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To trigger the questions about the non-taxable portion of your RMD and to complete IRS Form 8606 in TurboTax, first go back to your Form 1099-R to ensure that the IRA/SEP/SIMPLE box found below Box 7 is checked. If it is not checked TurboTax will not look for Form 8606 because it assumes it is not an IRA distribution.   Go to Wages & Income and select, Retirement Plans and Social Security, 1099-R... Select, IRA, 401(k), Pension Plan Withdrawals (1099-R), then Start/Review Click Continue through the interview, answering through next screens Answer the RMD questions, Continue When you reach, "Did you have any nondeductible IRA contributions...?", enter Yes, Continue Next, you will need to provide your total basis as of December 31, 2024, here you must provide the value of all of your Traditional, SEP and SIMPLE IRAs combined   To verify the Form 8606 was generated:   Go to Tax Tools on the left panel, then Tools, then Delete a form (only to view the Forms, not to delete), or go to Forms Mode at top right in TurboTax Desktop.

so i went to the section where the asset is listed, it is showing the depreciation carried over from previous years, and then i went to edit it, but it never asked me the question "Did you stop using this asset in 2025?"

When you are signed in to your MetLife Legal Plan benefits account, click on your name in the upper right and check the drop-down.   There is also a chat function (bottom left) on the page once you are signed in.   Use the chat if you are still having issues.      TurboTax products are included with your MetLife Legal Plans benefits!  As a MetLife Legal Plans member, you can:    Prepare and file one federal and one state tax return with any TurboTax do-it-yourself product at no additional cost Work with a dedicated TurboTax expert to prepare and file your taxes at a discount Access the TurboTax refund calculator, tax bracket calculator, planning checklists and other helpful tips   @lwgentil 

You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry.   On form 1099-Q, instructions to the recipient read: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution." 

not sure if you are on desktop or online, but on desktop - after entering one category you get a summary list for that payer which has Continue in the bottom right.   Instead of pressing Continue, to the left tho is a button "Add another sales total" if using sales summary, or "add another sale" for one-by-one.

I am using the desktop version. I have switched to forms and looked through the list and there is no 1099-PATR form. I do not see where I can search? I did go into "open form" and inserted 1099-PATR but it only came up with the 2025 US Tax Form 1040: Individual Income Tax Form. I have looked at every tab and there is nothing to lead me to the form. Now I could go back through the process of entering my tax information and there was a box asking if I did receive any 1099-PATR but I left that box blank. The only thing to consider is that we did receive a K1 for our Family Real Estate Trust that has property categorized as real estate rental? We did receive a small payout for the sale of property in the trust. Other than that, there is nothing except for my losses in my LLC?

Non-residents are taxed at the current federal tax rates, plus a surtax of 48% of the federal tax. (If your income is earned from a business with a permanent establishment in Canada, you pay the provincial or territorial tax instead of the surtax.) You’re also subject to a 25% withholding tax on certain types of income such as dividends, rental payments, pension and OAS payments, and RRSP payments in Canada. The Ultimate Tax Guide For Non-Residents   A 14K non-resident surtax usually appears on a Canadian tax return for the year of emigration (2025) because, as a non-resident, you are subject to a 48% surtax on top of your federal taxes rather than paying provincial/territorial taxes.    This tax is likely triggered because you have Canadian-source income (employment up to August 2025, plus any other investment income), but the Canada Revenue Agency (CRA) is taxing you as a non-resident for the final tax return, which often results in a higher tax burden than a resident return.   2025 Income Tax and Benefit Guide for Non-Residents and Deemed Residents of Canada   For more clarification on this, we suggets contacting CRA directly at 1-800-959-8281 Skip the Line – Get faster help from the CRA   Thank you for choosing TurboTax.    

If the system doesn't allow you to move forward after entering your ID, it may be caused by an entry error from your W-2 form, or some information that does not match with the IRS record. Please, try these: In your TurboTax account, go the Income & Expenses section  Find your W-2. Select the trash can icon to delete the W-2. Select Add a W-2 again and choose Type it in myself. Enter the EIN carefully. If the issue persists, it might be a good idea to update the program by clearing your browsers, cookies and cache:  How do I delete cookies  How to clear your cache   

The tax data files end in .tax2024 or .tax2025, etc.  They should be in your Documents in a Turbo Tax folder.   Did it start a new return for you?  Did you use the Online version last year for 2024?  Then it  might have Transferred your 2024 online return to start a new 2025 return.   I'm not sure if Continue from Turbo Tax Online means  to continue the current year 2025 or to transfer in from 2024.  Did you install and open the 2025 program?  Check the very top line says the year on it  Turbo Tax  Deluxe 2025 or go to Help and make sure it says About.... 2025.

Thank you for trying to help. I'm looking at what shows on the screen. Have not been able to get any forms yet since I have not paid. After entering all the Deductions and Credits, it show that itemizing deductions is right for me, show the total of Itemized deductions versus Standard, and when I click on Show me the estimated breakdown, it first number is State And Local Income/Sales Taxes.  Property tax (Real Estate Taxes) shows separately and correctly. I don't have any other property taxes. No tax on vehicle registration was entered (don't qualify - I'm in Oregon). I did not carry over a 2023 refund to 2024. No sales tax in Oregon I did find $82 on my W-2 that was paid for Oregon transit tax, so it must be including that. The difference is still $35, which is the small local tax amount paid to the city, but I've already included that in my total, so it seems it must be counting that twice?   Very frustrating that there is nowhere to see what items & amounts make up the number listed for State And Local Income/Sales Taxes.  Any other ideas? Is there somewhere to see the breakdown of the State And Local Income/Sales Taxes besides going back into each section to try to determine what is going into that total? 

@ATCQEddey Is box 16 for state distribution a 0 (zero) on the form 1099-R?  If so, enter the amount from box 1 into box 16.   This will correct the error and allow you to e-file the tax return.  The state distribution does NOT flow to the state tax return.

1. It depends: Sch C is to report business income and pay self-employment tax. When you are not actively working the business, you do not use the Sch C. Being inactive one year, pauses the depreciation. It will pick back up when you are active again.  Many people have sporadic income for a variety of reasons.  If you are actively working but not enough to get a 1099-NEC, then you would continue to use the Sch C to report the income and expenses.   2. Expenses are claimed when you file Sch C along with depreciation-  Publication 946, How to Depreciate Property states: To be depreciable, the property must meet all the following requirements.  • It must be property you own.  • It must be used in your business or income-producing activity.  • It must have a determinable useful life.  • It must be expected to last more than 1 year.   3. Leave out Sch C when not actively working. If you are actively working, file a Sch C. Many people have a large Sch C and never get a 1099. It depends on the type of work you do. 4. Expenses that make your Sch C negative are a concern because your business must have positive income 3 out of 5 years for most businesses in order to be considered a business. Otherwise, the IRS may reclassify the business as a hobby and disallow all expenses and depreciation.   5. Example: Ben digs trenches for 10 years, filing a Sch C  claiming his equipment and expenses. Ben is seriously injured and unable to work for 2 years. No sch C is filed, no expenses are taken. Ben is finally able to work a little bit helping out friends, in his line of work and makes a little money from several people but no 1099 is issued. This is his line of work and he will file the Sch C and resume depreciating his equipment and claiming expenses. Ben can show that this is how he pays the bills and he is trying to make the business work again. It is not a hobby. See: Help to decide between a hobby or business   Reference: Self-employed individuals tax center  has information to help a business grow, claim deductions, everything you could need to know on the tax side and we are here to help!

You can preview your current tax return to see specific forms and information using the steps that are listed below.   You can get to your tax return in TurboTax desktop to preview your tax return as follows: Click on Forms at the top right of your TurboTax program to  switch to Forms Mode, and then Scroll through your forms in the left panel and  Click on the form you want to preview (Example Form 1040)   You can get to your Tax Return in TurboTax Online to preview your tax return as follows:  Go to "Tax Tools" in your left panel, Select "Tools" and then  Select "View Tax Summary" and  Select " The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

This is how you enter your Schedule K-1:   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter K-1 and click on the magnifying glass icon In the search result box, click on Jump to K-1 TurboTax will take you directly to the section where you can start entering your Schedule K-1 Make sure to choose the correct type of Schedule K-1 Form 10065, 1120S or 1041).