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@user17711955024 wrote: Heavy sigh.  I guess I'll start shopping around for some other tax software for the future years. This new tool is supposed to be released sometime this month or next.   The frustration is understandable, but you're really not going to find other DIY tax prep software much different, better, or more functional that TurboTax. They merely have a FMV look-up tool much the same as TurboTax will have in a future update.

To report your Form 1099-R distributions for your IRA(s), including the amount of the RMD, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made When you reach, "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your RMD that was due by December 31, 2025, Continue. Only the RMD amount, no extras On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)   Follow the above steps for each of your Form 1099-R entries (if applicable).   If you still receive alerts about RMDs, be sure each number is exact for each box above.    If after doing the above steps, you receive alerts, you may go in and remove the Form 5329 (if one was generated), since you know it is all correct.   To delete Form 5329:    Go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329

You can if you're using the online version, which is why i had hoped there would be a way to import the .csv file into the desktop version, as i have no patience or capability to enter every line item manually. 

Typically, the adjusted cost basis will be the actual price you paid per share (the discount price) times the number of shares, plus the amount reported as income on your form 1040 (the stock discount) - this discount may have also been reported to you on your W-2.    For practical guidance, start with this detailed dive into calculating your basis and gain on ESPP, including short-term and long-term examples, in the following TurboTax help article - Employee Stock Purchase Plans   See also: IRS FAQ - How do I report the sale of stock from an employee stock purchase plan?

Well I obviously missed the memo that Turbotax was dropping ItsDeductible.  Did you bother to notify all your loyal customers?.....I don't think so.  And so here I am, in tax season, already purchased my Premier version of Turbotax for 2025, got to the Deductibles section and now I find out that ItsDeductible is not there and something new may be coming but no outlook as to when.  Do I sit and wait for the new tool?  Or do I just take my best guess at FMV for my donations?  Knowing that this was announced quite some time ago, I have no confidence that anything new is coming anytime soon.  I'd like to say I want my money back for my Turbotax purchase but my taxes are done except for these donation deductions. Heavy sigh.  I guess I'll start shopping around for some other tax software for the future years.

Your state of legal residency (SLR) is your home of record, unless you changed it to another state. Changing the state on your paycheck records does not change your state of legal residence.  To change the state of legal residence, a DD Form 2058 must be submitted to your local finance officer and accepted.   From a tax standpoint, your State of Legal Residency (SLR) is considered your "domicile" or "resident" state as long as you are on active duty. Even if you are stationed in another state, you are still considered a resident of your state of legal residence.   To find out if you need to file a state tax return when you are not stationed in your resident state, check out Military Filing Information on State Websites, which has links for active duty military and their spouses in each state. If you have nonmilitary earnings, review Civilian pay earned by active duty military. In some cases, if you have nonmilitary earnings, the nonmilitary earnings may be subject to the state income tax of the state where you are stationed.   See this TurboTax Help.  

The correct account # is the one from the original Form 1099-R. However, it will not affect your return if it is not correct.    If you would like to edit your imported 1099-R manually to make corrections, you can follow the instructions below.   Go to Wages & Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to edit it Continue through the questions until you reach, "Enter your 1099-R details from _" Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue   Alternatively, you can delete the imported Form 1099-R and re-enter it following the above steps, but using the trash can icon instead of the pencil.

The way to correct this depends upon the method of the contribution to your wife's retirement account.  If it was a 401(k) or 403(b) then you probably didn't indicate that the W-2 was for your wife.  To edit a W-2 in TurboTax Online:   Go Wages & Income section Select the W-2 section and click on Edit next to the W-2  Make sure you indicate that the W-2 is for your wife. If it was a different type of retirement plan, go back to that entry and edit it and make sure you indicated it was for your wife.