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Hello again!   I've followed your instructions and rechecked the interviews for Personal Information and the 1099-R's to ensure all information is complete and reflect the fact that we are Colorado residents.     I'm using the Do-It-Yourself Premium online version of TurboTax through our relationship with Fidelity Investments.  When I follow your steps to review the State Tax Summary, it shows the Subtraction from Federal Income associated with only the Social Security benefits we both received during 2025.    The IRA Distributions and Annuity payments we received in 2025 appears to have NO impact on the Subtraction from Federal Income line item on our CO State return.   I don't understand why this has no impact!  We are both older than 65 and I have found no details in all the documentation I've reviewed that these distributions should not be included in some way in the Subtraction from Federal Income calculation.     Are there additional interview questions in TurboTax that I am missing where the specifics associated the IRA distributions and annuity payments are entered into the calculation?   Thank you!  

You enter the marketplace insurance using Form 1095-A and the interview questions to generate Form 8962. Then you must link it to Schedule C.  You do not enter this insurance using the SE-Health Insurance link on Schedule C. That will cause a double up 

I do not recall seeing this form to fill out in the program, so it needs to be filled out manually? then mailed in with the 8453? I have to fill out and mail in an 8453 already with a 8949 because I have non-covered share stock sales from prior to 2010 (so many questions about that form also, should I call someone?) and assume I need to attach something to all of these. It feels rather archaic and burdensome for a "premiere product" I paid for.  I'm still trying to figure out 15 years of DRIP cost basis on 5 stocks, and now this. pffffft. 

I don't know how to reply to you.  This is for JamesG1.  My asset listing shows the correct depreciation for each year of depreciation for the asset.  My asset in the step by step depreciation shows the wrong depreciation.  Why is the depreciation different between the asset listing and the actual depreciation claimed on the return?  The asset listing is correct for every year.  This year's depreciation claimed on the return is wrong.  I don't know how to describe it any clearer.  This problem includes four assets that are not correct.

The results are good and here are the steps to follow: Enter the amount of wages in box 1 (as if they had been placed there) > finish the W-2 screen Continue to 'Let's check for other situations' > check the box next to 'Nontaxable Medicaid waiver payments that qualify as difficulty of care payments' Continue > 'Let's check your Medicaid waiver payments' > Check the boxes 'All of it' and 'No' Preview your return to look at the following lines: Schedule 1, Line 8s you will see the negative adjustment carried to Line 9 on the 1040. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.          

If your tax return has been accepted you might also be able to access your transcript from the IRS now. This will allow you to compare the transcript with the return you filed. Get My IRS Transcript Current Year Transcript Availability @Rondecd  @denisebox 

Follow these steps: Open to federal income Locate the 1099-DIV Edit your 1099-DIV After the income entry, continue If you have government interest: Uncommon Situations - select a portion are US Government interest Enter the dollar value that represents that percentage. Tell us more about your exempt-interest dividends Select I earned exempt interest dividends in more than one state select the bottom option of multiple states and enter the non-MO portion select your state  enter the exempt amount for MO

If you would like to re-visit your 1099-R entries to review and/or edit, follow the instructions below:.   Go to Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to review/edit it Click Continue through the entries you've made until you reach, "Let's get more information about your Required Minimum Distribution (RMD) Here you can go through the RMD interview questions again to make your changes   Alternatively, if that does not resolve any error messages you are receiving, you can delete the Form 1099-R (and Form 5329 if a penalty was triggered) and re-enter your 1099-R manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.    After deleting, click outside of the Income section (such as on Deductions & credits) before going back to Income to re-enter the Form 1099-R following the above steps.

It depends. The following two actions will be helpful to try to eliminate the error. First close your tax return. Try clearing the cookies and cache.  It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.  How to clear your cache -- Once this is complete open your return and try again.  If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates. Walk through the steps of your social security lump sum section to be sure you have answered all the questions  @ragpaq2 

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.  

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.  

When importing a cryptocurrency TXF file into TurboTax Desktop, the software defaults to 1099-B and does not present an option for 1099-DA.   TurboTax has yet to release information about upgrades to IRS form 1099-DA.  Thank you for your patience.   When reviewing the entries, you are able to use the 'bulk edit' function to report the Investment type as Cryptocurrency.   The 'bulk edit' function is found at the screen Review your XXX sales, by clicking the white box to the left of the word Description.

Boxes 5, 6, and 7 of Form 1099-NEC are related and TurboTax will look for entries in the other boxes if there is an entry in once box. Box 5 of the 1099-NEC may be blank even if Boxes 6 and 7 have entries, if no state income tax was withheld. If Box 5 (State tax withheld) is zero or empty, the state information in Boxes 6 and 7 is generally not required. If there is no withholding on your form, and the program is "stuck" at this step, see if removing the entries in Boxes 6 and 7 resolves the issue.   If you have already addressed all of the areas of your return for which Review asked for more information or corrections, you have checked your Internet connection, and the program is not progressing to the next step, try the following steps:    Try exiting TurboTax, restarting your device and starting TurboTax again. Try using a different browser. Chrome usually works well. Try clearing your cache and cookies.    

 While foreign earned income is excluded from Federal taxes , some states do not recognize this exclusion and may tax it, so verify your specific state's rules.  In general, you must report to your resident state, regardless of where it was earned.  You are only able to allocate income on part year and nonresident returns in TurboTax.     If you think the state amount is incorrect, you can try to request a corrected W2 from your employer, but they most likely will not make the correction because that is what they reported to the state and this correction usually has to be made before the W2 is submitted by them to the IRS and SSA.  

Follow the steps to Delete a Form and look for the Estimated Tax Worksheet or something similar.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.     

There is no Payer ID for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.