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having same / similar issue - rather frustrated trying to resolve -  @DanaB if you have suggestion / solution would be greatly appreciated.  "diagnostic" file has been "sent to agent"  token # 1302280   I have 2 inherited IRAs (one traditional, one Roth).  Had no issues with RMDs/penalties last year.  I keep getting assessed penalty (and sometimes the penalty amount changes on repeat attempts).  Have tried the prevous forum suggested solutions including: deleted prev 1099-R entries cleared cache and cookies reloaded 1099-Rs (tried both import from financial institution and upload .pdf of 1099-Rs) entered the required RMD amount (tried both the correct required RMD amount and zero for required RMD) checked 'entire' distribution was an RMD checked 'None.." for missed Required Distribution   ----additional Looking at the Return Forms, Form 5329 Part IX looks incorrect.  

My spouse and I have w2 for work done before moving to Maryland. I axpected this to be straightforward by adding wages earned on these W2. as previously stated, when values in box one is added, the amount is $5000 greater than what has been stated in the screenshot.

The return has already been e-filed. My wife did not work and had no income in 2024, nor does she have a Social Security number. Should I wait for the return to be processed before amending it? When I change the filing status to married filing separately in TurboTax, it requires her SSN, but she is not eligible for one. And it's almost April 15th

These are the sequence of questions I see: Tradional IRA and Roth IRA - I selected T IRA Is this repayment of a Retirement Distribution - No Tell us how much you contributed - I enter $7000 and same amount for contribution between Jan 1 2025 and Apr 15 2025 since i contributed this year for last year Tell us how much you transferred This is where it asks fir recharacterization question. I’m entering 0 here but wanted to call out that this sequence of steps are not what the article mentions

To enter TurboTax Online, follow these steps: Click Wages & Income Click Rental Properties & Royalties Answer Interview questions until you get to "What type of rental is this property?" Select Show More and Click Other Enter multi-family dwelling for type Select the rented part of your home selection Continue until you get to "Want us to divide the rental-related portion.", Select Yes, I will enter total amounts and let TurboTax do the math Enter Area of home rented %

Frequently asked questions about energy efficient home improvements and residential clean energy property credits – Energy Efficient Home Improvement Credit - Qualifying expenditures and credit amount | Internal Revenue Service Q4. Are expenditures for window treatments, such as blinds, shutters, or tinting, eligible for the credit? (added Jan. 17, 2025) A4. No. An energy efficient building envelope component that is not an exterior window, exterior skylight, or exterior door must meet the prescriptive criteria for such component established by the most recent International Energy Conservation Code (IECC) standard in effect as of the beginning of the calendar year that is 2 years prior to the calendar year in which such component is placed in service. Window treatments do not meet the prescriptive criteria of the IECC. Window treatments also do not qualify under either of the other two categories of property eligible for the credit.

Thank you for your answer. My spouse was court ordered to give me half and therefore insists it’s not a gift. We had to list it as earned income by me and use a substitute 1099R to  report only half of it for him. I am ending up paying a lot of taxes on it because of this. Any suggestions?

This reject code means The spouse's SSN has been locked by the Social Security Administration because their records show it belongs to someone who is deceased. Verify that the spouse's Social Security Number (SSN) has been entered correctly. If necessary make corrections and resubmit this return. The IRS receives this information from the Social Security Administration. If after verifying the social security number, you feel this was received in error, contact the Social Security Administration (SSA) at 800-772-1213 to verify that their records are accurate.    You may need to print and mail in your return. This article will give you instruction on how to print and mail your return. 

Yes, extra withholding from your pay check will be considered as paid evenly throughout the year regardless of when it was withheld.   Yes, that is sufficient. If you feel confident in the annual amount entered when using the 2025 estimated calculation you should be good unless you have an unexpected sizeable increase at some point in the tax year. If so, consider that when making an estimated payment for that specific period.   @mellynlee 

All of the options outlined by @KrisD15 are valid and useful depending upon the facts and circumstances within a tax return.   In your case, will these revenue streams all flow to a self-employment activity reported on your 1040 income tax return on Schedule C Profit and Loss From Business?   If so, what will be the total revenue reported in the self-employment activity?  If the total revenue to be reported will be $120,000, then, within the self-employment activity you might enter:   the IRS form 1099-NEC for $54,441,  the IRS form 1099-K for $15,076, and  the IRS form 1099-K for $40,716 Then you could report the difference under Other self-employed income, includes cash and checks.  See here.   If the total revenue to be reported within the self-employment activity is less than the total of the three IRS forms listed above, you may establish an Other miscellaneous expense to report the difference.   So, if the three IRS forms listed above total $110,233 and the self-employment revenue that should be reported is $110,000, you may establish an Other miscellaneous expense to report the difference of $233.   In either case, you have acknowledged the IRS forms and correctly reported your 2024 income.   @adam420