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The number you see on line 5b represents the total amount of the distribution that the IRS considers taxable.   To ensure this isn't a logic bug, check your "Additional Distribution Information" worksheet in the Forms mode (if using Desktop) or the "Tax Summary" in TurboTax Online.   You can view Tax Summary by clicking on Tax Tools on left panel, then Tools, then View Tax Summary If Box 2a + (Box 1 - Box 5) are being added together, this is a mistake However, if Line 5b exactly matches (Box 1 - Box 5), this is the correct IRS treatment for a Roth conversion of after-tax funds   Other items to check:   Ensure you have marked that this is a direct rollover (Code G in Box 7) When asked by TurboTax, make sure you select, I moved it to another retirement account and specify it was a Roth IRA

South Carolina Department of Revenue states:  (click to the right of Income.)   Is disability income taxable to South Carolina?   Pension income received while a resident of South Carolina is taxable to South Carolina. However, we do allow a total and permanent disability retirement income deduction. If disability retirement income is taxed on your federal return and you are totally and permanently disabled, you may be able to deduct this income from your South Carolina taxable income.   To qualify, you must be totally and permanently disabled, unable to be substantially gainfully employed, receiving income from a disability retirement plan, and eligible for the homestead exemption under SC Code Section 12-37-250. You must attach a copy of the physician's statement establishing that you are permanently and totally disabled.   For more information, see SC Code Sections 12-6-1140(4), 12-37-250.    

When you are preparing your Georgia return you have to make sure you select to claim the exemption.  To do this in TurboTax:   Go to your state return On the screen of Here's the income that Georgia handles differently, scroll down to the Miscellaneous Section  Select Start next to Dependent Personal Exemption for Unborn Children   Enter the number of unborn children        

i found the same thing: when I first opened turboTax, it would not recognize last year' return. I closed it and reopened it, and it imported all the information from last year's return. This is an inauspicious beginning. 

hi Sharon, I tried all these multiple times, but nothing is working out. My tax filing got delayed by 2 weeks just because of this. I have been a TurboTax customer since I started filing in US and there is no way to directly contact you folks which is really frustrating. I'm filing the tax without him as dependent.   Thanks for your response.   Thanks and Regards, Sabu

you need to set browser permissions, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363   https://ttlc.intuit.com/community/taxes/discussion/uploading-from-vanguard/00/3791235

Michigan allows a deduction for auto insurance coverage that includes medical services related to a car accident. The coverage is called personal injury protection (PIP). See this Michigan webpage for more information.   The portion of your auto insurance that is designated as medical is a separate deduction on the Michigan return. To deduct the medical portion of your Michigan auto insurance premium, please follow the instructions below:   Open your return. Click on State on the left-hand side. Click Continue next to your Michigan return. On the page Your 2025 Michigan taxes are ready for us to check, click Start or Edit next to Credits and taxes. Click Start or Revisit next to Homestead Property Tax Credit on the page Take a look at Michigan credits and taxes. Answer yes to the question Do you want to review your total household resources? Answer yes to the question Do you meet the qualifications? on the page Location of Property. Continue past the page Any of These Sources of Household Resources? On the page Medical Insurance or HMO Premiums Reduce Household Resources, enter the medical portion of your auto insurance premiums. Continue through your return.  

In the Illinois state tax return, look for the "Additional Tax Situations" section. Here you can set up estimated tax payments for the following tax year. Once you complete that section, it'll ask if you want to apply an overpayment for this year to next year's estimated taxes.     

You are always going to find someone else whose refund arrived faster, and someone who waited even longer than you.  That is the way it goes. Returns are not processed “first in — first out.” TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

thank you for the information. Does it make a difference that this is for the 2025 tax year - I was efficient and filed early this year😀. I'm hoping it means I can do some of it online. The UK broker in question had never sent 1099's in the past but they did this year. Given that it is for 2025 do you have any advice as to timing? Wait for the current season to end or get the adjustment in ASAP - IRS has already processed my return as has the State. Thanks Again!

This is a known issue in TurboTax and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this Community thread.   @ue507  @user17711785760 

Because the 1099 was issued in your name and SSN, that information has been reported as income to the IRS. You would need to report it   However, since you were acting as an intermediary and passed the full amount to the musician, you generally report the 1099 income and then offset it so you aren't taxed on money you didn't keep.       On your tax return, enter the full amount on the 1099 on Schedule 1 (Form 1040), Part I. Other income.  Then, then enter the same amount as a negative “Nominee amount” so the 1099 is shown, but not taxed to you.  Issue the same Form 1099 (MISC or NEC) to the musician. Show the same amount as the original 1099.  Make you the “Payer” and the musician “Payee,.” File Copy A with the IRS (and Form 1096 if mailing paper).