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If I understand your question, you would like to know how to enter paid family leave.    This is not self employment income and should be reported by using the steps below. Once completed this will move the income to the Schedule 1, then the 1040. You may need to delete the Schedule C if you do have one in your tax file by accident. 1. TurboTax Online/Mobile > Search 1099misc > click See more > click the highlighted 1099-MISC 2. TurboTax Desktop > Search > 1099-MISC > Click the Jump to.. link 3. Enter the 1099-MISC exactly as printed, and then Continue 4. Enter Paid Family Leave 5. Select None of these apply, then Continue 6. Select No, it didn’t involve work….. and Continue to 'How often did you get income for Paid Family Leave?' 7. Select ONLY the tax year for which this specific 1099-MISC was issued.  8. Do not select the year that you received the 1099. Select the year for which the 1099-MISC was issued. Select no other year.  9. Select No, it didn’t involve an intent to earn money, then Continue 10. Select NO, then Continue 11. Click the DONE button  This will complete the entry and you can continue to work on your tax return.   Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here.  From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms             @chenkiko8             

A "Backdoor Roth" is a conversion, which is not a recharacterization.    The confusion between recharacterization and conversion is very common because they both involve moving money, but they serve completely different legal purposes. In a "Backdoor Roth" strategy, you usually do not want a recharacterization, you want a nondeductible contribution followed by a conversion. A recharacterization acts like a "do-over," telling the IRS to pretend you put the money into a Roth IRA from the very beginning. However, if your income is too high for a direct Roth contribution, this new Roth contribution will leave you with a 6% penalty.   A conversion, on the other hand, is a move where you acknowledge the money went into a Traditional IRA first and you are now choosing to shift that balance into a Roth account. This is the correct second step of the Backdoor Roth process. To fix this in TurboTax, you must stop using the word "recharacterize" in the interview. Instead, report a contribution to a Traditional IRA and designate it as nondeductible (which generates Form 8606). Then, go to the 1099-R section and enter the form from your bank, selecting the option that says "I converted it to a Roth IRA" when asked what you did with the money. This tells the software that the move was a conversion, keeping the transaction tax-free.   To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?

Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Unemployment On Unemployment and Paid Family Leave, click the start or update button

No.   You have to print it for yourself. https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0  

No one can access your tax return but you.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

It's clear you understand the wash sale rules. Wash sales cannot be combined into section totals.  They should be entered individually so that you can track your cost basis and know when you are allowed to use the information on a final sale. For this reason you need to make the appropriate adjustments in the actual wash sale to include your loss for the current year since you have sold all without repurchase within the 60 day window.   The details below are posted for your convenience and may help you to enter the appropriate information in the 'wash sale(s)' activity for 2025.   Wash Sale Rule Defined: A wash sale occurs when an investor sells or trades a security at a loss, and within 30 days before or after, buys another one that is substantially similar. It also happens if the individual sells the security at a loss, and their spouse or a company they control buys a substantially similar security within 30 days. The wash-sale rule prevents taxpayers from deducting a capital loss on the sale against the capital gain of other stock. Affect on Cost Basis: The loss that occurs on a wash sale is added to the cost basis of the shares purchased that created the wash sale. When all shares are sold and there is no repurchase, that increased cost basis will be used in full and used to determine gain or loss. As long as you are tracking the wash sales and are not using them on the tax return when you are not allowed, then you can simply enter the same cost basis as the selling price. This will  reconcile your tax return with your Form 1099-B Proceeds which is what the IRS is comparing.   Wash Sale ends: The wash sale disallowed is not added to the net gain/loss rather it is adjusted and suspended so that it does not affect the total gain or loss for any pending wash sales.  The rub is that the broker only knows when a wash sale occurs, not when a wash sale no longer exists. This can spill over between two tax years.  Likewise you can have a wash sale during a tax year, and then fully dispose of the stock in the same year which would eliminate the wash sale rule for the final sale of the same stock.    It's up to you to know when you no longer have to consider the wash sale rule.    Example:  X bought 5 shares of ZZZ stock, at $5 per share, then sold it for $3 per share, however immediately before the original 3 shares were sold, X bought another 5 shares at $5.00 per share.        $25 for the first block of shares        15 is the proceeds creating a $10 loss  The $10 loss is now added to the cost of the new shares for an overall cost basis of $35.     Once the second block of shares is sold (5 shares with cost basis of $30) without any repurchase with in the 60 day window (30 days before or 30 days after the sale), and if they are sold at a loss, then no wash sale exists on the sale, and a loss is allowed.

The SSA-1099 does not show what is taxable or nontaxable.  On a tax return you have to enter the amount from box 5 of the SSA-1099 which the result of box 3 minus box 4.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0 The amount from box 5 of the SSA-1099 is entered on the federal tax return, Form 1040 Line 6a with the taxable amount, if any, on Line 6b   Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

In both TurboTax Online and TurboTax Desktop for a given tax year (TY 2025 currently): The '2026 estimated tax' calculations live in the 2025 product and are based primarily on your 2025 tax, credits, and withholding. When the interview asks for 2026 expected withholding, income, etc., those inputs are: Used in certain what‑if (e.g., suggested quarterly payment amounts), But the core worksheet logic still typically anchors to 2025 tax liability and 2025 withholding as the baseline. The estimated‑tax module is designed around the IRS safe‑harbor rules and typical workflows. Since it is a prediction and the 2025 tax year is the base for the basic workflow, it appears the 2026 information is not moving into the actual flow to the estimated tax forms. Although it does help you to know what amount you should consider in paying for estimated quarterly payments. In your situation, you are going in a reduced income situation which is not being accounted for.    For this reason you will need to make the adjustments on your actual payments using what you know will be the case for your situation. I will request a possible change, and then demand will likely dictate the results.

Thank you! However, where do I enter the income tax that was withheld by PR at the time of the sale + the additional tax owed on the income from the sale of the house after filing in PR? There was no other income received in PR in 2025. There are steps for taxes in this “Investment” area but only for Federal & State. So, step by step please guide me where to account for the tax withheld tax and tax owed (on the income from the house) after filing in PR.

Yes, you should pay estimated taxes on your door dash and uber eats income. Keep in mind that it's the 'net profit' so after all your allowable ordinary and necessary expenses for that self employment work. The IRS is a 'pay as you go' system which simply means when you make money they want the tax dollars.  If you don't make estimated payments, then they are happy to collect interest and penalty for late payment and/or underpayment.   All that being said, it's important to know a few points to help you.  You have personal income tax on that net profit, and  You have self employment tax on that net profit. All other income for the year must be combined with your net profit to determine your actual personal income tax How do TurboTax calculate my estimated tax payments? How do I make estimated tax payments? The self employment net profit is first allowed to be reduced for 7.65% (1.0 - .0765 = .9235), this is then multiplied by the net profit to arrive at the amount subject to self employment tax ($500 x .9235= $462). The balance is taxed as follows: $462 x 12.4% for social security tax = $57.28 $462 x 2.9% for medicare tax = $13.40 As you can see that is $71 dollars of self employment tax which must be completed on the Schedule C and Schedule SE to accurately reflect and compute the tax. You also get a deduction for half of the self employment tax on your Form 1040. IRS Self Employment Tax To address the Pennsylvania (PA) state return, their tax rate has been the same for years. Take the net profit and multiply it by .0307 to arrive at the tax due to PA. Pay this amount as estimated tax for PA.  2026 PA -40 ES