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How did you fill out the forms for the last 25 years? Did you use TurboTax Desktop software in forms mode, or paper forms, or some other way? TurboTax Online does not have forms mode. Everything has to be entered through the question-and-answer interview. If you are used to using forms mode and you want to continue doing that, you have to buy the TurboTax Desktop software. But if you are not familiar with forms mode in TurboTax you will probably find it difficult, confusing, and error-prone.  

Are you able to download it from this link by selecting "access it here"? https://turbotax.intuit.com/personal-taxes/past-years-products/  Did you receive an email after purchase? Let us know if you were able to download or not. Thanks, @TimButler 

You have to report all income. You can use your medical expenses as an itemized deduction but can only deduct a total of medical expenses greater than 7.5% of your AGI. That’s only helpful if your total itemized deduction is greater than your standard deduction. 

Is this for a trust or an estate or did they get combined via Section 645? Is this for the 2024 calendar year or some other year?   Regardless, you need to contact the trustee or executor whichever applies to learn the status of the 1041, if one was even filed.

Did you reach retirement age in 2025? If so, you changed from disability to retirement benefits. They would be reported on separate SSA-1099 forms. If that's not the answer, call the Social Security Administration and ask them. 800-772-1213 When you enter your SSA-1099 forms in TurboTax, add them together and enter the totals for each box as if it were all on one form.  

Thank you for response ! The examples here mentioned if the Roth conversion transaction was more than the RMD. In my case the Roth conversion transaction was less than the RMD. Is there a way to correct my situation and also keep the Roth conversion amount in the Roth account somehow. Here are my example numbers to show magnitude. RMD for 2025 = 8000 IRA Distribution Feb 2025 Roth Conversion = 4000 IRA Distribution Dec 2025 to cover RMD = 8000 Not eligible for ordinary Roth IRA contribution Is my error correctible. What would be the process and timing? Possibly deposit another 4000 into Roth from the RMD (is that allowed), then remove 4000 that was the ineligible amount from February? Thank you !

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://intuit.taxaudit.com/audit-defense/help/contact     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd

See these articles for more information on this topic: Missing your Tax Refund Payment? File Form 3911 IRS Form 3911  IRS Where's my refund  Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining the community, @acostaedwin34! 

Did the reply above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction.  If you’d like to change subjects, Select a Topic and find the button to Post your Question.  Thanks for joining  the community, @benjamin-talty.