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You are not required to use expert assistance. If you selected live assistance by accident you can remove it.  Follow the steps below.   You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. If you started in a different TurboTax product but added TurboTax Live You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. Please see How do I remove TurboTax Live?, for details.

Your W-2 reports tip income in box 1.  Is tip income also reported in box 7 or box 8?   Tips reported in box 7 or box 8 tells the IRS that the proper Social Security taxes have been computed and reported in your behalf by your employer.   In TurboTax Online, within the W-2 entry screens, at the screen Let's check for other situations, you are allowed to report Tips not reported on my W-2.   See also the TurboTax Help How do I enter unreported tips?

No. To change the distribution code on your Form 1099-R, you should contact the financial institution that issued you the Form 1099-R if the code is incorrect. Changing the code without a corrected Form 1099-R would cause a mismatch with the IRS's records.   Form 5329 (Additional Taxes on Qualified Plans) is automatically generated if you are required to report additional taxes on a qualified retirement plan distribution. The requirement to file Form 5329 is based on your age and answers to questions in the TurboTax entry area for Form 1099-R.

@deverh The Form 1099-R section was updated on 01/21/2026 for the TurboTax online editions.  If you are using the online editions and are unable to access the 1099-R section, clear cache and cookies on your web browser.   The Form 1099-R section was updated on 01/22/2026 for the TurboTax desktop editions.  If you are unable to access, click on Online at the top of the desktop program screen.  Click on Check for Updates.

TurboTax accounts cannot be cancelled   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

Thanks so much!  That's great.  Do you also know if I should report the $400 1099-INT received in the LLC's TIN in Schedule B?  Also that there is nowhere on Schedule E or elsewhere to show the LLC name and TIN?  Thanks again.  Bob

@LaShaunA3    Where do you select  "Print on pre-printed forms (Copy A)"?  I don't see that in my Windows Home & Business program.  Using the built in Desktop Create Forms,  I have Form 1099-NEC Copy A (John Smith) but can't find print on PRE-Printed forms.   Which Print button?  I've looked under Print Center upper right and File-Print and in Forms mode.     Could it be in the QEF Quick Employer Forms method?  The Quick Employer Forms only supports e-filing of the forms with the IRS and Social Security Administration. Copy A of the Form 1099 and W-2 are only used for e-filing and are not provided for printing.   And if you can print on the red pre-printed forms that would be a very BIG change.