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@pcmarquardt    As you enter into the 1099-R section   1) IF the first page asks about importing it, find the Skip Import box to click on. 2) Then make sure you click on the CSA -1099-R box  before you "Continue" to teh next page  (or CSF-1099-R if you are a surviving spouse) 3)  Then TTX provides the OPM's name & address....and you move on. 4) then you get the form page to fill in your $$. 5)  Carefully answer the questions on the pages that follow. ............6) IF...if... you get to the page that asks for RND (only if you are age 73 or older), you enter the box 1 value as the RMD. .............7)  Again, only if you are age 73 or older...you say it is all the RMD on the next page. 😎  Answer a question about any $$ in box 5 9)  If you are retired and getting monthly payments, you answer YES to periodic payments. 10 ) Yes or No to it being the fist year. 11) If your box 2a is somewhat less than box 1  (not zero, not a blank), answer YES to the page about how much is being taxable.  That page is misleading it should be asking more like below. 12) then continue on out to the main table of various 1099-R forms you might have entered. ____________________________ The misleading question should ask:    

Your home is your tax home as you have described it. However, that is mostly used to determine when you are away from home as it relates to business travel. I believe you are trying to deduct local business mileage for the 1099 job and this is unrelated to mileage associated with business travel.   Unless you can establish that you have an office in your home that is associated with the 1099 job, then the local business mileage as you have described it is likely commuting mileage that is not deductible.     

Minimum system requirements when use a Mac for TurboTax 2025 desktop - macOS Sonoma 14 or later   TurboTax website for 2025 minimum system requirements, Windows and Mac - https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/   See this TurboTax support FAQ for requesting a refund - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-request-a-refund-for-my-turbotax-product/01/964034?search-action-id=577132676835&search-result-uid=964034

Hello, thank you for this.  You said "should be updated AFTER February 13, 2026" (emphasis added).  So are you not committing to updating it by February 13, 2026?  Could it be quite some time after February 13, 2026?  

That OS will not meet the system requirements for 2025 desktop download; there is no version of 2025 desktop that can be used with your OS.  You can use online TurboTax instead if you cannot upgrade your OS.   https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609       ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/ And just so you know—online prices go up in March—Pay your fee before then to lock in the discount  

Some employers list the total qualifying overtime amount in box 14 of their W-2. You can use this amount if listed there.    Box 14 of your W-2 is for informational purposes only. It isn't going to have any effect on your tax return. You will need to enter this amount in the "Overtime" section.    From the Wages and Income screen, after you have entered all your W-2 information, you will come to a screen that says, "Let's check for other situations." You will select the first option for "Overtime."  The  software will ask you if you need help in calculating eligible over time or if you know what to enter.    If you know how to enter, and you aren't an exempt employee, you will be able to enter the amount of overtime that is eligible to be deducted.    If the amount is not listed in ‌box 14, you can use the last paystub of the year 2025 to figure out the qualified amount of overtime that can be deducted. Use the following guidance to help you out:   If you get paid time and a half, you will take the total amount and divide it by three.  If you get paid at double, you will divide the total amount by 4.   See the following link for additional examples:   No tax on overtime explained  

Your calculation depends, in part, on which community property state you live in.   The program has allocation screens and a worksheet to assist you in entering any adjustments your community property state may require when filing separately.   Often one return has an addition to income and withholding, while the other will have a reduction (subtraction) to income and withholding. Navigate to the community property section: TurboTax Online/Mobile: Go to community property. TurboTax Desktop: Search for community property and select the Jump to link. On the Community Property Income screen, select Yes and follow the instructions to enter any income adjustments.   Nine states have community property laws. Married couples in these states typically need Form 8958 (Allocation of Tax Amounts Between Certain Individuals in Community Property States) if they file separate rather than joint tax returns: Arizona California Idaho Louisiana Nevada New Mexico Texas Washington Wisconsin In addition, Alaska allows couples to declare their assets community property by signing a written agreement. Meanwhile, four community property states allow unmarried couples to create “registered domestic partnerships,” which are legally recognized relationships with a status similar to marriage. Community property laws generally apply to domestic partnerships as well as marriages. Those states are: California Nevada Washington Wisconsin Domestic partners in these states also need Form 8958. On Form 8958, a couple lists individual sources of income for each of them, such as employers, banks that pay interest, stocks that pay dividends, capital gains and tax refunds. The couple reports the total amount received from each source, then allocates a portion of the total to each person.     For more information, please see TurboTax article: What is Form 8958: Allocation of Tax Amounts Between Certain Individuals in Community Property State