Deductions & credits

This is income from a registered company pension plan

I cannot enter the amount of QCD from RMD. I get to the page where Turbotax asks "How much did Charles Schwab transfer directly to charity" and I cannot enter anything. There is a prompt that "We still need some required information" but they don't say what they need. 

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Why does turbotax select the standard deduction when the schedule A itemized deductions are higher?

My Line 1a is above $0 so I am not sure why TurboTax thinks it is $0, and am not sure how to fix it.

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Return should show standard deduction and senior citizen tax credit

I contribute to AB150 pass-through entity elective tax every year and I've been able to carry over all the unused portion to next year (Form 3804-CR line 5).  However, last year I sold a rental property. I found out that every time I put in the selling price of the rental property, it causes my 3804-CR to automatically claim the maximum credit that I have, so have end up with a state refund and zero to carry over to next year. As I understand you're not supposed to be getting refunds when you contribute to AB150 pass-through entity. Is this a glitch or am I doing something wrong? When I remove the rental property sale, then my 3804-CR form goes back to normal and it would claim the appropriate credit and carryover the rest to next year.

I originally posted this under someone else's question in an attempt to keep similar questions together.  I believe that was a mistake as I got answers that were unrelated.  So I am reporting this question on a separate thread.  I qualify for the AOTC and also took a distribution from an ESA.  What should happen is the qualified education expenses should apply to the credit first and then the ESA distribution.  The example in chapter 7 on p54 of publication 970 under the subheading Coordination with American Opportunity and Lifetime Learning Credits illustrates this.  Here is my example with the way I believe the education credit should be calculated: Total Qualifying Education Expenses:            8829.46Room and Board (Commuter)                                 0.00Scholarships            &nbs

I bought a new vehicle in 2024 but took the standard deduction. My Schedule C has Part IV for 2024 completed for car and truck expenses but I elected the standard mileage deduction. I still own my car but am not deducting mileage or any vehicle use this year. Do I need to amend 2024 return? Is this a Turbo Tax error for 2024 or 2025?

I purchased and installed new windows and doors in 2024 but did not take the Energy Credit. The Manufacturer qualified for the Energy Star program, but did not qualify for the changes made in 2025. Turbo tax is forcing a QMID number for the doors and windows, but I do not have one because they no longer qualify under the new guidelines. Do I have to submit a corrected 2024 tax return or is there a workaround?  Thanks.

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I am on Premier DESKTOP. I imported 1099s & am currently working on my Foreign Tax Paid Credit (do not want Deduction.)  Foreign Dividends were $3,700 & Tax Paid $631. When I went ito Forms Tab, 1116 showed a Carry Back (???) & a Carry Forward which make no sense. I have never had that before, and every year my Foreign Dividends & Tax Paid have always been almost exactly the same. I am quite certain I have not exceeded the maximum & I certainly havn't requested Carry Forward or ESPECIALLY NOT Carry Back bc I don't want to do an Amended Return for 2024! Something has gone haywire IMO. Do I have to start from scratch after almost finishing my Return or can I fix this problem? Can I fix it in the Form itself or is there a way to get back to the Foreign Tax Credit under Deductions & Credits and correct whatever has gone wrong? Never happened in over 10 years with Fidelity, so I'm not sure what happened. Wouldn't it be nice to be able to

Fuel tax error

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On my federal taxes, I can't deduct premiums for health insurance supplements like hospital stay and critical care coverage or dental premiums because they don't add up to exceed 7.5% of my income. My question is about State taxes, where it states: Qualified Health Insurance Premiums not taxed by Missouri. What qualifies?

Original mortgage was paid in full. Since 2018 I have had a HELOC on my residence. Outstanding mortgage principal was $6,000 as of 1/1/2025. In 2025, I withdrew HELOC funds throughout the year which totaled $140,000. These funds were used for home equity debt and for home improvement ($3,800). Ending balance for 2025 was $112,000 since some of the home equity principal was repaid during the year.  Total interest paid for 2025 was $4500.Which set of calculations below should be used to determine deductible home interest?Option 1. TURBO TAX CALCULATION:From the Home Interest Worksheet for Schedule AHome Acquisition Interest =total interest paid x (acquisition debt/ending principal balance)$4500 x ($3800/$112,000) =$152 Option 2. USING PUBLICATION 936, TABLE 1Line 11: Qualified Loan Limit which is the same as home acquisition debt= $3800Line 12: Calculated the sum of average monthly balances for home equity debt and home acquisition debt =$69,000Line 13: total interest paid=$450

how to edit a number on the tax form after it has been saved?

I am entering the information required for the Homestead Disaster Tax Credit for Missouri. Form MO-TC is requiring a benefit number from a Certificate of Eligibility before I can submit. From what I've been reading, you don't need a Certificate of Eligibility to apply for this credit if you have completed Form 5926 which shows the required proof and documentation. Can I leave the benefit number field blank?

I entered the information that I had sold a vehicle and entered the date. The next screens kept asking about the old vehicle. How do I correct this?

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When I enter in information for a land sale from my 1099-S, the software changes it to a 1099-B stock sale. I have tried multiple times, upgraded to Premier, and it still does it.

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Do you have to own the car to get mileage reimbursement for a side gig? Can you file for reimbursement if you are using the family car

In Turbo Tax- Why is my "State and Local Income Tax" in my Federal Return showing a higher number than the "State Income Tax" in the IL State Tax return?  How to resolve?  Turbo Tax is recommending that I take Itemized Deductions based on this higher "State and Local Income Tax" number.