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Thanks for looking into this.  My situation is a bit different than the scenario you mocked up in that I did have coverage for the entire year, but the shared coverage with the member of different tax family was only for Jan to Aug.  For the remaining months, Sept to Dec, I was on my own.   Due to an unforeseen underestimate of my income, I need to repay most of the premium tax credit that I received for those four months (Sept to Dec).  But when I set the allocation for Jan to Aug, it zero's out the entire form and does not include the amount that I need to repay for Sept to Dec.    I also noticed a weird glitch.  If I set the allocation to 1% rather than 0%, it fills out the form properly (for a 1% allocation) and correctly calculates the amount of the advanced PTC that I need to repay.  I also checked other allocation percentages and TT gets those correct also.  Only when it sees a 0% does it glitch and zero out the entire form.    @MarilynG1   ===   In the mock up that I did below, assume that my allowed monthly PTC was only $300, so for Sept to Dec I would need to repay 4 x ($800 - $300) = $2000.   For Jan to Aug everything should be allocated to the other tax family so I would not have to repay for those months.  But setting the allocation to 0% for Jan to Aug causes TT to zero out the form 8962 and incorrectly say that I owe no repayment.        

Let me verify, when you added your actual care provider and the screen says "Since your employer provided dependent care benefits, we need to know how much you spent."- You should assign the funds from the employer to that provider. Double check that you assigned the funds correctly. If the money is FSA and not used, it would be taxable income with no 2441 on your return. I don't believe this is your issue.

A reason that you may not qualify for the credit is because you no longer have a tax liability after other credits are being applied.  But just to be sure, follow these steps:   You should have received a document from the provider that gives their name, address, phone number, Employer Identification Number as well as the amount of money you paid for the dependent care.  You'll need this information to complete this section. Go to Deductions and Credits, then click Add/Edit for Dependent Care Credit Click the pencil icon by the name of your dependent. The next screen will allow you to enter the amount paid for your 10 year old's care. Click through screens to get to "Your expenses for care providers" and click + Add provider.  This is where you will enter the information of your provider. Once you do that, TurboTax will let you know the amount of the credit, if you qualify.  If you don't qualify, it would be because your tax liability was already at $0 after other credits had been applied.  Some credits can be refunded to you without having a tax liability, but the dependent care credit is not one of those types of credits.

Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf OR if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.

A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   Try leaving the cents off of the Medicare tax on your W2 box 6.   Box 6 has to be exactly 1.45% of box 5 or less.      If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Click on My Info on the left side of the online program screen.  Edit your spouse's information.  On the screen labeled Tell us a bit more about (Spouse Name) check the box labeled Was considered legally blind as of December 31, 2025 and Continue

I was told by another turbotax expert to use Code V instead of Code ZZ.  This also seems relevant to whether you put the depreciation figure on 1065 pg 5-6 schedule K in section e line C or line G.  Can you confirm which is correct?

Your refund may have been offset. The IRS and state governments can intercept refunds to pay for certain past-due debts (such as back taxes, child support, or student loans).   How to check for an offset:   The IRS Hotline: Call (800) 304-3107 for automated details regarding tax offsets. Official Notice: You will typically receive a letter in the mail explaining the specific debt and the amount withheld.   If you used "Pay with Refund":    If the IRS "Where’s My Refund" tool shows your funds were released but you haven't received them, please note that Intuit does not hold these funds. You will need to contact the Santa Barbara Tax Products Group (SBTPG) directly: Website: SBTPG Support  

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...