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The questions asked at the screen Annuity information, determine how much of the $9,597 of your father's employee contributions have been recovered in previous years and how much is left to recover.   The answer is a function, in part, of the exact date that his annuity started.     If you cannot obtain the exact information needed, you may have to make a best judgement of the annuity starting date and use that date for this year's income tax return and for subsequent year's income tax returns.   A starting date after November 18, 1996 would qualify for the simplified method.   Access to the previous year's income tax returns would be helpful to acquire the tax-free amount previously recovered, if any.  If the information is not available, TurboTax states:     "You must compute this entry by adding all prior years' nontaxable amounts."   You may also be able to compute the amounts by using the Simplified Method Worksheet, page 43, in this IRS Publication.   @VaBluebell 

This is likely a reporting error by the developer, as reimbursements for personal living expenses due to repairs are generally not taxable income. Since a 1099-NEC was filed, you must report it to avoid mismatches, but you should counteract it to avoid paying tax on it by reporting it as non-taxable reimbursement or offsetting it with expenses.   How to Handle the 1099-NEC:   Request a Correction: Contact the developer and ask them to issue a "Corrected" 1099-NEC showing $0, as this was a reimbursement for personal expenses, not compensation for services.   Report as Non-Taxable/Reimbursement: If they refuse, you can file your tax return without including the amount as taxable income, but you must attach a statement explaining that the amount was a reimbursement for temporary living expenses (hotel) incurred due to construction, and thus not taxable income.   Alternative Reporting: In TurboTax, you can enter the 1099-NEC as reported, but then list the exact same amount as an expense, ensuring the net taxable income from this transaction is $0. Report the 1099-NEC on Schedule C as income, but take an equal expense deduction for "reimbursed expenses" (if you can prove the expenses). Note that this is technically for self-employed individuals.   To report income and expenses from a 1099-NEC in TurboTax Schedule C, follow these steps in TurboTax Online: 1. Go to the Wages & Income section. 2. Find the Schedule C (Self-Employment) section. 3. Start or update your Business Income and Expenses. 4. Enter the 1099-NEC income as business income. 5. Enter any related expenses, such as hotel or repair costs, in the appropriate expense categories.  

Try the following to help with the download:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. File your 2023 taxes Troubleshoot TurboTax Desktop for Windows issues Manually Update TurboTax for Windows Software

Once you received your Identity Protection Personal Identification Number (IP PIN) use the link below to enter it into your TurboTax return. How do I add or remove my 6 digit IP PIN? Taxpayers can go to Get an Identity Protection PIN to get more information on protecting their tax account. An authentication check will need to be completed to create an online account, but once this is done an IP PIN will be provided online immediately.   You can complete the Identity Theft Affidavit to begin the process to find out if a fraudulent return was filed using your name and credentials. When to file an Identity Theft Affidavit  - This link also provides the ability to file the affidavit online. @rei4brad 

If you are using TurboTax Online, you cannot prepare and file a tax return for another person using an existing TurboTax account. You'll need to create a new account, distinct from the account you used to file the first return.   If you are using TurboTax Desktop, you can start a new return by clicking on Start a new return on the Welcome page of TurboTax.   Please read this TurboTax Help topic on how to start a new tax return for another person.

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.  

Yes, it should be the same amount as Box 1 of your form 1099-R.    Generally, these distributions are fully taxable to the beneficiary, but they are not subject to early withdrawal penalties, even if you are under age 59½.   Beneficiaries of an IRA, and most plans, have the option of taking a lump-sum distribution of the inherited account at any time. Beneficiaries must include any taxable distributions they receive in their gross income.   When you enter the 1099-R in your return, you will reach the page 'Do any of these situations apply to you?' be sure to check the box beside 'I inherited this IRA' (if it's an IRA).  This will eliminate any penalty.  Retirement Topics - Beneficiary

My husband's 5 digit pin was accepted, but my 5 digit pin that I used for many years was rejected.  I got the PI PIN for myself.  Where on the Turbo Tax do you input the 6 digit IP PIN.  The Turbo Tax has room for only 5 digit for the signature..

Do you have your new IP Pin to use for 2026? This number changes every year.     You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"      Here's how you can fix a reject:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

If you remained a Canadian resident (i.e., kept strong ties to Canada), you must report your Sept–Dec 2025 Australian income as foreign income on your 2025 return and claim a foreign tax credit to avoid double taxation—you don’t need to wait for your Australian filing and can use withheld tax or estimates. However, if you became a non-resident after moving (cut ties and settled in Australia), you only report income up to your departure date and do not include the Australian income earned after leaving. For more information, visit -Determining your residency status Thank you for choosing TurboTax.

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

I completely understand your dissatisfaction; online refund requests typically take some time to process. I've located your submitted refund request and sent you a private message in Community; this issue has now been resolved; we appreciate your patience.    Thank you for choosing TurboTax.