tax benefits they are entitled to.  The other parent should not even list the child on their return.  You may read some things about custody agreements and special rules for "splitting" the dependent credit -- those rules only apply to parents who live apart and share custody under a court order, and do not apply to parents who live together unmarried.   The only way to know the best combination is to test the different scenarios.  If the mother claims the child and the father claims nothing, then both file as single, the father can't file as HOH.  But the mother might get EIC or other benefits.  If the father claims the child, he can file as HOH, and would qualify for lower tax rates, but the mother gets no special credits or benefits for a dependent.  

When I follow these instructions, Turbotax identifies it as an error. The specific error message is this: Earlier year taxable social security benefits for taxpayer should not be more than [amount], 85% of line B, earlier year SSA and RBA benefits for the taxpayer.   But in my case the amount on the SSA 1099, which states, "*Includes: [amount] Paid in 2025 for 2024", is in fact greater than 85% of my earlier year benefit (2024).   Turbotax will not let me override this and will not allow me to file my taxes electronically as a result of this.    Is there some solution?   Obviously, the back benefits that are being provided due to the repeal of the WEP span many years prior to 2024, but it seems as though TT can only calculate them as if they are for 2024.

Is it too high?   Medical can come from other places, even from a W2 or 1099R.   Did you buy health insurance from the Marketplace exchange?  Or have to pay back the subsidy?  If you went to an exchange for Health Insurance, and had to pay back some of the subsidy, part of the adjustment will flow to Schedule A.   If you get Social Security benefits the medicare deduction on your SSA-1099 will flow to Schedule A.   Or have Schedule C and pay self employed health ins?   Or are you seeing the amount listed for the 7.5% of AGI?    

@lawrencekroll    There are a bunch of lines & boxes....all  with an "a" column.   See if you figure out how to post a picture....or try to describe exactly which section you of ath worksheet that youa re trying to correct. ________________________________________  

Income from an S corporation is exempt from self-employment tax for all shareholders, so no additional entry is needed to designate it as such. An S corporation shareholder would issue a W-2 form to report wages from the corporation if he or she received compensation from it. It would be appropriate for you to issue yourself a W-2 form to report compensation you receive from the S corporation.