I am about ready to submit my tax return.  I was using a TurboTax Premier CD, and cannot remember if I completed the registration process when I installed the CD.  I just read that it is necessary for the CD to be registered in case they are any issues with the TurboTax calculations.  Is there any way to verify that the TurboTax CD is registered? ... View more

Amount in Box 5 (Insurance Premiums) in the 1099-R with heading Statement of Annuity Paid received from the Office of Personnel Management entered in the interview appears next to box 5 under "(Does not apply)" in the TurboTax version of this 1099-R.  Box 5 in the TT version now contains the amount entered for box 9b  (Total Employee Contribution), and box 9b is empty.  TurboTax may use the data correctly as entered (though I am now not confident), but why is the TT form incorrect? (The boxes were similarly switched in the last year's TT, but I didn't notice it until now.) Please explain the discrepancy. Thank you. ... View more

A previous answer to a similar question recommended to enter the data as if they were provided on one of the 1099 forms.  I can do that fairly easily for the Interest Income by going through the appropriate section of the Turbotax. But how do I enter the following: 1. "Other Income: Ordinary Income (Loss)", 2. "Passive Income (Loss) from Partnerships", and 3. "Long Term Capital Gain", consisting of    a. "Securities Sales and Other Nonpassive Transactions", and    b. "Gain (Loss) from Partnership, S Corps. & Trusts"? I tried to enter the ordinary income and passive loss from partnerships on a 1099-MISC, but Turbotax complained that there are no data on some other forms. I attempted to enter the capital gain (both items) as miscellaneous securities sales (stock sale) without receipt of 1099-B, but had to provide a date of sale (12/31/2018?) and cost basis (with zero, everything is taxed). I am not sure if any of this is appropriate. All the numbers listed in the grantor letter are rather small.  The grantor letter from the Metropolitan Creditors Trust was sent to my husband after his mother passed away last year. I am using Turbotax Premium from a CD.  Our tax return is otherwise fairly simple and I usually supply all the data and information by going through the Turbotax interview based on the forms we receive. A scanned copy of the Grantor Letter is attached. Thank you in advance for any help you can provide. Marie ... View more