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For the online TurboTax, I loaded the 1099-R documents today.  The 1099-R section still has a message available soon.  However, I noticed TurboTax calculated my income and taxes based on the information in the 1099-R documents.  I'll check next week if the 1099 R section is available in Turbo Tax and how the documents are displayed that I loaded today.   

@Lare9305 wrote: ....instead of having turbo tax take hundreds of dollars to not help me.  If you truly were paying "hundreds of dollars" for TurboTax, you should be able to get an Expert to prepare and file your return for you. There's still time if you want to take that route.

H&R Block is in the same condition as TurboTax; the 1099-R section is NOT ready and won't be until H&R Block releases an update on Friday. There's really nothing to gain by going with H&R Block for this particular issue.

@mesquitebean wrote: @ Opus 17 wrote: Not sure why misc income triggers a need to upgrade past free.  When you report something as "Other Income" it first appears on Schedule 1 before it goes to the Form 1040.  The Free Edition does not handle Schedule 1.     I'd wait to see what form BOA sends the filer by or after January 31. OK.  What about reporting it as interest income and check the box for "not on a 1099-INT"?   I would not expect a 1099-INT.  The reporting threshold for a 1099-INT is $5, not $600.  However, I believe there is an IRS ruling that account opening incentive payments should be treated as other income and not interest.  Ongoing bonus payments might be interest but not the new account incentive.  Still, they might report it. 

Said January 21st which is today an starts at midnight. Still not available!!! Never had this issue before being this late in January so must be the lack of competence on TT's side in getting this done. Been using TT for over 20 years and this will without a doubt be the last year. H&R probably.  

@ Opus 17 wrote: Not sure why misc income triggers a need to upgrade past free.  When you report something as "Other Income" it first appears on Schedule 1 before it goes to the Form 1040.  The Free Edition does not handle Schedule 1.     I'd wait to see what form BOA sends the filer by or after January 31.  A 1099 may (or may not) at some point become downloadable in the BOA online account, sometimes sooner than a mailed copy.  

Well here it is 1/21, a month after I bought what I thought was functional software, which it is NOT.   TT still doesn't work.  Don't sell your software if it doesn't work, pretty simple really.   We're used to "updates" but not entire sections failing to function.  I've been using TT for a long time but this is the last year I pay your inflated price for broken software.  I was a software developer and would NEVER EVER release a product and take money for it knowing it did not work.  SHAME, SHAME, SHAME!

I didn’t post it in here because I was following the documentation in the turbo blogs on how to self resolve before I even contacted customer service. In the end that didn’t work so I contacted customer service. The first agent I had the hardest time understanding. By the second sentence she told me she needs to log into my pc to check and I explained that I was doing this through the trunk tax app on mobile. Her response was, I can’t help, call back when you have desktop. When I asked to maybe speak with management so they can look at my account, she also responded with I can’t help with that back. When I asked for her name and how to spell it she hung up.  I called back and got another gentlemen while more well mannered he pretty much said the same things as the previous agent but was nice enough to get me to management at least. After a forty minute wait I was connected with someone in escalations/conflict resolution who really liked to talk and especially talk over me. After a while encyclopedic series of words, I figured out my answer was also that they can’t/wont help and had mentioned that I have to go pick up children and needed to get off the phone since I’ve already been on it for nearly two hours and this gentleman decided to talk more and faster like he was pitching me a time share.    My point is after HOURS of attempting to self resolve through documentation/faqs/turboblog and contact customer service for help my issue was still not resolved. If I have to ask a bunch of internet strangers for advice on these things I may as well just file the paper tax form instead of having turbo tax take hundreds of dollars to not help me. 

Thanks @DaveF1006 for quick response. This is going to save quite a lot. I believe for california i'll need to do 540NR.   I've couple of questions on how to file this. Which form will i need to attach to show the calculation of work days for both IRS and CA? Which form will i need to fill to show allocated income for both?   Thanks, Mohit

@Mike9241 wrote: or use  a fake eIN since it's not reported to the IRS like 36-1234567 No, I wouldn't do that.  I'm not convinced the 1099 isn't included in the XML transmission file.  I think the account opening bonus is 1099-MISC income anyway, not 1099-INT.  But either way, should be reported as misc other income not on a 1099.   Not sure why misc income triggers a need to upgrade past free.  Did you accidentally add it as business (self-employment) income?