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when you go to other tax situations  > underpayment openalty and select tyo use the AI method you should eventually see a screen that says NET CAPITAL GAINS whjich allows input of both long and short term items  perhaps you have to scroll up to see short-term line. 

Has this been fixed? As the medical expenses also didn't carry forward from my federal return to my New Mexico return. New Mexico allows for a deduction for all medical expenses even if they don't meet the 7.5% threshold. 

You can manually enter your W-2.    To manually enter your W-2 info: Navigate to the W-2 section:   TurboTax Online/Mobile: Go to the W-2 screen under Income in the Federal section. TurboTax Desktop:    Go to Federal Taxes.    Go to Wages & Income.    Under Wages and Salaries, select Start or Update next to Wages and Salaries. At We'll start with your W-2, select Work on my W-2 and Continue.   If you land on the Your W-2 summary screen, select Add a new W-2. Leave the employer ID section blank and Continue. Select Type it in myself.   Follow the instructions to manually enter your W-2 info.

Hi there,    @dmertz Looks like you really know 1099R. And I have a question similar to this. It's Code H. Box 5 is smaller than Box 1. I am not at the retirement age. I believe the difference should be ordinary income since the roth contribution is less. But it does not show up as ordinary income after I enter the form. Appreciate your help here. Thanks! 

You should say YES - you will need to let TurboTax know how those shares were previously taxed through a W-2.   How do I enter Restricted Stock Units (RSU) sales in TurboTax Online?   When you receive an RSU award, you don't own the stock until it vests. Accordingly, there's nothing to report at the time of the award. Once the stock has vested, the fair market value of the stock gets reported as ordinary income, usually in box 1 of your W-2. In some companies, employees can earn dividends from unvested RSUs—these are also reported in box 1 of their W-2 forms. After vesting, you own the stock outright. Should you later sell those shares, you'll get a 1099-B, which will report the gain or loss from the sale.

Please follow this link located in this same message above, directing you to install the superpatch and all instructions necessary.  It should work for you. Solution for /re-problem-with-payment-api-for-filing-a-return-not-accepting-exp-months-9-12-credit-card-entry/01/3875135#M1441002 

You can e-file your extension through our Easy Extension website.   An extension does not give you extra time to pay your taxes, which are due on April 15, 2026.  Even if you can't pay your taxes by the deadline, file an extension anyway so you can avoid the late-filing penalty.   How do I file an IRS tax extension?   See all options for filing an extension here.

K-1s have their own section in TurboTax.    Where do I enter a Schedule K-1 that I received?   TurboTax Online Go to the K-1 screen under Income in the Federal section. On the Schedules K-1 or Q page, select Yes. On the Did you receive any Schedules K-1? page, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information. TurboTax Desktop Open TurboTax and continue your return. Select Search Topics. Search for and select K-1. On the Schedules K-1 and Schedule Q screen, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information.