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This represents money paid to you (or accrued to your benefit even if not paid directly) as a result of participation in a "non-qualified" retirement plan.  Certain retirement benefits may be non-qualified for a variety of reasons -- I can't guess what the reason might be in your case.   The most common reason to have a box 11 amount is that you participated in a deferred compensation plan--once you retire, your payout under such a plan is taxed as wages rather than retirement benefits because it was not taxed as wages while you were working.   Box 11 can also have an amount if you vest in the plan (money is credited to you) even if it is not paid directly to you.   The effect in Turbotax is to adjust your social security tax, since the amount is only $16, the tax adjustment should be at most +/- $1.20.  If you did not "buy in" to your retirement plan to buy extra credits so you can retire early, the more correct choice would be "I took money out" -- even if it was only a benefit that vested to you but you did not cash it out.   You can also ask your employer for an explanation, it is possible that they put something in the wrong box. 

Thanks for the replies. The W2 I posted was one example, I have about $43k tip income between jobs.   I believe this has to do with how the 401k deduction is applied. It seems to go to wages first, then tips. Because of this, it's letting me do the full tip deduction but is fully locking out the OT deduction. I ran some numbers and if it were applied proportionately, I'd still get the full tip deduction and at least part of the OT.   I guess I'm just trying to figure out if this is a bug or if it's how the IRS is actually doing the calculation. Or maybe it was just a late change that they haven't fully worked out yet. It only affects people with substantial tips, OT, and 401k contributions. 

Wow, thanks for the great/clear reply!   > As far as why this is the "first year" I'm eligible? it could be because [...] in previous years your foreign taxes were under the threshold ($300 individual / $600 joint)   That's it. Last year it was 227; this year it reached 312.   > If you truly want to avoid the "once-in-a-lifetime" trigger and your foreign tax paid is only slightly over the $300/$600 limit, some taxpayers choose to voluntarily limit their credit to exactly $300/$600   Interesting. Seems like that might be worth it given it's only 312 - tho I imagine that's just punting it one more year, when my foreign tax from investments will have (presumably) grown. My original (mis)-understanding was that I wouldn't have to decide on the election unless or until I actually owe AMT, which may be far in the future or never happen. But if the need to make the election triggered by just $300 of foreign tax credit...that would be right around the corner either way. Which sort of makes me wonder (out of curiosity), do you know the rationale for why some people limit at $300 to avoid making the election?   > Since you are filing Form 1116 this year, the IRS requires you to choose a method (Simplified or Standard) to calculate the AMT version of your credit.   So...a CPA did actually file Form 1116 for me in a prior year, but with only $31 of foreign tax. There was no Form 6251 that year. Does that prior Form 1116 mean I was already eligible for the election...? Does it affect this in any way?   Thanks again! 🙂

To qualify to file for free their return should be a simple 1040, no other forms or schedules except to claim credits like Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A.  The Education Credits are not included in the free filings.     TurboTax Online: Important Details about Filing Simple Form 1040 Return  

To avoid confusion, simply attaching examples of John Doe's Form 709, and Jane Doe's 709 for this simple example of John Doe splitting his 2025 $50K gift would help all a lot, and minimize communication errors.

If he does not have custody more than half the nights of the year, he can't file HOH and must file single.  However, if she files HOH, her deductions (whether she uses itemized or standard) are not linked to her spouse.  Your son can file with whichever deduction method gives the least tax. 

Ok - I logged in today and it seems that something was fixed with the software, but it still isn't correct. It is now not including my real estate/property taxes in my itemized deductions. This has been a mess! Can someone at least tell me how I can ignore what TurboTax is doing and manually complete the forms for filing? I can't even figure out how to do that on the Online version.  

Or do you need to know how to enter it in Turbo Tax?   Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button Then keep going, on the next screen be sure to answer Did you live in a Foreign Country? NO. If you are married you need to say No for each spouse.

Did you by any chance fail to withdraw your Required Minimum Distribution from your IRA or other retirement plan?   Even if that's the case, I would rectify that ASAP and then request for a waiver of all the penalties.

As @DianeW777 mentioned earlier, you can file your joint state return in TurboTax after e-filing the Federal return. See these articles for details:   How do I e-file my state return after I already filed federal? Can I file my federal taxes now and skip my state for later?   You could also use the state's website to file Wisconsin; however, you would need to use a PDF of your Federal return to get started and would need to take additional steps to complete it.   @soulwinner10  

I put in an entry like you explained and I got the partial year depreciation. This is what I did, you can copy my steps and it may work for you:      - Edit your rental property entries    - On the screen that says Review your Rental Summary, choose Assets/Depreciation    - Go to the asset summary and edit the property you sold   - On the screen that says Tell us more about this rental asset -  indicate that the asset was sold, retired, stolen, etc...   - Enter the date sold and indicate the property was used 100% for business and enter the date put into service   - On the next screen confirm the prior depreciation (cost of asset/27.5 years divided by 12 times months rented)   - On the sales information screen I entered the sales proceeds and cost basis   - On the Results screen I got the correct partial year depreciation for the year of sale    

You must file a RITA return if:   You lived in a RITA municipality (even if you owe $0) OR you worked in a RITA city and taxes weren’t fully withheld OR you had business/self-employment income in a RITA city   For OHIO >> TurboTax supports all CCA and RITA returns, close to 300 cities and municipalities in all. Visit each agency's website for a complete listing of CCA member communities and the RITA list. RITA returns must be printed and mailed, even if your Ohio return is e-filed.     You can complete the return when you go through the Ohio state return interview.    See this TurboTax FAQ

You can get your SSA-1099 form online by signing into your My Social Security account at ssa.gov. You can view, print, or save your Form SSA-1099. The Social Security Administration mails these forms out every January. If you did not receive it or you can't find it, you can  request a replacement by calling the SSA or visiting a local office.   To get a replacement SSA-1099 form, you can call the Social Security Administration at 1-800-772-1213 (TTY 1-800-325-0778) between 8 a.m. and 7 p.m. Monday through Friday.  It takes about ten days to get it.   Please return to Community if you have any additional information or questions and we would be happy to help.

Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters.  If you continue to experience issues, you can try the following and then enter the number again:     Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser.   Also if your state does not require you to enter your driver's license number, you can skip it and continue with your return.    

Ohio has a complicated system of local and city taxes, including RITA tax.  If you live or work in a RITA area, you are subject to paying RITA.   If you work in a RITA area, your employer will withhold the necessary amount from your pay, but if you also live in a RITA area--which might be a different RITA area, you will need to file a return for the RITA area in which you live.   You can do that after you complete your state return with TurboTax or you can go to the RITA site and prepare and file from the RITA site I personally find it easier to use the RITA site.   Various RITA areas may have different tax rates.   RITA Web site:  http://www.ritaohio.com/     Of course----if you live and/or  work in OH you need to be certain of what kind of taxing locality you are in---you might be in something other than a RITA area....... http://www.tax.ohio.gov/Individual/LocalTaxInformation.aspx    

I am in the same situation as some of the others who have asked this question or replied or asked further questions.   THIS IS A REAL FAILURE OF TURBOTAX. Turbotax has ALL of my taxpayer information to complete this section on foreign tax credit.   I have no qualified dividend income or capital gains.   My total foreign tax paid is only a little over $600 and the foreign dividend income is much larger.   I followed all the Turbotax basic instructions (including supplemental instructions)   on how to complete the Foreign Tax Credit.   I am giving up this year, will claim a deduction rather than a credit, and move my foreign mutual funds into IRAs.  Since I will take the standard deduction for 2025,  the inability to take a credit  will cost me $600+.