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This sounds like a Difficulty of Care or Medicaid Waiver payment, which is not taxable income.  See Certain Medicaid waiver payments may be excludable from income.   You will want to go back to you... See more...
This sounds like a Difficulty of Care or Medicaid Waiver payment, which is not taxable income.  See Certain Medicaid waiver payments may be excludable from income.   You will want to go back to your 1099-MISC entry and look for the follow up question to indicate that it is a Medicaid Waiver payment and TurboTax will recalculate so you do not pay tax on it.  See also How do I enter my tax-exempt Medicaid waiver payments from ...  
You can check your account(s) to see what is said for 2020 and 2021----but it is too late to receive refunds for those tax years now even if you mail in the returns.   Those refunds have been forfeit... See more...
You can check your account(s) to see what is said for 2020 and 2021----but it is too late to receive refunds for those tax years now even if you mail in the returns.   Those refunds have been forfeited.   Check to see what it says for 2023 in your account.   And check the page of filing instructions with the electronic postmark that prints out with 2023 to see what that says.   Does the IRS say you did not file the 2023 return on time---or does it say you did not pay your tax due on time?   Your tax due had to be paid by April 15, 2024.   Is something happening when you try to file?  Are you not going all the way through the FILE section to click that big orange button that says "Transmit my returns now?"   If you did not do that, your returns were not filed.  Paying your fees does not file your tax return.          
I have the pc desktop version of Turbotax 2025.  Same question.  Pensions, Annuities and IRA wks - Part A, Line 4a.  The smart check keeps bringing me back here.  What does this mean?  
How can I get my tax refund
Health Savings Account (HSA) contributions made through your employer's payroll should be on your W-2 in Box 12 with Code W (HSA contributions). This amount automatically transfers to the TurboTax HS... See more...
Health Savings Account (HSA) contributions made through your employer's payroll should be on your W-2 in Box 12 with Code W (HSA contributions). This amount automatically transfers to the TurboTax HSA interview area at the path below and cannot be overridden:   Federal>Deductions & Credits>HSA, MSA Contributions   See this TurboTax blog article for more information on HSAs: Basics of Health Savings Accounts
You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesi... See more...
You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year.
Usually more income = more tax = less refund.  Your withholding didn't increase enough to cover the tax due.  Or some credits you got are reduced because you made more income.
It's on line 13b of the 1040 tax return.  It may be included with other credits from ‌Schedule 1A   Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduc... See more...
It's on line 13b of the 1040 tax return.  It may be included with other credits from ‌Schedule 1A   Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.   The full taxable amount that is included in your taxable income is on line 15 of Form 1040. You will only see the base Standard or Itemized deduction on ‌line 12e. However, the Senior Deduction is reflected on line 13b of Form 1040.  It is reflected on Schedule 1A, Part V, Line 37 There's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.   This deduction is for qualified individuals. Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $75k single, $150k Married Filing Jointly for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers).  For more information, see Deductions for Seniors. If you and your spouse are both 65 or over, everything is evaluated for both of you. The phase-out begins at $75,000 (single) or $150,000 (married filing jointly).  If you (as a couple) had an income under $150,000 there is no phase-out for either of you. If your income is above $150,000, it will affect both of you. The deduction begins to phase out above these limits, fully disappearing at $175,000 for singles and $250,000 for couples. 
on the 1099-INT you should receive (over$10),  there will be an amount in boxes 1 and 2 that should be the same. One cancels out the other, but you still need to include it in your return 
Do you mean for 2024?   Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately ... See more...
Do you mean for 2024?   Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf OR if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     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)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
There is a conflict in TurboTax interview when asking for information from Other Form 1099-Q Information, Box 6. TurboTax asks "Is the recipient of the distribution the designated beneficiary?" Then ... See more...
There is a conflict in TurboTax interview when asking for information from Other Form 1099-Q Information, Box 6. TurboTax asks "Is the recipient of the distribution the designated beneficiary?" Then it immediately states "Recipient is not designated beneficiary" These are contradictory because the distribution is to the Parent and not the Child (the Beneficiary). Therefore, the answer to the first part is "No" because the Parent is not the designated beneficiary but the answer to the second statement is "Yes" because the Parent is not designated beneficiary. So, which questions do you answer/confirm? 
If you had entered the incorrect IP PIN on your return, it would have been rejected.  You can check  to see if your return was accepted by the IRS in TurboTax.     If you used TurboTax Online, you ... See more...
If you had entered the incorrect IP PIN on your return, it would have been rejected.  You can check  to see if your return was accepted by the IRS in TurboTax.     If you used TurboTax Online, you can see the status of your return on  the Tax Home screen of your account.  You should have also received emails updating you on your return status.     If you used TurboTax Desktop: Select File. Select Check E-file status.   Once your return is accepted, you can visit the IRS Where's My Refund? to check the status of your refund.  Most efiled returns take 21 days to process.  If your refund includes Earned Income Tax Credit and the Additional Child Tax Credit, the IRS will start making those refunds available by March 2, 2026.  
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I'm using the desktop version of TurboTax Deluxe, married filling jointly.  The annualized income for the 2nd annualize period (form 2210 schedule AI line 3b) is over $250,000.  The annualized income... See more...
I'm using the desktop version of TurboTax Deluxe, married filling jointly.  The annualized income for the 2nd annualize period (form 2210 schedule AI line 3b) is over $250,000.  The annualized income for the other 3 periods is less than $250,000.  Do owe NIIT (Net Investment Income Tax) for this during the 2nd period?  TurboTax isn't automatically adding it to the tax due on form 2210 schedule AI line 14b.  I can manually enter it on form 2210 schedule AI line 16b, but then TurboTax says there is an error and says "Line 16 should be blank."   Does this mean I don't owe NIIT for the for the 2nd period even though the annualized income exceeded $250,000 for that period?  If I do owe NIIT (for just the 2nd period), what is the proper method getting it added when using the annualized method?
We cannot see your screen, your return or your account.  Have you entered ALL of your 2025 information?  All your income, etc.?  Many tax documents that you need do not arrive until late January or e... See more...
We cannot see your screen, your return or your account.  Have you entered ALL of your 2025 information?  All your income, etc.?  Many tax documents that you need do not arrive until late January or even February, so maybe you do not have it all there yet.   There are a lot of variables that affect your refund or tax due including how much you earned, how much tax you had withheld, your filing status, the number of dependents you claim, your deductions and credits, etc.  You may have lost Earned Income Credit or the Child Tax Credit— did a child turn 17?  If you received the EIC last year, remember that changes in the amount you earn have a big effect on the amount of EIC you can get. (Sometimes earning more money means less EIC) Did you have any “side gigs” like rideshare driving or delivery driving—-with no tax withheld?   Are you 65 or older ?  If so, your standard deduction is higher. Everyone has a higher standard deduction now so it is harder to use itemized deductions.   And of course, always check your own data entries, looking for errors such as misplaced decimals or extra zeros.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-go-compared-last-year/L97JmhUbi_US_en_US?uid=ld9ijm41   Print out 2024  and 2025  and compare them side by side to see what is different.    https://turbotax.intuit.com/tax-tips/tax-payments/video-why-would-i-owe-federal-taxes/L3VXudPiN