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You can view or print your complete tax return, including all worksheets, before filing if you pay the TurboTax account fees.   Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

Thanks for the reply David.  I did figure it out.    So for posterity lets talk about this: My wife's business is a service business. In her case, Bounce House Rentals. So, it's a lot of time in the office dealing with customers, but as an operator, it's also very much 'in the field' (not in the office).    When TurboTax asked me how much of her work is done in the office, I put like 20%. Reasonable estimate. But that's true of her total responsibility. However, it is also true that she does 100% of her office work in the office. So the percent allocation didn't work.  For kicks, I adjusted that number to 100% (reflecting that 100% of her office work is done in the office). At that point it generated the simplified home office deduction.    So if you find this thread having a similar issue, just bump that number to 100. The truth of it is, this is not an actual IRC rule (if my research is wrong please correct me). The purpose of the question is to determine if there's a split office situation going on wherein a person HAS a office somewhere (like at their place of business) but is conducting office business in the home as well. The home office has to be the primary office or no deduction is allowed.    That said, if the office is the only office, then the home office deduction is allowed, even if there are business functions performed outside of the office. That was the kicker. She was not allowed the home office deduction because I made it look like there were possibly more than one office space or place of business was being utilized, disqualifying her from the office deduction.  The more you know right?

If the refund is being direct deposit, I wouldn't worry about the complete city/town showing, but if the refund is to be mailed, I would manually enter the missing name for the town.    Since the return is being printed and paper-filed, edit the name with a black ink pen. 

Yes, your parents will be unable to claim the credit because you're no longer their dependent. You can enter the information from your 1098-T to enter your payments, and answer the interview questions.  TurboTax will calculate the Lifetime Learning Credit you're entitled to.   Here's how to enter your 1098-T in TurboTax, from Where do I enter Form 1098-T (Tuition Statement)?:   Enter the 1098-T in the section for Tuition: TurboTax Online: Here is the link: 1098-T. or use the magnifying glass, type "1098-T", and select "Jump to 1098-T" TurboTax Desktop: Select Search. Search for Form 1098-T.   See: Education credits - AOTC and LLC, How do Education Tax Credits Work?

Filing a final federal tax return for a relative who passed away in 2024 using TurboTax involves a few steps: Start the Return: Open TurboTax and begin a new tax return for the deceased person. Enter their personal information as you normally would. Indicate Deceased Status: In the Personal Info section, TurboTax will prompt you to indicate that the taxpayer is deceased. You'll need to enter the date of death. Enter all income earned up to the date of death and any applicable deductions. Since the return shows zero income but has self-employment tax due, make sure to accurately report any self-employment income and expenses. TurboTax will guide you through the rest of the process, including any special forms or documents needed for a deceased taxpayer.  Paying Taxes: The estate is responsible for paying any taxes due, including self-employment taxes.  The executor or personal representative, will use the estate's funds to pay these taxes. For more detailed information, you can check out these resources: IRS: Filing a Final Federal Tax Return for Someone Who Has Die TurboTax Death in the Family - Filing Final Return

You may have other taxes besides income taxes on your return. You can look at Schedule 2 "Additional Taxes" to see what they may be.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done 

If you lived in an area that was designated a federal disaster area, and suffered a loss as a result of that loss, there was special treatment of distributions from retirement plans and IRAs.  They were exempt from the 10% penalty for early withdrawal, and they could be reported on your tax return over three years, instead of all in the year of distribution.   But you still had to report it as income.  If you want to take advantage of this, you can file an amended return for 2022 with a Form 8915 - Qualified Disaster Retirement Plan Distributions and Repayments.  Generally, an amended return (Form 1040-X) must be filed for a credit or refund within 3 years after the date the original return was filed, or within 2 years after the date the tax was paid, whichever is later.   I recommend you contact the Social Security Administration.  Benefits can be reduced if you are below the full retirement age and have earned income above a certain level; however, I have not heard of them reducing benefits due taking distributions from a retirement account.  

I read that about the brokers too. I also have a spreadsheet with the details. Sounds like this is an issue for more states than just Delaware. I just wish TurboTax would fix the software.  Thanks for confirming!

A vacation home rental is subject to restrictions, namely, that you can only deduct the portion of your expenses directly related to the rental, and some of your operating expenses and depreciation may be carried over to subsequent years rather than deducted in full.   You are not allowed to take losses on a rental property that has a mixture of personal and business use, as you mentioned, and the loss should be carried over.    However, this only applies if you use it for personal purposes more than the greater of: 14 days, or 10% of the total days it is rented to others at a fair rental price.   If your personal use did not exceed that amount, TurboTax was correct in not applying the limitation to the loss on your rental property.   You may need to step through the Rental section to make sure your rental is being designated as a passive activity to generate Form 8283.    Here's more discussion on Vacation Home Rental Loss.   @KJT17