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If your wife made pension contributions to the pension plan while she was working for the employer, their would be a cost basis that would be recovered.  Box 1 would report the pension distribution.  Box 2a would report the taxable portion of the pension distribution.  The difference would be the cost recovery of the cost basis.   The preparer of the IRS form 1099-R should know your wife's cost basis in the pension plan if your wife has a cost basis.   @Micsbraves 

The IRS issues most refunds from e-filed returns in about 21 days, although some returns take more time to review. To check the status of your refund:   Check your e-file status. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted.   If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status. Go here to track your state refund.  

I have called TurboTax several times and have not gotten any answer or even an acknowledgement that there is a problem in the software. The IRS accepted my revised return but I am wondering when I will get a call saying the 1040X was not submitted. Someone named Sharon D007 asked me to send  the return to them but I have not been able to contact her again.

No, don’t list TN as your “previous state” with just 10/29 as the residency date. You had two part-year residencies, so enter your moves in My Info as: TN → GA on 6/22/2025, then GA → TN on 10/29/2025 so TurboTax tracks both periods correctly. Then revisit each state return to allocate income based on when it was earned.      

The part I struggle with is I don't see any guidance in the software that states this 3rd category is for renting out part of your primary residence. I only see, "This includes rentals you don’t live in and business properties."   To test my theory I added a random 1098, ticked the box for Other (3rd category) and TurboTax desktop went and added the property tax to my Schedule A on line 5b State and local real estate taxes (see instructions). This property is not mentioned anywhere else in my return. I call that a bug, but I don't see anywhere IN the software to report such a bug. "SMART" check did not flag any issues.   At this point, my recommendation is to not use this 3rd category until TurboTax provides better guidance on what it is supposed to used for. Disappointing they don't have a better mechanism to address perceived issues.

Hi,  I am preparing 2025 tax using turbotax Premium.  I ran into the same question.  Shcedule D line #7 is for short term capital gain. Schedule D line #15 is for long term capital gain.  Schedule D line #16 is for the sum of line #7 short term capital gain and line #15 long term capital gain.  Then it moves the sum on line #16 to form 1040 line 7a. I don't see where it calculates different rate for short term and long term gain. Please tell which form I can find turboTax using different tax rate for short term and long term capital gain. Thanks, Judy

@ clcjl wrote: Just to clarify, the error message popped up just when I entered the key, no download link showed yet.  Oh, that's one difference.  Something must have changed in the download procurement method from tax year 2020 to tax year 2021.   When I did the test download of 2020, it didn't ask for the license key at that point for me to get the installation file; it simply had a download link.  Based on your image, apparently in 2021 they must have asked for the license key just to get the 2021 download.  So I don't know if you will be able to get it that way or not.  I don't know if it's a technical issue or whether they are not providing it by that method anymore.   In any case, I still had 2021 installed, but it was not activated.  I launched it, and initially it asked for a license key.  So I entered the 2021 license key, and it did still activate and became usable.     Have you rebooted your modem, router, computer lately?  That's always something to try.  And, of course, be sure you are entering the correct year's license code.  You've probably already checked that.   You can talk to TurboTax Support, if you wish, and see if they would push the 2021 download file to you.  I don't know what you would encounter, but they might just say they don't support 2021 anymore. https://ttlc.intuit.com/turbotax-support/en-us/contact/