All Posts

Form 1-A is available. I used it for Tips and it works.  I'm using Windows desktop. Turbotax says its avaialble for all platforms. If it's not working, check your entries. If you have desktop, you can review the Schedule in forms mode. Not sure about online. You may have to pay any fees before you can review or print it.  

I don't know if this will work in TurboTax, but have you tried to combine the 1098s as if there was one mortgage? The IRS doesn't get the 1098 info you enter. All it sees is the amount entered on line 8 of Schedule A.  This will not work if there are different limitations or if there was refinancing. 

Thank you!  TurboTax has always taken my Schedule C income and subtracted 1/2 of my self employment tax to get the base for calculating my max SEP IRA contribution @ 20%.  I recently saw on ChatGPT that you also need to subtract your deductible SEHI premiums from the Schedule C income to get the SEP IRA base.  That didn’t seem right to me and it’s not the way TurboTax does it.

Her mother and you each qualify to claim the child. The tax laws say that if the parents can't agree on who will claim the child, then it's the one with the higher AGI.  So if you claim her, you get HOH filing status but her mother can do a policy allocation that would require you to file form 8962 and report the allocation. ******************  For purposes of the PTC, your tax family consists of the following individuals. 1) You, if you file a tax return for the year and you can’t be claimed as a dependent on someone else’s 2025 tax return. 2) Your dependents whom you claim on your 2025 tax return.  Your family size equals the number of qualifying individuals in your tax family (including yourself).   This is a link to Form 8962 instructions. Allocation Situation 4, starting on page 19, covers the situation where a policy is shared between two families (the other 3 situations don't apply). https://www.irs.gov/pub/irs-pdf/i8962.pdf  This covers the situations where you agree to an allocation or when you can't agree I would suggest neither file their return until the policy allocation is settled because the allocation, which can range from 0% to 100%, can significantly affect your tax liability. That is the total tax liability for each of you and for both of you in total can vary based on the allocation. 

To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

If that is all  he gets it is not taxable and nobody reports it.  And you can still claim him as a dependent.     FYI -  By the way,  what does he get?   ssi stands for Supplemental Security Income not Social Security.   You do not get a SSA-1099 for ssi.   You do not report ssi at all.