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Can anyone share a definitive link classifying the Palisades fires on 1-7-25 as either:   1) A major disaster that was federally declared, or   2) A federally declared disaster, but not a "major qualified" disaster?   It's a significant issue to choose on TurboTax and the amount of conflicting reporting is exhausting.

The amount of your Qualified dividends is a sub-portion of, and included in your Ordinary dividends value.   So the SSBWksht just adds in the value of line 3b of the form 1040 into everything on line 3 of the SSBWksht, and that takes care of it.

Do you need to enter estimates you paid on your 2024 return OR prepare them for 2025? To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimated Taxes - click the start button   Federal Estimated payments should be on 1040 line 26.

You might be in the wrong account.       You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.        

 If it was rejected for AGI—-your 2023 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      

@cnesvcs wrote: I have the same question. did anyone respond to the question? my version is the desktop version and what about the previous years on the old pc? are there specific folders or files to move? it sure would be great if tech support had articles on what specifically needs to be done. Kind of annoying and expensive. The answer and Link from @VolvoGirl above gives specific information on how to move the TurboTax files from one computer to another. Did you not read or understand the directions given in the answer?

@user17594367417 You are supposed to save your original return as a pdf BEFORE you amend so that you will still be able to access it.  If you do not save it as a pdf before you amend, then the amended return replaces the original and the original is lost.   

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Other Income Taxes, click on the start or update button On the next screen select the options under 2023 Refund Applied to 2024 Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year The prior year federal tax refund amount applied is shown on Form 1040 Line 26

I have the same question. did anyone respond to the question? my version is the desktop version and what about the previous years on the old pc? are there specific folders or files to move? it sure would be great if tech support had articles on what specifically needs to be done. Kind of annoying and expensive.

@Bsch4477 wrote: Pub 969 pg. 9 lists the exceptions for using HSA funds for insurance premiums. Dedicated dental insurance is not on that list. Of interest is that (like vision insurance) dental insurance is not considered essential medical coverage.  You are getting two things mixed up.   On page 5, Vision Care is one type of insurance you can have that does not make you ineligible to contribute to an HSA.     Page 9 describes qualified expenses, the words "vision" or "dental" are nowhere on page 9.  Instead, it says "You can't treat insurance premiums as qualified expenses unless the premiums are for (4) medicare and other health coverage if you are over age 65."   In other words, if you are under age 65, a vision or dental policy does not disqualify you from making contributions, but the premiums for those policies are not qualified expenses.  At age 65 or older, those premiums are qualified expenses.     Remember the rules for contributions and the rules for withdrawals are separate. 

Turbo Tax is the worst tax package ever!  It used to be much  more intuitive and easier to navigate.  2024 is horrible.  Prime complaint is Turbo tax does not save original forms if you amend the return.  That is ridiculous.  It is not easy to go back to review a particular area without going through multiple screens.  I will never use it again nor will I recommend it to anyone else.  They went off a cliff with this version.

@qho2020 wrote: In note it said Noncovered securities are not subject to IRS cost basis reporting.  What that means is the broker does not have to report the cost basis to the IRS.   You, however, do have to report the cost basis to the IRS or the IRS will consider your cost basis $0 (zero).

Pub 969 pg. 9 lists the exceptions for using HSA funds for insurance premiums. Dedicated dental insurance is not on that list. Of interest is that (like vision insurance) dental insurance is not considered essential medical coverage.