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Mine is not about two boxes checked for 5c on 1040. Actually, the 1040 looks identical to my last year's 1040 in the IRA section. TT really should fix it ASAP rather than letting the customers down to guess what would work around their software bugs.  

Blinds don't qualify for the Energy Efficient Improvement Tax Credit, per IRS FAQs. There are some Cellular & Honeycomb Shades that may qualify for the credit. If that is what you purchased, and you verified they qualify, here is how you can enter the cost for the credit: 1. Upon opening TurboTax, choose Deductions & Credits on the left side of your screen, then Deductions and Credits Summary 2. Locate Your Home  3. Start/Revisit Home Energy Credits 4. On the Energy Efficient Home Improvements screen, select Yes then Continue.  5. Answer the next few questions until you get to Did you have any of these qualified energy efficiency improvements in 2025? Insulation materials is listed here.  Select Yes and continue. 6. Continue to answer the interview questions until you reach Tell us how much you paid for energy-efficient improvements, there you can enter the cost of the insulation materials.   See this article for a summary of the amounts available: Energy Efficient Home Improvement Credit (EEHIC)

To enter the sale of your self-employed business in TurboTax, follow these steps: 1. Navigate to the Federal Taxes section, then select Wages & Income. 2. Choose I'll choose what I work on if prompted. 3. Scroll down to Business Items and select Start or Update next to Sale of Business Property. 4. On the Any Other Property Sales? screen, ensure the first checkbox is selected, then click Continue. 5. On the Sales of Business or Rental Property screen, you will see Edit and Delete options next to properties you have entered. 6. Select Edit to enter details about your business sale, including sales price and other relevant information. This will correctly report the sale on Form 4797 for your tax return.

The property itself will be entered as an Asset under the Schedule E Rental Income and Expenses section of your return.     In the Property Profile section, if you checked the box that this is the first year you are renting the property (if it is), then questions about the property itself that are needed to set up the depreciation should be asked automatically.   If this is not the first year you rented the property, then go to the Assets section to enter the depreciation details for the property.  Based on the information you enter, TurboTax will calculate the depreciation amount for you.   Use the information in the following TurboTax help article to get started:   Where do I enter income and expenses from a rental property?  

Suppose I could go back to my CPA, but I still do all the work, and he forces what should be a 30 minute job into two extensions and $750.00. Of course, IF the government would do away with or simplify the tax code then we wouldn't need CPA's or Tax program.

Mike, Correction to previous post: " I then took two separate distributions from one of my IRAs and the other from one of my wife's IRAs.  " should have read I then took one distribution from one of my IRAs and one from one of my wife's IRAs.  Sorry for any confusion.

@MaryK4   I tried what you suggested and it was a train wreck. Screen after screen of nothing applicable only to end up with the same undesired projection because TT continues to include the withholding of a retirement distribution as part of next year's projected estimated payments.   All I'm looking to do is to toggle on/off (add/remove) the withholding amount so TT reflects the actual quarterly estimated payments due next year, without making any assumption there will again be the same withholding amount as the current year (or any withholding at all). The easiest way to do this seems to simply override the amount on the Est Tax Options worksheet.  Is it ok to take this approach for the purpose of solving the problem as described?

If you are being prompted for an RMD, but it does not apply to your situation, here are the steps to take to correct this in TurboTax:    First, I recommend deleting the current entries, in case Form 5329 was already triggered, so that you can start over:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of; IRA Information Worksheet, then Form 1099-R and also Form 5329 (3 documents total)   Next, to re-enter your Form 1099-R, do the following:   Go to Income in the Federal section and click on IRA, 401(k), Pension Plan Withdrawals (1099-R) Select +Add a 1099-R and input your Form 1099-R information, by selecting Enter a different way, then Type it in myself Select the 1099-R box that applies to you (first is most common) and Continue  When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter zero (0), the Continue Continue answering the interview questions and when you reach, Review your 1099-R summary, Continue Select Continue until you reach "Let's go over any required minimum distributions (RMD)" Click on the pencil to the right of your name On the "Let's check if you missed any required distributions", it will ask "Did you miss taking the RMD...?" select "No" and Continue