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Thanks, but what do you mean when you said "selecting certain options I didn't need to"? Sure, I could type in totals from my 1099, but as I understand it, I will then need to separately mail in other information to the IRS since I provided summary totals. I'd like to avoid it and just e-file without have to create a mailer. And, as well, I'd like to avoid the typing exercise. For something that should just work (and has worked fine in previous years). One other note on this forum software - not sure why the screen shot I uploaded isn't displaying at all. Does it have something to do with my post count? Or another cause?

Regular payments for pensions or annuities are automatically considered to satisfy the RMD requirement for those required to take RMD withdrawals.  When you enter your 1099-R in TurboTax and get to the screen "Let's get more information about your Required Minimum Distribution (RMD)", for the RMD due by Dec. 31, 2025 just enter an amount in that box that is equal to Box 1 for that 1099-R.  Click Continue, and then select "The entire distribution applied to the December 31, 2025 RMD", then click Continue.   Since this is a pension, for Annuity information, answer yes that your received periodic payments, then continue answering the questions pertaining to that plan until you get back to the "Your 1099-R summary" screen.

  You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      

You can continue through the program. The review will go through without issue in regard to the exclusion. You do have to verify the withholding period, well done. OK requires information to determine if you qualify for the exclusion. When you edit and go through the exceptions to the exclusion, there is nothing to mark that it does not qualify. The program has added a warning  since so many people miss the exclusion. 

Initially I had a slight difficulty connecting to Edward Jones, however I discovered I was selecting certain options I didn't need to. And then I imported twice by mistake. It can be accomplished, the only difference I see is that I used Windows and not MAC, which may have different dynamics.    In case you need to do summary entries, I will place instructions here for you. This solution is not as difficult as it may seem since your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) @Xarkon 

If you create an LLC and you are the sole member nothing will change.   If you decide to become a single member S-Corp then you have a whole big change.  Now your LLC will file a separate tax return.  When you file as an S-Corp you also have to pay yourself what the IRS calls a "reasonable salary".  So - regardless of how well the business is doing - you will have a payroll with at least one employee on it - yourself.  This requires that you also file all of the necessary payroll tax returns quarterly.  You would need to fill out a W9 form and submit that to everyone who pays you so that the 1099 that you receive at the end of the year is made out to the corporation and not to you as an individual.  

Your income should not be taxed in New Jersey since there is a reciprocal agreement between the two states exempting  Pennsylvania residents from paying tax on New Jersey wages. Your Pennsylvania tax should be correct but you need to file a non-resident return in New Jersey to get a refund of taxes paid there. You can learn more here. In the future, you can file Form NJ-165 with your employer requesting taxes not be withheld in New Jersey.   When you prepare your tax return for New Jersey, you will see a screen that says Lets Confirm your Taxable State Wages from (name of employer). On that screen you will see your New Jersey Wages and an option to exclude them from taxation. You need to check the box to remove those wages from taxation in New Jersey. On the next screen you will be asked how much of your wages were earned in New Jersey, you need to enter $0 for that.   You need to include a signed statement with your New Jersey return stating that you were a resident of Pennsylvania in 2025, so you will need to mail your Pennsylvania return it.              

Yes. TurboTax doesn't have a specific field labeled "RTM Portion of Gross Income." You generally enter total gross income related to your specific income source or partnership share under the appropriate income section. To enter total gross income for a specific source in TurboTax Online: 1. Go to Federal > Wages & Income. 2. Select the income type that matches your RTM income (such as business income, rental income, or partnership income). 3. Enter the total gross income amount for that category. 4. If the income is from a partnership, enter the details in the K-1 section. This will ensure your RTM portion of gross income is accounted for correctly.