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In order to enter the full range of farm income and expense items, you should have either TurboTax Home & Business Desktop, or TurboTax Online Premium. Then, you can enter Schedule F.   Upgrading is a one-way street. Once you've upgraded, you can't downgrade back to your original version.   To upgrade Desktop, select Help at the top screen.   Follow these steps to upgrade to a different TurboTax Online product: Open your tax return if you haven't already. Select Switch Products from the left menu, then Upgrade. Follow the onscreen instructions. @Leeanne32 

We feel your pain. As a person filing his own taxes for approximately 20 years, and a close observer of my tax returns for several decades before that, I've seen capital gains rates and overall tax rates fluctuate. But overall they are lower on long-term gains than ever before in my long experience. But not so low for short-term gains. If you are an active trader, I expect much of your gains were short term. On that, my only immediate advise is to take a close look at and consider  the length you have to hold investments before you can claim the longer-term (lower) capital gains rates before selling an investment.   On the moral support side, consider that, as you say, markets go up and down, and using this year so far as example only, if you bought an investement late last year and sell now, you would probably have a capital gains loss for next year's tax purposes, which should reduce your taxes owned, assuming you have other taxable income, a year from now.   Finally, I remember income averaging, which reduced the tax load for people getting a one-year only exceptional income boost. That provision went away. Speak to your congresspeople, Senator's offices to express your views on bringing that back. They might tell you overall rates are lower than they were in the days of income averaging, and that is true; but still, for more average tax payers, income averaging would surely help more for those who sell their sole long time residence and have big capital gains on that. Maybe not so helpful as lower overall tax rates for those taxpayers who have multiple residences, major ongoing investment or income generating holdings, so have a large income almost every year. Hmm.

Follow these steps to delete the duplicate entry:   Windows instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove. After the form is generated in the right pane, select the Delete Form button. Follow any onscreen instructions to remove the form or forms. Mac instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]. Follow any onscreen instructions to remove the form or forms.

You both will file the same tax (one) return using TurboTax.  You can do this in any of the TurboTax programs. When you enter your personal information it will ask you if you are married and if you are filing with your spouse.

The issue is that excess contributions need to be withdrawn by the due date of the return - in this case, April 15, 2024.   Since you did not do that, the excess in 2023 carried over to 2024. TurboTax tried to apply the carryover excess to line 2 (8889) as a "personal" contribution, but many taxpayers do not realize this so when they continue to contribute large amounts, they just create a new excess. But when they try to withdraw the new excess, TurboTax will stop them because in the next year, they cannot withdraw the carryover excess penalty-free.   So, how to stop it? When you enter the 1099-SA for your withdrawal of the excess on your 2024 return, then say that it was NOT for medical expenses. TurboTax will add the box 1 amount to Other Income, and add a 20% penalty, but at least the excess will be over and done with.

Which state return are you preparing so we can provide detailed instructions? Generally, you can elect to carry forward your 2024 state tax refund towards the end of your state return in a section titled Other Situations or Your Bottom Line. 

Scroll down below the video or use this link >>  You can file your extension at our Easy Extension website.     How do I file an IRS tax extension?   How do I file an extension for my personal state taxes?  

You would file part-year resident of Illinois and part-year resident of Indiana.   The 1099 income earned after moving to Indiana would be claimed by Indiana.   Indiana IT-40 PNR Booklet, page 8 states:   Nonresidency and Income Taxable to Indiana    A part-year resident owes tax on taxable income received from all sources while being a resident of Indiana.

Is there any way you can check online if you can get a Form 1099-R? If you tried to get a Form 1099-R but failed then you could enter a substitute Form 1099-R to report the distribution. But note them you are not able to e-file and will have to print and mail your return.   Please see How do I file an IRS tax extension?       Please follow these steps to enter a substitute Form 1099-R in TurboTax Online:   Click on "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R”  Select "Change how I enter my form" on the "Let's import your tax info" screen Select "Type it myself" Fill out Form 1099-R Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R" Continue through the screens   In TurboTax Desktop:   Click "Federal Taxes" on the top and select "Wages & Income" Click "I'll choose what to work on" Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"  Answer "Yes" to the question "Did You Have Any of These Types of Income?" Click "I'll Type it Myself" Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and check "I need to prepare a substitute 1099-R" Fill out Form 1099-R Continue through the screens