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What type of income?   The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

This link states Form 5695 is available -  - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product... View solution in original post   BUT - when I go to input data it states:      This section is unavailable while we work on updates for recent tax law changes It's OK to skip this for now and work on other parts of your return We'll let you know when it's time to come back.   What gives?  Is the Home Energy Credit software available or not?

@hiway What is entered on the Form 1040 Line 13b?   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b   You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

I read your answer however what you describe isn't happening.    How do I work around this?  (I am using TT on-line service).  I already checked my personal info (ie: my DOB is correctly entered); I qualify. 

@hiway The calculation on Schedule 1-A are all by the TurboTax software.  There are no user entries on Schedule 1-A. If you are eligible and age 65 or older the TurboTax program will calculate the amount of senior deduction for you.   An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Once again Turbo Tax has a problem.  Yes they updated the 1099 R but it still not linking it to the tax return.  Rolled over my IRA  to a Roth but entering the information in the form does not show that it's a rollover.  Called (and waited God knows how long)  to be told they have to send the problem over to there monkees in the programming department.  Why can't they get it right the first time or at least check if there is a glitch that needs to be fixed before they roll out the update.  Good thing I'm waiting for other forms, otherwise I would be screwed.  I'm so lucky I might get another badge (for what that's worth)  

It's ready NOW.  There was an  update yesterday for the Online version and an update this morning for the Desktop program.  I entered my 1099R sucessfully today.  If you have the Desktop program do an update, go up to Online - Check for Updates.  If you are using the online version you may have to log out then back in.  

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Please note that the IRS does not permit the deduction of HSA contributions until you have demonstrated that you have proper HDHP coverage. So TurboTax is coded to not permit this deduction, which generally causes your refund to appear to be lower than you think it should be.   This is how the IRS wants it.   However, as soon as you go through the HSA interview and show that you have the proper HDHP coverage, then the HSA contributions will be assumed to be deductible and - other things being equal - your refund will increase.   It is not a good idea to watch the Refund Amount too closely - what is important is the final result. 

JohnB5677 - thank you for the quick reply.  To reply to your points...   Regular payments and timing:  Replied on Annuity Info screen that there were periodic payments (Yes).  In my case monthly as one would expect for a pension.   IRA/SEP/SIMPLE box checked?  Left blank   The question "RMD due" I answered with "0" (zero)   I did answer it was a qualified Plan and not a 403(b).   I don't think my answers are incorrect and indicating a need for an RMD.  Leaves me incredibly confused.

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing.   They are right unless you go back.   And if you entered using Forms mode you should also go though the interview steps to catch any followup questions that need answering.