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Box 2 is a state tax refund.   To enter a state refund just type  1099-G (with the dash)  in the search box at the top of your return and click on Jump To it.   OR  Enter the 1099G under  Federal on left Wages & Income at top  Scroll down to 1099-Misc and  Other Common Income       You might need click on Show More to expand the section   Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start      You do not want the next line that says Other 1099G Income   On the first screen check YES - Received a State Refund.   Enter the amount and continue on and after a couple screens, it will ask you a couple questions to determine if it's taxable.  It may or may not be taxable.  It is taxable if you itemized deductions the year it is from.  If you took the standard deduction it is not taxable. If you filed form 1040A or 1040EZ you took the standard deduction and don't have a schedule A, so the refund is not taxable.   INTEREST Then enter the interest like a 1099Int and put the amount in box 1.   Enter a 1099-Int  under Federal or Personal for Home & Business Wages & Income at top Interest and Dividends Interest on 1099INT - Click the Start or Revisit button   Put the interest amount in box 1

 If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629  

Social Security mails SSA1099 in January.   If you cannot find it:   GET SSA1099 https://www.ssa.gov/faqs/en/questions/KA-01723.html        Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

Do you want to start your return over or do a new return for someone else?   Online is only good for 1 return per account.  But you can use the same email address for 5 accounts.  You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return   The Desktop program can do unlimited returns and efile 5.  You can buy the Desktop CD/Download program directly from Turbo Tax TurboTax® 2021-2022 CD/Download Tax Software, Compare Desktop Tax Preparation

"sure what the question is"... Please recommend the table-numbers. Like edu 8863.   "If you are funding a traditional IRA with a 2025 contribution..." No. I will get the IRA funds this year on 4.14.2025 and I will report that income into IRS-Tax-Forms in 2025-2026.    Where can I find out the background-data-table?   While I reviewing the data-table, I can't change the options from 'A' to 'B'.  Where can I find out the info that, last year I used "standard" or "itemized" deductions?  

If you didn't take your RMD, TurboTax will fill out Form 5329 for you and attach it to your tax return.  To do this, follow the steps below:   Sign in to your return - Continue in Wages & Income. Search for 1099-R and use the Jump to link. Either answer NO - I do not have any 1099-R forms, or click on Continue and answer the disaster distribution question. On the Did You Miss a Required Distribution From Any Retirement Accounts? page, choose other qualified plan - inherited IRA. Enter the RMD amount you did not take by 12/31/24. We can help you file a waiver if you have a reasonable cause. 

Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start   For state boxes,  if box 16 is empty or zero then for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

Since you are eligible, have you claimed the American Opportunity credit (AOC) in previous years (some of it will be on line 29 of form 1040)? If so, how many times (there is a 4 time limit)? Senior year is often the 5th calendar/tax year. 

I have several CDs in a foreign institution in Spain. They all started in January 2024 and they all spanned into 2025 (January 2025 and July 2025). Most of the CDs had a maturity of 12 months, but a couple of them have a maturity of 18 months. They all only pay the interests at their maturity. I have checked with the bank and said I will not receive the equivalent of a 1099-INT until next year because in the eyes of the Spanish legislation that income belongs to the 2025 fiscal year. When do I need to report that money here in the US? Is there a difference if the CD is 12 months or 18 months? Reading Pub 550, on page  7 it says: Certificates of deposit and other deferred interest accounts. If you buy a certificate of deposit or open a deferred interest account, interest may be paid at fixed intervals of 1 year or less during the term of the account. You generally must include this interest in your income when you actually receive it or are entitled to receive it without paying a substantial penalty. The same is true for accounts that mature in 1 year or less and pay interest in a single payment at maturity. If interest is deferred for more than 1 year, see Original Issue Discount (OID), later. My interpretation is, for the CDs that last 12 months and pay interests at maturity, then I will report them in 2026. However, notice that last sentence underlined. When looking farther down in Pub 550, on page 20 it says: Certificates of Deposit (CDs) A CD is a debt instrument. If you buy a CD with a maturity of more than 1 year, you must include in income each year a part of the total interest due and report it in the same manner as other OID. The way I interpret that info on pg 20 is that I should report interest accrued, even if it has not been paid. That is what really confuses me. How do you interpret that part? Again, I will only receive the interest at maturity and will not receive any equivalent of a 1099 INT until next year. Thank you