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If you erroneously started completing Form 4684 - Casualty and Thefts, you can delete the form by using the instructions below.       How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop

Follow the instructions below for taxable difficulty of care payments that you did not receive a tax form for:   Select Wages and Income from Tax Home. Under Less Common Income, select Start or Revisit next to Miscellaneous Income, 1099-A, 1099-C. Select Start or Revisit next to Other income not already reported on a Form W-2 or Form 1099. Select Nontaxable Medicaid waiver payments not reported on a W-2 or 1099 on the screen Types of wages you received.  Continue to the Certain nontaxable Medicaid waiver payments not reported on Form W-2 or 1099 screen. Enter the amount of Medicaid waiver payments received. If the 1099 shows zero, enter the actual amount received. Finish entering the rest of your income. When you get to the Earned Income Credit section in Deductions & Credits, we’ll ask if you want to add your Medicaid waiver payment to your income for this credit. You can answer based on what benefits you most. However, you may need to include difficulty-of-care or Medicaid waiver payments as income on your state return. For example, Pennsylvania requires this even though the payments aren't taxed by the federal government. Refer to the TurboTax article: How do I enter my tax-exempt Medicaid waiver payments from IHSS in TurboTax? For navigation instructions.  

Nice hidden fee! I checked my final amount before submitting to make sure there were no EXTRA fees, but I'm real TT fashion, I see there was. This should be included in my fees before I press submit so I can make an informed decision whether I want the product or not. It's ok. No "good" deed good unpunished. Thank you for letting me know though. Additionally, they cannot charge me the 75 dollars because I'm currently holding with them (for an hour) as they did not meet their end of the promise. 

It depends on the type of account.  A direct rollover of a traditional IRA at broker #1 to a traditional IRA at broker #2 does not require a 1099-R.  Rollovers from other kinds of accounts to a traditional IRA, or from a traditional IRA to some other kind of account, sometimes require a 1099-R. 

PAY CLOSE ATTENTION TO THIS NOTE FROM RichInPitt.     Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts.    For me the 1st choice gave me errors and did not import anything, and the 2nd choice, still gave me errors but imported the 1099-B perfectly!!!!!!   THANK YOU RichInPitt.  

Thanks, but neither applies. I put two assets in service in 2023 and one in 2024, all relate to a single rental, my only activity with depreciable assets. No section 179 expense was taken related to any of the assets. TurboTax is calculating MACRS depreciation correctly, although nothing transfers to schedule E. It seems like a problem with the software. Any additional advice is appreciated.

A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   Try leaving the cents off of the Medicare tax on your W2 box 6.   Box 6 has to be exactly 1.45% of box 5 or less.      If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

I know it doesn't help now, but here's why someone might see an additional $40 fee.   If you chose to pay your product fees out of your refund, there is a $40 service fee ($45 for California filers.)  That processing fee is for a third-party bank to open up a bank account in your name to receive the funds from the IRS.  Then at that third party they take out the fees and send the rest to your bank account in a second direct deposit.  Then that third-party bank closes the account they had set up for you.   That $40 fee can be avoided by paying upfront with a credit card, debit card, or a prepaid debit card that can be purchased in stores.