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@We willy The Form 1099-R section is available in all TurboTax editions, online and desktop.   The 1099-R was finalized and available in the Online editions on 01/21/2026 The 1099-R was finalized and available in the Desktop editions on 01/22/2026   If you are using the online editions, clear cache and cookies on your web browser.  Or change your web browser to either Google Chrome or Microsoft Edge.   If you are using the desktop editions, click on Online at the top of the desktop program screen.  Then click on Check for Updates.

Since your daughter is over 24, she "fails" the full-time student test automatically and it seems TurboTax is only seeing her as a student.   If she is "permanently and totally disabled," the age 24 cutoff for students is completely waived.   To get the software to recognize her correctly, you need to ensure the "Permanently and Totally Disabled" box is checked before or alongside the student status.   Go to the My Info section and select Edit next to your daughter's name. Review the "Personal Info" screens. Look for a screen titled "A few things we should know about [Name]" or "Uncommon Situations." Ensure the box for "is permanently and totally disabled" is checked. When it asks about her being a student, you can still say Yes, but the disability checkbox is what overrides the age 24 limit. Watch the "Support" Question: TurboTax will ask "Did [Name] provide more than half of her own support?" You must answer NO. Even if she has income, as long as you paid more than half her bills, she meets the support test for a Qualifying Child.    

That’s a thin excuse. Prior to those two options, it explicitly states that both of those are for expenses paid  directly to the school and that there will be an option at a later point to add other education-related expenses. It repeats this when you select the question mark by both options to seek further explanation about the expenses it’s asking for. 

To upload a self-prepared 2024 tax return into TurboTax: Sign in to TurboTax Online. Start a new tax return. In the left menu, select Tax Tools > Tools. Choose "Transfer last year's TurboTax return from your computer." Select your saved 2024 tax return file (.tax2024) from your computer. Follow the prompts to upload and transfer your information. Once uploaded, you can continue editing or filing your return in TurboTax. Make sure your file is saved in the correct TurboTax format (.tax2024).

It would not be taxable if it was a refund of property taxes that you paid previously and you had not deducted those taxes on your tax return. Otherwise, it would be taxable to the extent you got a financial or tax benefit from the rebate.   You enter the Form 1099-NEC in the Wages and Income section, then Other Common Income, then Form 1099-NEC. Indicate that you did not have a profit motive for receiving the money, it is not related to your job, and you only received the funds in 2025 to avoid having the income treated as self-employment income. If the income is not taxable, do the following to back it out of your return:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the income and the adjustment as a negative number   [Edited 2/5/26 at 9:42 AM PST] @savazpour02        

@Opus 17 wrote: It's possible that Merrill no longer participates, in which case the official list needs updating.  But that would seem odd since Bank of America and Merrill Trust Accounts are still listed.  I flagged it for investigation, but if you are in a hurry, you will still need to enter your 1099 information manually.   Just asking for a "friend" since I don't use the s/w anyway. However, it would be highly unusual for Merrill to not participate given (a) the fact that they have participated with import in the past with TurboTax and other tax prep s/w firms, (b) as you stated, other BOA and Merrill accounts are listed, and (c) I happen to personally know clients with Merrill Edge accounts that have not just a few or a few dozen, but hundreds of trades, including wash sales and basis unknown transactions (they would be relegated to printing and mailing their returns in some fashion).   On the other hand, it's really early to make assumptions, I believe. Merrill and a few others won't be issuing their 1099-Bs for a LOT of clients until February 15th (or later). Last year, if I recall, the likes of E*Trade, Merrill, Ameritrade (Schwab), and a few others didn't get their 1099-Bs out in an import-type format until almost the end of the month.

In the Oregon State Interview, you can adjust your wages reported on your Federal return for the OR portion.  Look for a screen titled 'Here's the Income that Oregon Handles Differently' and choose 'Done with Income' at the bottom.     The next screen will show your Federal wages and a box to enter the Oregon amount, titled 'Oregon Source Income and Adjustments'.  Be sure to save a record of the calculations you used to arrive at your two-day a week amount.   Here's more info on How to File a Non-Resident State Return.       @WAresidentORhybridwork    [Edited 2/6/2026 | 6:02 pm]    

Since the 2023 excess was not removed in a timely fashion, the 1099-SA should have a distribution code of '1', not '2'. However, it is difficult for HSA custodians to get this right, so if you tell them that this was a distribution for an excess, they take your word for it and put a '2' in the distribution code even when this is not right for a late excess distribution.   Although we normally discourage taxpayers from changing data on forms, you won't be able to get the correct results unless you do.   When you enter the 1099-SA, change the distribution code to '1'. In the interview, be sure to tell TurboTax that this distribution was NOT for qualified medical expenses. This will have three effects: 1. The amount of the distribution will be added to your taxable income. 2. An amount equal to 20% of this distribution will be added to line 17c, Schedule 2 (1040). 3. This will cut off the excess from 2023 so no more penalties.   It is important for you to document what you did and why and save it with the paper copy of your tax return (you keep one, don't you?), in case the IRS ever writes you a letter asking about this.

I just tried going through the process again, and it still does not take me to a declaration screen. I get Driver's license info, AGI check, then create a 5 digit pin with "Transmit Now" at the bottom. I did not transmit for a third time because it's still broken.