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Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.

Hello again,   I did some additional digging. On the Seller's Statement, the $12,864.00 is actually referred to as "Oregon Withholding." Does that change my ability to deduct this, or perhaps where on the tax return to deduct it?   Thank you again,   Yvonne

@msloss @NotSoTurbo @NotSoTurbo @errylrichter125 @user17715921857  Heads up to the Community that my second taxpayer's 1099 import for Fidelity worked today, mostly as expected.  I was not prompted to delete the previously imported data for Fidelity.   So there has definitely been a change in the software's code sometime over the last week.  Now that a fix has been made (for Fidelity, at least) the only thing different from last year's import process is the following:   After you are presented with the 1099s that are available with boxes checked, after you hit import you are presented with a dialog box informing you that you need to upgrade to TT Premier in order to import 1099-B forms (I'm using TT Deluxe Desktop for Windows).  The choices presented are "Continue" and "Upgrade".  I hit continue, and a miracle happened.  The four 1099s (-INT, -DIV, -OID, and -B) all flowed into the Investments section, and were highlighted for review.  Guess I didn't need to upgrade after all!   Have no idea if you will enjoy similar success with other Brokerage houses.  But it does seem to be fixed for Fidelity, for now.  I still have Chase to tackle next week, then I'm done!  Fingers crossed...

If the 1099-PATR was received as a reimbursement of interest paid, see the information here.    If the dividend stems from your home mortgage, it often acts as a refund of interest, which is generally not taxable if you did not deduct the original interest.   Tip: If you did not itemize your deductions for any tax year since the mortgage then nothing is taxable.  If you did itemize deductions then the correct way to report is shown below.   Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount @chungcw3  @user17704201849 

No. You should not fake numbers. TurboTax treats each  Form 1099-R separately. If there were no distributions from two of your accounts, there would be no RMD questions for those.   However, since you take your total RMD from the one account, you can indicate your total RMD was satisfied from this distribution by doing the following:   Return to your 1099-R entry by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)

OMG - you're right - it's V6H2!!!  I was driving myself crazy with this.  Thanks!!   Here's what I think everyone was running into - myself included.  if you Google "Weil-McLain QMID" you get a link to - what must be - an old PDF with "46H2".   Even AI was saying that it was 46H2.   However if you specifically go to your boiler, then you get a link to a corrected PDF.  Here's a link to the doc.   And here's the doc.

Some changes may have been made based on your responses in the Review section. If you want to confirm how your refund was calculated, you can review the calculations as follows:   Detailed calculation information in TurboTax Online can be found by navigating to Tax Tools > Tools > View Tax Summary > Preview My 1040 to access the Form 1040 Worksheet. This worksheet, specifically the Tax Smart Worksheet located between lines 15 and 16, provides the in-depth, step-by-step calculations for your tax liability.    If you are using the Online version, you will need to have paid for your product in order to see all of the worksheets.   If you are using a Desktop version, you can switch to Forms Mode by clicking on Forms at the top of the screen. There, you can scroll through the complete list of forms and worksheets TurboTax has prepared and click on the one you want to review, or click "Open Form" above the list of forms on the left and enter the one you are looking for.    [Edited 02/21/26| 3:51pm PST]    @arfwilliams1: (edited)   

Yes, if the sale is reported on the 1041, you would be able to take the loss as an excess deduction on termination of the trust.  It would retain the same character on your personal return, so it would first offset other capital gains.  Your loss against other income would be limited to $3,000 with a carryforward if needed.  See IRS.gov/irb/2020–45_IRB#TD-9918, for more information.

The program works for Solar Panels and Battery backup credits. I submitted last week. I am not sure why you are having a problem if that is the credits you are expecting. Apparently, many folks say the program or form does not work, but they fail to mention what specific credit they are trying to get.

If you have after-tax basis in the plan, the Simplified Method must be used to determine the taxable amount when the payer indicates that the taxable amount is unknown.  If you have no after-tax basis in the plan, which I don't think is the case, the entire amount is taxable.   When you've used the Simplified Method with TurboTax in past years, when you transfer in your previous year's tax return to begin your current year's tax return, TurboTax normally carries your previously provided  Simplified-Method information forward so that you don't have to enter it again.  I don't know why that would not have happened in this case.  If necessary, review the TurboTax's 1099-R worksheet for your CSA-1099-R to find the details.