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The best way to report this is by creating a substitute 1099R.    Open your return and go to the Federal Taxes tab. Select Wages & Income and then I'll choose what I work on. Scroll to Retirement Plans and Social Security and click Start/Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R). When asked if you received a 1099-R, select Yes. On the screen "Choose how you want to enter your 1099‑R," select I'll type it in myself. The Payer Info: Enter the name and address of the UK pension provider. Payer's TIN: Since foreign entities don't have a US EIN, TurboTax often requires a placeholder to let you e-file. Use 99-9999999,55-5555555, 99-0999999, 22-2222222 or any combinatin that works.   The Amounts: Enter your total distribution (converted to USD) in Box 1 and the taxable amount in Box 2a. Most of the time, these are the same and is probably correct for your return.    On the following screens after you enter this, look for a checkbox that says "I need to prepare a substitute 1099-R" or "I did not receive a 1099-R." Checking this will generate Form 4852, which explains to the IRS why you're reporting this without an official form.

If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  After you have done this, go back to the Wages and Income section to edit your W-2 information. Make sure you make the Kentucky State ID equal to 9 digits.

Here are your navigation steps.   Open your return and click on the Federal Taxes tab at the top. Click on the Deductions & Credits sub-tab immediately below it. If you see a screen asking how you want to enter your info, select "I'll choose what I work on." Scroll down the "Your 2025 Deductions & Credits" page until you find the section titled Estimates and Other Taxes Paid. Locate Foreign Taxes in that list and click the Start (or Update) button next to it

The free edition has special rules.  If these conditions are not met, there will be a cost for the Software. If you have a simple Form 1040 return only  The most common exceptions are No forms or schedules except as needed to claim the Earned Income Tax Credit,  Child Tax Credit,  Student loan interest, and  Schedule 1-A,  See the TurboTax guide regarding Details about Filing Simple Form 1040 Returns  

En el formulario W-2 no aparece el Ingreso Bruto Ajustado Modificado (MAGI). El W-2 muestra los ingresos brutos que recibiste de un empleador, pero el MAGI es un cálculo que realizas en tu declaración de impuestos. Para encontrar o calcular el MAGI: 1. Debes iniciar con tu Ingreso Bruto Ajustado (AGI), que aparece en la línea 11 del Formulario 1040. 2. Luego, agregas ciertos ajustes o exclusiones que el IRS requiere para determinar el MAGI. Estos pueden incluir contribuciones a IRA, intereses de préstamos estudiantiles, ingresos excluidos, entre otros. El MAGI no aparece directamente en el W-2; se calcula en tu declaración de impuestos con base en el AGI y otros factores.

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

The proportion of the gain related to the rental activity is calculated by TurboTax when you indicate that you used the property as a rental in the past. While the full amount of the depreciation recapture is taxable, only a portion of the gain will be taxed.

There only two types of downloads of a tax return from TurboTax online.  One is a PDF that has to be opened by an installed PDF viewer.  Or the other is a tax data file that only can be opened by the TurboTax software for the year of the tax data file.     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/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)

The Collectibles income comes from box 9b of a k-1.  I entered it when inputting my k-1 numbers.  I see it in the k-1 worksheet but the number does not flow to schedule D or to the 28& rate gain worksheet.  How do I get it to do this?

To fix the error, you should enter a small amount of foreign income to meet the software's verification check.   On the K-1/K-3 "Additional Information" worksheet (or the foreign tax section of the K-1 entry), enter $1 of Foreign Gross Income. This sometimes will clear this error.