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Line 6 is the total of your Job-Related expenses (vehicle, travel, meals, and other expenses) related to w-2 work.      The expenses are not deductible on the federal return, but some state allow the deduction.  If you need to delete Form 2106, see below.   How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop      

I already paid the taxes a year early on the 2024 return, but I removed earnings in April 2025. Wouldn't it be a red flag for 2025 return when I do not enter the taxble amount from the official 1099-R they got this year from payer?  

Can you please help me figure out how to account for the following: 1099Q shows 120000 QTP to Roth IRA   $5000 was withdrawn and sent directly to ROTH ira in Jan 2025 and marked as a 2024 contribution $7000 was withdrawn and sent directly to ROTH ira in Dec 2025 and marked as a 2025 contribution.   I can't get turbo tax to let me recognize the $5000 2024 contribution as roth and not additional (excess) income Thank you!  

Self-employment tips aren't eligible for the deduction if they are not reported to the IRS on a 1099-K, 1099-NEC, or 1099-MISC.  In order to be deducted, they must be reported on a 1099 for self-employed individuals.   There has been no guidance issued from the IRS to state otherwise as of yet.        When you click on the "This income includes tips" learn more link you will see that at this time those tips are not deductible. This box is for just in case there is further guidance issued by the IRS that says these tips that are NOT reported on a 1099 for self-employed individuals would become deductible.  So entering the tips is for the just in case.  It is putting it in a spot to possibly deduct it from your income at a later point.      No Tax on Tips: How It Works in the One Big Beautiful Bill  

I think you mean you have a disaster loss deduction on your return in error. If so, you may be able to delete the Casualty and Thefts Form 4684 and that may resolve your issue as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 4684 in the list and delete it  

<< On his return, 4,000 entered in that same field reduced the amount being applied to his AOTC to 4k not the full 5K, and his tax adjusted slightly (due to the aforementioned 10% penalty difference on his own directed unrelated 529 non-QHEE withdrawal)>>   This seems to be introducing a new issue.  I don't recall  a separate 529 withdrawal being mentioned.  I don't think you can't apply the penalty exception to both your  529 withdrawal and his wthdrawal for the same $4000.         

Yes, this is a common occurrence for retired clergy. The IRS allows a housing allowance to retired ministers to the extent the recipient can justify the amount. Should you receive more than you can justify, the excess should be considered taxable.   You may include this statement with an electronically filed return using the instructions below.   To access the entry fields for the 1099-R: TurboTax Online/Mobile or TurboTax Desktop use the link below: Where do I enter my 1099-R? The program will proceed with the interview questions for you to enter or review the appropriate information. Enter the data from the 1099-R  If Box 2b is not checked, please enter the 1099-R exactly as it appears on the form. This will cause the full amount to show as taxable. You will make your adjustment in Other Income, following the instructions below: Open your Federal return and choose Wages & Income Scroll down to Less Common Income and Show more Choose Miscellaneous Income, 1099-A, 1099-C Choose Other reportable income, and Start/Revisit Select Yes and you will be prompted to enter Description and amount. Enter the description "Retired Minister Housing Allowance," and enter the amount as a negative number (-5000).    At this point, the form 1040 will show your full pension as taxable, but the negative adjustment on Schedule 1, line 8, which carried to Form 1040, line 8, will remove it from taxation.  Remember you can only enter an amount equal to your housing expense if it is less than your actual amount received.   Note: You may file a paper return with an attachment stating that you received an exempted housing allowance as a retired clergy member.  Be sure to include the amount received. You should keep documentation in your records to justify the amount of the housing allowance. This subject is covered in IRC Section 107, which you can mention in your statement.  Remember you can only enter an amount equal to your housing expense if it is less than your actual amount received. IRS Publication 517

It doesn't ask this question specifically but there is a section where you enter this information in the interview.   Go to federal  Go to Other Tax Situations Go to Other Tax Forms Go to, Form W-4 and Estimated Taxes Check the estimates box in the first screen that appears After entering information about income etc. you will reach a scfreen that says: Enter the Investment Gains, Other Income and Losses you expect in 2026 Select Other income and losses (enter losses as negative numbers)  Here you will enter a combined total for a pension distribution and the taxable amount of your social security payments.

Thanks, that is just what I finally found myself. But besides being in that somewhat buried place it should also be part of the refund dialogue right before you file since that is the natural place where you would decide what to do with the refund. Hopefully, TurboTax monitors these questions and looks into this. In the existing dialogue TurboTax is pushing their faster refund product as the first choice but they should also be showing at that point the refund can be "rolled over" into your estimated tax for the next year instead of making you get out of that dialogue and find we they have it buried and not in the natural way one would expect. Very poor use case for that dialogue on refund handling!