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You can answer 0 if you want and especially if you do not have a basis for your IRA. However, if you do have a basis, you do not have to pay taxes on a portion of your distribution. For me, Turbo Tax calculates the correct basis from previous returns, but they still do not ask for the TOTAL value of all trad IRAs. Or rather, they ask for it but will not let you enter a number. I guess you have to figure out what form to modify and hope it does not screw up something else. I have posted the question but still have not heard back from Turbo Tax with a solution. 

I couldn't agree more with Solar Eclipse. The option to print out 1040ES with all of the taxpayer info but leaving the amount blank is very useful. Often you don't know how much your income will change in the next year and it would be nice to just write in the amount when the time comes.   Granted you could download forms from IRS website but why should I need to do that? This would be such an incredibly easy change even AI could do it 🙂

Since the state didn't issue a 1099-G, you can report the taxable portion of your Medical Leave benefits, specifically the percentage funded by your employer, as income in the Other Reportable Income section.    You'll figure this by multiplying your employer's share of the premiums (28.48%) times the sum of all the payments you received.   As you mention, 2025 is a transition year following IRS Revenue Ruling 2025-4, you aren't required to have a formal 1099-G to report this; simply enter the description as "Taxable WA Medical Leave."

Heck...if you go to the IRS's DirectPay website to pay them, the forms are immaterial and you pay whatever you think you need to.  The IRS only sees those forms if you actually mail them in with your payment. _________________________ Direct Pay with bank account | Internal Revenue Service ________________________ Other:   If you are using the "Desktop" software, you can: switch to Forms Mode .....open the "Est Tax Options" worksheet ..........and mess with it as much as you want...even enter your own payment amounts to print out.   (Not available for "Online" software users)

If you are using a Desktop version of TurboTax, go to Forms Mode (click Forms when you are in Step by Step in Windows; click Forms when in Easy Step in Mac) and check the box in the Federal Information worksheet in Part VI to choose itemized even if standard deduction is larger, TurboTax will switch to Itemized and you should be able to see the change in the Refund Tracker at the top of the screen.    For Online, as mentioned by @LeticiaF1 in another thread:   TurboTax Online Go to the screen: Based on what you told us, [either Standard Deduction or Itemizing deductions] is right for you, and select Change my deduction. On the Which deduction do you want to take this year? popup, you'll see the dollar value of each deduction type. Select the type of deduction you want and select Continue twice.   Have you checked to see if program shows that the Itemized Deductions as entered by you exceed your standard deduction for 2025? The standard deductions and other 2025 changes are listed in this TurboTax tips article.   

We are aware that some customers are still experiencing issues when trying to file but are looped back instead of being able to proceed and file.  We're currently investigating this issue. We will inform you once the program is updated.

You will enter it while posting the Form 1099-R.  TurboTax won't prompt you for this specifically. During the interview, you must actively identify as a public safety officer. This will trigger the correct follow-up questions.

If you are asking how to report your online casino winnings in TurboTax, you can use the steps below to do this if you received a Form W2-G or Form 1099-MISC   How you report your winnings depends on what form you received. You may have received a Form W2-G or a Form 1099-MISC. You also may not have received a form to report these winnings.   If you received a Form W-2G for your winnings, you will report the winnings as follows: To enter your gambling winnings in TurboTax Desktop, you will do as follows: Select "Wages & Income" Click on "I'll Choose What I Work On?" Scroll down to "Less Common Income" Click "Start" by "Prizes, Awards and Gambling Winnings" On the screen "Whose W2G do you want to work on? If you received a Form W2-G answer who received it and continue to the next screen to enter the details of your Form W-2G Answer the follow-up screens to complete your entry To enter your gambling winnings in TurboTax Online you will do as follows: Click on "Wages & Income" Scroll down the page to "Less Common Income" Click the (down-facing) caret next to "Less Common Income" Click on "Start" next to "Prizes, Awards and Gambling Winnings" On the screen "Whose W2G do you want to work on? If you received a Form W2-G answer who received it and continue to the next screen to enter the details of your Form W-2G Answer the follow-up screens to complete your entry If you received a form 1099-MISC for your gambling winnings, you can report this as follows: Click on the "Search"  icon Enter "1099-MISC" in the search box   Select "Jump to 1099-misc" It will take you to a screen that says, "Did you get a 1099-MISC? Select "Yes" Enter your Form 1099-MISC information Answer all follow-up screens   If you received no form to report your gambling winnings you will use the first instructions above for reporting a Form w2-G however instead of step 5 answering who received the form you will select We didn't receive a Form W2-G and Continue.  Then follow the TurboTax screens to enter your gambling winnings. Answer any follow-up questions.   Click here for information on entering Form 1099-MISC   Click here for additional information on gambling losses and what documentation is required.   Please return to Community if you have any additional information or questions and we would be happy to help.  

There are differences in moving units from an IRA and a Roth IRA. I made the mistake of transferring units from a regular IRA into a Roth IRA. I had to pay the taxes on the In Kind transfer, more so the Custodian had to pay the taxes. Something else figures into the equation and that is that all distributions that the IRA had received would also be taxed as LTCG.  Thats another reason why you shouldn't have any K-1 holdings in an IRA, possible UBIT is the other. Thankfully the partnership I held never had any UBIT about the $1000 threshold.    Now I am wanting to do the same as you. Move the majority of units, not all,  as they some dont meet the 5 year threshold yet and that may not matter, into my brokerage account so I'm in the same boat as you and I'd be very interested in how things worked out for you.