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99ProblemsAndForm5695IsOne · ‎March 11, 2026

@GatitaSF Are you still having this problem? I am experiencing the same thing. I don't know why it is so challenging to update the software for one form. This is going on for way too long! My scree...

@GatitaSF Are you still having this problem? I am experiencing the same thing. I don't know why it is so challenging to update the software for one form. This is going on for way too long! My screen still shows that it will be corrected by March 6th. Would be nice if TT would continue to provide accurate updates.

rjs · ‎March 11, 2026

Your employer did not report the bonus correctly. The change of ownership isn't the problem. All payments from an employer to an employee are supposed be treated as wages and be included in the emplo...

Your employer did not report the bonus correctly. The change of ownership isn't the problem. All payments from an employer to an employee are supposed be treated as wages and be included in the employee's W-2. It doesn't matter whether it's regular pay, a bonus, or some other special payment. Form 1099-NEC is for "nonemployee compensation." But you are an employee, not a nonemployee. All of your compensation from your employer is employee compensation and should be included in your W-2. However, there is a way to report the 1099-NEC correctly on your tax return, in spite of the employer's error. When you start to enter the 1099-NEC in TurboTax you will get a screen that asks "What type of income in on your 1099-NEC?" Select "Income that should've been reported on a W-2." Then click Continue. On the next screen enter the information from the 1099-NEC. The next screen asks if you also got a W-2. Answer Yes. TurboTax will include Form 8919 in your tax return. The bonus will be reported as wages on Form 1040 line 1g. Form 8919 calculates the Social Security and Medicare taxes that your employer should have withheld on the bonus. The total of these taxes will appear on Schedule 2 line 6 and will be included in your total tax liability. It will not be reported as a business, and you will not have to pay self-employment tax. This is actually not an uncommon situation. Employers sometimes report a bonus or other special payment on a 1099-NEC either out of ignorance or to avoid paying the employer's share of Social Security and Medicare taxes and other payroll taxes.

mymyruka2022 · ‎March 11, 2026

JamesG1 · ‎March 11, 2026

The preparer of your K-1 has reported more than one activity on one Schedule K-1. At the screen Choose Type of Activity, click This K-1 reports in more than one of boxes 1,2, and 3. Since...

The preparer of your K-1 has reported more than one activity on one Schedule K-1. At the screen Choose Type of Activity, click This K-1 reports in more than one of boxes 1,2, and 3. Since your K-1 reports amounts in more than one of boxes 1, 2, or 3, the partnership/LLC is involved in more than one type of activity. You should treat each activity separately in TurboTax. So there will be one K-1 entry for box 1 income. Only click on box 1 and the statement "This K-1...". There will be a second K-1 entry for box 2 income. Only click on box 2 and the statement "This K-1...". The other boxes of the K-1 may refer to either box 1 income, box 2 income or a combination. The preparer of the K-1 may have included attachments or detail which explain how those items break down.

99ProblemsAndForm5695IsOne · ‎March 11, 2026

@MelindaS1 Can you please tell me when this will be corrected? TurboTax has not updated the error with the estimated date and it feels like there is no end in sight. I have been using TurboTax sinc...

@MelindaS1 Can you please tell me when this will be corrected? TurboTax has not updated the error with the estimated date and it feels like there is no end in sight. I have been using TurboTax since ~2003 and I would rather not use another company in the future, but the lack of communication and continuous delays are starting to wear on me. I even got a letter in the mail from TurboTax letting know that I have not filed my taxes yet. That letter felt like salt in the wound since the problem is with TurboTax, not my desire to file.

kenstoy1 · ‎March 11, 2026

My state is not listed in the pull down in box 15 in the 1099 form?

user17732425921 · ‎March 11, 2026

Thank you for reply. Unfortunately I have deleted and re-entered RMD 1099R ($700) multiple times and nothing changes - $700 is not being included as taxable income , but $70 Fed tax withheld is inclu...

Thank you for reply. Unfortunately I have deleted and re-entered RMD 1099R ($700) multiple times and nothing changes - $700 is not being included as taxable income , but $70 Fed tax withheld is included in total taxes withheld. i am using TT Deluxe, Desktop edition (download). There is no follow-up question asking if RMD was cashed out, or anything similar to indicate it. I did likewise put that entire amount applies to RMD for 12/31/2025. Only solution I can figure out is to go into FORMS, specifically 1040/1040 worksheet and 1099R Summary and manually add on the $700 into the other taxable income from another Distribution already on line 4b. Additionally, on though I have other 1099R's which are reporting correctly, no totals of their amounts are showing up on line 4a of 1040 which shows Total Distributions (vs 4b - Taxable Amount of Distributions. Would be very appreciative of response at your earliest convenience. Have spent multiple hours googling, posting, entering/deleting/entering again, and cannot figure out why this is not working. Thank you.

DavidD66 · ‎March 11, 2026

If you entered your Form 1099-R in the Federal return you do not need to report it again for your Connecticut tax return. It is automatically included in your Adjusted Gross Income which is transfer...

If you entered your Form 1099-R in the Federal return you do not need to report it again for your Connecticut tax return. It is automatically included in your Adjusted Gross Income which is transferred to your state return.

JamesG1 · ‎March 11, 2026

At any point, you can click on one of the links down the left side of the screen. In your case, click on Federal down the left side of the screen. Click Income down the left side of the s...

At any point, you can click on one of the links down the left side of the screen. In your case, click on Federal down the left side of the screen. Click Income down the left side of the screen. At the screen Income, click Add/Edit to the right of the income source you want to report. @ernest-s-schwartz

bmshah1 · ‎March 11, 2026

I have a K1 for an LLC I'm a partner in. My K1 has entry in box 1 (ordinary business income) and box 2 net rental real estate income. TT is asking me to choose what type of activity this partnership ...

I have a K1 for an LLC I'm a partner in. My K1 has entry in box 1 (ordinary business income) and box 2 net rental real estate income. TT is asking me to choose what type of activity this partnership is involved in? I am not sure which option to choose and the help section states choose based on amount in boxes 1-3. My last year's K1 had entry only in box 1. I'm a bit confused now how to enter the values from both box 1 and 2 in TT.

xmasbaby0 · ‎March 11, 2026

When you use online TurboTax software you get one return per fee. Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second...

When you use online TurboTax software you get one return per fee. Each return needs its own email, account and user ID. If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

mesquitebean · ‎March 11, 2026

Are you attempting the transfer of the 2024 desktop data file into a 2025 online return this way: Log into the 2025 online return. In the left menu column choose TAX TOOLS, then TOOLS. In the T...

Are you attempting the transfer of the 2024 desktop data file into a 2025 online return this way: Log into the 2025 online return. In the left menu column choose TAX TOOLS, then TOOLS. In the Tools window choose "Transfer last year's TurboTax return from your computer." When you agree to the warning, point the online program to the location of the *.tax2024 data file on your computer. And when you continue, it just spins? Is your computer a Windows PC or Mac?

xmasbaby0 · ‎March 11, 2026

You can tell the software to skip W-2's. If an old employer transferred over from last year, you can delete the employer. Then move on and enter your other income--whatever that is. Do you have ...

You can tell the software to skip W-2's. If an old employer transferred over from last year, you can delete the employer. Then move on and enter your other income--whatever that is. Do you have retirement income? Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099. To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

MindyB · ‎March 11, 2026

Double check this amount- did you elect to have 100% of your distribution withheld for NY tax? If not, it sounds like there is either an error in the input or on the 1099-R. If you did elect ...

Double check this amount- did you elect to have 100% of your distribution withheld for NY tax? If not, it sounds like there is either an error in the input or on the 1099-R. If you did elect for your entire distribution to be withheld, decrease the total in Box 14 by one cent. It will clear the error and your return will stay the same since rounded numbers are used.

tambi83 · ‎March 11, 2026

I left out important details on my tax for 202 and 2024

JanetMac · ‎March 11, 2026

The Massachusetts D.O.R. instructions are no help either.

kdweaves · ‎March 11, 2026

JanetMac · ‎March 11, 2026

They still have that problem in 2025. For zero income received, I entered .0001 as the percentage! Thanks for your help.

JamesG1 · ‎March 11, 2026

To generate IRS form 5329 to report an exception to the 10% penalty for early distribution, follow these steps: After entering the IRS form 1099-R, you should see the screen Let's see if we ...

To generate IRS form 5329 to report an exception to the 10% penalty for early distribution, follow these steps: After entering the IRS form 1099-R, you should see the screen Let's see if we can lower your tax bill. At the screen Identify the plan, tell the software what kind of plan the distribution was from. Click Continue. At the screen These situations may lower your tax bill, enter the dollar amount next to the appropriate exception. Click Continue. At the screen Good news: your tax bill just got lower, the IRS form 5329 has been generated.

ernest-s-schwartz · ‎March 11, 2026

no more details to furnish. i just need to be told how i may continue.

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