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The way this works, is that when you enter your 1099-R on the federal return, TurboTax looks at your home state, and if it is Michigan, then TurboTax may ask where the IRS distribution is from.    For Michigan, TurboTax asks (for an IRA distribution): * military pension * Qualified government or public pension * Current year conversion from a traditional IRA to a Roth IRA * Other qualified IRA distributions and private-sourced pensions * Pension/IRA distribution received before retirement age/None of the above   Military pension - pension from one of the Armed Forces.   Qualified government or public pension - Michigan lists these as (please see the Michigan instructions on page 19 for more detail:( - The state of Michigan - Michigan local governments (like cities and counties) - Federal civil service   Current year conversion from a traditional IRA to a Roth IRA - self-explanatory   Other qualified IRA distributions and private-sourced pensions - review the rules and descriptions for Retirement and Pension Schedule (Form 4884) starting on page 19 in the Michigan instructions to see how to treat your distribution.    Pension/IRA distribution received before retirement age/None of the above - these Pension/IRA distributions are not considered eligible for special treatment, which is why these and any other retirement distributions are considered "none of the above". NOTE: "retirement age" is the plan's age of retirement for a pension plan, so the plan administrator needs to be contacted.

TurboTax will do your depreciation calculation for you when you enter your business asset in the program. Update your business entry and find the screen that says Your (name of business) Business. Scroll down that screen to find Business Assets and choose Assets being depreciated. When you work through that section, you will be asked to enter the cost and date put into service for your asset and you will be given an opportunity to choose special depreciation options or just take normal depreciation for the asset.    For a camera body, you would chose the Computer, Video, Photo and Telephone equipment option for the description  of asset.

Please see the other thread for an update from the group and how to truly get your return done. I recommend you leave feedback where the developers will see it and read it. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

@mscaprese You received a federal tax refund and the TurboTax program shows that you owe federal taxes?  That does not make any sense.   You will have to contact TurboTax support for assistance with this problem. See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

Yes, it is correct on your Illinois income tax return. Unlike the IRS, which sees "Business Income" as active trade (like a shop or a farm), Illinois law (35 ILCS 5/1501) defines it as:   "...all income that may be treated as apportionable... All income of a trust or estate is business incomeunless it is clearly attributable to only one state and is earned through activities totally unrelated to any business you are conducting." Since the beneficiary and the trust are both Illinois residents, the distinction between Step 3 and Step 4 is mathematically irrelevant to your final Illinois tax return. 

Group effort. For the online version, a team member found a place to do the entry that might help you.  When you get to this screen you need to make certain that the amount in the first box is greater than or equal to the amount in the second box. We al hope this is the solution.    If this does not work: @RobertB4444  helped come up with the above solution and also recommended you start over and import last year's taxes. This would ensure a smooth flow, not that you actually have to redo your entire return. If you had a simple return, this would be a great solution. Yours sounds more complicated so you probably want to convert instead. You can convert to desktop. You will pick up right where you left off.     You may want to pay for your online return and then contact customer service and tell them community team says you need the desktop to finish your return. They should tell you how to swap out for no extra charge.

@Spent6CornfieldGrill If you made a Roth contribution for 2025 that ended up being disallowed and you made a corrective distribution of the contribution plus earnings in 2026,we advise reporting the distribution plus earnings on a manually created 1099-R with the total distribution being the contribution + earnings and the taxable amount being just the earnings, with Box 7 codes of P and J and a tax year of 2026.   Now if you did do the corrective distribution in 2026 and had tax withheld on the distribution the tax withholding is for 2026 and not 2025.  This would explain why the taxes withheld are not showing up on your 2025 tax return on line 25b.  The rejection by the IRS is likely because you reported the withholdings on the earnings in TurboTax and the IRS could not match up the withholding you reported on your 1099-R.  Go back in to TurboTax and remove the tax withholding in your 1099-R entry for the earnings distribution.  You will be able to claim the withholdings on your 2026 return.   @Nigel809 Since you had no tax withheld on your earnings from the removed excess Roth contribution, you should be OK to proceed as I outlined in my first paragraph   More on Excess Roth contributions

@mscaprese The procedure is the same -   Click on Federal on the left side of the online program screen Click on Other Tax Siruations Under Other Tax Forms On Amend a return, click on the start button

Hello and thanks for the reply.   Since my donations are Stock/Securities, I am supposed to use "Average Price" per IRS guidance.     Even though I filled out "Average Price" in the step-by-step it is still showing Comparative sales.   When I go into forms and override this, it gives me an error that I am overriding a calculation (which I am not).   Ahead of a software update that fixes this, can any guidance be provided on a workaround that would allow this update in the forms and still allow e-filing?

Thank you for your prompt reply. The Form 1042-S I received is from my brokerage. My tax status changed from nonresident alien to resident alien during the 2025 tax year, but the broker was unable to issue a Form 1099 for me. Instead, they issued a Form 1042-S. On the 1042-S, I see information such as gross income, tax rate, and federal tax withheld. In addition, I have: 1. an annual transaction history showing the cost basis, proceeds, and capital gain and loss for each stock trade I made,  2. a spreadsheet listing all dividends and interest received from this account. I did not hold any bonds, Treasury bills, or other types of financial assets in this account. Would these documents be sufficient to use when reporting my investment income for tax filing? Thank you for your help!

Yes, really.  When the system sees a 1099-MISC it automatically errs on the side of caution and sets it up as self-employment income.  In your case, though, it may not apply.   An internship as part of an education program - in other words, required as part of earning a degree - is considered miscellaneous income and not self-employment income.  If it was just earned by working while you also happened to be at the school then it is self-employment income.     Once you have made that determination then you can tell the system and it will enter it where it belongs.