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@VolvoGirl wrote: Don't try to import it. For Online… I agree; it's not really advantageous, in terms of a time saver, to import the likes of a 1099-R.   However, Prudential is still on the "partners list" and the company should be in the list in the TurboTax program.

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0 The benefits are shown on the federal tax return, Form 1040 Line 6a.  The taxable amount of the benefits, if any, are shown on Line 6b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

If you believe that the software has not properly updated, you may want to close out of TurboTax Online and re-enter the software.   If you believe that the software is not performing correctly, you may want to consider clearing your cache and cookies.  You may also consider accessing the software from another browser. Are there other state tax returns in the TurboTax program?   The matching of your Federal income to the Colorado state income tax return and the other state income tax return(s) may need to be reviewed.  Is there state tax withheld on a W-2 for a state other than Colorado?  What other income is reported on the tax return?   Please clarify.

The taxable amount depends on all your other income.  Have you entered all your income?     Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0

I am the original poster.  I already added this update/reply to my original posting but I may have uploaded it to a different spot.   Anyway, I clicked on the "Forms" button to go Old School and review the entries for my 1099-R.  I found in there that the box "is this an inherited IRA" was checked YES.  It is not an inherited IRA.    As soon as I unchecked the box, things returned to normal, AND the step by step section added the question similar to year 2024 asking "Does all of your withdrawal count towards the 2025 RMD required by 31 December 2025."   I am at a total loss as to how that inherited IRA box got checked.  I've reviewed the step by step and can't see anything asked if it was an inherited IRA but it did show up in the Forms section. In my year 2024 return, one of the first questions in the step-by-step asks if it was an Inherited IRA.       In any regard, it's now reflecting the previous correct amount of refund and taxes as computed prior to the Form 1099R section update.    

Today, I cannot access QEF either despite using it yesterday.  I go through Turbo Tax Business Desktop and get stuck at a "Welcome to Quick Employer Form screen".  I have tried all of the troubleshooting and nothing is working.          

@blascrw wrote: They emailed me with comments about how much I made.  stating that my w2 auto imported into their turbotax.   I do have my own turbotax. You received an email from TurboTax Marketing, which is only indicating you can import your W-2 into TurboTax.  It says nothing about auto-import. Marketing email -  

If you operate a business and paid an independent contractor more than $600 during the year, you are required to provide them with a form 1099-NEC and file these forms with the IRS by February 2, 2026.   There are penalties for missing the filing deadline.   You can use TurboTax Home and Business Online to prepare and e-file forms W-2 and 1099-NEC.   To prepare forms W-2 and 1099-NEC, follow these steps:   Sign out of your account and sign in again.  Click on Tax Home on the left part of your screen, then click on the down arrow next to Your account then click on  Create W2s and 1099s. You will be taken to the TurboTax Quick Employer Forms (QEF) website. Sign in with your TurboTax username and password. If you do not have an account, click Create Account to create a new account. Note carefully the username and password as you need them if you need to retrieve the forms later. After signing in, click on Create New Form  On the next page, choose the type of forms you wish to prepare then click Continue to begin entering information for your forms.