All Posts

Enter your 1099-Q at   --ESA and 529 Qualified Tuition Programs (1099-Q)   When you do not enter any offsetting expenses, TurboTax will automatically treat the earnings as taxable and apply the 10% penalty.   There's currently a glitch in the program when entering expenses, but that will not affect you. 

From the help article, 'How do I enter a parsonage or housing allowance on a 1099-R?'   TurboTax Online/Mobile: Go to the 1099-R screen under Wages & Income   TurboTax Desktop: Go to Federal Taxes Go to Wages & Income If asked, How do you want to enter your income?, select I'll choose what I work on. Under Retirement Plans and Social Security, select Start or Update next to 1099-R, IRAs, 401(k), early withdrawals. How you account for the exclusion depends on whether box 2b (taxable amount not determined) is checked. The article contains further instructions per your box 2b status.   You may need to reach out to your pension or church retirement coordinator if you have not yet received your tax form(s).

Since today (January 31, 2026) is the typical deadline for issuers to mail out 1099-Rs, but it is Saturday, 1099-Rs are not due to be mailed until Monday, February 2nd, 2026. I suggest waiting a few days for the mail.  If you do not receive the 1099-R, you should reach out to them to request the missing document.    Alternatively, if you have an online account, login there to check for an electronic form.

[quote=M-MTax]No, I am NOT suggesting that. However, considering Windows 11 (a) is a requirement for the desktop product, (b) will likely be a requirement for other software in the near future, and (c) a computer that can't be upgraded to Windows 11 is, frankly, getting a bit long in the tooth, it makes sense to look for a new PC at this point.[/quote] Hardly.  Windows 11 was DESIGNED to be compatible with Windows 10 programs. It would have been foolish of Microsoft to do otherwise. So Intuit is being bass-ackwards with this bone headed requirement. Purposely making their program incompatible with Windows 10, which means they specifically put in code to detect the operating system for this purpose. Why? What is it that is in TurboTax that REQUIRES Windows 11 when apparently Win10 and Win11 are nearly identical? As long as a "long in the tooth" computer keeps working properly, and all applications work just fine, even newer upgrades from 99.999 percent of the developers, why SHOULD they go to Win11? Again, the ONLY developer of any really mainstream application that is requiring the use of Win11 is Intuit. Which is complete nonsense. The ONLY reason I can think of as to why they would do this is if they are getting some sort of financial compensation from Microsoft to try to force users to move to their failing "upgraded" operating system. It is an obvious failure as for all intents and purposes, no one seems to have any substantial incentive to move from Win10 to Win11.  And even at this late date, sorry, but no, other applications are NOT jumping on the Win11 bandwagon and also appear to have no incentive to do so. So your arguments have no foundation to stand on except maybe (a) which is the entire reason for this thread being here. And it appears that you are about, if not THE only person here that is supporting Intuit's lame brained requirement. Which, to be honest, has me wondering about your incentives for your position.  I know having embedded quislings is a common ploy for Chinese products in forums and such related to Chinese made products. DJI is infamous for this in drone forums.  Truth be known, I can't see any logical support for your position. And apparently neither can nearly anyone else here in this thread.

Thanks for the response- So the interest shown in Box 1 on my 1099-G form goes in a different section than the 1099 G section? When I go to 1099-INT it's asking for box information from a 1099-INT form which I don't have. For example, it wants info from Box 3 and there isn't a Box 3 on my 1099-G.

Thank you!  I ended up making Excel Spreadsheets, one for the 1096 and one for the 1099-NEC.  The aligning of the rows and the positioning of the text within the rows, top, center, or bottom, took some work - but I succeeded.   I couldn't attach it to this reply, but am more than willing to share

Thanks for getting back to me.   Every since I started using TT I always entered amounts directly in the form.  I've never used the "interview" method.  But I just used the "interview" method and was able to enter the non-cash items successfully.    During my test, I entered $600 as the FMV of items donated to Goodwill.  I did generate a form 8283 for $600.     I still think there is a bug since I'm not able to enter this information directly in the form ie not using the "interview" method.   Hopefully they will fix it. Thank  you again. I appreciate it.   Bruce Cohen CPA

Yes. Your son will need to file a return because he received a 1099-NEC that is over $400.   How to File in TurboTax:   Create a Separate Account. You cannot use your own account to file his return. You must create a new, separate account for him  In the "My Info" section, be sure to check the box "Another taxpayer can claim me as a dependent on their tax return" Go to Wages & Income In the "Your income and expenses" category, scroll down to Self-Employment and click Start Enter the 1099-NEC information   Note that he may deduct any expenses (e.g., supplies, equipment, uniform) to reduce his taxable income.   Because the amount does not exceed the standard deduction amount, he may not owe federal tax, but may owe self-employment tax.