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Since you have a loss, did you answer the "at risk" questions at the end of the Schedule C interview?  If so, how did you answer them? And did you have expenses for business use of your home? I'm not a tax expert, but they will want to know those things to further advise you.

The code in box 7 is "7", which is a normal distribution.  I already know that there are two parts to what is included in box 7:  1.) $75k Conversion from an IRA to an new Roth account, and 2.) $34K was distribution to me. Both are taxable events. My question is: My 1099-R box 1 includes the total $109K  ($75k + $34K) of both distributions above. Do I make two separate entries to TT, one for each?

The only way your mileage expense would be deductible is if you are paid for the activity and you report your income on Schedule C as self-employment.       If you are not in the business of being a personal representative, it is considered to be a personal activity and therefore mileage would not be deductible.   If you do claim business income for this activity, you can deduct your mileage expense under Vehicle Expenses on Schedule C.    How do I deduct vehicle expenses?      Can I deduct mileage?

Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return

The tax from Form 8962 will automatically be incorporated into the tax liability used to calculate the underpayment penalty.    You'll see the amount on Schedule 2, Line 1 for Additional Taxes, and is included in the calculation for Line 2 of Form 2210.   @bdger983       

This will be much faster and more detailed than phoning TurboTax Support.     This answer assumes your previous returns were prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Are you in Deluxe?   You can enter 1099NEC or cash Self Employment Income into Online Deluxe  but if you have any expenses you will have to upgrade to the Premium version.   Where to enter expenses in the Online Premium version https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US

TurboTax Free Edition is intended for taxpayers who file simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit, Student Loan Interest, and Schedule 1-A).   Roughly 37% of taxpayers qualify.   If your tax situation is more complex—for example, if you’re claiming itemized deductions like home mortgage interest, reporting unemployment income, or earning self-employment income—we’ll let you know that you need to upgrade to a paid TurboTax product. This way, you’ll get the forms you need, maximize your deductions, and file an accurate return. Depending on what your tax situation was last year, you might need to use new tax forms to claim the same deductions, credits, or forms of income.    We make it easy for you to file a simple return for free with Free Edition. But as your life grows, whether you’ve started investing or have a thriving new business, you can get an upgraded experience with expert help through Expert Assist and Expert Full Service.   Get more information on which forms are included in TurboTax Free Edition.   Create an account - Start here TurboTax Free