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The total distribution box is checked on both my rollovers and for taxable amount in box 2a. the amount is “0.00” on both 1099-r’s. I can confirm it does indeed say they are my 1099-r’s and not my husbands. Line 5a is correct with $107,000 which includes the sum of my 2 rollovers and my husband’s distributions he was actively taking, line 5b is incorrect it should be subtracting my 2-rollovers of say $30,000 from the $107,000.00 leaving the taxable amount as $77,000 because that’s the only amount that should be taxable and is the total of my husbands distributions. But instead it’s carrying it right over to line 5b on the 1040 and consequently affecting my state return as well because that’s auto populating the information from the 1040 I think. So I’m getting taxed federally and from state on $30k of money I never received I just rolled over. I did try and amend this return with 2 different turbo tax experts and each time we start in the beginning and go through each section starting from personal and going forward till we get to 1099-R section and have deleted the entries and started brand new and either way it does not change the amounts from what was originally filed. A side by side comparison looks like I made no changes and continues to tax the full amount of distributions. I have also called and am waiting for a call back from the company who issued the 1099R to figure out if something is wrong on the form itself. This issue was escalated on turbo taxes end and I’m waiting to hear back. No one can seem to understand why it’s doing what it’s doing we even (me and TT agent) tried changing things against the 1099-R and it still didn’t make a difference. What gives??? I’m stumped so are they 

If you efiled there should be an Electronic Postmark page saying when you filed and when the IRS accepted it. Probably near the end. That is your proof and signature. If you print out your return to give someone you will have to sign it in ink for them now. How to get or print a copy after filing, Save the PDF https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26234  

Sorry 2024 is closed to efile.  You will have to print and mail your return.  How to finish a return you started online https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-started-in-turbotax-online/01/26322

I opened my  2022 program and entered 25,000 1099R.  I put 0 in box 2a and also tried without the zero.  It came out right on 1040 line 5b as 0 with ROLLOVER to the left.   Did you check either box on 2b taxable amount or total distribution?   Oh, by the way,  maybe you opened the 1099R to view or edit it before you filed? If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.   Another thing to check that's it entered under your name and not your husband's.   If you want you can take a screen shot of the Form 1099R in forms and block out names and amounts, etc.  and post it here.     Also about line 5.   If the taxable amount on 5b is the same as the gross distribution on 1099R box 1 then it doesn't show the amount on 5a.   5a is not important.   So 5a can be (or should be)  LESS than 5b.  So I'm thinking if you entered them twice  and one was wrong it would show a taxable amount on 5b but not be included in 5a.  Follow?  So it would look like 5b was too much and 5a would still show the right amount.   Did you try starting a new blank test return?  Go up to File-New.  Enter some personal info then enter just your 1099Rs.    

OK, I wasn’t planning on doing different allocations. Thanks! When I make out a check do I need to issue separate checks for corpus and income or specify that in the memo section if one check? If I had to guess it doesn’t matter.  

>  I bought Ttax a few weeks ago for the planning idea, to my surprise, it is useless!!   Were you using forms mode, or trying to do the complete step-by-step? I've never found any significant limitation in using forms mode for estimates.   I'm not familiar with FreeTaxUSA, but is that an interview step-by-step, or do you go directly to forms?

A TurboTax 2025 tax refund advance can only be approved after the January 1, 2026.   See this TurboTax support FAQ for the 2025 refund advance - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-advance/L52Mg0G5u_US_en_US?uid=miqgk135

Are both distributions permissible? Yes.   Can you make an allocation of corpus and income to different beneficiaries? No, not unless you have express or implied authority to do so as granted by the terms of the trust.

@mabddburke  See this TurboTax support FAQ for how to transfer last year's tax data to a 2025 TurboTax online return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=miqg9hdy   See this TurboTax support FAQ for how to transfer last year's tax data to a 2025 TurboTax desktop edition - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=miqgc1m0

$1000 received for a painting that had a Cost of Goods Sold of  $500. A really expensive frame. Hobby income is reported. Cost of Goods sold directly offsets the Hobby Income that gets reported. See Reg 1.183-1(e) which clarifies definition of income. Operating expenses are not deductible. If there were no tax documents, I would enter $500 as Hobby Income. If I had a 1099MISC to report for the $1000 received, I would enter the 1099MISC and enter a second 1099MISC for -$500 and title it COGS. 

@madcapsel wrote: Thank you for making that clear. I understand Turbotax does not file 3520. Every year, I use Turbotax to efile form 1040. So, is it safe to say that I e-file 1040 as usual and mail in the form 3520 separately by myself?  Yes, you are correct.  E-file the form 1040 and mail the Form 3520 separately to the following address -   Internal Revenue Service Center P.O. Box 409101 Ogden, UT 84409   IRS website for the Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts - https://www.irs.gov/forms-pubs/about-form-3520