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It may be due to the Code in Box 7 of your Form 1099-R. To correct this rollover so that it is not considered income and you receive the additional over 65 credit, do the following:   Review your Form 1099-R information by going to Wages & Income and clicking on IRA, 401(k) Pension Plan Withdrawals (1099-R) Click the pencil to the right of your Form 1099-R entry and Continue If the code is G in Box 7, the system will then ask follow-up questions because Code G indicates a direct rollover If the code is 7 or 1 in Box 7, however, you must answer follow-up questions carefully, especially when you're asked, "Tell us if you moved the money through a rollover or conversion" The next question will be, "Did you roll over all of this $ to another retirement account?", to which you will answer, "Yes, I rolled over $ to and IRA...", then Continue

You would have to ask the IRS.   Maybe because they do not want a whole pile of amended returns at the very beginning of the tax season from people who rush through their original returns and then want to amend right away,  they delay making that form available.    It is typically not available until late February.     The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.  

The net capital gains tax rate of 0% only applies if your net long-term gains exceed your net short-term losses. This means you had to have held the assets for over a year before selling to qualify for the 0% rate. If you had net positive gains on assets that you held for less then a year, then that would be a net short-term capital gain, which is taxed at your ordinary income tax rate.    See - IRS topic 409, section Capital gains tax rates TurboTax, "A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes"

@fac1012    Sometimes, you might have some empty 1099-INT or -DIV forms that carried over from last year's taxes. Importing the forms this year, may not use those empty forms...thus the later prompts to enter something on a form that "seems" to be repeating....but is in fact a separate form, so you just doubled-up your entries.   If I'm going to import certain forms from my brokerage, I usually delete any empty forms that carried over from the prior year first   (Though, I sometimes use the carried-over forms to estimate my tax situation before the brokerage has them ready for import....but then delete whatever forms I used for estimates, before I import the real ones)

I took this suggestion and sent a file to the tax agent.  I'm using the desktop version with the state of AR.  The token id is 171634314-84747663.  My email is [email address removed].  I look forward to hearing from you with a resolution.

Box 10b on a SSA1099?    Are you sure you are entering a SSA1099 and that you are entering it in the right place?    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

There is not a box 10b on a SSA-1099.  What form are you trying to enter?   To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button

I bought this  Desktop version of Home & Business since Nov-2025, and feel like begging for every form or waiting for updates. This is so frustrating, many folks already began getting refund on other platforms. I used TaxAct for years and switched to TurboTax this time to prepare ahead with Desktop-version, but it seems like I might have made mistake by switching to Turbo now.   At least knowing, it is not "only me problem/installation" for 4562 on Desktop version is relief.