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Thank you for responding.  The source of my QBI income is 7 rental properties, six of which are in Idaho (the other in Oregon).   This is the vast bulk of my QBI income.  After looking at form 1995A, it looks like I also have $20 of section 199A REIT dividend income which came from a 1099-DIV that I received.   I have no other sources of QBI income.  Line 13a of my 1040 is $6082.  

  As I stated before, it duplicates my crop share check. I received one check for $5,124 . When I go back to the summary to see if it's been entered as two different line items, there is only one. So it's not been duplicated where I can delete one of them. That's normally the case. Also, the Form 4835 is not being generated in the software. Since I have you here , in order to get this done, I went ahead and paid the Ask an Expert fee. And I was told that they didn't have anybody that could answer this question for me and that they would schedule an appointment, and they have not called me back. If you can help me just enter this correctly, I do not need that extra $70 service. Because they haven't helped me do anything . I'd just as soon get it entered correctly and file my taxes. To be clear, I did follow all the instructions that you have given me previously, and they do not function properly. And I spent five hours on the phone talking to three different TurboTax assistants. They helped me follow those exact instructions and were unable to get it to process properly. Any help you can give me is much appreciated. Thank you, John Morris [phone number removed] 

Here's how to enter tips from self-employment in TurboTax Online:   Go to the Self-Employment topic under Income in the Federal section Answer Yes on the Did you have any self-employment income or expenses? screen. If you land on the Your 2025 self-employed work summary page, select Review next to the work you're adding income for. Answer the questions on the following screens until you arrive at Let's enter the income for your work. Select Other self-employed income. Select the checkbox if you have tips to report.  Tips that qualify for the deduction are on a 1099 form and are included in the gross income box of the form. The forms don’t have a separate box just for tips.  Tips that aren’t included in the gross income box of a 1099 form are not currently eligible for the tips deduction. If your tips weren’t included on a 1099 form, then your tips aren’t deductible.        You can still report these tips on your tax return, even if they aren't eligible for the deduction right now. Their eligibility may change in the future. If it does, then your tips info will already be saved in TurboTax.

If you already started your return and you are using TurboTax Online, you can downgrade to a different product.  See the following steps on how to do it:   In the left menu, select Switch Products.  Select Downgrade. How do I downgrade to a different TurboTax Online product? If you have not started your return, you can visit TurboTax and select the option of doing them yourself.

If your refund is delayed, TurboTax will still try to take out applicable fees on the scheduled date if you elect to pay using your refund even if it has not yet been received.    The IRS usually takes 21 days to process returns, and the payment withdrawal can happen 7–10 days after acceptance.   When 21 days have passed since e-filing, you should track your refund directly on the IRS website:  Where's my Refund  

You can file an amended return for 2024 to claim the capital loss carryover.  Then, if there is a carryover into 2025, you may need to amend that return as well to claim the loss and have the correct amount carried forward to 2026.     Take a look at the following TurboTax help articles for guidance to amend:   How do I amend my federal tax return for a prior year?   How do I amend my federal tax return for this year?  

Reject Code FPYMT-072-01 indicates an IRS rejection because the requested electronic payment date is invalid, typically set after the filing deadline or too far in the past. It occurs when the RequestedPaymentDt in the IRS payment record is after the due date (e.g., April 15, 2026). Fix this by changing the payment date to the current date or on/before the due date in your software's electronic filing (ELF) screen and retransmitting.

The form could have a typo for the zip code or in the program MA instead of IN. Edit the 1099-R.  Check city, state, zip match 1099--R. If they all match, Google the correct zip code for the city and state on the 1099-R. Enter 5 digits only.

Per Fidelity's website: "To give consent to share your Fidelity data, use Fidelity Access, which enables secure, tokenized connections to third-party apps without sharing your login credentials. You can initiate this by selecting the "Connect to Fidelity" option on the third-party app or website, which will prompt a secure login to your Fidelity account to authorize data sharing."   You would choose the "Fidelity Access" pathway. And then Log in with your credentials on the official Fidelity site and authorize access to specific account data.

The bank information and the date selected for payment will be on the Filing Instructions for your tax return and it will be on the Federal Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

To specify a 72(t) distribution (also known as SEPP—Substantially Equal Periodic Payments), you have to look for the "Penalty Exception" screens that appear after you enter your 1099-R.   Open or continue your return. Under Federal tab, Click on Wages & Income. Find Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter the information exactly as it appears on your 1099-R (even if you know it’s a 72(t) distribution, do not change Box 7 to a different code). Click Continue on the 1099-R summary page; the program will ask a series of follow-up questions.  Look for "Did you use your IRA to pay for any of these expenses?" (this screen lists various exceptions... e.g., Medical, Education, First-time Homebuyer). Look for the box labeled "Equal periodic payments (under section 72(t))" or simply "Substantially equal periodic payments.", and Enter the Amount: Enter the portion of the distribution that qualifies under your 72(t) plan. The program will then generate Form 5329 and apply Exception Code 02 to remove the 10% penalty. To make sure this worked before you file: Click on Tax Tools (left-hand column), then Tools, then View Tax Summary, and finally Click on Preview my 1040 on the left.  Look for Schedule 2, Part II. The penalty should be gone or reduced.

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. The bank information and the date selected for payment will be on the Filing Instructions for your tax return and it will be on the Federal Information Worksheet in Part V of the worksheet.  You will need to use Print Center and the option for all worksheets when download the PDF of your tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Your Uber earnings should be reported as Self-Employment income on Schedule C. If you have already entered Form 1099-NEC or 1099-MISC for this income, TurboTax may have already started a business for you. Use this link to Go to Schedule C.   Either Edit (pencil icon) an existing business or Add another line of work. Then follow the interview to set up your business and report your income & expenses.