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@DaveF1006 6. On the "Which year on Form 1099-R" screen say that this is a 2025 Form 1099-R. Hi, Dave, you said to do this, on line 6, looking back at my 2024 Return, I goofed up and put 2024 instead of 2025. Will this cause an audit this year 2026 when they receive the real 1099-R from payer with 2025 on it? Do I need to amend 2024 return, Form 4852 Line 6 to year 2025? Just want to be extra sure. Thanks!        

Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters.  If you continue to experience issues, you can try the following and then enter the number again: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. Also if your state does not require you to enter your driver's license number, you can skip it and continue with your return.    

If you receive your annuity in monthly payments then all payments are considered RMDs.   In TurboTax, you can answer that the whole sum received is RMD and that your RMD is equal to the total received.    This way, TurboTax will know that you have satisfied all RMD requirements.

There is no special student discount or free filing for students.   Your fees for using TurboTax are based on the version of the software that you use.    If you have a very simple return that does not use extra forms or schedules, you may be able to use the Free Edition.   TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

If you filling out the forms manually, or entering in Forms mode using TurboTax Desktop, you will have to complete Schedule A and Schedule B of Form IT-203-B.  As it says at the top of the form "Complete all parts that apply to you; see instructions (Form IT-203-I).  If you using TurboTax Onine or TurboTax Desktop in Step-by-Step mode, your answers to the programs questions will populate the forms.    Based on the limited information you have provided, I wouldn't check the box indicating that the living quarters were maintained for you or by you for the entire year, but only you know the answer that.  If you're living in the home now, then check the box for "...still maintained for or by you.".     I believe the number of days is 184.  Add the total days in each month:  31+31+30+31+30+31 = 184

It does apply for this year as well as previous years, but can't be claimed as a retroactive lump-sum payment this year. You would need to amend the previous three years' returns to claim the contribution.