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I had to do early withdrawal  of part of my 401k due to being disabled.  I lost my job due to being on long term disability.  I input my 1099R, but the option to complete the exception form did not come up as option.  How do I access?  

I received stock as a gift, which was a long-term holding from the giver. I then donated that stock within a year.   Does this stock still qualify to be given as a long-term holding? Is the date acquired the date that I was gifted the stock or the date that the gifter originally purchased the stock? TurboTax is asking me for the value of the gifted stock as well. Is the value the original cost basis of the stock from the original giver, the value when I received the stock, or the FMV when the stock was donated?   Additionally, TurboTax Online is not filling out my 8283 with the values I provide. Even if I designate the stock as being gifted and valued with average stock price, it keeps showing up in my 8283 as purchased and valued with comparative sales. Is there a way I can fix this?

I'm using turboTax 2025 on macOS 15.7.4. I choose "Print" and then click on "PDF". That brings up the dialog to save to a PDF file. I click on Security Options and add a password. I then click OK and then Save. The PDF is created but has no password. This has worked in the past with TurboTax and currently works with other macOS applications. For some reason with TurboTax the PDF never ends up with a password. Last year I was able to print encrypted PDFs with turbotax 2024, but I just tried again and no longer can with turboTax 2024. I'm guessing a macOS upgrade I did over the past year has triggered this problem, breaking both new and old versions of TurboTax.

I am using Turbotax business the first time to fill 2025 bypass trust tax return. The trust only has a 1099 form from a stock account. The incomes are qualified dividend, long term capital gain, and short term capital gain. The deductions are margin interest in 2025 and margin interest carryover from 2024. After the short term gain offset by the deduction, the remaining income are long term gain and qualified dividend. However, the tax appeared to be calculated using ordinary income tax rate instead of long term capital gain rate.    I did a simple hypothetical case: long term gain = $200K, short term gain =$200k, qualified dividend =$20k, margin interest =$100k, margin interest carryover = $100k. Turbotax 1041 form line 23 showed the taxable income as $219900 which is correct after the deduction. This taxable income should be long term gain as the margin interest should offset the short term gain, not long term gain. 1041 from line 24 total tax showed $84310. It calculated the tax as if the taxable incomes are all short term gain.    I did a Grok (AI) search, this is what the search showed  "Others have run into this exact issue with TurboTax Business (the desktop version) when preparing Form 1041 for trusts, including bypass/credit shelter trusts. It’s a recurring complaint in the TurboTax community forums where the software incorrectly taxes long-term capital gains (LTCG) at the regular compressed ordinary-income trust rates (which jump to 37% very quickly) instead of applying the special preferential capital gains rates via the Schedule D Tax Worksheet."   Is this problem fixable? Thank you very much in advance for your help!

I have one 1099-DIV with foreign taxes from two countries and also from ETFs which are listed as RIC on my broker's 1099-DIV.  I split out the income and foreign taxes paid by all three categories into separate 1099-DIV in Turbotax.  Using RIC for the ETF foreign taxes paid.  I allocated each 1099-DIV to the correct country / RIC.    Turbotax ignored the ETF (identified as RIC) on form 1116 which cut my credit nearly in half.   I went back and changed the country designation for the ETF to Various.   Afterwards, form 1116 recognized the foreign taxes and generated a larger foreign tax credit.   The entire process of handling the foreign tax credit is unnecessairly confusing. One 1099-Div split during the foreign tax credit process should be all that is necessary.    Bigger question:  Why the difference between RIC and Various in the handling of the credit?   Which is correct?