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If you could clarify what code(s) are in box 7 that would allow us to help you better. Box 2(a) is left blank because the issuer isn't certain what amount if any is taxable. However, TurboTax can determine that by the codes in box 7 and your answer to questions in the program after you enter the 1099-R form. It would also be helpful if you could tell us what other boxes have numbers in them.

There was a rounding issue in TurboTax that was triggering an unnecessary Form 8959 which has been resolved.   Please sign back into your return, walk through the review section, and re-file your return.   However, if Medicare tax withheld in Box 6 of your W2 is in excess of 1.45% of Wages reported in Box 5 of your W2, then Form 8959 (Part V) is required.    

There is a known issue with Schedule E Rental Property Depreciation in TurboTax Desktop. That is probably preventing the rental information from transferring over.  The software should be updated 02/11/2026, but our tech team is working hard to get the updates before that date.  

You will find this information HERE and also on the Form 1099-Q "instructions for recipient" included with the form itself. It does feel strange not to report something that comes to you on an official form, but it's proper to leave the data off when there is no taxable distribution.  TurboTax accepts the information for assistance in calculating this, but disregards it when it determines there is no taxable distribution.        

@PatriciaV  Hi Patricia, please see the attached after I followed your instructions. The state is Maryland.   Also, before I sent the file, I took out the two overrides on lines 5 and 7 of the related Noncash Contributions Worksheet that flow directly to the Form 8283, so you should see the error in the description of what was donated (there's no number of shares indicated) as well as the error in the method to determine the FMV of the contribution on that form and the Form 8283 (erroneously says comparative sales rather than average sales price).   Lastly, when I log out of turbotax, the method for determining FMV is deleted in the step by step even though I selected average sales price. However, the form for "Additional Info" under the form form "Charitable Org" has a drop down menu on Line 4 for FMV method. I selected Average Sales Price there too. And the top of that form does have the correct description including the number of shares. But these two pieces of information don't flow correctly to lines 5 and 7 of the related Contribution Worksheet, which then flows incorrectly to the Form 8283. So it looks like the programming error is somewhere between that Additional Info form and the related Noncash Contributions Worksheet and Form 8283.   Please keep me updated on the timing of the fix to the IT errors here, I'd like to file my return this month after I receive one more 1099. Lastly, if it would help, I'd be happy to talk to you and/or to IT directly if you reply back with a direct line phone number.  

I suggest you look on your return to see if the information from the K-1 is included on your Form 1040. K-1 schedules come from a partnership or S Corporation. The income on those forms would transfer to Schedule 1, line 5 of the Form 1040. If that amount is correct, then you should not have a problem with the K-1 schedules not appearing on your tax return and it should be good to file.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done    

Got it. Medicare premiums paid by Social Security on my behalf (because the amount is automatically deducted from my Social Security Benefits) are paid to Medicare as a part of my full Social Security Benefit, which in my case, is 85% taxable on the full amount. The Medicare premium amount is not deducted separately from my Social Security benefit as a pre-tax deduction.    On the brighter side, I can look at it still as essentially getting Medicare premiums non-taxable because my SS benefit is only 85% taxable. My Medicare premium deducted from my Social Security benefit amounts to roughly 10% of the whole SS benefit...so I'll take it as a win. Thanks! 

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

@AmyC wrote: Do not enter it since you stated that it was all used on qualified expenses.  IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc then you do not need to enter the form.  Thanks.  Can you let me know on what page Pub 970 says that?   It seems odd that the program looks for way to make it taxable.  It seems that TurboTax should work on figuring out how to give me the maximum refund.

To Project your 2026 Tax liability and produce estimate (ES) payment vouchers, follow these steps:   Go to Other Tax Situations Click on Add More Tax Situations Locate W-4 and Estimated Taxes and click Add and then click Start Go through the questions regarding your 2026 Income Once you've entered your anticipated income for 2026, TurboTax will generate the ES payment vouchers based on the information entered.

File it by mail.   Print it, sign and date it in ink, and mail it.   Use a mailing service like certified mail  to track so you will know it was received since you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return  

I suggest you compare your state return this year to last year to see what has changed. If your income is about the same but your refund is significantly less, often your tax withheld will be less and that will account for the difference. I suggest you look in box 17 on your W-2's and compare the tax withholding listed there with what was listed there in the previous year to see if it decreased significantly.   You can see your state tax summary while working on your tax return in TurboTax and compare it to your state tax return from the previous year. If you see numbers that don't match properly, you can investigate further to see what has changed.   To view your state tax summary while you are working in your state tax return:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary   *You need to be working in your state tax return to see the state tax summary.*