All Posts
5 hours ago
You can enter those amounts when you go through the Education section. After you enter the 1098-T for the school, you will be prompted to enter additional costs paid, including books and other item...
See more...
You can enter those amounts when you go through the Education section. After you enter the 1098-T for the school, you will be prompted to enter additional costs paid, including books and other items required for attendance.
Where do I enter my 1098-T?
More information on Education Credits
First 1098-T entry screen
5 hours ago
Topics:
5 hours ago
1 Cheer
You would have to check the regulations in the municipality where you work or reside, but in general pension distributions would not be considered earned income for Federal, state or local tax purpos...
See more...
You would have to check the regulations in the municipality where you work or reside, but in general pension distributions would not be considered earned income for Federal, state or local tax purposes.
5 hours ago
When will Turbo Tax have this section ready to enter 2025 taxes?
Topics:
5 hours ago
I'm fairly certain this is, indeed, a software bug on TurboTax's end. As per their own guidance, under the Videos section, "Video: One Big Beautiful Bill: New Car Loan Interest Deduction (Part 4)"...
See more...
I'm fairly certain this is, indeed, a software bug on TurboTax's end. As per their own guidance, under the Videos section, "Video: One Big Beautiful Bill: New Car Loan Interest Deduction (Part 4)" "At $200 for every $1,000 over the limit, rounded up, that works out to $2,600 off your deduction, assuming you paid at least $10,000 in interest, your maximum deduction is $10,000 minus $2,600, which equals $7,400." Their calculations are currently deducting from the interest paid, plus the maximum allowable deduction.
5 hours ago
To delete a 1099-R in TurboTax go back to the retirement records area.
Log into TurboTax
Go to Wages & income
Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Select [Add/Edit]
...
See more...
To delete a 1099-R in TurboTax go back to the retirement records area.
Log into TurboTax
Go to Wages & income
Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Select [Add/Edit]
Identify the record you want to delete
Press the trash can on the right
Are you sure you want to delete this 1099-R? - Yes
5 hours ago
Why is Turbo Tax pre-filling a dollar amount of Roth contributions before 2025 if I've never made any contributions? I've only made conversions. Can I just over-ride the amount and enter zero?
5 hours ago
The Form 1099-R section was updated last night. 01/21/2026, for the online editions. If you are not seeing this on your account, clear cache and cookies on your web browser.
The Form 1099-R se...
See more...
The Form 1099-R section was updated last night. 01/21/2026, for the online editions. If you are not seeing this on your account, clear cache and cookies on your web browser.
The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions. Click on Online at the top of the desktop program screen. Click on Check for Updates.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
5 hours ago
Gotcha! I just have multiple friends who said they filed this week and got accepted so was just curious!
5 hours ago
Can you clarify? There isn't a "depreciation carryover". Do you mean there was a "Passive Loss Carryover" that was reported on Form 8582?
5 hours ago
I keep getting a message that this portion of Turbo Tax still needs to be updated and I cannot input my 1099-R data. I have accepted ALL updates every time I open the app. I am using a desk top vers...
See more...
I keep getting a message that this portion of Turbo Tax still needs to be updated and I cannot input my 1099-R data. I have accepted ALL updates every time I open the app. I am using a desk top version.
Topics:
5 hours ago
Can you clarify what you mean by you didn't "get" the energy tax credit? Did you file your tax return trying to claim the credit, but you didn't have any income tax so the credit was carried over...
See more...
Can you clarify what you mean by you didn't "get" the energy tax credit? Did you file your tax return trying to claim the credit, but you didn't have any income tax so the credit was carried over to 2025? Or did you not even try to claim the credit in 2024 (in which case, you need to amend your 2024 return to claim it)?
5 hours ago
1 Cheer
Fixing the rejected return and re-filing quickly did not put you in the front of the line again. You are at the back of the line---waiting in "pending" with all the others who filed early and are ...
See more...
Fixing the rejected return and re-filing quickly did not put you in the front of the line again. You are at the back of the line---waiting in "pending" with all the others who filed early and are waiting for the IRS to open on January 26.
5 hours ago
I paid for the books and bought them from Amazon, etc. but they were required for my course
Topics:
5 hours ago
state max says 75K, i made less then that. so why wont turbo tax file my rent credit or atleast tell me why i "dont qualify"
Topics:
5 hours ago
Ask the social worker if the payments are from a "Medicaid Waiver" program that qualifies for "IRS Notice 2014-7". They may need to check, but after you get the response that will give you the answe...
See more...
Ask the social worker if the payments are from a "Medicaid Waiver" program that qualifies for "IRS Notice 2014-7". They may need to check, but after you get the response that will give you the answer.
5 hours ago
You are not required by the IRS to enter a DL or state ID so you could just skip that screen. There are a few states that are pretty picky; if you are in one of those states and have no driver's li...
See more...
You are not required by the IRS to enter a DL or state ID so you could just skip that screen. There are a few states that are pretty picky; if you are in one of those states and have no driver's license or state ID, you might have to print, sign and mail your state return.
5 hours ago
The Form 1099-R section was updated last night. 01/21/2026, for the online editions. If you are not seeing this on your account, clear cache and cookies on your web browser.
The Form 1099-R se...
See more...
The Form 1099-R section was updated last night. 01/21/2026, for the online editions. If you are not seeing this on your account, clear cache and cookies on your web browser.
The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions. Click on Online at the top of the desktop program screen. Click on Check for Updates.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
5 hours ago
Topics: