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The Enhanced Senior Deduction is not part of the standard deduction.  It's separate.  Here's where you will see it if you qualify:   For seniors age 65 and older and meet the other qualifications for the new Enhanced Senior Deduction, TurboTax automatically fills out Schedule 1-A in the background and then enters the amount of the deduction on the Form 1040, Line 13b.  It is not part of the standard deduction--it is a completely separate deduction on its own line.   If you are "married filing jointly" and both qualify, then you both get the new deduction.  If you are "married filing separately", however, you are not eligible.   Single filers, HOH filers, and qualifying surviving spouse, if they otherwise qualify, are eligible.   You appear to be using Online TurboTax--at least that is what a tag shows underneath your question above.  If you are still preparing your online return, and want to verify that you received that new senior deduction, here's how you can preview the Form 1040 and confirm you are getting the enhanced senior deduction.   If you already printed out a copy of your return, you can view the Form 1040, Line 13b and Schedule 1-A where it was calculated.  If still preparing your return, here's how to preview it:   With your return open go to the left column menu, and click on TAX TOOLS, then subtab TOOLS. In the Tools window choose "View Tax Summary." On that Tax Summary screen you should see that you are getting "Additional Deductions (Schedule 1-A)." Then, while still on that Tax Summary screen,  you can further verify it by going over to the left column menu and under Federal clicking on "Preview my 1040."  That opens up the Form 1040 Worksheet.    Scroll down to Line 13b, and the figure there includes the enhanced senior deduction from the Schedule 1-A. And while you are there, you should see your standard (or itemized) deduction on Line 12e.

Apparently your partner has no basis in nondeductible traditional IRA contributions, so Form 8606 is not involved in determining a nontaxable portion of the distribution.  The entire distribution is taxable no matter the year-end balance.

since it was accepted, you cannot change it at this point or recall it. The IRS will process the return further and may find what's wrong and send you a letter describing the steps you must take. On the other hand, the IRS may not find anything wrong with the return. In that case, it will release your refund or take the money you owe. Once this is done, you file an amended return. 

I tried to efile California again today it appears to have gone through and I did not get the error!!      Hopefully I will soon receive the confirmation that it was received.  Guessing that either TurboTax or California fixed something.  I do think that advising people to uninstall and then reinstall TurboTax (or print and mail) is irresponsible and a terrible recommendation to fix this problem.  That is totally time consuming and will not do anything.  Thanks to the poster @user17736315102 that pointed me towards efiling the Federal return only.

The home was used for personal purposes so it's a standard second home type of thing. The trust would report the sale on its 1041 and the gain would be the difference between the sales price less selling expenses less the trust's adjusted basis......that basis would be the FMV on the date the last parent died in 2023.   The trust can either pay income tax due or distribute the proceeds to the beneficiaries depending on the terms of the trust.

I provided the shortcut method above to go directly to the estimated tax payments entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.   When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

Here's a tool that should get you directly to the estimated tax payments reporting section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.

Yes, there is another way. Select the best option for you below. Enter the EE Bond interest as though you did get a 1099-INT for 2025. Add all the information requested and then be sure to enter the US bond interest in Box 3.  TurboTax will know this is US bond interest and it will not be taxed to your state.  If you already have a 1099-INT from the same financial institution you can simply add the EE Bond interest in Box 3. Next year, 2026, when you do receive a 1099-INT for this interest, then you can use your method to remove it 'Need to adjust interest' and you will select the reason as 'This savings bond interest previously reported'.

TurboTax Free Edition generally does not support reporting nonqualified retirement plan distributions or life insurance surrenders (1099-R with specific codes), typically requiring an upgrade to a paid version such as Deluxe. These distributions are often treated as taxable income, reclassified to Schedule 1, and in cases of policy surrender (Code D/1099-R), it is not considered a "simple" return.   Please see this help article for more information.   @stuart-td-anderson 

Follow these steps: Go to the State Taxes tab and start/revisit Ohio. Proceed through the screens until you reach the "Income Allocation" or "Part-Year Resident Allocation" section. TurboTax will show you a list of your income and deductions.  Look for a screen titled "Ohio Adjustments Allocation" or "Medical/Health Care Expenses Allocation." You will see two columns: Total (Federal) and Ohio. Find the line for your ACA premiums (it may be labeled "Unreimbursed Medical Expenses" or "Schedule of Adjustments Line 44"). Manually change the amount in the Ohio column to $0 (or only the amount paid while a resident). This tells the software: "This is a valid deduction for my total tax, but it didn't happen in Ohio."   In forms mode: Form IT NRC line 8 data sources to Schedule of Adj where you can make entries on line 44. Your Col B Ohio amount should be smaller than Col A by the amount of the premiums on your 1095-A. @cgsg26 

So you made Roth IRA contributions for 2024 and 2025, but didn't have enough earned income to support the contribution, so the funds were withdrawn by Vanguard who then moved them to a brokerage account.   The 2024 Form 5498 reporting the IRA contribution that you made of $7,000 is correct as it is.  This will support the 1099-R distribution you received for 2025.   Both of your Roth contributions were removed from the retirement account and moved to a brokerage account.  You now have a 1099-R form that needs to get reported on your return.  You mentioned that the 1099-R is reporting a gross distribution in box 1 that is lower than the amount you had contributed to your Roth initially, which means there would be nothing taxable to you for this distribution.  Your 1099-R is likely showing a box 7 code of J for an early distribution.   Go ahead and enter the 1099-R in TurboTax.  Follow these steps after you have entered the data from the 1099-R:   You may get a question about box 2a or 2b being blank - it's OK if they are, just answer no to "Do you have info in Box 2a or Box 2b?" - you might have the total distribution box checked in 2b You may then get a question about the IRA/SEP/Simple box being checked on the 1099-R? - it shouldn't be checked "Did this money come from a Roth IRA?" - Yes You'll get a screen "How your taxes are looking so far" - click Continue The next question will be about state related deductions - if it shows up, check the appropriate answer and Continue "Do any of these situations apply to you?" - None of these apply "Did you roll over . . .?" - check I did something else "Did you use the money you withdrew to buy your first home?" - No, I didn't Click Done on the 1099-R screen Answer the question about disaster distributions and then click Continue "Owned Any Roth IRA for Five Years?" - No "Roth IRA open on 12/31/2025?" - No "Roth IRAs" - yes you did open a Roth IRA in 2024 or a previous year. "Did you withdraw from your Roth IRA before 2025?" - No "What were your Roth contributions prior to 2025?" - $7000 "Did you convert a traditional IRA to a Roth IRA before 2025?" - No "Roth IRAs" - enter the $7000 contribution you made for 2024 here "Value of Roth IRAs on 12/31/25" - 0 Next go to Deductions & Credits:   Scroll down to Retirement and Investments and select Traditional and Roth IRA contributions Check the box for Roth IRA Was the contribution a repayment - No Enter your regular Roth IRA contributions - $7000 Did you recharacterize? - No Did you open any Roth IRAs in 2024 or earlier - Yes Did you withdraw from your Roth before 2025? - No Roth IRA contributions before 2025 - $7000 Did you convert - No Excess Roth IRA contributions in 2024 or prior years - $7000 Value of Roth IRAs on 12/31/25 - should be zero since Vanguard withdrew all the funds If you follow these instructions, then line 4a on your 1040 will be $13815 for your total distribution and line 4b will have a 0 for the taxable amount.   Since you now have a brokerage account with Vanguard, you want to be sure to get all the tax forms related to that account - you may get a 1099 Consolidated that will report 1099-INT, 1099-DIV and 1099-B for any sales of securities you made from that account.

No, there is no connection. The New York State (NYS) inflation refund checks did create specific steps to tax it appropriately on the federal and remain tax free to NYS.  If you find the amount was included in your NYS return by mistake, you may want to amend your return.    First, make sure that NYS did NOT already adjust your return to remove that amount. This means you must check your refund received against what you had on your tax return. If you find the NYS inflation refund was included in your NYS income, you can use the steps below to make a correction by amending only your state return. Read all the instructions first so that TurboTax knows the original numbers and the corrected numbers. How do I amend my state return? The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   Do not enter it as Other Income directly so that it will be reflected correctly on both the federal and NYS return.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS) Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.) 'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.