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Why was your return rejected?    Here's how you can fix a reject:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

You  must meet certain requirements to be eligible for this option a payment with your refund.    To use this payment option: Your federal or state (if applicable) refund must be enough to cover your TurboTax fees. You must have a US address. You have to e-file. The name on the bank account needs to match the name on the tax return. You'll need to direct deposit your refund into a single account. See TurboTax criteria at Can I pay with my refund?  

You need to go to Other Tax Situations in TurboTax. There you will find a section called Additional Tax Payments where you will choose Underpayment Penalties. Once you complete that section, TurboTax will prepare Form 2210.

If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Yes. You have to claim the interest he sends as income you received.   To enter the interest received, do the following:   Go to Wages & Income Scroll down to Investments and Savings Select Interest on 1099-INT and click Start Click on Add Investments and select the Interest box Select "Type it in myself" Enter the "payer's information" (in this case, your son) in the "received from" box   No. Returns are not typically rejected due to ommitting this interest. If you filed earlier in the year, try e-filing again after you have made your entries.  

As of today, February 2nd, the tool on Healthcare.gov does now allow you to select 2025. I am using Chrome and didn't have to go to incognito mode.   For more information on Form 1095-A, please see this TurboTax tips article and this help article.   @diamondgrl1010  @staff   

I know several people on this discussion thread wants everybody to move on, I think a lot of us Turbo Tax users are hoping Turbo Tax will have a change of heart. Even though we are into filing season already, Turbo Tax has the ability to change a setting to allow Windows 10 compatibility, just like they allow the Canadians to use windows 10 and Turbo Tax responded to the complaints of the Canadian users.   As I've said in a previous post, Windows 11 has a lot of problems. I attached a link to one of many articles regarding problems with Windows 11that just came out in response to major problems from the January updates. Anyone can see Windows 11 is really not ready for prime time, some users may not have any problems, it all depends on users configurations, but when Microsoft is creating problems from their own updates, this is really unsettling. https://www.techrepublic.com/article/news-microsoft-windows-11-performance-reliability-fixes/   My "two cents".

If you started in the Free Edition of TurboTax, you may have entered something that triggered an upgrade to a paid version (such as Deluxe). The final fees are determined by the forms that are required to complete your individual return. States are also extra and there are some add-ons that  you can agree to buy     You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

"the Surrender Letter I received said in plain letters that I may owe taxes."   Unless the letter indicated a specific nonzero taxable amount, that's probably just boilerplate text that they put on every surrender letter.  Do you know for certain that some portion of the distribution is taxable?  Only in that case would it make sense to submit a substitute Form 1099-R where you would have to enter in box 2a the amount that you believe to be taxable.  In the absence of a Form 1099-R from the insurance company, it wouldn't make any sense to submit a substitute Form 1099-R with a zero in box 2a.  In the case where the insurance company knows that the taxable amount is nonzero or they do not know if the taxable amount is zero (because they have lost the record of the amount of investment in the contract), they must provide you with a Form 1099-R.   If they do not provide you with a Form 1099-R, the implication is that they believe that the taxable amount is zero and, absent a reason for you to independently believe that some portion should be taxable, there is nothing to report of this on your tax return.   It's often the case that the surrender amount is less than your investment in the contract, in which case the insurance company knows that the surrender of the policy is nontaxable.

I would think you fall under Beverage and Food Service   Treasury Tipped Occupation Code provides a three-digit code and descriptions for the occupations listed within the proposed regulations. The proposed regulations group the occupations into eight categories: 100s – Beverage and Food Service 200s – Entertainment and Events 300s – Hospitality and Guest Services 400s – Home Services 500s – Personal Services 600s – Personal Appearance and Wellness 700s – Recreation and Instruction 800s – Transportation and Delivery The issue is:   Did you get tips, or did you not? If you did receive tips, they are deductible regardless of the industry. Treasury, IRS issue guidance listing occupations @Laffusrcu, I changed my statement about the coding of the jod. [Edited 02/02/2026: 11:49 AM PST]

For AGI $126,300 I believe for Single they will get a reduced amount of $2,922.  The max phase out is $175,000.   For Joint they would get the full 6,000 for each spouse.   The phase out starts at 1 50,000.  The max is $250,000.  

The "refund processing" fee is $40.   The other fees you see are for using the software.     You can avoid the $40 extra fee by paying the software fees before you e-file using a credit or debit card.   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    

For the S Corp you will need the TurboTax Business Edition.  The Business Edition can be installed on a Windows based personal computer or you can use the assisted online edition.  The Business Edition cannot be used for a personal tax return, Form 1040. Go to this TurboTax website to purchase and download the Business Edition desktop edition - https://turbotax.intuit.com/small-business-taxes/cd-download/   Go to this TurboTax website for the Business Edition online - https://turbotax.intuit.com/personal-taxes/online/live/business-taxes/   For your personal tax return and if you are filing multiple tax returns you would want to use one of the TurboTax desktop editions for 2025.  Go to this TurboTax website for the desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/