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Premier is a Desktop installed program.    It's called Premium in the Online version.  Could you be in the Online web version by accident?     The Desktop program is blue across the top and the menu items like Federal, State, Review, File go across the top. You don't need to log in to use the Desktop program. The Online version has the menu items going down the left side in a black or grey column. 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   Here's how to start a new return in the Windows Desktop program.  Or do you have a Mac?    

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

The correction is quite simple and you can take care of the process, you do not have the assistance from the Title Company. See the information under Nominee Returns, which will show the correct sales price for each property. You can choose to process this or simply keep notes in your tax file to show the division of the proceeds and how it should have been reported.    Report the sales correctly with the correct sales prices for each property sale, one for the residence and one for the rental property.    Nominee Returns.  This is how the IRS knows what you are doing, if you choose in this case. Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received).  You must also furnish a Form 1099 to each of the other owners.    File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096) On each new Form 1099, list your MIL as the payer and the other owner, as the recipient. On Form 1096, list your MIL as the nominee filer, not the original payer.  The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner. The forms filed with the IRS should be the red copy (use the form(s) needed) so if you don't have a color printer, go to the IRS website to fill in and print the forms here: :  Form 1096 Form 1099-S Reporting the home sale should be done using the link below. Where do I enter Form 1099-S? Report the sale of the rental property using the steps below. Be prepared with your sales price/expense for each asset. You need to dispose of the property by telling TurboTax how and when it was disposed of.  Follow the instructions below. Click on Search (upper right) > type schedule e > Enter > click Jump to .... link TurboTax Desktop continue here: Answer the questions and on under Rent and Royalty Summary, click Edit Click Update to the right of Assets/Depreciation. Click Edit to the right of each asset to remove any check mark Go through several screens until you get to Tell Us More About This Rental Asset Select the checkbox This item was sold…….  > Enter the sales date  And continue through the screens until you arrive back to asset summary. Repeat for any asset in the list. TurboTax Online continue here: Select Edit beside your rental property > Scroll to Assets > Edit to see the Asset list Select Edit beside the first asset and continue to the screen 'Tell us more about this asset' Select the checkbox 'The item was sold, retired, stolen, destroyed..... > Enter the sales date  And continue through the screens until you arrive back to asset summary. Repeat for any asset in the list. Go back to the to to clear any debris in the background. Please update if you have any additional questions after your follows the steps above. These steps should help to eliminate any re-entry of the assets.

If you are an employee of the University, then you cannot deduct the cost of the IPad as job-related expenses are no longer deductible.   If you are a contractor (receiving form 1099-NEC), then you can deduct it as a business expense.

Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses  

If you see Payment Completed in TurboTax and you chose to Pay With My Refund, this  means your fees have been authorized but not that the IRS has released your funds. TurboTax charges fees once the IRS accepts your return. This is handled by a third-party bank. Your refund is processed independently by the IRS,   You can use this IRS tool Where's My Refund? to check on the status of your refund. It provides updates regarding the processing of your tax return.    You can also sign in to your IRS Online Account using ID.me on the IRS.gov website to see the status of your refund. This is the most up to date information.   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   See also:   Who provides Pay With My Refund?   Can I pay with my refund?   Please return To Community if you have any additional information or questions and we would be happy to help.

When you entered the addtional 1099R, there is a follow up screen that appears after your entry entitled "Do Any of These Situations Apply to you?" Here you need to check "I need to file a substitute 1099R".    As you navigate through the return after checking that box, there will be a screen that appears that mentions Substitute 1099R agreement. The follow up screens that appear will address the explanation that you are referring to. 

Thanks @PatriciaV , I am checking to make the change and I am seeing the screen I captured below. Turbo Tax is asking for Single Member LLC Name and ID, I may need to do something like: LLC Name + Property Name (this will make the name unique) or LLC Name + Property1 (for property 1) LLC Name + Property2 (for property 2) your thoughts?   Thanks again  

Same problem here. Windows 11, fully up-to-date TurboTax 2025, fully up-to-date I primarily use this for donations, property taxes, etc., anything where I want to record the details of a payment or donation. Ctrl-I doesn't work. double-click doesn't work. Edit/Add Supporting Details doesn't work. That's in Step-By-Step. Not being able to select "add supporting details" in FORMS either.  

Yes, that's right. As I said, if you make an excess contribution through your employer and don't withdraw the excess in time, then the excess is taxed again if you make a later withdrawal.   When HSA contributions are made through an employer, then the code W amount is removed from Wages in boxes 1, 3, and 5. So you are getting a big tax break in the original year, because the code W amount is not taxed at all.   If TurboTax detects excess employer contributions, then the excess is added back to income in the original year.   If you withdraw the excess in a timely manner (prior to the due data of the return (as extended), then the excess is taxed only that once.   But is you fail to withdraw the excess is a timely manner, then if you withdraw the excess later as a normal distribution, yes, the excess will be taxed again.   The only way to avoid this is to have HDHP coverage in a future year, and using the carryover excess as a personal contribution in the future year, so that the carryover is used up, as I said in my first response: The easiest thing to do would be to let that carryover to 2026 if you expected to have HDHP coverage throughout 2026. Yes, you will be hit with a 6% of the carryover penalty this year, but so long as you can persuade your employer to contribute a smaller amount so that you stay under the Family coverage limit, the carryover will be applied as a personal contribution, and it will disappear.

@DaveF1006  thanks for your prompt response. Is filing 1099T mandatory? Since I am claiming all the 'education expenses' from 529 account, there is no additional deduction to be taken for the tax purposes.   Regards,

I concur the suggested solutions do not work.   I also see this has been tagged as solved - IT IS NOT!   The only confirmed solutions are to use a CC with a low month expiration number, or to pay $40 to Intuit to take the charge out of the tax refund.

The 85% limit you refer to may be being applied to the increase in your social security income reflected in the lump sum payment. In other words, if your lump sum payment is $10,000, only $8,500 of it could be taxable.   @Grunge

TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows what "action" is required.   If the IRS wants additional information from you they will mail you a letter, which you will have to read carefully and then follow instructions.