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Pension distributions and annuity distributions are both reported on IRS form 1099-R.  In TurboTax Online, both are entered under Wages & Income / Retirement Plans Social Security / IRA 401K Pension Plan Withdrawals.   During the flow of questions to enter the IRS form 1099-R, you may have encountered the screen We found a few other questions about your situation.   If this is the case, the software is trying to determine the taxable portion of the pension distribution by asking a variety of questions.   Does your IRS form 1099-R report code 7 in box 7 and a value in both box 1 and box 2a?     If your pension distribution have these three values, you may want to delete the entry and start it again.   If your pension distribution does not have these three values, post and someone will try to assist you.   In TurboTax Online, follow these steps to report IRS form 1099-R:   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options:       to connect with your financial accounts,       to upload your form, or       type it in myself.  See also this TurboTax Help.    

You can add the capital loss carryover in TurboTax Online by following these steps:   Go To Federal > Income > Wages & Income Summary Find Capital Loss Carryover and Add/Edit Choose Edit on the top right of the summary and enter your carryover information

If annual car registration fees in NY are not tax deductible (see below), then why when I enter an amount in the car registration fees (for recent year autos)  Federal section, both my Federal and state tax refunds increased??? Appears TurboTax is considering them as tax deductible.

It is possible that your tax is only $600, so the energy credit is limited in the current year by that amount. You can look on line 24 on your Form 1040 to see if your tax is $0 after you entered the biomass stove information. That would indicate that you reduced your tax to $0 by using the allowable portion of the energy credit in the current year. 

NY State tax refunds can often take longer than federal refunds. You will typically receive your New York State refund within 3-4 weeks or more after your tax return is accepted.    Confirm in TurboTax that your state return was actually accepted, and not just submitted. To do this, log into your TurboTax account, go to your "Tax Home" screen, and look under "Your tax returns & documents" to check your  "Accepted" status. If you used a TurboTax Desktop program you can click on "File" at the top of your TurboTax screen (in the black bar) and then click on "Check E-File Status".   The New York State Department of Revenue is the most accurate place to check  your refund status. You can use this link to check your  New York refund status.   If you still haven't received your refund after 6-8 weeks, you can contact the state directly to check your refund status anytime at 1-518-457-5149 or contact the Department of Taxation and Finance. If you have any additional information to share or additional questions regarding this, please return to Community and we would be glad to help you.

@wokndadog wrote: Yet your response to me was the equivalent of "Just bend over and take it up the wazoo."  Hope you don't break your arm while trying to pat yourself on the back for providing nothing helpful when you responded to my original comment.🤣 What, precisely, would you have expected me (or anyone else here) to write in response to your post that would be "helpful"?   I mean, it is what it is; TurboTax made a decision to drop support for Windows 10 for their desktop products leaving TaxAct and H&R Block as alternatives (as Grok stated in the text from your link, which was essentially copied from what I have been posting for months now).   Thus, your question was already answered; use TaxAct or H&R Block since they do not require Windows 11. Why do you feel that would force you to "bend over and take it up the wazoo"? You're simply moving to a competitor's product....voting with your wallet----and if you buy H&R Block's software, you'll actually save money over buying from Intuit.

Hello:   Any attempt to read a post on the CDN web site results in "Access Denied". This has been the case for years ... No answers/solutions to-date. What is the direct phone # to Tech Support, so that I can express verbally what my 603-error activation problem is, so that someone competent can hopefully fix it?   Thx a lot!

I figure that it won’t work by importing a “pdf” file.  “You need to copy the file ending in .tax2024 to the hard drive of the current computer. “ @VolvoGirl  But still, I don’t get it why/where/ how TurboTax gets the wrong information on 2024 carryover,  and how to fix it… :(   there seems to be some problem with uploading my screenshot, please bear with me. 

You can create a child's return in the same way as an adult's.  You'll need to create an account for them with a unique email address.    Further, if they just had unearned income like interest, you could add that to your return on Form 8814 and forgo preparing the return for the child, if that is applicable to your situation.    Here's some information you may find helpful: At What Income Does a Minor Have to File an Income Tax Return? and  Tax Filing Requirements for Children  

Yes. As long as you file a joint return (Married Filing Jointly) with your spouse - as a tax unit, your children are considered to have lived with you for the purpose of the Child Tax Credit (CTC), even if you were physically in the U.S. and they were abroad. Since you are already using the Foreign Tax Credit (FTC) rather than the Foreign Earned Income Exclusion (FEIE), you qualify for the refundable portion of the credit.

If the preparer of the IRS form 1099-R has not provided an Idaho generated tax identification number, I would enter the nine-digit Federal tax identification number listed under Payer's TIN.   However, to electronic file, some states have a specified number of digits that are required to be entered in this field.

According to the IRS code section 408(m)(2), a collectible could consist of an item made of metal or a gem, which may describe the trading pins you mention, though they are not specifically mentioned. The general definition of a collectible is something you acquire more for personal purposes than as an investment meant to generate income.    As far as reporting it on a Schedule C, that is reserved for reporting business income and expenses. In order for your activity to be considered a business, you would generally have to have a profit motive for the activity and would have to devote a significant amount of time and effort to it. This is in contract to an investment, where you simply purchase something and hold it with little if any personal effort or interest in it outside of selling it at a profit.    This Intuit article discusses the difference between a business and a hobby, you may find it helpful in distinguishing your pin collecting activity from a business.         

I went back though the 1099R and there is a screen Where is your distribution from?   Military retirement distribution Other distribution   Well it is from a military pension but she gets half of her ex's pension.  So should it be OTHER?  Then that doesn't give her the exclusion.