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I agree turbo tax it’s deductible is a very valuable tool.  I remember when they listened to customers   at one time when you imported from Quicken into TurboTax, it would bring all your support documents that you’ve attached to your line items in quicken. Well, after several audits, I discovered that it no longer does that. It makes the program useless. Because I have to go back to quicken and go to each line item entry that I have attachments and individually print them out. Then rescan the attachments  so they can be uploaded to the tax authority. Hundreds of man hours completely wasted because they (turbo tax) didn’t want to carry the attachments over in the TurboTax as support documents for personal and business. Granted it makes the file large. But when you’re being audited, it’s safe thousands of hours of recreation to satisfy the audit requirements.  In the early days it was outstanding product. Now maybe I’ll try the actual IRS website for tax entries. At least the government is upfront with you when they screw you.   

Pub 575 does not accurately paraphrase section 402(e)(4)(D) of the tax code which says:   (D)Lump-sum distribution For purposes of this paragraph— (i)In general The term “lump-sum distribution” means the distribution or payment within one taxable year of the recipient of the balance to the credit of an employee which becomes payable to the recipient— (I)on account of the employee’s death, (II)after the employee attains age 59½, (III)on account of the employee’s separation from service, or (IV)after the employee has become disabled (within the meaning of section 72(m)(7)),   IRS Revenue Ruling 83-57 describes a lump sum distribution.  Note that it refers to "the occurrence of certain events,"  those now enumerated in section 402(e)(4)(D):   A lump-sum distribution within the meaning of section 402(e)(4)(A) of the Code is given special tax treat­ment.  A distribution will be a lump sum distribution within the meaning of section 402(e)(4)(A) if the balance to the credit of an employee becomes payable upon the occurrence of cer­tain events and is distributed or paid within one taxable year of the recip­ient. One of the events is an employ­ee's separation from service.   Reaching age 59½ is a single event, not a recurring event.

@Illia ,  a few questions first before I opine: (a) Which country are they from and are they both resident and citizen of that country ? (b) When did they enter the US with J visa  and exact date when they left the UJSA ? (c) Did they file any forms with the IRS  or Immigration stating that they are leaving the US  or was it just their employment/research visa terminated ? (d) Should I assume that their ONLY financial connection to US post departure is passive income -- bank interest ?  Or is there more  and substantial connection ?  Generally , I would try return with two different scenario ( assuming there are no other contravening  facts :( 1.  AS a dual status  --- Jan 01 2025 through Sept. 30th Sept -- Resident and being taxed on world income, itemized deduction and  1040-NR for  earnings ( US sourced ONLY ) for the last quarter of the year 2025 2. AS a resident for the whole year, form 1040, taxed on world income, standard deduction and allowing foreign earnings to be taxed by the USA, foreign tax credit  for the taxes paid to home country.  This is assuming that there is  no contravening facts .   I will circle back once I hear from you --yes ?

Under the Roth IRA distribution ordering rules, after distributing the $51 of contribution basis, the next $103 comes first from the taxable portion of the rollover from the 401(k), making that portion subject to the 10% early-distribution penalty.  Only if less than $103 of the rollover had been taxable would any of the distribution  from the Roth IRA have come from basis in the nontaxable portion of the rollover.

Why are you on a help board if you have nothing constructive to contribute?  Nothing better to do with your time?  People have continually stated they’d be willing to pay for the ability to continue the service.  /shrug 

You have not asked a question.    Are you trying to ask about entering self employment income on a tax return?   You mention "the last two years"----each tax year has to be filed separately.  Do not try to combine income from two different years on the same tax return.  More information about that below.*     If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7     Each tax year has to be filed separately using the forms for the specific tax year.  They cannot be combined in any way--do not even put them in the same envelope when you mail them.  Software for past years is available back to 2021.  Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.     You are too late now to start a 2024 tax return using TurboTax online.    You will need to use downloaded software on a full PC or Mac.     You can purchase and download 2023 and 2024 desktop software , then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

Are you a W-2 employee?   Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses       If you worked as an independent contractor, then your mileage goes on a Schedule C with your other business expenses when you enter your self-employment income.   If you were an independent contractor post back for further help.

@jeffp25 If you find a different solution, post here to tell other users.   You would not be able to download or install 2009 software now, and without the software you cannot open a 2009 tax file on your computer.   If there is a moral to the story -- it is to always always always save a copy of your own tax return for your own records, and always save the tax file, a pdf, and even a hard paper copy.

Ok, I fgiured what's happening here. $103 is calculated to be coming out from the rollover amount.  That's why only 10% early withdrawl penalty in 5329 and no taxable amount in 8606. Did $103 come from rolled over after tax principal amount or did it come out from earnings of after tax contribution which were there when after tax amount got converted from post tax 401K to Roth IRA?  Seems like earnings + post tax principal is considered as one

@AmeliesUncle Thank you for the detailed reply. I honestly didn't think the FMV when the vehicle entered into business use was relevant from anything I've read online or in the instructions for Form 4797. A bit more research leads me to believe I can include taxes and fees in the purchase price, plus any upgrades to the vehicle (after market remote starter)....thus my revised total cost or other basis is $19,093.  To determine the business portion of the total cost /other basis (2f) and gross sales price (2d), more research also leads me to believe I should use the lifetime miles driven (from when I purchased the vehicle until traded in), and not just the total miles driven since the vehicle entered into business use (correct?). Thus, total miles driven 1/2017 thru 8/2025 = 110,715 - 36286 = 74429  Then, the business portion of miles drive = 1558/74429 = 2.1% (agrees with your determination). Thus, the business portion of the sales price = 2.1% * 8000 = $168 (2d) And, business portion of cost/other basis = 2.1% * 19063 = $400 (2f) Depreciation from IRS tables = $466 (2e) Gain or loss  (2g) =  (2d) + (2e) - (2f)  per Form 4797 Gain = 168 + 466 - 400 = $234 Sound correct?  

On the contrary, when I looked this question up, I found a change that was made in 2019 or so that essentially says the Teacher Retirement System of Texas is *NOT* a 403(b) plan.  Read below: TRS and 403(b) Certifications Changes to TRS 403(b) Certification and Registration for Active Members As of September 1, 2019, TRS no longer certifies 403(b) companies nor maintains a list of registered 403(b) investment products. This change is pursuant to legislation (House Bill 2820) that was adopted by the Texas Legislature in May 2019. source: https://www.trs.texas.gov/pension-benefits/active-member-resources/plan-retirement/understanding-403b-retirement-plans 6:04 PM 10/20/2025

Agree! Plus this is announced after they auto charged me for the 2025 Turbo Tax.🤬 like many others this was keeping me as a turbo tax customer but I see that H&Rblock has a tool….maybe I will be switching….

Actually, I  need to correct. I missed something. First roll over happened In June 2022. So, by the time I withdrew in March 2023, there was already rollover funds in the Roth Ira.  So, what is $103 now? Is it taxable or tax free?

Agree.  Dave at Deductible Duck is great to work with.  I've run into a few issues using Deductible Duck...reported them to Dave and he found and fixed the issues right away...letting me know they were fixed and to retry to ensure the fix met my needs.

Yes, that is what is happening.  8606 Part III ( Part 3) has 154 on line 19 and line 21. 51 on line 22. 103 on line 23. Line 24 has what I rolled over from post tax 401k the __day after__  I withdrew 154.  Question : Isn't 104 clearly the. earning attributed to my $51 excess contribution in 2022? I withdrew it a day before I rolled over to same IRA.  If so, what am I entering anything wrong in turbotax?Turo tax knows about rollover because that rollover generated another 1099-R due to taxable earnings,