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@JohnQT wrote: I know that for myself, "I'll give up my Windows 10 when they pry it from my cold dead hands".... Windows users (mostly) have been invoking that line since Windows 2000 Pro, which then evolved into Windows XP, and then Windows 7, and so on. It will never end; change is resisted, ipso facto.

You need to find out why this distribution was made because it might not be eligible for rollover.  If the distribution is eligible for rollover, the plan is required to have given you an explanation of your rollover options at least 30 days prior to making the distribution (unless you waived that requirement) and is required to have withheld at least 20% of the distribution for federal taxes.  If neither of these was done, it's possible that the distribution is a corrective distribution due to the plan having failed ADP or ACP testing, in which case the distribution is not eligible for rollover.   Indirect rollovers are reported no differently on your tax return than are direct rollovers, although the questions that TurboTax asks in each case are slightly different based on the code in box 7 of the Form 1099-R that you will be receiving.  If the code in box 7 indicates that the distribution is a corrective distribution that is not eligible for rollover, TurboTax will prevent you from reporting the distribution as having been rolled over.

There is no age limit for filing taxes.  But, there is an income limit.     Q. Does social security count as income when determining is you have enough income to have to file a tax return? A. It's complicated  but the simple answer is: No, for most people.    Social security only becomes taxable when added to sufficient other income.  Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches: Married Filing Jointly(MFJ): $32,000 Single or head of household: $25,000 Married Filing Separately and lived with your spouse at any time during the tax year: $0   How much  is "sufficient other income"? The simple answer is $14,600 (a single person's filing requirement). But the answer varies dependent on marital status, filing status, age, the amount of your Social security, and whether you are claimed as a dependent by someone else.

I'm so fed up with Windows 11 and the BS updates it's downloading. Have wasted hours trying to fix to only find the fix will be in November.  The again?  TT wants to support this mess ? Going back to Windows 10. Maybe by tax time MS will have their Windows 11 act together ?

other options: there's software available that will let you install W11 on a W10 computer (this can't be done with all computers especially older CPUs. Mine is a 4th gen Intel). 1) requires either a second hard drive or create a new partition if you only have one HD 9small HDs probably won't work. 2) create a Virtual Machine. I've done it both ways and they work with TT desktop 2025. I don't know if W11 is really more secure; if so, why the monthly security updates.  I hate W11s sneaky One Drive and some other features it's just that I have a lot of apps on the W10 that for one reason or another can't be reinstalled on a W11.  option one is dual boot which means you're either using the W10 or W11 OS. 2) allows both to operate simultaneously but I do hate the ugly fonts on the W11 VM. Should these go Soutth at some point, my option would be a cheap laptop.         

"Income Lines 15–26 Gross income means all income you received in the form of money, goods, property, and services unless specifically exempt by law. You must report taxable income from everywhere, whether from inside or outside the State."    --- NJ   Use Schedule NJ-COJ to get credit for income tax paid to another state.   @abhijaypatne 

I hope that we can all agree here that no matter what us little people in tax-paying land know (or don't know) about business revenue, the "folks" making decisions about the future of the TurboTax product line are NOT using that product to do their own taxes!  Paying taxes is a little people problem.  Those "folks" pay their "people" (accountants, CPAs, and tax attorneys) to do that for them.   I'll add my own on-topic rant here on the subject of Windows 11 being a POS:  Those of us who have used Windows for decades see all the still-remaining cracks under each coat of fresh paint that Microsoft has applied to each major release of Windows.  It's this pile of unfinished design work that belies M$' real motive for each release: "brand new shiny" sells more units!  They don't give a bug's arse about beautiful underlying design (and therefore there's no way they could create beautifully functional code, hence a never-ending stream of security updates).   Here's a great article from the developer of tiny11, a set of PowerShell scripts that aim to trim most of the bloat out of Windows 11.  His article digs deep into the underbelly of the latest Windows 11 GUI to reveal a mish-mash of design elements that stretch all the way back to Windows 3.1:   https://ntdotdev.wordpress.com/2023/01/01/state-of-the-windows-how-many-layers-of-ui-inconsistencies-are-in-windows-11/   Most of us old-timers notice this cobblework, some of us get truly annoyed by Microsoft's lack of effort, and a few of us wistfully ponder questions like "how many more major releases will it take for Microsoft to finally move all the legacy Control Panel functionality into the consolidated Settings app?"  I think the answer is that M$ will never get "it" done, as the priority is not beautiful design, but cornering the desktop computing OS market.   I know that for myself, "I'll give up my Windows 10 when they pry it from my cold dead hands" is a conscious reaction to not having any control over Microsoft's ugly design decisions.  But eventually the whole application world will just move on (thanks Intuit!), and like @baldietax has mentioned here many times, it will become impossible to resist the force of nature that Microsoft has made itself out to be.  The 800 pound gorilla always gets its way in the end.  🦍   Yes, we can move to macOS or Linux for a more consistent design experience (and of course to avoid the rampant spyware in Windows).  But both platforms are dwarfed by Windows' market share on desktop and laptop PCs, and as a consequence most commercial software development for that market starts (and typically ends) with Windows.  (I think it's a miracle that Intuit ever released a Mac-specific version of desktop Turbo Tax, but they probably did that for their "people" who actually do their taxes...)   Desktop virtualization products have come a long way from the original Connectix Virtual PC for System 7.5 on Macintosh.  I would encourage anyone with a bit of spare time to come up to speed on this topic.  Oracle VirtualBox is free open-source software and does the job for me.  I will continue to run all of Intuit's products in a Windows 11 (ugh!) virtual machine, only when I need to, and from the comfort of the "real" operating system running on the bare metal of my PC.  For now I will keep Windows 10 as the underlying host operating system, but I can move to Linux or macOS whenever I finally get fed up with Microsoft's antics.  Virtual machines are entirely portable and can be moved to a new filesystem or new hardware as simply as copying files in Explorer or Finder.   Cheers everyone!  🍻

Sorry 2024 online is now closed.  You need to finish using the Desktop program.   How to finish a return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322

@crona2000 wrote: …...I called because intuit charged my checking account without my petmission nor knowlege for a digitoal copt of turbo tac 2025..Its Nov. Why would I purchase a copy for next year now?.….. The Desktop programs always come out in November.   I don’t think Turbo Tax wants to put it out so early and in such a rough un updated version.   But a lot of people want it early to get started and to do estimates for 2025 and to make income and deductions changes before the year end.   

@exjetpilot wrote: ....I spent a lot of time putting data into ItsDeductable now it is all gone...... And you had no backup for the data you entered into ItsDeductible? Not good and THAT'S on you.

 Chart B, page 10, of the form 1040 instructions says: "If your parent (or someone else) can claim you as a dependent, use this chart to see if you must file a return. In this chart, unearned income includes taxable interest, ordinary dividends, and capital gain distributions. It also includes unemployment compensation, taxable social security benefits, pensions, annuities, and distributions of unearned income from a trust. Earned income includes salaries, wages, tips, professional fees, and taxable scholarship and fellowship grants. Gross income is the total of your unearned and earned income."   https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

@skramblr wrote: I don't think you know how big companies work. No, I actually do know how they work, but you apparently do not.   FYI, if they evolved to the point where they were "basically independent business units", they would likely be spun off. It's clear that what @baldietax wrote pretty much says it all.