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You can close your browser or sign out; TurboTax will save your work as you go so you can pick up where you left off later.     How do I enter Home Energy Tax Credits? What’s the Solar Energy Tax Credit?  -  Recent legislation has ended this credit effective December 31, 2025.  

You will only need to check this box if you are applying for a tax credit or deduction in which your U.S. residency is a qualifying criteria, such as the Earned Income Credit (EIC). Are you receiving an error message in the software regarding that box being checked and/or your eligibility for certain tax benefits?    If so, you may need to check your inputs for interview questions in the Tax Home > Federal > Deductions & Credits menu screens that pertain to credits which have a minimum U.S. residency requirement, such as the EIC.   The IRS 2025 1040 and 1040-SR instructions What's New section (on page 6) helps explain the specific usage of that question box and when it is applicable to be used: Main home was in the U.S.  If your main home (and spouse if filing a joint return) was in the U.S. for over half of 2025, check the box on the front of Form 1040 or 1040-SR. Providing this information will help the IRS determine your eligibility for certain tax benefits, including the earned income credit.

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.   Also try deleting your dependent and then entering them again.   If you still need help, reply back to us.  

I am assuming that you received a Form 1099-R in the 2025 tax year. If you received a distribution from a retirement plan, pension plan, IRA or insurance contract in 2025, you would have received a Form 1099-R to report such a distribution on your tax return.  The Form 1099-R will have been sent to you from your employer or your retirement plan provider.   After you start to enter your Form 1099-R information, a  screen in TurboTax asks "Who gave you a Form 1099-R?"   You would select "Financial Institution or other provider" unless your Form 1099-R is for a Federal Government Pension (in which case you would choose Office of Personnel Management CSA or CSF depending on which retirement Fund you are in) or U.S. Railroad Retirement Board if your Form 1099-R is for U.S. Railroad (RRB).  But, most likely you will choose the first box, "Financial Institution or other provider."       Click on the correct box and the box will turn green.  Then click on "Continue." You will then continue through the screens and  answer the follow-up questions regarding your Form 1099-R.     Click here for Where do I enter my 1099-R?   Click here for When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

Yes.  If you are working in TurboTax Online and already began working on 2025 taxes, choose Documents on the right side of your screen, then select Download tax PDF on the right side of your screen to get a copy of your return.   If you have a different situation, see: How do I view, download, or print a prior-year tax return?

I would love to help you but need a little more information so I can understand what you need help with.  Are you stating that your tax return was rejected because you didn't include Form 1095-A? Did you have health insurance from the Marketplace?  Please clarify.

No, you cannot claim the Lifetime Learning Credit (or American Opportunity Credit) if the education expenses were paid from a 529 Plan distribution, unless the 529 Plan distribution is treated as a non-qualified distribution and tax and penalties are paid.

Yes you do!   The deductions will be automatically applied when you enter your birthdate into TurboTax.  The full $6,000 deduction begins to phase out once your modified AGI exceeds a threshold (about $75,000 single / $150,000 joint).   What's my standard deduction for 2025?

Maybe.  If it was from an IRA and you closed within 120 days of the distribution (up to $10k), there is no penalty.   The IRA distribution must be used to buy, build, or rebuild a home within 120 days of the distribution to qualify.   401K withdraws do not allow the exemption; it is only IRA accounts.     Exceptions to early withdraw penalty

Your tax documents may not be ready for import yet, even if you see them on the website.  You can wait a few days and try again.    Another option is to enter the summary totals for each sales category (short-term and long-term).   For more details, refer to the TurboTax article How do I enter a large number of stock transactions in TurboTax?

No, filing separately will not fix the issue.  The limit for both of you is $8,550.  The maximum a married couple can contribute is $8,550, even if one of you had a family plan and the other had a self-plan. See IRS rules for married people here: Publication 969.   To avoid a the 6% excise tax penalty you should contact the HSA provider to withdraw the excess $4,300 (and earnings) before the tax filing deadline.

Expenses for room and board are not qualified expenses for education tax credits.  They are qualified expenses for 529 plan distributions.  If you have a Form 1098-T and want to claim an education tax credit:   Type "Education Expenses" into search and click on enter Click on "Jump to Education expenses" Answer Yes to "Did you have education expenses?" Continue through the interview and report your education expenses. If you have a 1099-Q to report, type "1099-Q" into search and the "Jump to 1099-q".

I did input columns A and B for the rejected attempts and the approved attempts.   For column C, I did input $0.09 for every month, but perhaps it would have also worked to input $1.00 in January only.