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Make sure that in MY INFO you indicate that your spouse is legally blind so that the extra amount is added to your standard deduction.   2025 STANDARD DEDUCTION AMOUNTS     SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)   The standard deduction makes some of your income “tax free.”  It is not a refund.   You will see your standard or itemized deduction amount on line 12e of your Form 1040.  

I think I checked the IRS website a couple days after they mailed the notice in the mail and it said they sent me a communication butbi had to wait for it to arrive.   You'll have to include the notice number when you upload on the site.  

En tu cuenta de TurboTax, localiza la sección “Firma y Seguridad” (Sign in and Security), luego seleccionas la opción “dirección de correo electronico” (e mail address), haz clic en editar (edit) e ingresa tu nuevo correo electrónico. El sistema requerirá entrarlo nuevamente junto con la contraseña, y finalmente le das a guardar.   Puedes ingresar al link que te comparto, para que puedas ver instrucciones más detalladas: Cómo cambio el correo electrónico de mi cuenta de TurboTax?  

The 2025 License Code is 16 digits  (not 15).   Did you buy a code for the Desktop program or for the Online web version?  Some places are selling both this year.    How to use the Online License Code. It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar-turbotax-online-que-compre-en/L35Wg9uJ9_US_en_US Or if you have the 16 digit License Code for the Desktop program. How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

Residential rental real estate income and expenses are reported on Schedule E, and the recovery period is generally 27.5 years.   If you are a real estate dealer, holding residential real estate to customers in the ordinary course of business, the property is considered inventory and reported on Schedule C. Inventory is not depreciable.   If you hold residential real estate for rental use and provide significant services to your renter(s), then the property is considered nonresidential (commercial) and is depreciated over 39 years.

To take the full AOTC credit, $4,000 of box 1 must be held out. This means instead of the scholarship covering the full tuition in box 1, it covered only $10,270.  The taxable amount of box 5 minus box 1 is $33,063. You want to change that to $37,063 to claim the full credit. If you have other education expenses, that can reduce the taxable amount. As you go through the program, answer questions about the student and college. Time to enter expenses. Enter books and materials, other course related expenses, room and board, etc.    For example: other books and materials $0 room and board $37,063 For example: other books and materials $1,000 room and board $36,063

We can help you to prepare an amended return.  Login to TurboTax Select Tax Home from the left sidebar. Scroll down to Your tax returns & documents and  Select the year you want to amend. Click on the Amend (change) return dropdown,  Then Amend using TurboTax Online.  Continue the interview, make the changes you need, and answer the rest of the questions to finish changing your return.   An amended return can make a change to a tax filing that has already been accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment   Amend TurboTax  

FYI - Important Also be careful if the second return name is the same as another return. Turbo Tax saves the tax returns as 2025 Smith J Form 1040 Individual Tax Return.tax2025. So if you have two or more returns for people that have the same last name and first initial the second return will overwrite the first one.   So you have to be sure to first save the returns with names completely different to keep them apart. Don't use the default name given by the program. You need to go to FILE - SAVE AS and give the return a unique name you can tell apart. At least add the full first name. You don't have to use or accept the name Turbo Tax gives it. I save all my returns with different names.

If the software is skipping the "Value of your IRA" screen and jumping to Roth questions, it usually thinks you didn't have a distribution or a conversion that triggers the pro-rata rule.   Here is how to troubleshoot and force that entry:   1. Check your 1099-R Entry   Line 6 of Form 8606 usually triggers because you took money out of a Traditional IRA (either as a withdrawal or a conversion to a Roth). Go to the Wages & Income section. Find Retirement Plans and Social Security (1099-R). Ensure your 1099-R is entered correctly. If you did a Backdoor Roth, make sure the "Box 7" distribution code is handled as a "conversion to a Roth IRA" during the follow-up questions. 2. The "IRA Explanation Statement" Workaround If the software isn't prompting you for the December 31st value, try these steps to "jog" the interview:   Go to Deductions & Credits.  Select Traditional and Roth IRA Contributions. Even if you didn’t make a new contribution for the current year, walk through this section. Look for a screen titled "Any Nondeductible Contributions to your IRA?" and select Yes. This should eventually lead to the "Value of your Traditional IRA on December 31, 2025" screen. 3. Why Line 6 Might "Look" Wrong Line 6 represents the total value of all your non-Roth IRAs at the end of the year.  If you emptied your accounts: If you did a full conversion and had $0 left in your Traditional IRA on Dec 31, Line 6 should be 0. The Pro-Rata Rule: If you have other Traditional IRAs sitting elsewhere (like an old 401k rolled into an IRA), those must be included in the total value on Line 6, even if you didn't touch them this year.