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To enter your state pension refund reported on Form 1099-Misc and avoid the "running a business" questions, do the following:   Go to Wages & Income Click on the + Add more income box Scroll down the screen until you see Other Common Income and click the down arrow to show more Choose Add to the right of the 1099-MISC line Click Yes when asked if you received Form 1099-Misc, then Continue Enter the info from your Form 1099-Misc into the corresponding boxes If you need to enter boxes 4–6 or 8–17, check My form has other info in boxes 1–17 Click Continue Enter a reason for this Form 1099-Misc, (e.g. state pension refund), then Continue Next you will see, Does one of these uncommon situations apply? Check None of these apply and Continue Did the __  involve work that's like your main job? Check, No, it didn't involve work like my main job and Continue How often did you get income for __? Check the You got it in 2025 box and Continue Did the __ involve an intent to earn money? Check, No, it didn't involve an intent to earn money and Continue

Support recommended to uninstall and reinstall desktop version and online versions from both my laptop and desktop.  I started the online version and then switched to the desktop version that was completed. This  a possible solution  to remove a duplicate transmission of my tax files that prevented my tax refund to send to the IRS. I removed the Turbotax desktop version from my windows 11 laptop but could not from my windows 10 pc. because version 2025 was not listed in programs.  In short, HOW TO REMOVE ALL MY UNCOMPLETED TURBOTAX  ONLINE FILES FROM MY DESKTOP PC so I can reinstall turbotax 2025.

I was able to resolve the issue. I had to delete form 5695 and all other related forms. Then I just completed it in forms view instead of step-by-step. It let me populate the address field. Moving on. . . 

Any tips you receive as a self-employed taxpayer are part of your gross receipts and are considered taxable income to you.   Per the IRS, that income is subject to both income and self-employment tax.      Here is a list of self-employment expenses you can deduct.   You cannot deduct income, only expenses.      IRS Pub 334 - Tax Guide for Small Businesses.  See Chapter 5. Schedule C instructions - See Line 1 - gross receipts.     @bleo1017   

I'm going to bow out of this conversation except to say:   Option 2 violates the regulations.  The regulations say that if an RMD is required, the first money to come out of the account is the RMD.  That means the first transaction is a "failed rollover" and the money is taxable etc.   If you don't like the law, you need to get Congress to change it.  If you think the regulations interpret the law incorrectly, you can sue the IRS, or pay a minimum of $10,000 for a private letter ruling.   As a practical matter, you are correct that everything that happens in a single tax year is reported at the same time, and it would be difficult for the IRS to catch you performing option 2.  And even if they catch you, the examiner might recognize your argument and use their discretion to overlook it.  

Download the PDF   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Sorry to tell you, but the issue is not fixed.  Form 8825 does not print.  I can force it to display in Adobe Acrobat, but that is not the preferred PDF viewer.  But that inconvenience aside, I cannot print from Adobe Acrobat either.  I have to print to a PDF file, then print the resulting PDF.  It's very herky jerky and an unnecessary nuisance in the middle of tax season.  Please look into this again.  

OK, thanks 1099SA #1--This one was handled correctly.  All distributions used for medical expenses. Box 1--$1121.57 Box 2--0.00 Box 3-- 1   1099SA #2--This is the problem child Box 1--$4372.93 Box 2-- $60.95 Box 3-- 2   My two distributions related to 1099SA #2 $3353 March 2025 + $51 earnings (estimated--see below) $1020 December 2025 + $10 earnings (estimated--see below) Here's something that may be significant.  When I get to the interview question "Enter last year's excess contribution" it says I can find that on line 48 of my 2024 Form 5329.  But my 2024 return does not have a Form 5329!   It has Schedule 1 showing $3292 on line 8f and $1660 (gambling winnings) on line 8b and the total transferred correctly to line 8 on my Form 1040.  To the interview question above, I tried inputting zero, then my estimated excess of $3353 and ran it again.  See the results:                                                                                                    Input $0                              Input $3353 Deduction                                                                              $0                                         $3353 Total Distribution                                                                  $5495                                  $5495 Taxable distributions                                                            $0                                         $0 Taxable earnings on excess contributions                       $61                                       $61 Tax-Free employer contributions                                       $1020                                  $1020 Excess employer contributions withdrawn                      $0                                         $0   Either scenario shows no taxable distributions.  I should be paying taxes on $1081 (excess + earnings) on my 2025 return, correct?    

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal   Here are some useful videos on the Form:   https://www.youtube.com/watch?v=a5wJow5h-No   https://www.youtube.com/watch?v=5Z_28sVOrTY  

When your did your state taxes, did you do your non-resident return(s) before your WI resident return?  If not, you may want to go back and delete your WI return (click the trashcan icon in Prepare States in the online version.  If using the desktop version, go to State Taxes, then click File, then Remove State in the dropdown.  Click on WI, then click Remove).   Once the non-resident returns are completed, go back and work on the WI return.  Once you get to Summary of Schedule(s) OS, click Edit on Copy Number 1 - this will allow you to view the information that will appear on Schedule OS.  When I did this on a mock return, this form was already prepopulated with all the information on the other state.  Schedule OS showed up in Forms view (on desktop) with the correct tax credit for the income taxed in another state and the credit flowed to line 20 on Form 1.

It is understandable to want this corrected asap.    Although the IRS does recommend waiting until your original return has been processed, you can choose to file your amended return sooner, and definitely before April 15th, to potentially avoid additional penalties.   Since the Form 1040X is not yet available through TurboTax, you can choose to wait until it is, which currently is scheduled for February 25th, or download a Form 1040X and mail it in.    However, an e-filed amended return will be processed faster than a mailed amended return.   TurboTax does have an Accuracy Guarantee. Here is a link to submit a claim.