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To report a direct rollover on Form 1099-R, it is necessary to follow a few key steps: 1. Enter the total distribution amount in Box 1 of Form 1099-R. This amount should reflect the total amount that was transferred from the old retirement account to the new one. 2. Enter the code G in Box 7 of Form 1099-R. This code indicates that the distribution was a direct rollover and that no taxes were withheld. 3. Do not enter anything in Box 2 of Form 1099-R. This box is reserved for the taxable amount of the distribution, which is not applicable in the case of a direct rollover.  (if Turbotax red flags box 2 enter zero)  It is important to note that if any taxes were withheld from the distribution, they should be reported in Box 4 of Form 1099-R. Additionally, if the distribution included any after-tax contributions, they should be reported in Box 5.   an indirect rollover must be made within 60 days of the distribution. Likely, the code will be 7 in box 7. this requires you to tell Tutbotax that the amount was rolled over  

Rainman12 is correct. His answer is supported by the Form 1040 instructions for line 1a stating, "Enter the total amount from Form(s) W-2, box 1." I also had the same question this year, and today I spoke with an excellent TurboTax support lady, Irene. She agreed that do not have to submit my W-2. I'm disappointed that TurboTax doesn't handle this situation, and I wasted a lot of time getting a correct answer.

When you enter a stock sale in TurboTax, either Desktop or Online, TurboTax gives you the choice to enter either "covered" (basis reported to the IRS) or "noncovered" (basis not reported to the IRS), along with short-term or long-term, when you choose a Sales Section from the dropdown menu provided.   You can return to any sale to make changes by following these steps:   Select Investments and Savings under Income Select Stocks, Bonds, etc. and then find the 1099-B you need to Edit.  Once you identify the 1099-B to edit, click the pencil icon at the right side of the line item for the specific transaction to edit it.  Choose the correct sales section from the drop-down menu that appears.   See this help article and this tax tips article for more information on entering stock sales in TurboTax.  

@AndyPan  Thanks so much, this is really helpful! I’m following the exact same approach (filing the 1040-X with the explanation in Part III and keeping it on record). Also worth noting: the 1040-X form itself tends to get updated later in the cycle than the main 1040, so it’s possible a residency field gets added in a future revision. I’ll keep an eye on that and update this thread if anything changes.

Because you sold Pennsylvania property while you were still a New Jersey resident, that income is taxable in both states. To avoid double taxation, you must claim a Credit for Taxes Paid to Other Jurisdictions.    As a part-year resident, PA taxes you on all income earned while a resident, PLUS any income from PA sources (like real estate) earned while you were a nonresident.  As a part-year resident, NJ taxes you on all worldwide income received while you were a resident. Since you were an NJ resident at the time of the sale, the gain is taxable in NJ.   To report it correctly, you should prepare the PENNSYLVANIA tax return first.  

If all boxes on a 1099-MISC are zero, you generally do not need to report it. To fix the filing error, delete the form entry completely from your tax software, as entering a 1099 with all zeros can cause electronic filing rejects. If it is not in your income section, the form is likely not needed.  Follow these steps to delete a form:   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return Scroll down to the form you want to delete Select the Form Click on Delete.     

  As I understand there is no way you can adjust your original 1040. It goes like 1040-X and that original 1040.  I just have sent an amendment to IRS (1040-X), and what I did was: - described my situation as ' 'Main home in the U.S.' box was not checked due to software oversight' - as an Explanation of Changes (that will be visible in Part II of 1040-X) I put  'Amending to correctly check the 'Main home in the U.S.' box, as myself and my spouse maintained our main home in the U.S. for the entire 2025 year.'    And as per Gemini's tip 😁:   Interview Tip: If the officer asks about your taxes, you can say: "I found a clerical error on my 2025 return where a residency box was left blank by my software. I have already filed an amendment to fix it," and then offer them the Form 1040-X as proof.    This proactive step shows Good Moral Character and prevents a minor clerical error from becoming a residency question during your naturalization.     Fingers crossed 🤞

is it the payers state? The bank address? even though thte 1099 misc is a bank so I don't get why i have to put that under schedule C income form on turbo tax, and it is $0 is royalties and all boxes, it is a bank from. Can't file online unitl this is rsolved. Turbo tax shows the worksheet as error, have to put in state but i can't find the form under my 1099misc under income where it would be and 1099 misc is not an option under banks. ???

If you have reached the interview section regarding FEMA, you may have indicated that you took the money out due to a qualified disaster.   If that is not the case, when you reach, "Do any of these situations apply to you?", if you checked the top box, "I took this money due to a qualified disaster", you will be asked follow-up questions. Simply check the last choice, "None of these apply", then Continue.   If you did pay back (rolled it over into a retirement account) some of the distribution, when asked, "Tell us if you moved the money through a rollover or conversion", select, "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)".     If you would like to review your 1099-R manually to review and/or edit, you can follow the instructions below.   Go to Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to review/edit it

it should be reported, but a loss is not deductible. The sale would qualify for the home sale exclusion if it meets the ownership and use tests. The ownership test requires the taxpayer to have owned the property and used the property as their principal residence for at least 2 of the last 5 years before the sales date. Also you can only use the exclusion once every two years.   you can use the home sale worksheet in TurboTax, but foreign currency values must be converted into US $s  https://www.irs.gov/individuals/international-taxpayers/yearly-average-currency-exchange-rates