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When you're importing 1099's from your broker, a browser window open when you can Sign In with your broker credentials.  The 'Allow' may be needed for a LAN connection to complete the import.  If the browser window opens with a URL indicating your broker, try clicking the icon in front of the browser, and in the pop-up or 'Settings' choose Allow.  Some browsers have updated their security protocols.   @alexy0211     

Did you make a tax deductible IRA contribution?  If so that amount would be a deduction on your federal tax return and be reflected in (reduce) your Adjusted Gross Income (AGI).  The starting point for computing Wisconsin individual income tax is the federal adjusted gross income (AGI) from your federal tax return.  So, your IRA contribution would already be deducted from your Wisconsin income. 

Since you are coming in as a VA resident and selected dates and another state, the program should pick up it is part year but you need to double check. I tried it in my program and got the correct PY return.   You always want to check your tax forms before filing.  To see your forms: In desktop, switch to Forms Mode.  For online, see How do I preview my TurboTax Online return before filing?

You should have received a form 1099-INT for interest income from CDs.   In TurboTax Online, you can enter your form 1099-INT by following these steps: Open your tax return Click on Federal in the left-hand column, then on Wages & Income  Navigate to the list Income categories Locate the section Investment and Savings and click on the arrow on the right Click Start next to Interest on 1099-INT You can import info from your bank or financial institution or choose to Type it in yourself

Since you say she lived with you and you provided more than half her support, the issue is likely due to the Gross Income Test.   According to IRS Publication 501, to claim a parent as a "Qualifying Relative," they must meet the Gross Income Test. For 2025, your mother’s Gross Income must be less than $5,200. If she earned even $1 over this amount, the IRS automatically disqualifies her as a dependent, regardless of how much support you provided.   Taxable pensions, traditional IRA distributions, interest, dividends, and wages all count as income. Usually Social Security benefits are excluded from this $5,200 calculation unless she has significant other income (like a large pension) that makes a portion of her Social Security taxable.

Thanks so much for the info. I did follow your instructions and TT corrects the Form 5329 which indicates -0- on line 55. Also, I like to know how to properly report this 1099R in 2026 since the 2026 1099R will show the total distributions in one amount: one for 2025 and another for 2026.   Appreciate.

I am filing online. Until I complete the filing, I dont know how to see all different forms like 8959 and lines etc. I observed the calculation problem, when I started reviewing the tax that I owe. Then with my reading at Topic no. 751, Social Security and Medicare withholding rates | Internal Revenue Service, it gave me input on how employer is calculating. My employer is following what IRS mandated and reported in W2, as it was expected to calculate without considering filing status (in my case, Married filing jointly). This is where I am expecting TurboTax to handle the filing calculations by considering the threshold mentioned here, Questions and answers for the Additional Medicare Tax | Internal Revenue Service. I see that TurboTax premier online version is increasing my Medicare tax by whooping 18%. This is wrong. So, I want to know how to get this corrected in online version. 

According to the SS Office last Fri, his SSBs are reduced  $1 for every $3 he makes - and according to the SSN office a withdrawal from his IRA = income.  Again, according to the SS Office, his benefits are reduced as soon as he makes over $23,400.  He withdrew way more than that to the point, he was told he has to pay back all the SSBs he received in 2025.  Is that wrong information we were provided? 😮

Your original return showed that your refund was $2,346.  Once you amended the return, your actual refund was determined to be $607 and not $2,346.  Because you received more refund than you should have, you will need to pay back the difference between these two amounts which is $1,739 ($2,346-$607), which is the amount that is shown on line 20 of the amended return.  From what I can see of the amended return, it appears to be correct as is and you will need to pay the IRS back the $1,739 of excess refund that you already received.

You may have checked the box that says Property Owned by an Individual Tax Credit (PTC) on the screen that says Property Tax or Nebraska Credits?, in the Nebraska state section of TurboTax. If so, you can edit your Nebraska state entries and look for a screen that says Property Tax Credits - Individuals Summary. On that screen you will see the PTC entry you made and there will be an option to delete it.   Also, you can try this procedure to delete the Form:   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 PTC in the list and delete it  

No, only enter your 1099-K as a Sale of a Collectible as directed.  You can enter a total amount; you don't have to enter each transaction individually, since they are all the same type of item.  Since collectibles are considered 'investments', they are entered in the Sale of Investments section. A 1099-S can be entered here too, but is not required for reporting different types of investment sales, such as yours.  Be sure to choose 'Collectible' from the dropdown list for 'type of investment.'   A 1099-K can be issued for a variety of reasons, so they may be reported in different areas of a tax return, depending on the type of income.  Here's more info on Capital Gains.   @user17723180770