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What qualifies as a simple tax return for TurboTax Free Edition? A simple Form 1040 return is one that’s filed using IRS Form 1040 only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). Roughly 37% of taxpayers are eligible.   If you have a simple Form 1040 return only as described above, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. If your return doesn’t qualify for TurboTax Free Edition, we have other paid options to file using TurboTax.   @golfpassion8 

@larryahahn    Sometimes it take a day or two longer for a state to respond......especially with the mass of deadline filings.  Could even take a week....depending on how robust your state's computer systems are set up to be.

You would enter the 1099-R information as if you received an IRS form 1099-R.  At the screen Do any of these situations apply to you? select I need to file a substitute 1099-R.   Follow these steps to report the transaction:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. You may not be able to electronically file and you may have to mail in to the IRS supporting documentation  

If you log into TurboTax Online, and select Intuit account from the left-side menu (see below), you'll be able to change your email on the next page that opens by clicking Sign-in & security on the left menu (see below).     

No. Your charitable contributions can be deducted in the year they were made only. For example, the contributions made in 2021 would be on your 2021 tax return. The same is true for each subsequent year.    For tax year 2025, you must itemize deductions on Schedule A to claim charitable contributions; they are not an above-the-line deduction for non-itemizers, according to Intuit TurboTax experts. The new law allowing non-itemizers to deduct up to $1,000 ($2,000 married filing jointly) for cash donations begins in tax year 2026.    Charitable Contributions   @jhansentwin 

@irismr11    Not sure anyone can tell you if it is a 403b.  You should call the rep of the Account for the issuer of that 1099-R and ask them.  403b's are usually pension plans for public school workers and certain tax-exempt organizations. ____________ Beyond that, TTX seems to be referring to all non-IRA 1099-R forms as Annuities.  Don't let that terminology confuse you.  Just work thru your answers to the actual questions presented by the software to try to answer them correctly.

Does your IRS form 1099-R include an amount in box 1 and box 2a?  If so, at the screens titled Annuity information, you may report the amount in box 2a as the taxable amount.    In the IRS form 1099-R entry, at the screen Annuity information, select Yes at the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?    The taxable amount reported in box 2a will be reported as income on the income tax return.  

In order to remove the amount from Form 8995 Line 3, you would need to revise the number that was transferred from last year or manually entered this year.    If you're using TurboTax Online, go to Federal >> Income >> Wages & Income Summary >> Other Business Situations. Click Start or Revisit for Net Operating Loss/QBI Carryforward Loss. Follow the interview to the page for QBI Loss Carryovers and revise the number as needed.   In TurboTax Desktop, the income topic is Less Common Business Situations. For Home & Business, find this under the Business tab.   [edited 4/16/26 | 6:38 am PDT]

A common fix to state returns is to make sure you are verifying your identity and entering the correct AGI.  To fix this error, please follow these steps carefully:   Make sure you have entered the previous year's AGI correctly Verify your PIN Make sure to enter all 8 digits (This is not your 5 digit federal PIN) Verify your driver's license or state ID number is entered correctly If it is your first year filing with your state, you will have to enter your Drivers License or state ID information Enter each field exactly as it is on your Driver's License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight You may not use an out-of-state or expired drivers license You may need to print and mail your return if the reject continues after re-transmitting

You need to edit your business entries. On the screen that says Your (name of business) Business, update your vehicle entries by choosing the Business Vehicle Expense option under Business Expenses. On the screen that says Tell us about your business vehicle, you will see a box to check that says I stopped using this vehicle in 2025. Check that box and later you will see questions about the disposition of the vehicle. 

A pending status means your e-filed tax return has been successfully transmitted but the IRS has not yet ‌accepted or rejected‌ it.    You must wait until the IRS completes the process, which could take 24 to 48 hours.    If, after a few days, the status changes to "Rejected," you must correct the errors in your return and re-submit it.    If your return is accepted, you may track your refund using the link below: Where's my Refund  

Yes the codes are correct and the form is not inaccurate. You paid the penalty on the $29 earnings in 2024, however the earnings is income because it was actually received in 2025, so include that as taxable income. You included it correctly. J – Early distribution from a Roth IRA, no known exception P – Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2024 @helpplease44 

You should not need that information unless there were state taxes withheld, which would be unusual for a Form 1099-MISC.  So you can leave those boxes blank if there is an error condition or warning being shown in TurboTax.