Hello,
After completing and reviewing my 2025 tax return using TurboTax, I noticed the differences between the "Schedule 1 State and Local Income Tax Refund Worksheet 2025" provided by TurboTax and the worksheet outlined in IRS Form 1040 instruction. For a reference, I have attached an image of the IRS worksheet—please take a look. IRS worksheet is simpler than TurboTax worksheet which also includes the calculation of Recovery Amount and Recovery Exclusion.
Both worksheets yield the same result, but I’m unsure if Turbotax’s worksheet is acceptable to the IRS. Thank you for your help.
Best regards,
Indy
