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Boxes 5, 6, and 7 on Form 1099-NEC (both the version released in December 2025 and the draft version for 2026) are related fields regarding the state and need to be entered consistently or not at all.   Box 4 shows the Federal income tax withholding. If there was no Federal withholding shown on the form, leave it blank.   Please clarify your issue if different.   If the program seems to be caught in a loop, try these steps:   Clear your browser cache and cookies Log out of TurboTax Restart your device Log back in   @watusi 

This error is generally because your software is not updated.  First try correcting this by:   Update your Software:  Select Check for Updates in the Online menu Run as Administrator:  Right-click the TurboTax icon Choose Properties Go to the Compatibility tab Select Run this program as an administrator Check System Time:  Ensure your computer's date and time are accurate, as discrepancies can cause secure handshake failures with the IRS. Clear Cache:  For business products, try clearing the "Electronic Filing" cache Firewall/VPN:  Temporarily disable VPNs or antivirus software during the update and filing process.  If the error continues, you can print your return and mail it.  How do I file my return by mail?   How do I contact TurboTax?

For Married Filing Separately (MFS) in TurboTax, you generally would enter only the portion of property taxes and mortgage interest actually paid by each person, rather than entering the full amount.  

So it seems that as long as I enter the Payer name, address and EIN plus the amounts received I can still e-file with TurboTax? I’m actually trying to complete this return for my brother who lives in another state. 

Do you mean how to you claim a tuition credit (fill out form 8863) without using a 1098-T?   If you were issued a 1098-T, you DO want to use it to claim the tuition credit.  Otherwise, you enter your information in the same place as people that do have a 1098-T. When asked if you got one, answer no. On the next screen say yes to qualifying for an exception.    In TurboTax (TT), enter at: Federal Taxes Tab (Personal for H&B version) Deductions & Credits -Scroll down to: --Education   --Education Expenses and Scholarships (1098-T)

TurboTax does not support the computation of the General Rule Method.  The taxable amount of the distribution is manually computed.   Box 2a Taxable amount may be entered at the screen Enter your 1099-R details if you are not able to generate the entry screen Annuity information.    IRS Publication 939 General Rule for Pensions and Annuities including IRS actuarial tables may be found here.  The worksheets are found on pages 12 and 13.   @slpoetzl   

  This was a bug 2 weeks ago and was ffixed and it is back again!! The option to choose Itemized is not allowed/ grayed out It is costly enought to cause a user to cnoose the legal option and the publicity route!    

I provided the shortcut method above to go directly to the section for estimated tax payments made for 2025 in Online TurboTax.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.    When you click in the left column on Federal and then the tab for Deductions & Credits and in the dropdown choose the Deductions & Credits Summary, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

For Online TurboTax, here's a tool that should get you directly to the section for estimated tax payments made for 2025.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.

Why do you want to delete the "tuition amount"?   One common reason, you don't qualify for any actual credit and don't want to pay for the TurboTax upgrade called for by entering the 1098-T.   If you don't qualify for the Lifetime Learning Credit,  or want to eliminate it, you'll have to delete the forms that are related to education credits.  If you see form 8863 and form 1098-T, delete them. Click here for instructions     Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114

You can add you personal HSA contributions in TurboTax as follows:    Click on Search at the top right of your TurboTax screen Type HSA in the search box Click on the link that says Jump to HSA Follow your TurboTax screens until you see the screen that says Let's enter your HSA Contributions In the box that says Contributions that XXX made (not through your employer) enter the amount of your personal HSA contributions This should properly record your personal HSA contributions. Answer all follow-up screens. Click here for What is a health savings account (HSA)?   Click here for Basics of Health Savings Accounts   Please return to Community if you have any additional information or questions and we would be happy to help.

Follow the steps below to enter your Form SSA-1099 and use the lump sum election method in TurboTax to allocate your income to the prior years. You will need information from your tax returns for 2021, 2022, 2023, and 2024. Go to the Social Security benefits screen under Wages & Income. On the screen Did you receive Social Security or Railroad Retirement benefits in 2025? answer Yes and select Continue. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided. Select Continue and follow the onscreen instructions. On the screen, Did you receive a lump sum payment? answer Yes and enter the Year and the amount from your 2025 SSA-1099 on the next screens. (This initiates the lump-sum election calculation to reduce your tax bill). If you have Form SSA-1099 for that year, you will enter the amount on the next screen, Now, let’s look at your 20xx form. Follow the instructions on the next screens regarding your income and adjustments from your tax return for that year.      If you didn’t file a tax return for that year, enter zeroes. On the next screen, Here’s your lump-sum payment info, select Add another lump-sum payment and continue until you have added all of the years that you received the lump-sum payment for. Refer to the TurboTax articles Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? and What is a lump-sum Social Security payment? for additional information.