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Once you get it, see the steps below to enter it on your return:   Open your return Go to IP PIN On the Identity Protection PIN screen, answer Yes. Select Add and enter your IP PIN in the space provided. Select Continue, then select Done. @user17737820630 

To get back to your state return and make corrections:   Open TurboTax account and open your return. On the column on the left, select State Select the State Taxes tab in the upper portion of the screen Click "Continue" to modify your state return  

Please advise as to whether anyone has had success uploading 1099 supplemental statements from Merrill Lynch without deleting previous imports. It is now late in March and this issue is horrific! The software issue everyone has clearly denoted as a flaw appears to remain unreslved. TT please advise as to when this will be fixed!

After you entered the SSA-1099 there was a following screen asking you if you lived in any of the countries listed.  If you answered Yes then SS benefits were not taxed.  You should have answered NO if you did not live in any of the countries listed so the SS benefits could be taxes, if required.   Amend your tax return and change your answer to the question.   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button

Here is some guidance on how to split your RMD and Charity in TurboTax.    On your Form 1099-R, look for the Code used in Box 7. It might have a "Y" Code. If this code was used, it tells the IRS that the money was a distribution to charity. However, if you see Code 7, which means regular distribution, you will still be able to indicate how much of your distribution went toward charitable contributions. Here are the steps to follow:   Go to Income on the left panel within your TurboTax account Select Wages and income summary located at the bottom of the drop down menu Click Add/Edit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R Change how I enter my form box On the next screen, select Edit to the right of your Form 1099-R with the QCD,  then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported) Next, check the, I have more than one value in Box 7 box and select Y from the drop down menu (to trigger the Charitable Contributions questions) Ensure the IRA/SIMPLE/SEP box is checked, then Continue Continue answering the questions, pressing Continue to advance When you reach, Do any of these situations apply to you?, check the box that reads, I transferred all or part of this money directly to charity, Continue Next, write in the total amount of your RMD (Don't include your donation amount yet) Next, check the, Some of this distribution applied to the December 31, 2025 RMD and enter your RMD again On the next screen, How much did your provider transfer directly to charity?, enter the amount of your total distribution that was your QCD, Continue Continue answering questions. When you reach, Let's go over any required...(RMD), click Continue (not the pencil)    Note: The above steps should clear the error, but it may be necessary to delete Form 5329 that was already triggered by doing the following:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329

The $500 rule applies to your whole tax return.  If your total of non-cash donations is more than $500 you must enter them in limited detail and report them on form 8283.   You do not need to list individual items, but you do need your own separate written inventory that you can use to determine fair market value.  You can group donations by charity and date.  For example, if you donated used clothing and household items to Goodwill on March 5, that can be entered as a single donation.  You can choose Household Items from the first menu, add the fair market value.  If you are asked how acquired, you can say bought or inherited.  If you are asked for the purchase date, the IRS allows "various" but Turbotax might not, so give a rough estimate.  How the value was determined can be consignment shop values or thrift shop values.   The $5000 rule applies to any single item "or group of similar items."  I have never seen any more specific advice on the IRS web site about what constitutes a "group of similar items."  I suppose that is between you and an auditor.  If you donated used clothing worth $1000 on 6 different days to different charities, that might be seen as one $6000 donation that you split up.  Clothing and used household items and used furniture might arguably be 3 different groups or one group...I just haven't seen a more specific guidance.  Ultimately it is up to you to decide how to file.   I suspect that even if you take the position that your items are different groups and that no single group is more than $5000, Turbotax may enforce the signature and appraisal rules if the total is more than $5000.  You will probably need to print your return and file by mail (no e-filing) and not include the signed forms that Turbotax instructs you to get signed.  

Also, especially if the 1099-INT is for various bonds  (or even for no bonds), you need to leave box 14 entirely empty......so delete anything in box 14......   (mine are empty on all of my 1099-INT forms...no problems)

Are you trying to Efile an Amended 2025 Return?  If so, it's possible you may not be able to do so if your original return has not yet been fully processed.  If not, try disabling your anti-virus software.    @piercepdp 

Today I tried to enter a QTP to roth transfer and got the message from TurboTax that this has not been updated in their system yet. So, yes it is a flaw especially since it's been two years that we can do this tax free.  

After you finish entering income and tax for one country, you will come to a screen that says Country Summary. At the bottom of that screen there will be an option to Add a Country. Choose that option and you can add additional countries.

Enter as interest on a Form 1099-INT.  Enter the name of who paid you and the amount of interest in box 1.   To report interest income received - Click on Federal Taxes (Personal using Home & Business) Click on Wages and Income (Personal Income using Home & Business) Click on I'll choose what I work on Under Investments and Savings On Interest on 1099-INT, click on the start or update button Online returns - On the screen Did you have investment income in 2025? Click on Yes On the screen Let's import your tax info, click on Enter a different way On the screen OK, let's start with one investment type, click on Interest and Continue On the screen How would you like to upload your 1099-INT? Click on Type it in myself

Thanks very much, Dave! Your explanation was very clear, and I appreciate your time to educate me.   I see that this my initial confusion from the TT question was regarding the limit for the AMT question. After I submitted this question, I found some other TT information about the carry back as well. But your explanation is far clearer regardless.    I find it odd that last year I received the full amount of my foreign taxes paid as a credit (I squeaked in at $599) when 1116 was not required, but this year, with essentially the same 1099DIV dividends,  I get less of a credit. I will have to investigate that tax code some more with the 1116 instructions. Ah, the logic of the tax code!😂   Thank you again for your reply!   Ed

The first step to getting a situation in TurboTax to be reviewed and investigated by the development team is to provide them with a diagnostic tax data file demonstrating the circumstance.  If you would be willing to provide a diagnostic copy of your return, that would be helpful.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     To provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.  Note:  Since you stated you already filed your return, you may need to get back into the file by using the 'Add a State' option.  This does not actually add a state, but allows the file to reopen.   If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here. @rsf08