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You may have a Form 1099-MISC in your program in error. You can delete it as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1099-MISC in the list and delete it      

If you indicate in TurboTax that 'entire distribution was RMD' you'll be able to continue on and indicate if any amounts were rolled over or went to QCD in the following questions.   You're correct that you can't enter RMD's for accounts without a 1099-R, but if you know that all your RMD was taken, this is the easiest way to report.  Neither the IRS nor TurboTax knows what your RMD's should be.  They expect that your Plan Administrator makes sure that RMD's are taken annually.   @Mike6174 

I'd have to review the entire return to find capital gains, but they're probably super small due to chronic fund liquidation bleed-out for skilled nursing & caregiving. That said, the K-1 issued to each beneficiary states the same $2,352 as to be directed to each 6 of us. As for "carrying forward", this is the final filing as she passed away in 2024 & the trust was closed. In short, TT just doesn't "get it".  

It does matter how much income is MN but you may not be looking at the full return to see the percentage change. First, let's look at how income is taxed and then how to see it on your return. First how taxed: MN is among the majority of states using apportionment:  look at your total family income for the year and determine the tax on that amount.  Then, they look at what percentage of the income was actually from MN to get a percentage. MN multiplies the percentage of MN income times the MN tax.   For example: MN tax on your federal income is $8,000 But only 10% of your income was earned in MN MN tax liability will be 10% of $8,000 or $800. Second:  Let me get you to preview your return and check. If you are using the online version: go to Tax Tools, then select Tools, select View Tax Summary, on the left side, select Preview My 1040. In the desktop program, switch to forms mode. Third, where to look: MN return The Federal AGI is used as a denominator and the MN only income as the numerator to calculate the percentage of income earned in MN. on Sch M1NR, line 29 MN determines the tax on your entire federal income, line 31, then multiplies the tax times the percentage just determined to create your actual tax on line 32.

To claim this Form 1099-NEC that was not for self-employment, you should do the following:   Enter the total from Box 1 of the Form 1099-NEC as follows: Go to Wages & Income Scroll down to the bottom of the list where you will see "Less Common Income" Click the down arrow to show the options and select, Miscellaneous Income, 1099-A, 1099-C Scroll down to the bottom of the options and select, Other reportable income, Start Any other taxable income?, Yes Select + Add, and enter the description (e.g. 1099-NEC payment for rescinded offer), Continue   In this way, you will be reporting the Form 1099-NEC, but not as self-employment income.

@ronklane1234    "Control number" in what context?  You'll likely need to explain what you are doing in order for someone to comment.   What are you trying to import?      Don't post any personal info in this public Internet forum.  If you want to remove the number you posted above, you can edit your question.  To do that, click the tiny blue 3-dot icon just to the right of your question.

I have the opposite issue. I completed my taxes and was going to file. Then it kicked me into full service. I didn’t need or want full service. I spent an hour last night with a tax assistant trying to get out of it. It still won’t allow me out of full service and I’ve basically lost access to all of my tax work. There’s no help or support for this issue and it feels like it’s a trap to scam customers into buying more services. 

When reporting how much I contributed to the ROTH IRA, should I use "Gross Distribution" amount shown on my "Fidelity Tax Form" minus the portion of that which went initially to my SEP IRA?   My employer deposited an amount during the year. Later I transferred this y to my ROTH plus some extra from prior years. 

Box 6a will report net Social Security benefits.  Box 6b will report the portion of box 6a which is taxable.   Return to the entry screens to see whether the Social Security benefits have been correctly reported.  Many will report net Social Security benefits in box 5.   In TurboTax Online, follow these directions:     Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & Income. Scroll down to Retirement plans and Social Security, click the down arrow to the right. Click on Start/Revisit to the right of Social Security (SSA-1099). At the screen Tell us about the benefits you received, enter the information as it is printed on the form.