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To enter a 1099-R with a Qualified Charitable Distribution (QCD) in TurboTax Online, follow these steps: 1. Go to the Wages & Income section. 2. Scroll to Retirement Plans and Social Security and select Start or Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R). 3. Enter your 1099-R exactly as it appears. 4. When TurboTax asks about the distribution type, select that part of the distribution was a qualified charitable distribution. 5. Enter the QCD amount as prompted. TurboTax will include the total distribution on Line 4a of Form 1040, then subtract the QCD amount on Line 4b and label it as "QCD," so it isn't taxable. This ensures that the QCD is correctly reported and excluded from taxable income.

You should enter any and all box 12 information that is reported on your W-2.  It does not matter how many codes and amounts your W-2 is showing for box 12 because the W-2 entry in TurboTax will allow you to enter as many as needed, even if there is more than 4.     The designations for box 12a, 12b, 12c, and 12d are meaningless because the letter codes beside the amounts is the important information designating what the amount is showing.     An amount in box 12 of your W-2 with code W beside it represents HSA contributions made through your payroll at work.    To learn more about the box 12 codes and what they mean, take a look at the following TurboTax help article:   What do the letter codes in box 12 of my W-2 mean?  

TurboTax can handle a large quantity of individual stock transactions per brokerage account. If you have a large number of sales on your 1099-B, TurboTax may limit the number of transactions you can import. To continue, you can enter a summary of your stock sales instead of each transaction individually. Your brokerage statement should have a summary by sales category (e.g., short-term covered, long-term covered). To enter summary info in TurboTax Online: 1. Go to the Wages & Income section, then to Stock Sales. 2. Answer Yes to selling investments. 3. When asked how to add tax info, pick Enter a different way. 4. Choose Stocks, Bonds, Mutual Funds. 5. Select Enter sales totals instead when prompted. 6. Enter total proceeds and cost basis for each sales category from your 1099-B. This lets you bypass the transaction limit and move forward.

I assume that this form is not reporting a distribution from an inherited IRA.  After continuing from the page that lists the Forms 1099-R that you have entered, 2025 TurboTax will ask if you had a Roth IRA before 2021.  When you answer Yes, TurboTax will treat code T the same as code Q.  This nontaxable income will then be included on Form 1040 line 4a but will e excluded from taxable income on line 4b.

To manually enter your Uber and Lyft income and expenses as a self-employed driver in TurboTax Online without connecting your accounts, follow these steps: 1. Go to the Wages & Income section and find Self-Employment Income. 2. Select Add another line of work and enter your rideshare work (Uber or Lyft). 3. Choose Type in my income and enter your total earnings from your 1099. 4. When prompted for expenses, select Type in my expenses. 5. Enter expense categories such as tolls, vehicle expenses, service fees, and others from your records manually. This allows you to report your income and deduct expenses without linking your Uber or Lyft accounts.  

You can claim a federal tax credit for a home energy audit even if you did not implement any of the auditor's recommended improvements. The credit is for the cost of the audit itself, as long as it was conducted by a qualified professional. The credit is for 30% of the cost, up to $150.    If you are using TurboTax Desktop, please update your program first. You can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates".   Try entering your energy audit using the steps below:   Click on Search in the top right of your TurboTax screen Type residential energy credit in the search box Click on the link Jump to residential energy credit This will take you to the input screen in TurboTax to enter your information regarding your energy audit Your screen will say Energy Efficient home improvements Answer Yes to I made these energy-efficient improvements or have a carryforward and click on Continue (Energy Audit is the last item) Answer Yes to my home is in the U.S. and Continue through your TurboTax screens  On the screen that says Did you have any of these residential-related clean energy costs in 2025? Answer No and Continue On the screen that says Did you have any of these qualified energy-efficient improvements in 2025? Select No and Continue On the screen that says Did you have any of these residential energy property costs in 2025? Click on Yes as Energy Audits is listed there and Continue On the screen that says Tell us more about the residential energy property, make sure to answer Yes the home is located in the United States, Did you pay for a home energy audit Yes. Was the qualifying energy property originally placed in service by you? Yes On the screen that says Enter your qualified energy property costs, scroll down to Home Energy Audits you will enter your cost of your Energy Audit  and Continue On the screen Did you install improvements or replacements for enabling property? Answer No and Continue Your screen will say Qualified Energy Property Costs How many homes had qualified energy property installed? Select Only one home and Continue On the next screen you will confirm your address, Yes and Continue The next screen asks if there are Condo or Co-op shared costs select No and Continue The next screen asks if you have a energy credit carryforward from 2024, answer and Continue Your next screen should display your home energy credit summary $150.   If you have any difficulty entering your home energy audit as described above, you can follow the steps below to provide us a token to look at your information.   I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below: TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response. *(If using a MAC, go to the menu at the top of the screen, select Help, then “Send Tax File to Agent”   Click here for Where do I enter qualified energy-saving improvements? Click here for Energy Efficient Home Improvement Credit Click here for 2024-2025 Energy Tax Credit: Which Home Improvements Qualify? Click here for Energy Efficient Home Improvement Credit qualified manufacturer requirements   Please return to Community if you have any additional information or questions and we would be happy to help.