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To fix the 401(k) rollover error in TurboTax, you must ensure the 1099-R is marked as a non-taxable rollover, which prevents it from inflating your AGI and triggering an incorrect SALT deduction cap. Navigate to the 1099-R entry, select "I rolled over this money to an IRA or other retirement account," and confirm code 'G' is in box 7.    A rollover is not taxable income, but if it is not properly marked as a rollover, TurboTax includes the entire amount in your Adjusted Gross Income (AGI).   Review your Form 1040 to confirm that the total rollover amount appears on line 5a (Gross Distribution), but that $0 (or only the taxable portion, if any) is listed on line 5b (Taxable Amount).

If you must report income from Puerto Rican sources on your U.S. income tax return, then you can claim a foreign tax credit for income taxes paid to Puerto Rico on that income. To calculate your foreign tax credit, you must reduce the income taxes paid to Puerto Rico by the amount of income taxes allocable to excluded Puerto Rican source income. When claiming a foreign tax credit, you must complete Form 1116, Foreign Tax Credit. See Topic no. 856 for more information about the foreign tax credit. For more information about how to allocate deductions and credits with respect to excluded income as well as how to determine if you're a bona fide resident, refer to Topic no. 901, Publication 570, and Publication 1321 PD   there is no place to enter foreign taxes paid on either a 1099-R or the 4852. You must enter them through form 1116, which is under deduction and credits, not the income section. the basic version of online doesn't allow for the FTC.    

Hello -  I feel exactly the same way. I am incandescently angry with TT. Their loyalty quotient is down in the sub-sub-sub-multiplesubs-basement. No excuse for TT to design like it has. I am exactly(!) like you except I've been using TT for at least 28 years. No way will a software company dictate to me what OS I will have on my computer - when it is not necessary. I mean, I"m sorry we can't run Windows 7 anymore but I had to change for wide ranging reasons, not just due to one company dictating to me. And there is no bloody way I would trust anyone's server but my own for unhackability relative to my important files. That would be nuts.    So, I'm going to use H&R Block this year. I hope it is fairly easy. I do know it will run on my Win 10 machine.   Good luck with yours!

OTHER INCOME TAXES includes estimated previous year tax payments , various types of taxes withheld, etc. At top of screen click on VIEW then click on FORMS then on the left scroll down and click on TAX PAYMENTS. The next screen Tax Payments Worksheet displays all taxes paid and the TOTAL appears in OTHER TAXES.

Enter the premiums for those specific months in the 1095-A screen and leave the remaining months blank (do not enter zero). When asked if you had employer coverage, select "Yes" and indicate which months you had that option, which tells TurboTax to disqualify those months for subsidies.   Navigate to Federal Taxes > Deductions & Credits. Under Medical, select Start/Update for Affordable Care Act (Form 1095-A). Enter the information from your 1095-A for the 3 months you had coverage. Leave the premiums, SLCSP, and PTC columns blank for the other 9 months. Do not enter zeros in those boxes. Continue through the screens. TurboTax will ask if you had employer coverage available or special circumstances. Indicate that you had employer-sponsored coverage for the remaining months. TurboTax will use this input to calculate the 8962 form.

you may not need to prepare any return for a revocable trust. if the trust has its own EIN and that's what's on the tax forms it gets, then it files a grantor trust return but no k-1 only a grantor trust letter. if the tax forms it gest are using the grantor's SSN no return is filed because under IRC Section 676, the grantor of a revocable trust is treated as the owner of the trust’s assets because they retain the power to take everything back at any time. The IRS ignores the trust as a separate entity. Income and deductions are reported directly on the grantor’s Form 1040

@user17747087949 wrote: Not OP, but have the exact same issue. Taxes were filed through TurboTax, and received email explicitly stating they were accepted by the IRS.  I was charge by TurboTax to file.  The TurboTax website says I started but did not finish my taxes.  The IRS has no transcript.  Extremely disappointed with TurboTax.  The way I found out is because this year's taxes were initially rejected because my AGI from past year's taxes, which auto filled incidentally from last year, did not match because the IRS shows $0.   Sorry you had trouble.   As a fellow user, I'm not sure what happened.  Normally after efiling you get 2 emails--the first email that the return has been transmitted.  Then a second email later (could be soon or up to 24-48 hours) saying if it has been accepted or rejected.    If your email indeed said "accepted", I can't explain why your TurboTax online account would only say "started."   I could understand it if someone had more than 1 Online TurboTax account; i.e., if they started a return in one account, but finished and efiled in another account.  But even in that latter case of having a second account, the IRS should have a record of having received a return if it was successfully filed.      If you want to look for a second account just for the heck of it, I left the instructions in a post higher up that tells how to search and access accounts.

The reason estimate shows $0 when using the 90% of 2026 rule might be that TurboTax needs the 2026 numbers to be able to project the totals. Here are the steps to manually enter the amounts to fix the $0 calculation:   In Forms Mode, click on Open Form and type "What-if" in the search box. Select the "What-If Worksheet" to open. This Worksheet will show you the side-by-side comparison of your actual 2025 numbers and your 2026 projections. To populate the numbers in Column 2, select the "Copy column 1 to column 2" box at the top left of the Worksheet.   You can also view the "Estimated Tax Payment Options", by clicking Open Form and typing those words into the search box. Ensure you highlight "Estimated Tax Payment Options" when it appears, and not the Vouchers themselves, which will be located just below.   If the 1040-ES projection is causing your estimated vouchers to be too high or too low, don't try to fix the 1040-ES worksheet directly. In Forms Mode, if you see a number in red, that indicates an override. Instead of overriding the Worksheet, use the Step-by-Step method so that TurboTax can calculate the other dependencies correctly.   Go to Other Tax Situations located to the right of the Deductions & Credits tab Scroll down to Other Tax Forms Select Form W-4 and Estimated Taxes Choose Estimates on the Adjust How Much Tax You Pay screen, then Continue This allows you to manually enter expected amounts for 2026 rather than letting the software "guess" based on 2025   Note: Choose the 110% Rule if you expect to make more money in 2026 and the 90% Rule only if you're certain that your income will be significantly lower in 2026 so that you don't end up owing an underpayment penalty.