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That code T indicates a taxable distribution.  You should contact the folks at Fidelity and request a corrected 1099-R.  Otherwise the IRS will quite rightly expect you to pay taxes on the withdrawal of excess contributions.

Per the Ohio Department of Taxation, If the management of “Business income” means income, including gain/loss from any of the following:   Transactions, activities, and sources in the regular course of a trade or business operation; From real, tangible, and intangible property if the acquisition, rental, management, and disposition of the property constitute integral parts of the regular course of a trade or business operation; If your main business activity is real estate, then yes gain on the sale of a rental property is considered business income for purposes of the Ohio Business Income Deduction.     Income - Business Income and the Business Income Deduction

For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

Just to confirm, since you haven't entered an amount for the 'Lowest Return Airfare' yet, are you planning to use the CRA's Simplified Airfare Tables, or do you have a specific quote from the airline for your travel date?" If this field is blank, TurboTax has a "0" in its calculation loop. Since the deduction is the lowest of three numbers, the whole deduction will stay at $0 until this is filled. The CRA calculates your deduction based on the lesser of the following: The Taxable Travel Benefit you received from your employer (or the $1,200 standard amount). The total travel expenses (what you actually paid for the trip). The Lowest Return Airfare (LRA) was available at the time of the trip to the nearest designated city. If you left the "Lowest Return Airfare" blank, TurboTax treats it as $0. Since $0 is the lowest of the three values, your deduction remains $0.   Hope this helps!   Thank you for choosing TurboTax.

It is common for taxpayers to experience a significant drop in their tax refund despite believing their situation has not changed. A smaller refund simply means you paid closer to the correct amount of tax throughout the year, rather than overpaying to the government. There could be many reasons. I do see that you are using TurboTax Assist and Review services, and I will strongly suggest you book an appointment with your tax expert to review this for you.  We don't have access to your return, and we cannot specifically tell you why your refund is less. Why is My Refund Lower Than Last Year?   Thank you for choosing TurboTax.

There is not a place on the Form 1040-X for an incorrect amount for underpayment penalties. Instead you must use Form 843. This is not a form in the TurboTax product because it's not part of the tax return. You will select a reason and complete, sign and mail the form to the IRS. Use your amendment details to complete the form. I would lean towards sending the correction with the Form 843.  Instructions Form 843

If the work you performed in New Jersey was not the final product sold to the customer, you would not report NJ income. The general rule is income sourced in a state is taxed by that state, which implies a sale or payment occurred for the work in that state.   However, if the film was produced and finalized in New Jersey, you would need to file a non-resident New Jersey tax return.

To enter an investment sale other than from a brokerage account (1099-B), follow the steps below. Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button   On the next screen click on Yes On the next screen click on Add investments On the next screen Skip Import On the next screen click on Other and continue

Yes.  You can go back and amend your return to take the standard deduction instead of the itemized deduction.       How to File an Amended Tax Return with the IRS   Married Filing Jointly vs Separately: How Should You and Your Spouse File Taxes?

If the transfer to a Roth IRA is for the beneficiary (not you as recipient) they can report it on their own return (if required to file).  Otherwise, the Form 1099-Q and Form 5498 reporting the transfer is sufficient for your records.  You may also get a 1099-R from the 529 plan administrator showing the non-taxable transfer.    As long as you made this as a trustee-to-trustee transfer (where the funds went directly to your Roth IRA from the 529 plan) and you did not exceed the $7,000 contribution limit, you do not need to report the transaction at all.   If the 1099-Q distribution was for qualified education expenses (excluding the Roth transfer), you're not required to report it in your return.  Here's more detailed info on Form 1099-Q.   For more details, see the highlight in IRS Pub. 970.   @billssn  @domyown     [Edited 03/05/2026 | 9:10 am]

You may wish to track the source of the number on that form/line to see if it goes to a worksheet that you can adjust without an override. To do this, go to Forms (icon in the header), find Form 8960, right-click the box/value on the line you need to change, and choose "Data Source." The pop-up window should provide more information on how that value was entered.   You may find that you do need to override the entry and enter the amount manually. Normally this would affect your return. But since you're filing a 2022 tax return, you will print and mail it (e-filing isn't affected).

1. You can efile the MN without the property credit if you are a homeowner. A renter must file them together. Follow these steps, if you are a homeowner:  open to your state return revisit/ edit / update continue through looking for Other Forms you May Need uncheck the box for Property Tax Refund- Form M1PR continue on check to see if the program still has the M1PR If so, delete the form. Using tax tools, select tools, then delete a form. When convenient for you, file your Property Tax credit online here. 2. You can e-file your federal return now and the state later. When you get to the end to file: select e-file for federal select file by mail for state - this does not mean you will file by mail. It is telling the program not to efile it now.  when you are ready to e-file the state, come back through and choose to e-file the state return.