All Posts

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

@user17689364450 The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.

I came to the forum looking for a way to report this as a bug to Turbotax, but can't find a way to do it. In previous years the amortization was automatically added into the "other" line in the expense list. But this year the IRS added the Form 8825 Schedule A to feed into that line. On the IRS form, there is still a line for "other" on the Schedule A, but Turbotax does not include this line or have any way to enter any expenses that do not fit one of the predefined categories. Amortization does not have a defined line on the new IRS form, and Turbotax has not created a way to add anything to the "other" expense line on the schedule A, so it seems to just disregard the amortization. This is a mistake in the software and needs to be corrected, but I can't find any way to submit the bug to Intuit for review.

Are you referring to the Nebraska NOL Carryforward?   NOL stands for Net Operating Loss.  Did you report a Net Operating Loss in a previous tax year?  A portion of the loss may carry forward to the current year and offset current year income.  

Then you'll have to go thru the entire chariot donations table and look at (Edit) each one to see what was supposedly claimed by you for each charity....to see where the difference occurs. ___________________ Of course, one other "remote'" possibility....if you made some large donations last year, it's possible that there were some carry-over amounts for some donation(s) that exceeded the % of AGI limit for the type of donation you made.    For those using Desktop software, they can see those carryover charity amounts (IF they occurred) on the Federal Carryover Worksheet.   Go to Forms Mode, then scroll down the list of forms, and neat the end of the Federal list of forms is the Carryover Wks.  Select that and down in lines 26 & 27 ate two tables where any charity contributions may have carried over from last year.

I received the same message about hitting a snag. I could only resolve it by CALLING Intuit and ordering the state needed on the phone. They then provide the download to my email to click onto and use on your Turbotax desktop software.

@user17689364450 Click on Online at the top of the desktop program screen.  Click on Check for Updates. The Form 1099-R section has been updated and it is available.   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button    

Yes.  If you paid more than 110% of your 2024 tax liability in 2025, then you would be able to request a waiver of penalty.  To request a waiver, you must have either paid at least 90% of your 2024 tax years tax liability in 2025 or 110% of your 2024 tax liability in 2025 if your AGI is more than $150,000 ($75,000 if married filing separately)    However, since you did the conversion at the end of the year, what you actually need to do is the annualized income method instead of the penalty waiver. Generally at the end of the interview questions TurboTax will ask you if any of these situations apply and then ask if you would like to see if you qualify for a waiver of the penalty.  If you are not seeing this screen, you can select the following to get to the waiver of penalties section: Federal Other Tax Situations Additional Tax Payments Start next to Underpayment penalties When asked if you want the IRS to calculate the penalty for you say no You will then go to the annualized installment method section where you will enter the amount you earned each quarter (showing the last quarter with the conversion) and the amount of taxes you paid with each quarter.   TurboTax will then fill out form 2210 Schedule AI. You currently may not be getting this option at this point due to the fact that some forms (including form 2210) are not quite ready yet.  You can use this tool to check form availability.   

The Form 1099-R section is available when using the TurboTax online editions.  If you are not seeing the section as being available, clear cache and cookies on your web browser.   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button