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Your W-2 reports tip income in box 1.  Is tip income also reported in box 7 or box 8?   Tips reported in box 7 or box 8 tells the IRS that the proper Social Security taxes have been computed and reported in your behalf by your employer.   In TurboTax Online, within the W-2 entry screens, at the screen Let's check for other situations, you are allowed to report Tips not reported on my W-2.   See also the TurboTax Help How do I enter unreported tips?

No. To change the distribution code on your Form 1099-R, you should contact the financial institution that issued you the Form 1099-R if the code is incorrect. Changing the code without a corrected Form 1099-R would cause a mismatch with the IRS's records.   Form 5329 (Additional Taxes on Qualified Plans) is automatically generated if you are required to report additional taxes on a qualified retirement plan distribution. The requirement to file Form 5329 is based on your age and answers to questions in the TurboTax entry area for Form 1099-R.

@deverh The Form 1099-R section was updated on 01/21/2026 for the TurboTax online editions.  If you are using the online editions and are unable to access the 1099-R section, clear cache and cookies on your web browser.   The Form 1099-R section was updated on 01/22/2026 for the TurboTax desktop editions.  If you are unable to access, click on Online at the top of the desktop program screen.  Click on Check for Updates.

TurboTax accounts cannot be cancelled   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

A form SSA-1099 cannot be imported, it can only entered manually   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

Thanks so much!  That's great.  Do you also know if I should report the $400 1099-INT received in the LLC's TIN in Schedule B?  Also that there is nowhere on Schedule E or elsewhere to show the LLC name and TIN?  Thanks again.  Bob

@LaShaunA3    Where do you select  "Print on pre-printed forms (Copy A)"?  I don't see that in my Windows Home & Business program.  Using the built in Desktop Create Forms,  I have Form 1099-NEC Copy A (John Smith) but can't find print on PRE-Printed forms.   Which Print button?  I've looked under Print Center upper right and File-Print and in Forms mode.     Could it be in the QEF Quick Employer Forms method?  The Quick Employer Forms only supports e-filing of the forms with the IRS and Social Security Administration. Copy A of the Form 1099 and W-2 are only used for e-filing and are not provided for printing.   And if you can print on the red pre-printed forms that would be a very BIG change.

I am not upgrading a home computer just so I can run Turbo Tax. Sounds like H&R block works with Windows 10. Is there any way to transfer data from my previous Turbo Tax return to H&R Block? I could enter it manually I suppose but the carryover losses and depreciation of investment property will take some work. Are there other software options that work on windows 10.