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This means you're responsible for calculating and entering the taxable portion of the distribution, not the sender. From TurboTax - Is my distribution nontaxable if Box 2a on my 1099-R is 0 or blank?:   ..if Box 2a is blank (empty) on your 1099-R form, the taxable portion of your distribution needs to be calculated:   If the distribution is from a traditional IRA, we'll ask you some questions regarding your non-deductible contributions and then calculate the taxable amount based on your information.   If the distribution is from a pension, we’ll consider the entire distribution taxable unless you can calculate the taxable amount and enter it in Box 2a. Don't enter an amount unless you know the taxable portion of your distribution. We've got help on entering your 1099-R. To get to the 1099-R section of your return:   TurboTax Online/Mobile: Go to the 1099-R screen under Wages & Income   TurboTax Desktop: Search for 1099-R, and select the Jump to link or, Go to Federal Taxes. If asked, How do you want to enter your income?, select I'll choose what I work on. Under Retirement Plans and Social Security, select Start or Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Given that this is a civil service pension, I recommend contacting the plan fiduciary administrator (bank) or your union/civil service retirement contact for assistance in figuring your taxable / nontaxable amount(s). See also: IRS Publication 721 (2024), Tax Guide to U.S. Civil Service Retirement Benefits

1. Home office rules: Must have a positive income to subtract the expense from - check your sch C, line 31 for a positive number The space must be exclusive - it sounds like it is for you Regular use - it sounds like that is the case for you. 2. Items purchased for resale: Are considered inventory and are listed under Cost of Goods sold Cost of Goods sold - select cost and use the cost of the item You must have records - if you don't have receipts, you should keep a log book or spreadsheet showing the date purchased and the amount paid, The IRS allows you to convert personal items to business items using the lower of what you paid or fair market value. 80% rule is a myth and red flag for an audit. Qualified Business Income is a 20% deduction. See What's the Qualified Business Income (QBI) deduction?   Caution - be sure you know how to file your business. I don't know if you are an LLC, partnership, in a community property state, etc so I hope you know which forms and how many to file. If not, see Married couples in business.  

@aviaasus You could try H&R Block Premium and Business as that product does support Kansas K-41.   See https://www.hrblock.com/pdf/hrb-software-forms/business-forms.pdf?srsltid=AfmBOoqB1SYDiRto3RKH2_iBHNlWFA1dLrkJEV99X6dyCp2U5tPQnmvO

curious if any other tax prep softwares are having the same issue with depreciation? has anyone checked? to Intuit, how do you plan on accomodating your customers for their inconvenience? will you offer a discount?

This would be correct based on how the Indiana code is written.  The social security deduction is based on the year you received it, not the year it was for. There is not an exception for payments received in one year for a prior year. So since you received it in 2025, it would be deducted in 2025.   "This deduction must be reduced by the total amount of any Social Security benefits and railroad retirement benefits received during the taxable year." Income Tax Information Bulletin #26

Yes, You can get Will Builder after you've filed your taxes.   They say you can log back into your account and find it, but people have had limited success doing it. It would be best to contact TurboTax Customer Service at What's the TurboTax phone number?

@Opus 17 wrote: So the idea that ML is not missing due to a bug but will be listed when the forms are available is not consistent with other past or current year behavior.  OK, I am not claiming it's a "bug". If that were the case, then there are a LOT of bugs since TurboTax does not list, for example, Acorns, but H&R Block does list Acorns AND neither lists Merrill Edge, plus both are still missing quite a few firms. Either a lot of firms aren't "participating" or they're just not ready for inclusion.

That would likely by on a Form 1099-R that references the pension. 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-R in the list and delete it