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You are never asked if you "rolled over" the money to a QTP.  Instead you are asked if you used it for education.  The fine print tells you that "Education" includes contributing to a QTP.    My desktop (download) Deluxe software is working correctly.  Follow the interview carefully. 

A simple short-term solution I am using to bypass this software bug, is to enter the sum from rows 41-a through 41-e into row 35 "Other Deductions"; this way, the value shown in row 42 will take into account the subtraction of values in rows 41a-e.

The information below will show you how to enter your estimated tax payments for 2025. Make sure you get credit for any tax you've already paid. TurboTax Online/Mobile: Go to estimated tax payments under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates.

Did you file your 2025 return, and then receive a notice from the IRS asking about Forms 8962 and 1095-A?   If your return was rejected, please see this IRS webpage for information about how to correct a return rejected for missing Forms 8962 and 1095-A.   You can also call the phone number shown on your IRS notice to ask them questions about the notice directly.   Taxpayers must file an income tax return and include Form 8962, Premium Tax Credit (PTC), if they, their spouse, or anybody they claim as a dependent enrolled in health insurance through a Health Insurance Marketplace (“Marketplace”) and received financial assistance to help cover the cost of their insurance (typically called advance payments of the premium tax credit, or APTC).   See this TurboTax tips article for more information about the Premium Tax Credit and Form 8962.    @cindyh616   

Not sure if I correctly this reply the first time, so I’m trying, again. I hope this information helps some of you. @MarilynG1  Your question is a great one! I will say that 3 out of the 4 “experts” I talked to gave me the same advice: telling me that the online amendment would not work. And it didn’t. With the 4th “expert” I talked to (for 90 minutes, grant you), we tried to amend my return online. After filling everything in, the online version provided me with (or saved) an edited  2023 1040 (NOT a 1040-X). I then, based on my “expert’s” instruction, had to go back and remove any of the edits I had made to my online 2023 tax return.    Based on that experience, my “expert” then had me try to amend everything using the 2023 TurboTax Mac desktop version I bought, based on the second “expert” I had talked to.    One of my many takeaways: TurboTax “experts” need to know TurboTax online and desktop versions of their product. 2 of the 4 people I talked to clearly did not.    

So far, the databases for the QMIDs are pretty skimpy. I installed a Siemens panel, and upgraded breakers on an existing GE panel. So, to satisfy the QMID requirement, I used the GE code Z0T6. Hopefully, that's an "umbrella" code for any applicable GE product. I reached out to Siemens via email, but the response was a dive down a black hole. Siemens is a huge company, and getting the right person for the answer is a challenge. Possibly, as we approach the filing deadline, there will be many more manufacturers listed. Gotta love Congress for creating this bureaucratic mess. 

This error says that your New York City allocated wage income is higher than your New York State allocated wages; you'll start remedying this by returning to the NYS and NYC residency and income allocation interview screens, to verify or update your allocations and method(s) for W-2 income consistently across both state and city (Line 1b on IT-360.1 is for wages, specifically).    Go to Tax Home Select Review/Edit under State Taxes Select Edit for your New York return Answer the interview questions and prompts as normal, paying particular attention to the screens for New York state part-year/nonresident income allocation. For help, see: TurboTax - How to enter New York State income as a part-year resident or a nonresident with New York source income in TurboTax.  In this section, you'll see a screen headed Your City Residency Information, select the small Edit button on the right-hand side before selecting the Done with Residency Info button at the bottom; this will open your city allocation screens to make your edits.  If the software brings you to the Done with New York page rather than interview questions, then the following sections highlighted in yellow are the ones you'll want to revisit and update.  If either New York Income Allocation or New York City and Yonkers Information are not visible, then try selecting the Go over New York again button to go back to through the residency and income allocation questions.

It's not calculated with the maximum overtime number, rather the amount of overtime actually received.    The amount calculated is the result of determining if you have any amount of overtime you would be allowed to use to reduce income. Based on the income in the example and the amount of the reduction, there is not enough overtime to allow any deduction because of the income level and the amount of actual overtime.    If the total overtime were actually over $10,000 then there would be a deduction, with a maximum of $15,000 if the actual overtime were $25,000, or more, in my example.    @Anthonyfru 

Me, too. Very disappointing. This used to be a good company. I spent 20 minutes on the phone with "customer service" yesterday but they couldn't help at all and were in fact quite rude and the opposite of helpful. Still haven't found a resolution. Will be asking for a refund if I can get through to customer support and actually get some support.

No. It may not be due to an error. For example, you may have certain expenses that may not appear in this summary.   Have you reviewed your other forms pertaining to your farming to compare the totals?   If after reviewing, you do not find anything and would like me to take a deeper look at this, I will need a diagnostic file. A diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”) 

The final tax return is filed in the year of death, so her final return was 2024.  Because she still had income in 2025, you would file it with her estate tax return or whomever receives the income through her will or probate can report it on their personal returns as Income in Respect of a decedent. (See Income in Respect of a Decedent)     The recipient can add it to the tax return as Miscellaneous income in TurboTax:  Under Less Common Income select Miscellaneous Income, 1099-A, 1099-C On the Let's Work on Any Miscellaneous Income page, select Start to the right of Other reportable income On the Any Other Taxable Income? screen, select Yes On the Other Taxable Income screen enter the description "IRD for Name last four SSN," then the amount.  Select Continue On the Other Miscellaneous Income Summary screen, select Done