All Posts

> You can use Forms mode to enter the 1099-R tax data   And again, I will point out that this approach reduces TurboTax to simple forms-filling software. Even FreeTaxUSA, which I consider mostly forms-filling, provided more guidance for qualified account distributions in December than TurboTax offers now. Glenn Reeves's spreadsheet and dozens of other free solutions fall in that category as well.   I should also note that entering 1099-R tax data in Forms mode voids the TurboTax accuracy guarantee.   There is a reason I've depended on TurboTax for three decades to help me make year-end decisions. Or should I say there was. 

If Ohio, TurboTax (TT) handles that. You will be asked to enter your residency dates for each School District (SD)with an income tax.  You will than be asked to manually enter the amount of income you had while a resident of each taxing SD.  You file one SD return (form SD100) to report all taxing SDs (prior to 2023, you had to file separate forms SD100 for each SD you lived in).    TurboTax (TT) does not automatically prepare a School District return (form SD100), you must initiate it. At the screen, in the Ohio program, titled  "A few things before we wrap up your state taxes"       scroll down to School District taxes.  Or later at the screen  "Your 2025 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to School District taxes.   Beginning in 2024, TT will ask “Do you want to file your School District taxes”, if your W-2 showed SD withholding in box 19.

it's not an issue with your install, everyone is waiting on it.  ignore the email signup there is a bug requesting info on the wrong form.  The section is expected to open next week 1/21 so check for the s/w update then or 1/22.   see   https://ttlc.intuit.com/community/retirement/discussion/re-when-will-the-ira-401-k-pension-plan-with...   "The target date for Form 1099-R is still 1/21/26.  The wrong form 3903 issue for email sign up has been identified and is in the process of being corrected.     In the meantime, you can use the 1099-R Worksheet in FORMS to fill in your pension amounts to continue tax calculations. "

You have to input it, there is no import.  ItsDeductible shut down 3 months ago, only 100k people were using it apparently.  If you need to get the data you had in ItsDeductible you can request it below, may take up to 15 days to process https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/access-manage-personal-data-intuit-account/L8nCbA0px_US_en_US

The Retirement Income 1099-R section is supposed to become available on 1/21/26.     I don't know if it will happen during the day on Wednesday, or whether it will happen overnight (Wed into early Thurs) with the usual weekly update.   However, projected availability dates are subject to change.