All Posts

The questions may not come up if your Form 1099-R box 7 code shows that it was a direct rollover to another account.  If the code in box 7 shows that you received a distribution from a retirement account, then the rollover or conversion question will be part of your follow-up questions.   To learn more about the box 7 codes and their meaning, take a look at the following TurboTax help article:   What do all the codes in Box 7 of the 1099-R mean?   @user17710989220 

@armando-vazquez123    Apparently...Only the first three characters...not the whole number ____________________________________ FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ______________________________ BUT BEYIOND THAT !!!! Some folks are saying it works if you enter ONLY the first three Alphabetic or Numeric characters....no more than that.

Perhaps.  Do you mean a manual review by the TurboTax Online software?  Or something else?   If you mean a manual review by the TurboTax Online software, follow these steps to see whether an incorrect zip code has triggered the manual review.   Return to My Info down the left side of the screen.  Review the address and zip code that has been entered.  Make any corrections that are necessary. Return to the Michigan state income tax return to the screen Enter Home Address.  Make sure that the correct address and zip code are entered in the tax software. Select Review down the left side of the screen to see whether the manual review has been corrected.

TurboTax Experts have the experience you need to report your rental properties. You can request escalation if needed.   All TurboTax Experts products provide: Help from a tax expert when you have questions about your return. A review of your return by an expert before filing, at your request. A tax expert can even sign your return. Connect via SmartLook (one-way video where you can see the tax expert on your screen; they can’t see you) or by phone. You can ask about a specific topic or section or get a review of your entire return.   For more info, see: How do I connect with a Tax Expert in TurboTax Experts?

When you are entering your income for self employment, TurboTax will ask if any of that income will includes tips. The tips must be included in a Form 1099-k, 1099-MISC, or 1099-NEC.  You have to keep logs that show the date, the customer, and tip received.     Guidance for Individual Taxpayers who received Qualified Tips or Qualified Overtime Compensation in 2025    

Yes. To indicate that your Form 1099-R is not for an IRA or a Roth, ensure the box labeled "IRA/SEP/SIMPLE" below Box 7 is unchecked. This will alert the software that this is not a retirement account.   Next, check the Code found in Box 7. State Farm likely used Code 7, or Code D, which tells TurboTax to treat it as a standard insurance distribution where only the amount above the premium you paid is taxable.   If Box 2a (Taxable Amount) on your Form 1099-R is blank or the "Taxable amount not determined", then TurboTax will ask you about your cost basis. This is where you will need to enter the total amount of your premiums paid over the years to calculate your basis.   If the IRA questions still appear, you may need to delete this Form 1099-R and begin a new entry, carefully ensuring the above entries are correct.   You can then view your Tax Summary to check the entry by doing the following:   Select Tax Tools, then Tools from the left side panel in TurboTax Select View Tax Summary You can then click on Preview my 1040 on the left side panel to view your 1040 in more detail Search for the amount in 5a instead of 4, where retirement accounts appear

@Alyeskapilot wrote: Are you drinking the turbo tax kool aid?  I just wrote that other tax prep companies are having the same issue and you responded with something that makes ZERO sense; you're going to switch to another company EVEN IF they are behind, the same as Intuit.   Exactly WHAT are you gaining by doing so? You're going to have to wait regardless and you won't be told anything by another company because they don't have a forum like this one.

TurboTax Desktop has SafeDomain Guardian.    It may fail due to interference from  Security software (antivirus/firewall),  Outdated system components Lack of administrative privileges, or  Damaged installation files.  Some fixes would include: Running it as administrator,  Repair Microsoft Visual C++ redistributables, or  Disable antivirus during launch.  Re-install software

Thank you again. Yes, while I do not think it clearly fits the definition of a scholarship, it is indeed considered a stipend. That is how the organization classifies it, and yet I can't find use of that word in particular in any IRS guidance.  Please forgive me for asking this, I did think I knew how to do it but other than trying to override the schedule 1 to get the information on line 8r, how do I answer the questions in TT to get it to go there? When I do enter on the schedule 1 myself, it does still trigger the kiddie tax (gets recorded on line 8 of 1040). There is also some regular w2 wages but total off all remains at about 11k.    Thank you SO much for your help!

Are you drinking the turbo tax kool aid? I am a paying customer paying for a service, after over a month of receiving weekly updates to “just wait another week it’ll be ready by the end of the week!” To only find at the end of each week there’s another update to wait just one more week, it becomes ridiculous and purely poor customer service. At this point even if the other companies are behind, I will still switch and use another company because I refuse to sit here and wait week after week being told the same thing, “just one more week.” This has been horrendous customer service on turbo tax part, poor update and communication and myself and others are not going to spend our money on this. Thanks turbo tax, if you just gave us one update that it would be ready by march it’d be less frustrating than being led to believe each week it will be finished, only to find out I have to google this myself to figure out why you’re not communicating this to any of us.  I think I have seen your name on every single turbo tax thread defending the company on this issue, you must be the clean up crew cleaning up their mistakes and poor customer service huh

After you have entered the Form 1099-R for your distribution, there will be a series of follow-up questions including one that asks what you did with the money from the distribution.     The screen will be titled Tell us if you moved the money through a rollover or conversion.  Select the first option that says I rolled over some or all of it to an IRA or other retirement account within the time limits.   Then the next screen will ask if you rolled over all of the money to another retirement account.  On this screen, choose No, I rolled over less than xxx.  This will then open a box where you can enter the amount that was rolled over.  Any remaining amount will be assumed to be cashed out and taxable on your return.   Check lines 4a and 4b on Form 1040 for confirmation that only a portion of the distribution is taxable.

Section 179 carryover results from claiming a Section 179 deduction that was greater than the income from the source activity. Where this amount appears and where it is entered in TurboTax depends on the source of the deduction.   For instance, carryovers from a business would be entered under Federal Taxes >> Wages & Income >> Business Income >> Schedule C >> Final Details >> Special Situations >> "I have unused Section 179 expenses carrying over from 20XX."   Section 179 carryovers may also appear on Schedule E, Schedule F, Form 4835, Form 2106. or Schedule K-1. In TurboTax, carryovers are reported under the section "Carryovers to 20XX Smart Worksheet" that typically appears near the end of the source form.   @Don3070