All Posts

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

You may have received an automated email indicating that Form 5695 (Residential Energy Credits) was available. While the form has been finalized, the final software update is still being deployed, and some customers may not yet see the form available in their product. The update is actively rolling out across all platforms, and full access will be available once deployment is complete. No action is needed from you at this time. Check again tomorrow and/or this weekend to complete filing 5695. If you continue to see this form blocked after this weekend (1/25/26), please tell us in the replies below.

On my windows Premier Desktop  (Child's name is Jerry)...for a single person with child.   It still asks:  Did Jerry Pay More Than Half of His Living Expenses?   haven't tested MFJ with child or the "Online" software ___________________________ There is a later question, not directly related to the child, about YOU paying more than half the cost to run the home...but I think that one had to do more with establishing HOH status.

OK, now that we know that you are filing a Utah state return, let me ask you this.   1. Are you qualified to have some of your income exempted (see pages 17-18 in your 2025 TC-40 Instructions)? 2. On the screen titled, "Tell Us About Items Not Taxed by Utah", what are you entering for "Native American Income"? 3. You should enter here the amount of qualified Native American income (see pages 17 and 18 in the state instruction above); you should NOT be entering your CIB amount.   Repercussions? If you are ever audited by the state of Utah, you will have to provide support for each number on your return. If the audit determines that your taxable income should have been higher, then you would likely owe more tax to the state, as well as perhaps penalties and interest.   The way to limit any penalties and interest is to amend your Utah state returns now, entering the correct income amount.   On the other hand, I don't know what numbers you were entering in the box for Native American income. It's possible that your income numbers (as defined on pages 17 and 18 above) were too small, so that if you redid the return, your tax due (if any) might end up being smaller or refund being larger, so you would benefit by amending your Utah returns (generally, for the last three years) to enter the correct income amounts.   Since we in the Community cannot see your private tax data, we can't tell you one way or the other. You need to do the math and determine how much risk you want to take (penalties and interest) or how much benefit you would get by amending.  

Did you e-file already?    If you e-filed, amending your return is more than a month away.   It is too soon.  Form 1040X will not be available until late February.   Or did you just mess up and not file yet?   Please explain what all you have done so we will know how to help.

You may have received an automated email indicating that Form 5695 (Residential Energy Credits) was available. While the form has been finalized, the final software update is still being deployed, and some customers may not yet see the form available in their product. The update is actively rolling out across all platforms, and full access will be available once deployment is complete. No action is needed from you at this time. Check again tomorrow and/or this weekend to complete filing 5695. If you continue to see this form blocked after this weekend (1/25/26), please tell us in the replies below.

Thanks for getting back to me!  Too bad we can't share screen prints.   Platform:  iMac desktop running Sequoia15.7.3.  Turbo tax Desktop Deluxe 2025, Federal & State Tax [PC/Mac Online code] thru Amazon.  Install updates to turbotax at every use.  Do not see any version/release notes. Filing joint return.  We both have pensions and IRAs.   Yes, multiple 1099-Rs: three showing distributions - one each from IRAs and one showing distribution to charity (QCD which is not taxable) from IRA. One each showing our monthly pensions payouts.  Total of 5 that show on screen "Your 1099-R summary"   The screen "IRA Contributions Results" screen has a line item "Tax on excess accumulations in retirement account" showing the dollars for a tax penalty.   Is there another place/screen that might flag this?  This is what I identify as the "RMD penalty."   The screen "Retirement income results" shows "Traditional and Roth IRA distributions" which matches my own accounting.  "Pension and annuity distributions" also shows the totals my records show.   I am certain that the RMDs for both our our IRAs (not including the pensions) exceed the required annual mark.

So far, I haven't even received an email. However, at least it doesn't say "available soon" anymore. It now displays a number there for 2025 since I assume it's my solar carryover. I still need to add a heat pump and hybrid hot water heater that I installed in 2025.