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Follow these steps to post your 1099-Rs.   Under Federal Start at Wages & Income  Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit] You have two options to include the 1099-R on your tax return. [Enter a different way] [Type it myself] Click box Financial Institution (1099-R) [Continue] Continue the interview to Enter your 1099-R details 

TurboTax doesn’t automatically connect prior-year data unless you sign in with the same account you used before.    "If you prepared your tax returns in previous years using TurboTax, you will find them in Tax Home in the Your tax returns & documents section. If you signed in using a different user account, check that other account for your returns (Where can I find my returns from prior years?)."    

Rather than leave the date acquired blank, select Something other than a date and Various (or more than one date).    Make sure to choose the correct basis, either as Short-term transaction or Long-term transaction.   

It depends. If your home is your principal place of business, mileage from your home office to another work facility is generally not considered commuting and may be deductible. However, daily travel from your home office to a regular work location usually counts as commuting, which is generally not deductible. Exceptions include travel to temporary work locations or multiple job sites in the same business. These travel expenses may qualify as deductible business mileage. To determine deductibility, confirm if your home qualifies as your principal place of business and if the other location is a regular or temporary work site.

Try using the steps in the following TurboTax help article to get started with entering your K-1:   Where do I enter a Schedule K-1 that I received?   Once you are in the right section of your return to enter the K-1, be sure to select the type of K-1 that you have received, such as a partnership K-1 Form 1065 for example.  Then, just enter the information reported on the K-1 as TurboTax asks for it.  The line numbers and box numbers shown on screen should match with the information on your form as long as the correct type of K-1 was selected.  Then, the information reported on the K-1 will be transferred to the appropriate tax form automatically.    

FYI, for others - I may have found a workaround, but I am not sure yet if it will be "sticky".   First, go back to your federal return and UNDO your multi-state reporting. Choose the SINGLE STATE option and then enter "Multiple States", and enter the total quantity.   Then, go back to the State tax forms and confirm that there is now an add-back for tax-exempt bonds.   THEN, go back to federal and switch it back to multi-state, enter 'Multiple States' first and your other state 2nd with appropriate values (the reverse may work but this worked for me) and save that.   THEN, flip back to the state return forms and confirm that the add-back is now included, and that your final state tax amount is adjusted accordingly.   **This is a pretty nasty bug** that can result in the silent under-reporting of thousands of dollars to state governments by TurboTax, through no fault of the taxpayer. I hope TurboTax will fix it!

Si TurboTax te indica que debes verificar la entrada del Formulario 3554 pero no recibiste ese formulario, generalmente significa que el programa espera información de ese formulario para completar tu declaración. El Formulario 3554 no es común para muchos contribuyentes. Si no lo tienes, verifica que según tu situación fiscal no estés obligado a presentarlo. Si el programa lo permite, puedes indicar que no tienes el formulario y continuar con tu declaración. También revisa si recibiste algún aviso o notificación de California que mencione este formulario.

You can connect with a TurboTax Live expert directly from your return.   Go into the tax return. 1. Select Expert Help 2. Connect with Expert Help in the chat window to start a live session.    You’ll have the option to share your screen so the expert can review everything with you in real time. If you’re using the mobile app, you can access Expert Help there as well.     How do I connect with a tax expert in TurboTax Experts?    

Did you ever get a resolution?   I used Expert Final Review and the cost was $39.  Spoke with Expert and they lied to me.  They said I made up a tax section of the IRS (section 70103), sent articles in regards to it FROM THE IRS website and they said it wasn't real.  They didn't know what they were talking about, back tracked and said it was real but I didn't qualify and all I was looking for was how to find it on my taxes.  They said they didn't give me advice. Asked to speak to their manager, they said they would call in 24 to 48hrs....its been a week Anyone know how to speak with someone about removing the $39 charge for "expert final review".  Oh and I have the transcript.

Since it’s a single-member LLC, the IRS treats it as a sole proprietorship, so you’ll report it on Schedule C with your joint return.   You can use the steps below to enter your self employment income and expenses.   Click Search in the upper right and type Schedule Click, Jump to On the Self employment Income and Expenses', click the arrow. Select Edit or Start beside your business and then scroll to Business Income and select 'Other Income' (cash, etc.). For more information, see, How do I report income from self-employment? 

From the 1099-DIV Worksheet. The minimum foreign qualified dividends = 1b +7d -1a.    The following procedure provides more details. Open a new spreadsheet. Column A is used  for both qualified and unqualified dividends, aka. “Ordinary dividends”. Column B is used for qualified dividends only.   In cell A1, insert the worldwide ordinary dividends. This is the amount in the 1099-div, box 1a. In cell A2, insert the foreign ordinary dividends. This amount is derived from the broker’s supplemental info. In cell A3, subtract A2 from A1.  The result is the U.S sourced ordinary dividends.   In cell B1, insert the worldwide qualified dividends. This is the amount in the 1099-div box 1b. In cell B2, insert the foreign qualified dividends. This amount is derived from the broker’s supplemental info. In cell B3, subtract B2 from B1. The result is the U.S. sourced qualified dividends.   Each cell in column A must be equal to or greater than the corresponding cell in column B. If that is not the case then there is an error. Recheck all entries.