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After you import the 1099R you have to go though all the follow up questions.  I don't know how that works if you import it.  You may have to edit or review the 1099R to get the rest of the questions.     One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.  

Correct, except for the traditional IRA you'll need to also mark the IRA/SEP/SIMPLE box.  When TurboTax asks, make sure to indicate that these are 2026 Forms 1099-R.   Each dummy form that you enter will have in box 1 the gross amount distributed and in box 2a the amount of earnings included in the box 1 amount.  For other fields you can just enter information as best you can to satisfy TurboTax's error checking.  Because these forms will have no tax withholding shown, the details of these forms will not be included in your e-filing.  The only effect on your tax return will be to include the taxable amounts on Form 1040 line 4b.

I posted this in another discussion   "Schwab had told me on the phone that it would be available on the 27th.  It may be available in pdf but they need to do file format conversions to make it importable.   I saw that mine was available today and successfully imported -DIV, -INT, and -B forms, in addition to the -R that was available a while ago.   Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts. "

Why are you amending your return?  Was your return accepted or rejected?  If accepted, was it processed?   If you are amending your return due to leaving your form 1095-A off of the return and it was rejected, you do not need to Amend Your Return.  Instead you will simply add the 1096-A which will generate the form 8962 and then you can resubmit your return.  In this situation go back into your return and add the 1095-A which will generate the 8962.  You can do this by selecting the following: Federal Deductions and Credits I'll Choose what I work on Medical Affordable Care Act (Form 1095-A) Then continue through to the file page again and resubmit your return.      If you are amending for reasons OTHER than just the 8962, then do NOT do ANYTHING at all to change your original return until the amendment forms are ready.  This will change the original return that the amended return is based off of and will not be correct.  Now, if the IRS catches the omission of your 1095-A, which they generally do, they will make a correction to your return.  In this situation, then you would add the 1095-A PRIOR to amending your other forms because that would now be your original return and what your original refund or tax due is based off of.    If the IRS accepted your return and you are NOT amending for OTHER reasons, and your return WAS processed, then you will still need to wait until the amended forms are available to make any changes to your return.     Regardless of the reason you are amending, you should always wait until the IRS processes your return before doing anything with making changes to your return.  It is possible that the IRS will catch omissions or make changes before they process it.      

In addition to @DianeW777 response: While form 3115 is not supported in TT, you can include the adjustment amount in your tax return and still efile your tax return. You would then need to complete form 8453, check the form 3115 box and mail both of these forms to the address on the instructions.  If you do this, make sure to send the envelope certified mail. Not necessarily advocating this method, for the simple fact that the IRS staff is down about 25% and just not sure of all the logistics given the reduction in staffing. If you decide to mail both the return with the form 3115, I also recommend you send this envelope certified mail as well.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

To handle ten vehicles and potentially more than four T2125 forms, use TurboTax Home & Business, which is specifically designed for this purpose. It includes the "Business Motor Vehicle" wizard, which is much more capable of tracking 10 distinct sets of mileage, fuel, and depreciation.   TurboTax Home & Business allows for a much higher asset ceiling and separate CCA streams, making it much easier to manage 10 different vehicle entries without the software "capping" your inputs.   Tracking 10 vehicles is actually less about the number of T2125 forms and more about how the vehicles are classified in the CCA (Capital Cost Allowance). section: If your vehicles cost less than $37,000 (for 2024/2025) before tax, they are usually Class 10. You can group multiple Class 10 vehicles on a single T2125.   Thank you for choosing TurboTax.

You don't need to indicate in TurboTax any details about the child you don't claim as a dependent, but is on the policy reported on the 1095-A.  After indicating that you 'shared' the policy, you will enter the SSN for the person who is claiming that child (even it they're not on the policy themselves).  That person also reports the 1095-A on their return. That way the IRS looks at both your returns to see that the amounts are divided between them.   You and the other person claiming the child will need to determine what % of the policy amounts you each will allocate on your individual returns.  For example, if the policy covers you and two children and you paid the premiums (if any), you could claim 67% on your return and the other parent claim 33% on theirs when they enter the 1095-A.  Or you could allocate 100% and the other person allocate 0%.   You can test this in TurboTax by changing the allocation % in this section to see how it affects your return(s) and choose the most advantageous split, as long as the total is 100% between you.    @alexishdz         

I entered a mock return in TurboTax desktop to try to recreate the error you are seeing, but could not do so.   My test case had over 90% of the income earned after 8/31/25 and all of the itemized deductions claimed before 8/31/2025, but did not get an error.   You may want to check your entries for Schedule 2210 AI to be sure that none of the entries for line 4a, 4b, or 4c, exceed the amount on 4d.   If you aren't able to resolve this, you could send a screenshot and any other details you wish to share about the issue in a response - just be sure that none of your personally identifiable information is present in the screenshot.

That box only needs to be checked IF you qualify for the EIC credit.  Everyone including me that filed without it checked has been able to file and I've gotten my refund.   Most seniors are retired and don't  have wages so we don't qualify for the EIC.  

Au Canada, les bourses d'études de niveau postsecondaire sont généralement entièrement non imposables si vous êtes inscrit à temps plein à un programme menant à un diplôme,  tant qu'elles soutiennent vos études. Pour les étudiants à temps partiel ou les bourses non liées aux frais de scolarité, une exemption de base de 500 $ s'applique.   Voici un article de TurboImpôt à ce sujet:  Types de bourses admissibles à l’exemption pour bourses d’études   Vous trouverez beaucoup de réponses sur le site de l'Agence du revenu du Canada:  Ligne 13010 – Montant imposable des bourses d’études, de perfectionnement et d’entretien, et des subventions reçues par des artistes pour un projet   Merci de choisir TurboImpôt

Schwab had told me on the phone that it would be available on the 27th.  It may be available in pdf but they need to do file format conversions to make it importable.   I saw that mine was available today and successfully imported -DIV, -INT, and -B forms, in addition to the -R that was available a while ago.   Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts. 

AmeliesUncle: Replying to your post from February 25th:  What exactly is wrong (and why do you think it is wrong)? Sorry if this is a duplicate reply.   First, some basic background: this concerns a rental apartment which I own that is located w/in my duplex home. It was entered into service on December 1, 1998.  The cost basis (and acquisition cost) is $176,348.  The unit has been continuously rented since it was placed into service, and the % of business use for the asset has always been 100%. The depreciation method has always been straight line. The recovery period is 27.5 years. Through tax year 2024, the accumulated depreciation was $167,272.  That left $9,076 entering 2025.  I had been credited with $6,413 per year in depreciation for this asset for each year between 1999 and 2024 (26 full years).  I also received a depreciation credit of $534 for the one month’s of use in 1998. Combined, that matches the $167,272 which the software shows as ‘prior depreciation’ in Line 10 of the Asset Entry Worksheet.   So here is the problem. After entering all my rental property income and expense data for 2025 in the EasyStep mode, I noticed that I was credited with only $330 of depreciation in Schedule E, rather than the $6,413 which I have been credited with for every full calendar year since 1999, and had expected to be credited for 2025.   I went to the Asset Entry Worksheet, and verified that Line 3’s date of entry into service was correct, as was Line 4’s total acquisition cost, and line 6’s ‘percentage of business use’. Line 10’s Prior Depreciation was also accurate (as detailed above).  Line 11’s Depreciation Deduction was the same $330 which populated Schedule E.  I also double checked that line 47’s method of depreciation, which is Straight Line, was also accurate, as was Line 50’s recovery Period (27.5 years) and Line 51’s Year of Depreciation (which was recorded as 28).   I also ‘ZOOMED’ from Asset Entry Worksheet to the Asset Life History table, and it showed the same depreciation numbers described above through 2024, as well as $6,407 for 2025 and an anticipated $2699 for 2026 before the original ‘basis’ of $176,348 would be fully exhausted.  Even though I am confident that I am due at least $6,407 in depreciation for 2025, there are no depreciation numbers which the software permits me to directly over-ride.  As I noted in my post from Wednesday night, the Turbotax rep who I managed to explain this all to on Tuesday evening (2/24) fully agreed that there was a flaw in the software.  I should note that I tried your suggestion of zeroing out the ‘prior depreciation’ number in Line 10 of the Asset Entry Worksheet.  That did succeed in converting Line 11’s Depreciation Deduction from $330 to what appears to be the correct number of $6,413, and this figure also populated Schedule E.  I appreciate the suggestion, and I may apply it in my actual return.  I also found one or two other ways to essentially “trick” the software into yielding the right number on Schedule E (for example, changing the date the asset entered into service in 1998 by a few days).  However, I am reluctant to ‘work around’ a software flaw unless it’s a last resort, and it has the company’s endorsement.  That’s why I will continue to appeal directly to Turbotax to reopen my Closed Case, and give me the technical assistance that will directly solve the problem if that’s possible.  Not to be repetitive, their rep has acknowledged to me that the problem is with their product, and yet rather than get back to me, as the rep promised, they abruptly closed my case without explanation. I’m an old guy, but am familiar with the modern phenomenon of GHOSTING.  Thanks, again for your help.  Below, I have answered your other questions (at the risk of being redundant).   How many years is it using? Is it using the correct number of years or how many years is it supposed to be using? The software accurately lists 27.5 years as the Recovery Period in the Asset Entry Worksheet, and 28 as the Year of Depreciation.  However, their programming logic may somehow be flawed if they are cutting off my eligibility for full depreciation in 2025 because that year represents the 28th calendar year during which the asset is being depreciated (and 28 is a higher number than 27.5). If so, that would be flawed logic because the 27.5 year Recovery Period which started in December, 1998 has obviously not elapsed through the end of 2025.  Through December 31, 2025, the asset would have used up 27.08 years of its 27.5 year Recovery Period.   Has the business % varied from year to year? No, it has been 100% for the duration.   If you leave the ‘prior depreciation’ BLANK, does that fix the problem? As noted above, this suggested ‘zeroing out’ does produce an accurate depreciation allowance, and I will consider applying this or other ‘workarounds’, but only as a last resort, and if the company continues to ignore my problem.  

Agreed. I get the impression that utterly nobody at TurboTax is paying any attention to this Wisconsin, and I suspect no "update" was actually even installed. Twenty years ago TurboTax was really pretty decent, but it's gone way downhill. Unfortunately, the competition doesn't sound that much better, and TurboTax is undoubtedly aware of that too. In any event, I think I may give up on TurboTax efiling and just print and file a hard copy with Wisconsin by mail. Mike O'Brien