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I've been following this Q&A because I have the same issue.  What's still not clear to me is: 1)  When I receive a 1099-NEC, the entire amount is considered taxable income to my single member LLC.  I reduce the taxable amount by my business expenses, then pay tax on the remaining. 2)  If I create a substitute 1099-R, I'm now adding the employer contribution to my Solo Roth 401k to my income, effectively being double taxed on this income.  (Taxed first as the income is reported on a 1099-NEC, then taxed again when I create a substitute 1099-R.)   How do I subtract the employer contribution amount from my 1099-NEC income? Thanks, Garry  

There may be one or more items of income on the actual tax return that don't appear on the personal income summary page. To verify the accuracy of the income reported on your Form 1040, you should look at each item listed there and trace the number back to the source documents. For instance, line one 1(a) lists your W-2 wages. You can look at your W-2 form to verify that the amount listed there is correct. Line 2(b) lists your interest income, you can verify that by looking at your 1099-INT forms. You can do similar exercises for the other income items listed on the Form 1040.

Entrez votre T4 en vous assurant d'indiquer Ontario dans la case 10 comme province d'emploi. Entrer un Relevé 1 avec les mêmes informations que vous avez dans les cases du T4.  La case 14 T4 sera case A RL-1 La case 16 T4 sera case B-1 RL-1 La case 17 T4 sera case B-2 RL-1 La case 24  T4 est généralement transférée automatiquement dans la case C du RL-1    Transférez toute autre cases au besoin.   L'impôt payé en Ontario n'est pas entré sur le Relevé 1. Pour transféré 45% de votre impôt payé hors Québec pour la retourner au Québec, vous allez cliquer sur Provincial - Profil des Autres crédits du Québec dans le menu de gauche.  Cochez Transfert d'impôt. Sur la page du transfert, le montant d'impôt payé hors Québec est affiché. Entrez 45% du montant dans la case.   (le calcul est impôt payé multiplié par .45)         Merci de choisir TurboImpôt

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

Since you've already filed your return, we recommend waiting for the Notice of Assessment to see if everything is correct before considering refiling. CRA receives a condensed version of your return, known as a T1 General, rather than a detailed PDF.     

Upon investigation, the interest and dividends appear to be correctly reported on the MA Form 1 Resident Income Tax Return.   In addition, MA Schedule B Int/Div Excluded reports $0 entries.   Entries in the box labeled Massachusetts Nonresident and Part-year Resident Excludable Interest and Dividends include the following notation:   Note: Only use this worksheet if you are not filing as a full year Massachusetts resident.   Thank you for your assistance and understanding.   @ccarbon  @andlynw   

Wisconsin Form 2K-1 is the state counterpart of a federal Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits from a Trust or Estate. Note that you are taxed at the federal level on worldwide income, regardless of where the income was sourced. If you didn’t receive a federal Schedule K-1, enter the Wisconsin 2K-1 in TurboTax under Federal >> Wages & income >> Schedule K-1 to allow the information to flow through to your Wisconsin return. As you work through the Wisconsin State interview, you can confirm that you report only the income sourced in that state.   If you have state/local tax withholding reported on Line 15(j) of the 2K-1, enter that amount under Deductions & Credits >> Estimates and Other Taxes Paid >> Withholding not reported on W-2 or 1099.

See this for how to file if your spouse is a nonresident alien - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US   If the dependents do not have a SSN or an ITIN issued by the IRS they cannot be entered as dependents on a tax return.

Thanks for the answer, I thought as much as far as your options.   How would I go about attaching a statement that this is not taxable income but reimbursement for expenses as you suggest in the first option?  

Are you filing a Resident or Nonresident return? If you see my response to @okieROSE  I saw no issue with the return that would prevent filing. The screen  that says you're missing information regarding OK long-term capital gains and losses can be confusing if you don't have any information to add and none of the long-term capital gains and losses are from OK companies, so you can continue past it. I was able to continue  through the review and file sections of TurboTax and had no errors with the information provided.  If you would like to provide a token for us to review a diagnostic copy of your return, Please follow Linda's instructions above, and post your token number here. Don't worry if it looks like the number is being deleted, because we should still be able to see it. Otherwise, you can post a screenshot of your token number @Michael-McGarrett 

@v8899  RE: your friend who paid $0 fed income tax in 2023 but still got the inflation refund:     Ok, but according to the NYS website its not a refund of 2023 NYS income taxes; its a refund of sales taxes paid.   Did your friend make any purchases in NY and pay some of these ?     I know I sure did .       I'm not sure what legal weight that carries with the IRS , but its still a cloudy issue, at least in my mind.   I still have it on my Fed return, playing it safe, but just looking for a valid reason to take it off