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February 24, 2026
3:53 PM
In TurboTax Online, report a 1099-R 1035 exchange by following these steps: Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scro...
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In TurboTax Online, report a 1099-R 1035 exchange by following these steps: Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security. Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options: to connect with your financial accounts, to upload your form, or type it in myself. In box 7, the distribution code should be "6". See also this TurboTax Help. The distribution in box 1 of the 1099-R will be reported in box 5a of the IRS form 1040. Box 5b will report $0 taxable income. Form 1099-R Section 1035 Exchange Life Insurance Annuity or Endowment Contracts may be found here. Section 1035 exchange These exchanges of contracts are generally reportable on Form 1099-R. A tax-free section 1035 exchange is the exchange of: (a) a life insurance contract for another life insurance contract, or for an endowment or annuity contract, or for a qualified long-term care insurance contract; (b) a contract of endowment insurance for another contract of endowment insurance that provides for regular payments to begin no later than they would have begun under the old contract, or for an annuity contract, or for a qualified long-term care insurance contract; (c) an annuity contract for an annuity contract or for a qualified long-term care insurance contract; or (d) a qualified long-term care insurance contract for a qualified long-term care insurance contract.
February 24, 2026
3:53 PM
Through the state as in through the state Marketplace and you received an advanced premium tax credit or through the state as in Medicaid?
If you had Medicaid for the entire year, you would not...
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Through the state as in through the state Marketplace and you received an advanced premium tax credit or through the state as in Medicaid?
If you had Medicaid for the entire year, you would not need to include a 1095-A on your return. In this case, you should call the Marketplace to be sure they do not have you incorrectly listed as someone who is receiving insurance through them. If they have you listed as having it through them, you will need to get this straightened out with them in order to be able to file your tax return electronically without it being rejected.
If it was not Medicaid, and it was through the Marketplace or Healthcare.gov (even for just one month) and they redirected you to your state site, then yes, you would need to enter a 1095-A on your return. You can go to Healthcare.gov to find your 1095-A or to your state Marketplace site. When you enter your 1095-A and form 8962 will be populated, it calculates and compares the actual amount of the credit you should have received based on the amount you actually earned versus the amount you estimated you would earn when you filled out the application for insurance. What is the Premium Tax Credit (PTC) and What is Tax Form 8962?
February 24, 2026
3:52 PM
1 Cheer
When you go through the PA nonresident return, it asks about every single type of income, who it belonged to and if it is taxable in PA. When the program asked about gains and losses, you need to m...
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When you go through the PA nonresident return, it asks about every single type of income, who it belonged to and if it is taxable in PA. When the program asked about gains and losses, you need to mark either not taxable or a portion was taxable.
Please return to the PA program and actually go through it and answer the questions.
February 24, 2026
3:51 PM
Hi - I saw amortization and deprecation 'go live' on my online turbotax version (in CA) on Thursday, Feb. 19th...and I was able to complete those sections. If you are still not live, I would 1. clea...
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Hi - I saw amortization and deprecation 'go live' on my online turbotax version (in CA) on Thursday, Feb. 19th...and I was able to complete those sections. If you are still not live, I would 1. clear your cache in your browser 2. call turbotax customer service and do a screen share with them. good luck
February 24, 2026
3:50 PM
For Column A, you would enter the amount of the premium you paid each month. Enter zero if you were reimbursed for the full amount of the premium.
On the 1095-A, column B is the Monthly Premium...
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For Column A, you would enter the amount of the premium you paid each month. Enter zero if you were reimbursed for the full amount of the premium.
On the 1095-A, column B is the Monthly Premium Amount of Second Lowest Cost Silver Plan (SLCSP). If your 1095-A has a 0 or if it's blank, use this Healthcare.gov tool to calculate the value you will need to enter there. Column C reflects the Premium Tax Credit you received throughout the year.
See this TurboTax help article for more information.
@user17714393469
February 24, 2026
3:50 PM
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February 24, 2026
3:50 PM
Yes, if the amount is in Box 14 -use the Other/Not Classified category. On the next screen (uncommon situations), you will check the box that says Religious Employment. Full instructions for enter...
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Yes, if the amount is in Box 14 -use the Other/Not Classified category. On the next screen (uncommon situations), you will check the box that says Religious Employment. Full instructions for entering this type of income are linked below.
How do I enter a parsonage or housing allowance reported on a W-2?
February 24, 2026
3:50 PM
any update
February 24, 2026
3:48 PM
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
...
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You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
https://myturbotax.intuit.com/
Start a 2025 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Account Recovery
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0
You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
SAVE YOUR TAX RETURNS !
EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records. That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc
In order to transfer a past year return to the new return you need the tax file
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl
NOTE: TurboTax and the IRS save returns for seven years. Returns older than seven years are purged.
February 24, 2026
3:48 PM
Hello, I am following up on this subject regarding Yonkers NY local income taxes and Turbo tax desktop 2025. My wife had Yonkers taxes withheld by employer by mistake. The amount of Yonkers t...
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Hello, I am following up on this subject regarding Yonkers NY local income taxes and Turbo tax desktop 2025. My wife had Yonkers taxes withheld by employer by mistake. The amount of Yonkers taxes withheld and was reported on her W-2. Should I delete the form Y-203 SP? Thank you. Frank
February 24, 2026
3:47 PM
Thank you both. Very helpful.
February 24, 2026
3:47 PM
Unfortunately not
February 24, 2026
3:47 PM
I find this charge to be another way to gain unnecessary money from consumers.
Topics:
February 24, 2026
3:46 PM
You enter the Form 1099-R in the Wages and Income section, then Retirement Plans and Social Security, then IRA, 401-K, Pension Plan withdrawals (1099-R). The main thing to look out for is entering co...
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You enter the Form 1099-R in the Wages and Income section, then Retirement Plans and Social Security, then IRA, 401-K, Pension Plan withdrawals (1099-R). The main thing to look out for is entering code 6 in box 7 to indicate the distribution is a Section 1035 exchange.
February 24, 2026
3:46 PM
Is there is anything I need to fill out in the Part III section.
February 24, 2026
3:45 PM
1 Cheer
Go back and uncheck the box on your 1099-R for your pension that the pension was an IRA.
February 24, 2026
3:45 PM
Topics:
February 24, 2026
3:45 PM
Line 25c on a 2023 Form 1040 Tax Return would report Federal tax withheld on Gambling Winnings, which would be on Form W-2G.
Did you have gambling winnings in tax year 2023?
February 24, 2026
3:44 PM
i need to find a printout of my 2024 tax return which was rejected when e-file so i had to print the documents and mail them.
Topics:
February 24, 2026
3:44 PM
Please clarify your question by adding some additional information so we may better help you. Such as; What version of TurboTax are you using? What is your question regarding the WI Retirement Subtr...
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Please clarify your question by adding some additional information so we may better help you. Such as; What version of TurboTax are you using? What is your question regarding the WI Retirement Subtraction?. What TurboTax screen are you on? Did you get a Form 1099-R? Did you get an error message?
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