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The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Yes, here is where you will enter the $5000 exemption for the US-China Tax Treaty exemption.    Go to Federal > Wages & Income. Scroll to the very bottom to Less Common Income. Click Start/Revisit next to Miscellaneous Income, 1099-A, 1099-C. Select Other reportable income (the last option). Select Yes when asked "Any other reportable income?" Description: Enter U.S.-China Tax Treaty, Article 20(c) Amount: Enter -5000 (be sure to include the minus sign).

No, I cannot e-file an amended 1040X or New York IT-201X with Turbotax (even though the originals were e-filed with TT) because they make you change the filing date to last year and then tell you e-filing is closed. The following link you sent is a TT joke. I was able to e-file an amended NY 2022 return with Turbotax but am unable to to the same for 2024. Makes no sense but there it is. I will mail fed and state returns, begrudgingly.   I have been asking folks on here if I should attach TT's updated versions of my original 1040 and IT-201 to my amended returns, as I did for 2022, but I can't seem to get an answer. What do you think? Thanks.   TT's joke:   Can I e-file my federal Form 1040-X amended return? by TurboTax •       4833 Updated January 14, 2026 9:34 AM   Generally, you can e-file your amended 2025, 2024, or 2023 federal return via TurboTax if your original return was also e-filed in TurboTax. However, there's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return. If you're amending your return for 2022 or earlier, you need to print and mail your amended return. Follow these instructions to amend a prior-year return. Your amended return can take up to 20 weeks for the IRS to process. If further review of your return is necessary, the IRS may take longer. Three weeks after mailing your amendment, you can start tracking it at Where's My Amended Return? on IRS.gov.

@loudengineer wrote: Yes it is in the home sale section.  I work through the whole thing and it asks the typical eligibility questions but it never prompts the questions that would indicate it qualifies for the partial exclusion, such as "reason for move". Which is my situation, moving for a job. OK, maybe someone else will be able to test this or I can try to test it at home later. 

Hi @xxserenityxx,   If you e-filed your return before the IRS starts processing returns this year, it'll stay in pending status until then. After that, e-filed returns generally sit in pending status for 24–48 hours before being either accepted or rejected. You can read more here.   Did the replies above answer your question? If so, select “Mark as Best Answer” to help others find this thread. Respond below with any follow-up questions so we can point you in the right direction. If you’d like to change subjects, Select a Topic and find the button to Post your Question. Thanks for joining the Community, @xxserenityxx  **Say “Thanks” by clicking the thumb icon in a post **Mark the post that answers your question by clicking on “Mark as Best Answer”  

First, if you made contributions by payroll, they are captured automatically from your W-2.  Don't enter them again when asked.  You are only being asked about extra contributions you made out of pocket.   Then, make sure you reviewed the entire HSA interview and indicated that you had qualifying HDHP insurance all year and no other disqualifying coverage. 

Revisit the answers about the dependent under My Info.     Review the answers to the questions at the screen Dependent's additional info for each child.   Does either child live with you less than twelve months of the year?  How many months?   How did you answer the question Do you have a written or verbal agreement with the other parent about who can claim the dependent?   Rules for Claiming Dependents on Taxes

Yes it is in the home sale section.  I work through the whole thing and it asks the typical eligibility questions but it never prompts the questions that would indicate it qualifies for the partial exclusion, such as "reason for move". Which is my situation, moving for a job.