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 Do I enter it in this area as well?  Yes, you check the Overtime box and enter in the TurboTax program.   Boz 14 on the W-2 that reports overtime is only used by employers and the TurboTax program does not look at the information in that box if the description for the box does not require any action.

If you are a non-married couple who live together with your child, then only one of you can claim the child(ren) and the one not claiming the child does not enter anything at all on their tax return about the child.   The “sharing” of child-related credits you may have heard about is only possible between divorced or never married parents who live apart and share custody and who have a written agreement to share the credits.    The child’s SSN can only be entered on one tax return.   Any other return with the child’s SSN on it will be rejected.   If you are a family, then work out how to share the refund between yourselves.     As for filing HOH----it would stand to reason that the person who has the higher income would say they paid over half the household expenses---so that would be the BF, who would then claim the child for all of the child-related credits.   If they co-own the home:   CO-OWNING A HOME   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/deduct-mortgage-interest-co-owned-home/L6yLU1kKI_US_en_US?uid=lrv7xcw2   Go to Federal> Deductions and Credits> Your Home to enter mortgage interest, property taxes, and mortgage insurance that you paid in 2025   You should have a 1098 from your mortgage lender that shows this information.  Lenders send these in January/early February or you may be able to import the 1098 from the lender’s website. There is not a first time home buyers credit on a Federal return. That ended in 2010. If your state has such as credit, you will be able to enter it when you prepare your state return.   Buying a home is not a guarantee of a big refund.  Your deductions for homeownership combined with your other deductions (if any) must exceed your standard deduction to change your tax due or refund. If you purchased your home late in the year, you do not even have a full year of home ownership deductions.   Your closing costs on your new home are not deductible except for prepaid interest, prepaid property tax or loan origination fees.  There are no deductions for appraisal, inspections, title searches, settlement fees. etc.   Your down payment is not deductible.   Your homeowners insurance for fire, hazard, flood, etc. is not deductible for your own home.   Home improvements, repairs, maintenance, etc. for your own home are not deductible.  (With possible exceptions for certain energy credits) (BUT——do make sure you keep careful written records/invoices, etc.  of any improvements you make to the home for someday when you sell it.)   Homeowners Association  (HOA) fees for your own home are not deductible.   Your itemized deductions have to be more than your standard deduction before you will see a change in your tax owed or tax refund.  The deductions you enter do not necessarily count “dollar for dollar;” many of them are subject to meeting  tough thresholds—medical expenses, for example, must meet a threshold that is pretty hard to reach.  The software program uses all the IRS rules that apply to the expenses you enter, and it tells you if you have enough to use your itemized deductions or if using the standard deduction is more advantageous for you.   2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)    

@jacktana If you are using the TurboTax 2025 desktop editions -   You can use Forms mode to enter the 1099-R tax data.  Click on Forms Click on Open Form in the upper left of the Forms mode screen Type in 1099-R.  Click on the result to open the form.

Mac minimum system requirements for 2025 TurboTax desktop editions - macOS Sonoma 14 or later   TurboTax website for requirements - https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/   How to request a refund for a TurboTax purchase - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US

This solution worked great!  Easy to use the forms section and we now have our tax calculations completed!  I didn't even realize this shortcut to forms existed.  Great solution!  Will follow up on the 21st  with 1099 update to complete and submit return on line.  Thank you.

The Form 1099-R section is estimated to be finalized for interview entry and available in TurboTax on 01/21/2026   You can use Forms mode to enter the 1099-R tax data.  Click on Forms Click on Open Form in the upper left of the Forms mode screen Type in 1099-R.  Click on the result to open the form.

@rt7471 wrote: Now January 17th and still not available. Not happy with that so next year may be the time to change to another tax service.  The Form 1099-R section is estimated to be finalized and available in TurboTax on 01/21/2026

All of the TurboTax desktop editions use the same forms and schedules.  So you can report both your W-2 income and your self-employment income and expenses using the Deluxe desktop edition. The higher editions give you more help and guidance.   TurboTax 2025 desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/

Hey Robert, thanks for your input. I'm grateful to hear your thoughts on no.1 and no.2, but would like to further get your thoughts on no.3.      You mentioned "If you never received the money at Celcius and it was never actually added to your account then it can't be part of the basis of the currency" but I think this is inaccurate.  My account value and holdings did increase on Celsius, I just never cashed out but I could have if I did so before their default.  It was an interest payment, so effectively its like I got the interest , then i bought additional shares with that money.  I paid taxes on the interest because i got 1099 at the end of the year. So effectively my cost basis on those shares i received as interest payment should be what I paid taxes on interest income via 1099? Please let me know your thoughts. 

FORM 3903  is Moving Expense which is unrelated to form  1099-R.  SO the TurboTax software doesn't even sign you up for the correct form when you ask to be notified when Turbo tax will be updated to accept 1099-R data.   This is not very reassuring!