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My desktop TT installed an update today that now has some extra questions about the QTP-Roth rollover and does the right thing in making it not taxable. Yay!   *However*, the first time I opened the tax return after the update, it had screwed up the refunds. I found that TT kept wanting to put an X in the internal 1099-Q Box 6, "Check if the recipient is not the designated beneficiary." There is no X in Box 6 of the printed 1099-Q received from the 529 plan, and in the walkthrough question (which, a bit confusingly, asks in the reverse manner, i.e. "Is the recipient the designated beneficiary?"), I have always answered Yes. Yet when I went to the Forms View, it had checked Box 6, which would render the rollover ineligible.   After a few tries where I corrected the form by hand and also re-did the walkthrough, TT seems to have got the message. But there may be an issue here, so I would recommend that anyone needing this function open Forms View and check that "Form 1099-Q: Payments From Qualified Education Programs" form has been done right. You may need to walk through just to be sure.

There's no jump to link for Form 8949. TurboTax automatically completes Form 8949 when you enter your investment sales. You don't enter the sales directly on Form 8949.   Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income.  If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?.    Follow the steps below to enter your 1099-B:   Launch TurboTax Select Wages & Income Select the dropdown by Investments and Savings Select Start/Revisit by Stocks, Bonds, Mutual Funds (1099-B) TurboTax will guide you through the screens to enter your 1099-B. For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions?

You will have prepare your taxes in TurboTax Premium. To enter your farm rental income and expenses, follow the steps below: Type farm rental income in the search bar  Go to the Wages & Income section You may have to select Add More Income Select Farm Income and Farm Rental In the Tell Us About Your Farm or Farm Rental Income, make sure to select all the types of income you received When you get to Your Farming Income and Expenses, select Visit All In the next screen enter the income you received by category   Refer to the TurboTax article What is Schedule F?: Profit or Loss from Farming