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If you did not enter a Form 1099-PATR in TurboTax, you can look to see if that form is in your program and delete it as follows:   Follow these instructions:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1099-PATR in the list and delete it      

I was on the line with help and told I had a case and that it would be fixed today.  No email, no contact, and the issue is still there.  now there is an hour wait on your phone.  I don't think anybody understands my question.  

What you say sounds reasonable.   As a nonresident of Missouri, you should file form MO-NRI, which will prorate your Missouri income (see Part C).   Can you see your Missouri return or only the Summary? In the Missouri interview in TurboTax, did you answer question about Missouri source income? This goes to populate form MO-NRI, which calculates the percentage of your income in Missouri divided by your total income.

You will need to review your answers. If your plan is a 401(a), you should not check the box that says "Yes, this is a 403(b) plan."    If you do, you are effectively telling the software, "I have a Tax-Sheltered Annuity," which triggers the confusing questions about annuity start dates and cost basis.   Follow these steps to bypass the annuity loop: On the 1099-R entry screen, make sure Box 7 matches your form (likely Code 7 or Code 1) Ensure the "IRA/SEP/SIMPLE" box is unchecked (since it's a 401a, not an IRA) When the software asks, "Was this distribution from a 403(b) plan?", select "No, it's another type of qualified retirement plan" By selecting No, the software should treat it like a standard pension or 401k distribution and skip the "Annuity" questions entirely   Regarding the RMD questions, follow these steps to complete the RMD section:   Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your distribution as your RMD How much of the distribution applied to your December 31, 2025 RMD? Choose "the entire distribution applied..." You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)

Thank you. I will assume you are correct, but without digging too deeply: The first reference to 408A(d)(3) that defines a Roth rollover as a taxable conversion is irrelevant, as taxes are due on all Roth conversions from a traditional IRA, whether as a result of an RMD or for any other reason. That would include funds rolled over that originated as an RMD. Section 403A(d)(3)(E) refers to "Special rules for contributions to which 2-year averaging applies." It does not expressly reference RMDs at all, and insofar as I am aware, RMDs are not "contributions to which two year averaging applies".  Perhaps you intended to refer to a different statute. 

See this TurboTax tips article for more information on rentals and this article about how to enter the information. You would need TurboTax Premium (Online) or Premier (Desktop). It is not a miscellaneous expense item that you enter; TurboTax will calculate it from your entries in the depreciation topic of the Rental section.   To enter your rental in TurboTax:   Navigate to the rentals section: TurboTax Online/Mobile: Go to the rentals screen under Wages & Income TurboTax Desktop: Search for rentals and select the Jump to link or, Go to Federal Taxes. Go to Wages & Income. If asked, How do you want to enter your income?, select I'll choose what I work on. Under Rental Properties and Royalties, select Start or Update next to Rental Properties and Royalties (Sch E).   You will need to enter the property as an asset, enter your basis in the property, and answer all of the questions. Then, TurboTax will calculate the depreciation you can take for 2025.   The basis of property used in a rental activity is generally its adjusted basis when you place it in service in that activity. This is its cost or other basis when you acquired it, adjusted for certain items occurring before you place it in service in the rental activity, such as major improvements.   Continue to track expenditures that can be added to the basis of the property while you are preparing it for rent, even if that continues until next year. When the property is held out for rent at a fair rental value, you start depreciating the property (excluding the land value).   See IRS Publication 527 for more information.  

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Delete that 1099R and enter it again Manually.   That usually fixes things, especially if you imported it.   After you enter the 1099R keep going g through all the follow up screens and questions.  Do not change the little IRA checkbox.  That’s important.