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The IRS website explicitly says that self employoed do not need a 1099 for tips if you keep records of them. I think TT needs to change their software to comply with this indication. See here: IRS - No Tax on Tips.  

@ user17690463139 wrote:  I can’t submit a 1099-R income form with TurboTax because it's not able to perform that task yet.  I don't know why TurboTax doesn't like email for Support, but usually things boil down to a cost benefit.  So I presume they prefer users have to resort to this community forum, or to phone TurboTax Support.   Word is that the 1099-R capability became available this afternoon (1/21) for folks using Online TurboTax.   So that's a good sign.  Online updates are usually released right away.   However, desktop updates can lag, since they may be bundled with other updates.   That Retirement Income update "may" occur overnight tonight in the usual weekly update, or if not, then possibly Thursday or Friday.   

@user17690489215 This thread is very old---It has had no activity since 2019.      Your 2025 AGI is on line 11 of your 2025 Form 1040.   PREVIEW 1040   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr  

Thank you for the response. I previously went into keychain access and cleared all encryption which didn't solve it.   However, I did get it to work! I opened my old tax return in the 2024 version and selected duplicate. It was recommended I encrypt the file but I declined. This version was able to be uploaded into online. Hope this helps someone encountering the same issue.

I'm not a tax expert and can't comment about that alternate suggestion of calling it "interest."   If it were me, however, I would definitely wait until the bank has either had time to either send a 1099 form or not send a form (they may not.)   If I didn't receive one by/after January 31, I would phone the bank (or step in) to ask what their policy is about sending 1099 forms to their new customers who receive an opening bonus.  That's bound to be a frequent question for them.  I guess you could actually ask them now for info on what to expect, if anything.   Anecdotally, I had an account opening bonus once that I reported under "Other Income" and entered a description using the steps provided above by @JohnB5677 .  I don't remember if I received a 1099 form, but that was some time ago.   It might vary from institution to institution.  The original offer "terms and conditions" might have a footnote that says what the tax implication is.  

MY RETURN IS IN PENDING—what does that mean?   You will not get any information from the IRS refund site while your return is in pending.  The IRS does not have your return yet.   Did you e-file?  Did you click that big orange button that said “Transmit my returns now?”  If so, your return is now in “pending” on a server.  Do not try to change anything while your return is in pending.On January  26  the IRS will begin to accept/reject e-files.  The IRS accepts a FEW returns in test batches ahead of January 26—-but that is very random.   Watch your emails—including your spam folder—for the notice about whether your e-file has been accepted or rejected.  If your return is rejected you will be able to make corrections before re-filing.   If the return you e-filed is accepted you will have to wait until it has been fully processed and then amend it to fix any mistakes or omissions.  It has been taking the IRS four to six months—sometimes longer—to process amended returns.   If you e-filed your state return there will be another email later that tells you if the state was accepted or rejected.   WARNING:   Do not try to change anything on your return while it is pending.   https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-

Did you buy the License Code for the Online version or the Desktop download. Several retailers are selling both.   How to use the License Code for the Online version.   It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar-turbotax-online-que-compre-en/L35Wg9uJ9_US_en_US   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

If you are using desktop download you enter the license code before you ever start working on a tax return, so it appears you got confused.   We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.     You appear to be posting from online software instead of the desktop CD/download software that the license code is for.  If you are using online, you are using the wrong program.  You need to switch to the desktop software to get what you paid for.  You have to download it, update it and open it up from your own hard drive to use it.     https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129  

Same here.  I've used TT for years but this is just plain sloppy.  The BBB was signed into law back in July I believe.  Taxes is Intuit's business.  This shouldn't be happening.  Have the laid people off and attempting to use AI instead?  

If you "already filed Federal" then NO you can not update it unless the IRS rejects it.   But if they Accept it you will have to wait for it to be fully processed and you get the refund or pay the tax due.  Then you can amend it to add in the 1099R.    The IRS doesn't open until Jan 26.  Until then your return will just be pending on Turbo Tax servers until the IRS pulls it.  Although they have been taking small batches to test.