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If you satisfied your total RMD ($8,000) using only one of your accounts (Account A), follow the steps below to avoid the "missed RMD" loop:   First, delete the Form 1099-R and also delete any Form 5329:    In TurboTax Desktop, select the form then click Delete Form at the bottom left In TurboTax Online, on the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)   Next, enter the information for the account that distributed the $9,000 (Account A). Since one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution and then skip the second Form 1099-R* questions about RMD by entering zero at step 4 and just Continue through the remaining questions:   When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD ($8,000) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...($9,000)", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)   *If you did not take a distribution from the second account (Account B) and did not receive a Form 1099-R, you can stop after the above steps. As long as your total distributions on your Form 1040, Line 4a/4b equal or exceed your total RMD, you are in compliance.   Note: After completing the entries, ensure there was no penalty triggered by following the "delete the form" instructions above. If there is a Form 5329, you will need to repeat the steps above, starting with deleting Form 1099-R and Form 5329.

The digital assets question must be answered on the Federal return. To go back to the question:    Go to the Wages & Income (or Personal Income) menu page and select  I'll Choose what I will work on if that appears.  The full menu will be displayed.   At the bottom of the menu, choose Done with income.  Continue for another page or two and you will be able to change your answer. If you've already made Virtual Currency entries, you would need to remove them first if answering No.  In either Online or Desktop, go through the Income menus to the end and the digital assets question is one of the follow-up questions that appear. @czwahlen1124 

Users have reported issues with the "How did you e-file last year's taxes?" question in TurboTax, particularly when the AGI does not match the prior year's return or a different account was used in 2024. Try selecting return was filed by mail, did not file, or anything other than "I used TurboTax". Any of these should work, but then your 2024 data will not be transferred to 2025     the other route is the TurboTax recovery tool. Start the Recovery Tool 1)Visit the TurboTax account recovery page at Intuit’s official site. Enter your email, phone number, or user ID associated with your account to locate it (myturbotax.intuit.com/account-recovery/). 2) Receive a Verification Code If your email or phone is accessible, Intuit will send a one-time verification code via text or email. Enter this code to proceed and reset your password. 3) Alternative Verification Methods If you cannot access your email or phone, select “Try something else”. You may be asked to provide additional personal information such as your last name, date of birth, Social Security number, or postal code to confirm your identity. 4) Submit Proof of Identity If automated verification fails, use the Recover My Account option. You will need a high-quality image of a government-issued ID (driver’s license, state ID, passport) or a notarized document. Using a mobile phone to photograph the front and back of your ID is recommended for faster processing. 5) Processing and Reset Once submitted, Intuit typically reviews your request within one business day. You will receive an email from turbotax@intuit.com with instructions to reset your password if your identity is verified.

Thank you for the response   1. Yes I did this and am aware of the new AGI 2. Are you saying this as in the TurboTax software should have already amended the AGI based on the IRS numbers? Because it does not. Or are you saying I need to manually adjust this portion myself? Which is the issue - the IRS told me the computation of my net profit or loss was in error, but I don't know specifically where that error lies. I do not see a way to just adjust the AGI only.  3. I am able to do this part    Second part - I had to guess in terms of I had to assume my MAGI is the same as my AGI, mainly based on finding an online Roth contribution calculator at Vanguard and inputing my old information to see if it came out to my original calculated Roth contribution (which it did). So I then used the new IRS numbers to calculate the new Roth contribution. 1. Yes I have downloaded all transcripts 2. Not sure what you mean by this. Just using the paper form for example, what portion are you saying this would go into? https://www.irs.gov/pub/irs-pdf/f1040x.pdf 3. Yes I did this.  

I found it. I hadn't put the name of the business into Schedule C. As soon as I did that, it showed up. Frankly, most of the expenses are start up, they are expenses incurred in operating, but showing no income. I have about $600 in start up expenses and about $2000 in expenses after start up.

There might be some particular stock sales for which TurboTax identified that more entries are needed. Go back to the stock sales section under Investments and click the Edit button (pencil) next to the individual line items to open them.    See this help article and this tax tips article for more information on entering stock sales in TurboTax.   If you tried reviewing the entries and are still stuck in a loop, try these steps:   Clear your browser browser cache/cookies Log out of TurboTax Restart your device Log back in If the problem persists, try switching browsers. Some users have found that Edge or Chrome worked well.  

If you are US citizen that is probably fine. In my case as a LPR (green card holder) I can see it as a hidden trap from IRS and USCIS, what in theory can jeopardize my naturalization process. My 2025 tax return was accepted and I already got my federal refund but tax transcript now says I actually was living in the US in 2025 less than 6 months (red flag for USCIS N-400 form) and that is because of poor quality of TurboTax IT QA dept. I will try to send an amendment to cover my back but funny part that 1040x form has no residency box at all and that looks very weird as for me.

You do not enter anything about "employment status" on your tax return.   If you are concerned about what to use for "occupation" you can use whatever you want to.  The IRS only uses "occupation" for statistical purposes.  It has no effect on your tax due or refund.  If you want to use your former job you can use that, or you can use "retired" if you want to.

This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca

To enter Home Energy Credits - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credit Click on I'll choose what I work on (if shown) Under Your Home On Home Energy Credits, click the start or update button

You can only deduct the amount of unreimbursed Medical Expenses and Insurance you actually paid over 7.5% of your AGI.  And then all your itemized deductions have to be more than the standard deduction to get any benefit (so you would only be getting the benefit of the amount that puts you over the standard deduction).   For 2025 the standard deduction amounts are: Single 15,750 + 2,000 for 65 and over or blind (17,750) HOH 23,625 + 2,000 for 65 and over or blind Joint 31,500 +  1,600 for each 65 and over or blind (both 34,700) Married filing Separate 15,750+ 1,600 for 65 and over or blind

First, you can only deduct medical expenses if you're itemizing your deductions using Schedule A, that is, if your total itemized deductions are higher in sum than your standard deduction for the year. For most taxpayers, taking standard is a better deal than using itemized. See: TurboTax - What's my standard deduction for 2025?    Second, medical expenses are subject to a minimum floor amount, 7.5% of your adjusted gross income:  How much of my medical expenses can I deduct? While you can deduct some of your medical expenses to reduce your taxable income, there are rules to keep in mind. Whether you’re deducting your health insurance premiums or expensive hospital bills, you can deduct any medical expenses that exceed 7.5% of your adjusted gross income (AGI). This means that you can’t deduct any medical expenses if your total medical expenses don’t exceed 7.5% of your AGI. ^ TurboTax Blog - What Medical Expenses are Tax Deductible?   See also: IRS - Topic no. 502, Medical and dental expenses