All Posts

Just so you know - the exact question is: For the years Jxxx received these distributions, was the total amount shown in the form the amount you paid tax on? (This is the misleading part - it says "total amount" but not clearly whether that is referring to Box #1 or Box #2a) ...However, I followed the instructions, deleted this 1099-R, re-entered it, and answered 'yes' to this mis-leading question. Great - no Simplified Method loop. Note - the summary screen still shows 1-Gross Distribution on that page (with full amounts), and on the easy step form same thing- it shows the full amount.  So that is a bit scary.  But - I checked the 1040 form directly - and you are right - it is using the correct field (2a) on the 1040 form itself. I do hope TurboTax puts it back the right way in future releases. Showing the gross distribution on the summary screen and the easy step form is not right. Thanks! 

My wife bought TT Standard Version 2025 for Windows.  I only noticed AFTER breaking the seal on the box that it says in fine print 'Requires Windows 11'...    Oops!    My PC is 'Windows 10 Home'.   I have not downloaded the software yet.   Will it function? 

You don't have to report your 1095-B in TurboTax, this form is for your records.  Only a 1095-A for Marketplace insurance is reported.  This is in Deductions > Medical > Affordable Care Act  (Form1095-A).   @eisor48     

I believe we are on the same boat. We do not qualify for the credit. How do I say that I am not claiming taxes to get credit for room and board instead of answering no to the question “did you receive a form 1099-Q”?

The senior deduction is a separate deduction from your standard deduction, and pulls into your 1040 on a different line (Line 13b) from a different form. It is usually $6,000 for each taxpayer above age 65.   In your tax return viewable PDF copy, search for a form titled Schedule 1-A Additional Deductions. The total on Schedule 1-A Line 37 is your enhanced senior deduction for the year. The sum of these additional deductions (on Line 38) should flow to Line 13b on your federal Form 1040 or 1040-SR.   To see or print a PDF of your tax return, select your product and follow the instructions.   TurboTax Online Open or continue your return. Select Continue or Start on Tax Home to enter your return. Select Tax Tools from the menu. Select Print Center, choose Print, save, or preview this year's return, and follow the instructions. If you haven't yet paid your TurboTax Online fee (or registered, if you're using a free version), you'll need to do so before you can save the PDF. TurboTax Desktop Open or continue your return. Select File. Select Print/Save for Your Records. Choose to either Save As PDF or Preview Print Copy. See also: 2025 IRS Form 1040 instructions, What's New

I want to make sure that I am understanding.  Are you saying that you and your brother co-owned a house together that you sold? You didn't get any of the proceeds, he received all of the money? Please clarify so we may assist you.

In TurboTax Online, you generally have two ways to enter these costs, depending on the nature of the training: 1. The "Other Expenses. For most self-employed individuals, professional development, online courses, and seminars are entered under Other Expenses. Where to find it: In the self-employment expense navigation, look for a section titled "Other Business Expenses" or "Miscellaneous Expenses." How to enter: You will see a blank field where you can manually type a description (e.g., "Seminars and Training") and the total amount. The Math: This maps to Line 9270 on the T2125 form.     2. Business Taxes, Licences, and Memberships If the "training" was actually a mandatory certification renewal or a professional dues payment that includes a training component: Where to find it: Look for the category "Business taxes, licences, and memberships." This maps to Line 8760.   Thank you for choosing TurboTax.

Thanks for the token. It looks weird with how it prints, but the good thing is it's not calculating wrong. If you look at how the form works, it asks for the date you paid the amount on Line 10 (underpayment), but the only quarter in which you have an underpayment amount on Line 10 is Q4. That's why only Q4 is calculating an underpayment penalty on Line 14. So you have nothing to worry about. Those dates are not included in the calculation for the other quarters, and there's no penalty being applied to the other quarters at all. See below:  

The SSA-1099-SM is the same as Form SSA-1099. Enter it as you would Form SSA-1099.  Here's the steps to enter:   Go to return Go to Wages & Income Go to the Social Security benefits screen   Refer to the TurboTax article Where do I enter an SSA-1099 for navigation instructions.  

THANK YOU! This worked! Here is exactly what I did to e-file two California 541 returns that had returned Code 54. Directions from ChatGPT Step-by-step: Enable .NET Framework 3.5 1. Open Windows Features Click Start Type: Windows Features Click: “Turn Windows features on or off” 2. Find the .NET Framework entry In the list, look for: “.NET Framework 3.5 (includes .NET 2.0 and 3.0)” 👉 This is the key one 3. Enable it If the box is unchecked → check it If it’s a filled square (partially enabled) → click it until it becomes a full checkmark Then click OK 4. Let Windows install it It may download files from Microsoft This can take a few minutes You may be prompted to restart → do it I also had .NET Framework 4.5 already enabled.    A. Then I restarted my computer. B. Did a Windows Disk Cleanup C. Ran TurboTax Business as administrator. D. Selected "Mail in Return" (vs. e-File) and saved the return, closed TurboTax. (Supposedly this clears out any strange errors from attempting to previously e-file E. Ran TurboTax Business as administrator F. Selected one of my two 541 returns, e-filed and got SUCCESS!! G. Opened the other 541 return. repeated from step C. On Step F, the second return e-filed.   I cannot thank you enough for getting to the bottom of this @gretair !! MAJOR KUDOS!!