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@ dmertz  Can you please assist here when you are next in the forum?  This user also has some additional information posted in another thread (linked below) where you assisted other users, where he says it is a 403(b).  Thanks!   https://ttlc.intuit.com/community/tax-credits-deductions/discussion/why-are-there-new-annuity-questions-with-start-date-plan-cost-etc-i-have-never-incurred-these-before/00/3785353

Same thing happened to me (previously saved form on 2/13/26), but I didn't notice I was getting the standard deduction (itemized was only a few thousand more.)  But because people online were reporting problems with downloading Schwab 1099s, I held off filing because I was waiting to see if my Schwab 1099s changed after 2/28/26 (reportedly the last date that 1099s would become available.)  By chance review, I discovered today (3/2/26)  that even though I thought I'd gotten the itemized deduction, which was slightly larger than standard deduction, my 1040 form showed I was getting standard.  My guess is there was an update sometime after I entered all my deductions (late January or early February) that included the type of deduction choice screen (option to "change deduction" or something like that.)  My 1040 form still says "Standard Deduction" in the box on the right, but shows the itemized deduction value on the line.  So I'm assuming this was a software error that they partially fixed.  I don't care if the label is "Standard Deduction" as long as the larger itemized deduction is the number used.  TurboTax is getting kind of sloppy.  I am now wondering if I should hold off filing until closer to April, as there may be additional fixes.  Returning to my return today (3/2/26) gave me another update.  I'm sure some people have already filed without the latest updates.

still unable to enter college educational expenses that correspond to my 529 withdrawals. There's been several updates this weekend but as of Monday night 3/2/26 still nothing. If you attempt to file it tells you there's an error and you should wait to file till there's an update. I reached out to TT and they said if you edit the dependent to say he's a college and high school student the box to enter expenses opens up. Which it does, as it did for my high school daughter. But of course my son is not in high school so I don't want to account for the expenses that way...so still waiting to file due to this glitch....please fix ASAP    

@ vasikarlaraj wrote: Cancel my recent order [removed] as its windows and i wanted mac download This is a user community forum.  No one here can cancel your order, but you may not need to.  If you can't do the following, we can tell you how to ask for a refund, but the info below may solve your issue:   At the download page, you can choose there which installation file to get--the Windows file or the Mac file.  You will first select the product edition that you purchased, then you can select the operating system there to get the right installation file as outlined in the steps in this FAQ.     FAQ:  Get started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

My wife's distributions are from a 403(b) plan. She's a retired Texas teacher.   TTX is asking questions, it would seem, to calculate the tax free portion and the taxable portion.  No, the state of Texas has already done that and put those amounts on the 1099-R.  I don't need those values determined by TTX, nor need the questions to be asked.  Is there a way to bypass the questions, truthfully?  These questions were not asked in prior years. 

Just to be clear, we are splitting the $14k between both returns and not the full sale price of the home minus expenses?  I ask because the sale price was $299k and I'm reading that we are taxed only on profits.

If your overall income is greater than your 1099K then you don't need to worry about the loan you issued yourself via the POS system.  The loan is a balance sheet item and is offset once it is paid back.  There's no income or tax effect on loans.  The only tax implications for a loan could be related to interest income/expense, which you mentioned you aren't charging any interest income.   Additionally, since you aren't required to report your balance sheet on Sch L, the loan amount will not be reported to the IRS which will stay "under the radar".  Note, that in order for a shareholder loan to be "legit" in the IRS' eyes, it needs to be an interest-bearing loan.

Each filer in Online TurboTax needs their own account, so hopefully you did not use the same account to prepare a second return after you filed your son's.   Are you able to log into the account used to efile the son's return?    If so,  what do you see when you arrive?  Does it open at the Tax Home where you can at least see evidence that you used that account for his return?   Or does it act like a return has never been prepared in that account, and it wants you to start one?  If so, you may have multiple accounts we can tell you how to troubleshoot.   On the other hand, if there is evidence that that is the correct account, then at the Tax Home, look for a link "Add a State."   That doesn't really add one, but reopens the return interview so you can correct the 2024 AGI.   Did the son file a return in 2024?   If so, his AGI should be on his 2024 Form 1040, Line 35a.   If he did not file a return last year, he would use an AGI of 0 (zero.)

Okay, so how do I bypass the questions?  My wife's retirement plan is a 403(b), so I answered "yes" to "Are the payments from a 403(b)".  She's a retired Texas teacher, part of the Texas Retirement System.   And thanks for letting us know TTX goofed. But I dont understand how to get past the questions.  It's asking for plan cost, tax free amount recovered in previous years, start date.  All questions the software has never asked before.  I don't need TTX to figure the tax free amount and taxable amount. The state of Texas tells us that on the 1099-R.  

No.  This should be considered a sale of your main home since it was your primary residence for 2 out of the last 5 years.  Since you're filing separately, you will split the proceeds from the sale 50/50 on each return.  See the following links for more information on the tax implications on the sale of your home:   Tax Aspects of Home Ownership: Selling a Home I sold my home. What can I deduct? How does selling a home affect my taxes? What does buying a home mean for my taxes?

Thanks. I understand. My total benefit (in Box 5) is taxable at whatever tax rate applies to me. In my case, I will pay tax on 85% of that entire benefit in Box 5.    My medicare payments are only 10% of my full benefit, so indirectly, when it all shakes out, I will not be paying taxes on the portion that is withheld for my medicare premiums. I realize this non-taxable amount (15% of the entire benefit) will not show up on the SSA-1099 as a separate item.