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Reporting tip income in TurboTax has been updated to allow the tip deduction even when the income is not reported on Form 1099. The requirement for reporting tips to the IRS is effective for tax year 2026.

Splitting it into 2 is a good idea.  The lazy people who issued it to you should have issued you two separate 1099-Rs anyway.  2 and B are not compatible codes.  2 refers to an early taxable distribution for which an exception applies so there are no penalties charged.  B refers to a distribution from a Roth 401(k).  One of those is taxable and one is not.     You should get a set of corrected forms but it sounds like they're not going to do it.  If they won't then splitting up your 1099-R is really the only way to enter it.  The $7600 is code B and the $2400 is code 2.

Ahh, good catch.   Note, I had a K-1 from the same company last year, so it shows up as two entries.    So, I went back in and I choose Type of Activity selected this K-1 has more than one value in boxes 1, 2, and 3.  And entered box 1 income in one entry and then was routed back to the selection screen where I selected the 2nd entry and I choose Type of Activity selected for this K-1 has more than one value in boxes 1, 2, and 3.    After doing this action for both entries, the Schedule B, via open forms, still shows the interest twice ?  How do I correct this ? 

Short answer: Yes, TurboTax managed to fix this, some time between your entry and March 6th.  As usual, I was blithely updating my Fed and NM returns until the rate of TurboTax (TT) updates slowed down. Got the Federal filed on March 6th, but I don't use it for NM (keep reading!). My NM return in TT had showed a small refund. A mid Feb TT update erased all the NM data I had entered, but once I re-entered it, still showed the same refund. The next TT update (before I filed the Federal) changed my refund to almost the same amount owed. Looked fishy, not to mention annoying. I finally tracked some of it down to yes, the net capital gains deduction, as well as interest received on US Government obligations (both items are due to our holdings in our retirement accounts). When I went thru the NM Taxpayer Access Portal, I ended up with the same amount due as TT's last effort, but some of the deductions don't match. Sigh. Still thrashing. We don't even live in the state anymore! but still have consulting income in NM, so we have to file the allocation and apportionment form.    BTW, I haven't used TT to file our NM state taxes for many years, probably since NM started pushing their online system. TT almost always ends up with a different number, plus or minus from $1 to $20. Once TT didn't know about a mid-year rebate, and I had to override and manually enter it; the next year, TT almost wouldn't let me continue because I WASN'T claiming the previous year's rebate. One year NM re-calculated for us and fixed a TT error, resulting in a few bucks more in our refund. That may have been the last time I filed under TT!   I always run thru it in TT anyway, as a first estimate, but I only file thru the NM portal. It's free, and I have come to trust it more than TT for NM. 

Each tax year has to be filed separately using the forms for the specific tax year.  They cannot be combined in any way--do not even put them in the same envelope when you mail them.  Software for past years is available back to 2022.  Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.   A 2022 refund will be forfeited if you do not file by April 15, 2026.     TurboTax has software for 2022 onward.   Software is no longer available from TurboTax for earlier years, nor would it be supported even if you find it on eBay, etc.  Updates are not available.   It is also too late to receive a tax refund for a tax year earlier than 2022---those refunds have been forfeited.   BUT if you owe tax due you still have to pay with penalties and interest.   There might be other software providers that have software for those years, but you will not receive refunds for the returns even if the forms show a refund.     It might be better for you to seek local paid tax help in a situation when you are several years behind in filing your tax returns.  Do you even have all of the documents you will need to enter and show your income—like your W-2’s and any 1099’s?     You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

Estoy confundido, por donde debo entrar una vez este en la pagina de TurboTax, cargue mis datos personales y la pagina me pide cargar las fomas W2, pero yo ya tengo la forma 1040 aprobada por el IRS y ya se completo el pago de impuestos que debia hacer. Ahora lo que necestito es llenar la informacion de la forma 1042-S y asumo eso se hace en la forma 1040-X pero como puedo hacerlo a traves de TurboTax? Es decir que enlaces  debo seguir para llegar a: Enmendar (corregir) una declaración que ya fue presentada y aceptada.   Gracias

This is the standard way to ensure all background calculations (like the credit vs. deduction choice) are handled correctly. This includes entering the carryovers.   Go to Federal > Deductions & Credits. Scroll down to Estimates and Other Taxes Paid and click Start or Revisit next to Foreign Taxes. Answer Yes to "Did you pay any foreign taxes?" (Even if you didn't pay any this year, saying yes allows you to enter the carryover). When asked "Do you want the deduction or the credit?", select Take a Credit. Continue through the screens. You will eventually reach a screen titled "Do you have any Foreign Tax Credit Carryovers?" Select Yes. You will see a grid for years (e.g., 2016–2025). Foreign Taxes: Enter the total foreign tax paid in that prior year. Amount Used: Enter how much of that tax was already used in previous years. The difference between these two columns is your carryover. 2. The "Force Form" Method (If you have $0 foreign income) If you have absolutely no foreign income this year, the software might try to skip the form entirely. To force it: In the Foreign Tax interview, add a "dummy" country (select RIC or Various).   Leave the income and taxes as $0. Continue until you hit the Carryovers screen mentioned above. This forces TurboTax to recognize you are a "Form 1116 Filer," which is required to generate Schedule B. 3. The "Forms Mode" Path (Desktop Version Only) If you are using the downloaded software, you can jump straight to the math:  Click the Forms icon (top right). In the left-hand list, look for Form 1116. If it’s not there, click Open Form and search for it. Select Form 1116 Schedule B. Enter your carryover data directly into the columns. Important: Also check the Foreign Tax Credit Comp Wks (Computation Worksheet). Line 10 of that worksheet is where the carryover from Schedule B pulls into the actual tax calculation.   4. Why it might still not be printing: If you have completed the steps above and it still won't print:   The "Print Selection": When you go to print, ensure you select "All forms and worksheets" or "Forms filed with the government." If you only select "Just my tax return," TurboTax often omits "informational" schedules like Schedule B unless they change your tax liability for the current year.  AMT Version: If you have an AMT liability, check for Form 1116 AMT Schedule B. You may need to enter the carryover twice (once for Regular tax and once for AMT).      

Unless you have enough other itemized deductions like mortgage interest, property tax, etc to enter that will help you exceed your standard deduction, entering $2000 of charity donations will have no effect on your federal tax due or refund.