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I discovered that the section for the 1099R has been updated in TurboTax as of January 21st, thanks to the help of this support chat. Typically whenever I open TurboTax it updates automatically however, for some reason this desktop version does not so you have to go in manually and update. Once you update TurboTax manually it will be ready to do the 1099R Questions and not trying to force it into the form. If you can’t figure out how to update it manually go back to my question and read the replies. Someone there gave step-by-step instructions.

So this means the Inflation Rebate checks are basically mean a 2025 state tax reduction? (even though based on 2023 income)  If itemizing deductions with state income taxes in 2025, you basically deduct the full amount paid as usual, but then also report this payment as a taxable state tax refund?  Or, just reduce your state income tax deduction by the Inflation Rebate check amount? What happens if you're over the SALT limit when itemizing?  

You should look at your actual state return to confirm the original refund amount that was reported to your state.   If  your state is Arizona, Colorado, California, Illinois, Ohio, Oregon, Michigan, or Wisconsin, then it is possible to pay product fees out of a state refund, if you elected that payment method.   If you have both a Federal and state refund and selected the "pay out of state refund" option, then in those states the fees are taken out of whichever refund is deposited first and large enough to cover the fees.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/refund-processing-service/L3zANb1OR_US_en_US   If you used a paid product, try checking your product fees this way: Log into Online TurboTax, and at the Tax Home page scroll down to Order Details.

You can apply some or all of your 2025 overpayment/tax refund to next year's taxes.  To do so in TurboTax:   While signed in with your return open. Go to the Federal section. Select Other Tax Situations. Scroll down to Additional Tax Payments. Click on "Start" or "Update" next to Apply Refund to Next Year. Enter the amount of your refund you want to apply to 2026 estimated tax. 

Go to Wages and Income, Go down to Less Common Income, and revisit the Foreign Earned Income and Exclusion section and remove the necessary items.  Additionally, you can delete any foreign related forms from your return by following the instructions on the following link; How do I view and delete forms in TurboTax Online?

Ok, thanks for all the info, just bizarre the IRS wants you to use pencil and paper while using software. I had to break out my pencil sharpener of years past.    I'm following my previous CPA doing this so can see his pattern and how he filled out his past years worksheets. Just to make sure I am clear though with the way Turbo Tax Home and Business wants it entered......    Using round numbers for simplicity........On the Worksheet to figure the Deduction for Business Use of Home: Line 41 is $7000 and Line 42 is $500. Line 42 seems to be the Depreciation. I assume $500 is put in the "Misc Supplemental Expenses" box. Is this correct? Is it ok to name it "Depreciation - Business Use of Home"?    I'm super confused on Line 41 for $7000. This is 5 yrs (including this tax year) of carryover. Since you mention that I needed to check "I have passive activity losses", would -$7000 (info says to enter as negative number) be entered on the pages "Report Carryovers - Regular Tax" & "Report AMT Carryovers" in the "Unreimbursed Expenses" boxes? I'm not confident that that is the same thing as "Carryover of Unallowed Expenses to Next Year" on the worksheet, is my concern.     Would I enter -$7000 in the next page "Any Qualified Business Income (QBI) Carryovers" in the box  "QBI suspended loss - passive"? (Since we do qualify as a business or trade). Then the next page I would enter the loss amts by year.    If neither are right, let me know where I need to put it please. I just want to make sure I'm putting these amts in the CORRECT space. My understanding of the unallowed expenses on line 41 is that it just needs a "parking place" in order to keep track of it until a year that it could be used.    Thanks!

After you enter your Form 1099-R to report your Roth IRA distribution, you will be asked a series of questions.  Continue through all the questions until you are asked asked about previous contributions to your Roth and then enter the amount of those contributions.  As long as your basis (the amount of your contributions) is the same as, or more than your distribution it will be tax free.     You may need to delete your Form 1099-R and re-enter it in order to access the questions regarding your contributions/basis.

You can try this:   While logged into your Online TurboTax, go to the left menu column and scroll way down to the tab Intuit Account. In the account settings choose the tab "Sign in and Security." Then you can update your email address that you want to use for notifications.   You may be able to verify it there as well.  If the new email address once entered has an "unverified" tag next to it.  Click that tag to verify. If you verify there, then hopefully it won't ask again during efiling.  But if it does, then hopefully it will send the code to the updated email address. Review the rest of your account settings while there.

  According to the TurboTax Help Article, Here's how to file Form 8862 in TurboTax.   Navigate to Form 8862: TurboTax Online/Mobile: Go to the Form 8862 screen under Deductions & Credits TurboTax Desktop: Search for Form 8862 and select the Jump to link or, Go to Federal Taxes. Go to Deductions & Credits. If asked, How do you want to enter...?, select I'll choose what I work on. Under You and Your Family, select Start or Update next to Earned Income Credit (EIC). You'll come to the Earned Income Credit section. Select Continue. Answer the questions. When you get to, Do any of these uncommon situations apply? check the box that says, I got a notice from the IRS saying that Form 8862 is required for the Earned Income Tax Credit. Select Continue and then Done. On the Since you got an IRS notice, we need to check on a few things screen, select No, none of these apply and I need to fill out the 8862 form. Select Continue. Answer the remaining questions.

Leave the name the same as 2024.  The IRS only matches the first four characters of the name for electronic and validation purposes.  Additionally, if the IRS accepted the 2024 return, then you'll be ok to keep using that name for 2025 and going forward.