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You will enter as an Investment:   To enter an Investment sale: Under Federal Wages& Income, select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) under Investments and Savings. Did you have investment income in 2024? YES Let's import your tax info  Enter a different way OK, let's start with one investment type Other Continue Tell us more about this sale  Sale of Timber Now, enter one sale - enter info Continue

I've used Intuit for so many years.  And for the past few years, this software would upgrade from free to deluxe to premium without the user realizing it until at the end when you're ready to file it.  I paid $59 last year so I was okay with it until I was surprised this year, it was $129.  Very sneaky Intuit. I learned my lesson and with a little googling I was able to find this method.  I will try this next year when I file my tax. How do I downgrade to a different TurboTax Online product? by TurboTax•11712•Updated 3 months ago Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products.  Select Downgrade. Note: TurboTax Free Edition is for customers who are filing Simple Form 1040 Returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest). Roughly 37% of taxpayers qualify. If you have additional forms or attachments, you’ll need to use a different TurboTax product. You can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.

If you had only pension and Social Security for 2024, what was your total tax calculated at on Form 1040, Line 24?     Divide that amount by 4 to estimate quarterly payments.  This amount could vary, depending on whether you itemize deductions or take the Standard Deduction (in which case it would not).   If your Social Security is not taxable (line 6b on form 1040), you could have the amount of your tax taken out of your pension income and not pay quarterly estimated taxes. I personally opt to have 10% withheld from my pension, with no estimated payments.    If you choose to make quarterly estimated payments instead, remember that you can pay either with vouchers and a check or directly at the IRS Payment Portal by direct debit.   Here's more info on Estimated Taxes and a Tax Withholding Estimator from the IRS you may find less confusing.   @patti888             

See this response from DMarkM11, "This appears to be an Indiana form for "Other Certified Credits" (OCCs).  If you are not claiming any of the credits listed below then you can find/delete the form using these steps for TurboTax online versions:   (NOTE: for desktop just use the "Forms Mode" to find/delete the form IN-OCC)   1. Select "Tax Tools" in the left hand menu 2. Select "Tools" 3. Select "Delete a Form" 4. Find the In-OCC form  5. "Delete" 6. "Confirm Deletion"     In the "Credits" section of the Indiana interview there is a list of credits that includes several of these OCCs.  If, when going through the interview, you started/entered one of these credits the form probably generated and is now looking for information to complete the form.     OCCs: Hoosier Business Investment Credit Hoosier Business Investment Credit - Logistics Natural Gas Commercial Vehicle Credit Redevelopment Tax Credit School Scholarship Credit Venture Capital Investment Credit" @gracieed11 

You cannot e-file if you do not have a social security number or ITIN for your child.  You will not be able to claim your child as a dependent or claim credits without the tax identification numbers.  

Here's how to enter your dependent child's higher education expenses in TurboTax:   Navigate to Federal > Deductions & Credits > Expenses and Scholarships (Form 1098-T) Continue through the interview to answer the questions and enter the expenses. Note: Typically, room and board expenses are not qualified education expenses. However, if you paid for them with a Coverdell ESA or a 529 plan distribution, they can reduce the taxable portion of the distribution. Room and board is should be entered on the screen asking "Did you Pay for Books or Materials to attend school?"   Here is some more information you may find useful: Guide to Tax Form 1098-T: Tuition Statement    

I am doing just that, as in your screenshot above. I click on my schedule C Business that appears up in that box in order to highlight it, and then enter the first month of operation in the last month of operation in 2024. That goes in just fine. Then to continue on to the next screen first question ask for the social security number of the other taxpayer, which is my adult daughter. I enter the months that she shared my plan which is January through September. Then the next question asks "what percentage of the following policy amounts do you want to claim on your tax return". I am reading that as it is asking me about what percentage I want to claim, not my daughter and what percentage she need s to claim. I believe that's right. So I put 100% into three boxes that read "your premium percentage", "your slcsp percentage", "your Advanced payment of PTC percentage". Then when I click continue it comes back to the 1095-a screen with a confirmation that the 1095-a information has been entered into TurboTax. At that point, everything looks good. However, when I get to the review of the federal return it says there are six areas on my federal return that will need reviewed. Those six areas are on the 1095-a form in the Box that says "shared policy allocation information smart worksheet". It  shows my daughter's social security number in the first box as the taxpayer sharing my allocation, and then the start month January and stop month September (which is correct), however the premium percentage and slcsp percentage and the advanced payment of PTC percentage all read 100 where it should say zero zero and zero. It seems to have taken the amount that I allocated in the 1095-a step by step associated with my social security number (100% allocation), and it seems to have applied it to her social security number where hers should be zero,zero,zero. Those six boxes with her information are where I get that "business related premium smart worksheet below are not supported" error message. When I scroll down to the business related premiums information worksheet, nothing is linked to my schedule C per diem work. I think that is part of the error. I have double clicked it and Linked it to my schedule C. However the link does not stay once I move off of the page. When I come back the link is gone. I think that's why I am getting the six error messages regarding her allocation, I think they are not linked to anything. But no matter how many times I've tried I double clicking it, it shows the link  then when I leave the page and come back it's not there. Is there something else within the step-by-step that I need to check or uncheck to keep the link to my schedule C active? Also why is it giving her my 100% allocation that I clearly marked to be associated with my social security number in the step-by-step? Is there somewhere where I need to put her zero zero zero allocation within the step-by-step so that it will show up in this box with her SS# where it belongs instead of my allocation?    

To see your fees, go to: Tax Tools and Tools. These are down the left side of the screen in a black border.  Follow these directions.   Down the left side of TurboTax, click on Tax Tools.  Click on Tools.  Click on My Fees in the center of the screen. 

Can you clarify if you are using TurboTax Desktop or Online?  If using Desktop you can login with the same credentials you have been using and just create a new return using the steps above.   If you are using TurboTax Online you will create a separate account using a separate email.    @mland