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Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0 The taxable amount of the SS benefits are entered on Form 1040 Line 6b   If you are using the TurboTax desktop editions, click on Forms. When in Forms mode select Social Sec on the left side of the screen to open the Social Security Benefits Worksheet

Yes, a resident can file past returns with a newly issued SSN.   Please note that that once your SSN is issued, you have to discontinue the use of any previously issued ITINs and you must notify the IRS so that they can combine all of your tax records under one identification number.    See this IRS document.   Also, you cannot claim the Earned Income Tax Credit (EITC) if the SSN was issued after the due date (including extensions) for filing the return of the year concerned.

Are there any instruction or contact information on that email? Do you have a subsequent email saying approved or denied?  In the community we do not have access to your account or other information than we have already provided.

Adding my name to the reply list.  We are now after the weekend on 1/27/2026.  The form 5695 still lists as 'available soon' in the step view of the standalone PC version.    What is the ETA of this form for use in filling out taxes in TurboTax?     

Here is how to find and use the bank link feature for your 2025 return.   The link option typically appears after you have finished entering your business income. Go to Wages & Income and select Self-Employment Income and Expenses. Click Edit/Review next to your business. Continue through the screens until you reach the "Your [Business Name] info" summary page. Scroll down to the Expenses section. Look for a blue button or link that says "Connect My Accounts" or "Import Expense Transactions." If you already started entering expenses manually or if the business was imported from last year, the "Connect" button might not be there. To get around this you can: Create a "dummy" business. Select Add another line of work. Give it a temporary name and enter $1 of income. When you move to the Expenses section for this new work, the "Connect Accounts" button should reappear. Once you import your transactions and categorize them, you can move them to your "real" business and delete the dummy one.

I think that JohnB5677 misunderstood the circumstances.  HIs reply applies to Wife's eligibility to deduct a traditional IRA contribution, not to Husband's eligibility, assuming that husband is not an active participant in a workplace retirement plan (including a self-employed retirement plan).   As long as Husband's compensation is less and you file jointly, Husband should be able to make a spousal contribution and at least some of that contribution would be deductible if Husband is not an active participant in a workplace retirement plan and MAGI for this purpose is under $246,000.  Spousal contributions are not permitted if filing separately.

As long as the property is your main home and the solar panels were installed prior to Dec 31st, 2025.    The Residential Clean Energy Credit equals 30% of the costs of new, qualified clean energy property for your home installed anytime from 2022 through December 31, 2025. The credit is not available for any property placed in service after December 31, 2025. You may claim the residential clean energy credit for improvements to your main home, whether you own or rent it. Your main home is generally where you live most of the time. The credit applies to new or existing homes located in the United States.  You can't claim the credit if you're a landlord or other property owner who doesn't live in the home.   The following are helpful links that give more info about the Residential Clean Energy Credit: Residential Clean Energy Credit 2024-2025 Energy Tax Credit: Which Home Improvements Qualify? Where do I enter qualified energy-saving improvements?

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.     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., $175k single, $250k joint 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). The full taxable amount is included in your gross income on Form 1040; however, the Senior Deduction is reflected on line 13b.  It is reflected on Schedule 1A, Part V, Line 37  For more information, see Deductions for Seniors.

I got a reply from the Turbotax facebook page and posted it on my thread, reposting here as well: You're Welcome! As we're committed on assisting you through this. Can you navigate directly to the Federal section, select Deductions and Credits and scroll until you see the section Earned Income credit and go through the questions again to ensure you have not indicated that you or your spouse lives outside the U.S. Please let us know if you find any area filled out indicating you or your spouse lives outside the U.S - Tyaisha I didn't qualify for the earned income credit (EIC), so what I had to do is:   Modify my income section to allow the EIC questions to proceed Answer the question about living in the US for 6+ months in the EIC section Check the box that says I don't want to claim the EIC (since I didn't qualify to begin with) Correct my income back to it's original values After taking these steps, I can now see the box checked on form 1040. I'll be thoroughly reviewing all forms again for accuracy, and recommend anyone that takes these steps do the same. YMMV.   It would be nice if Turbotax included that question up front in the personal info section instead of having to take this workaround.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

If you have questions about the Home Office Deduction, this TurboTax TaxTip may be helpful. Note especially the links at the bottom of the page for specific help: The Home Office Deduction   Or you can post your specific questions to this thread. Include the TurboTax version you are using.

Follow these steps to correct your Ohio refund.   In TurboTax Online, in the Ohio state tax return, go to the screen A few things before we wrap up your state taxes. Scroll down to Apply your refund to next year's taxes.  Click Start/Revisit to the right.