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Here's a tool that should get you directly to the estimated tax payments reporting section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.

Yes, there is another way. Select the best option for you below. Enter the EE Bond interest as though you did get a 1099-INT for 2025. Add all the information requested and then be sure to enter the US bond interest in Box 3.  TurboTax will know this is US bond interest and it will not be taxed to your state.  If you already have a 1099-INT from the same financial institution you can simply add the EE Bond interest in Box 3. Next year, 2026, when you do receive a 1099-INT for this interest, then you can use your method to remove it 'Need to adjust interest' and you will select the reason as 'This savings bond interest previously reported'.

TurboTax Free Edition generally does not support reporting nonqualified retirement plan distributions or life insurance surrenders (1099-R with specific codes), typically requiring an upgrade to a paid version such as Deluxe. These distributions are often treated as taxable income, reclassified to Schedule 1, and in cases of policy surrender (Code D/1099-R), it is not considered a "simple" return.   Please see this help article for more information.   @stuart-td-anderson 

Follow these steps: Go to the State Taxes tab and start/revisit Ohio. Proceed through the screens until you reach the "Income Allocation" or "Part-Year Resident Allocation" section. TurboTax will show you a list of your income and deductions.  Look for a screen titled "Ohio Adjustments Allocation" or "Medical/Health Care Expenses Allocation." You will see two columns: Total (Federal) and Ohio. Find the line for your ACA premiums (it may be labeled "Unreimbursed Medical Expenses" or "Schedule of Adjustments Line 44"). Manually change the amount in the Ohio column to $0 (or only the amount paid while a resident). This tells the software: "This is a valid deduction for my total tax, but it didn't happen in Ohio."   In forms mode: Form IT NRC line 8 data sources to Schedule of Adj where you can make entries on line 44. Your Col B Ohio amount should be smaller than Col A by the amount of the premiums on your 1095-A. @cgsg26 

So you made Roth IRA contributions for 2024 and 2025, but didn't have enough earned income to support the contribution, so the funds were withdrawn by Vanguard who then moved them to a brokerage account.   The 2024 Form 5498 reporting the IRA contribution that you made of $7,000 is correct as it is.  This will support the 1099-R distribution you received for 2025.   Both of your Roth contributions were removed from the retirement account and moved to a brokerage account.  You now have a 1099-R form that needs to get reported on your return.  You mentioned that the 1099-R is reporting a gross distribution in box 1 that is lower than the amount you had contributed to your Roth initially, which means there would be nothing taxable to you for this distribution.  Your 1099-R is likely showing a box 7 code of J for an early distribution.   Go ahead and enter the 1099-R in TurboTax.  Follow these steps after you have entered the data from the 1099-R:   You may get a question about box 2a or 2b being blank - it's OK if they are, just answer no to "Do you have info in Box 2a or Box 2b?" - you might have the total distribution box checked in 2b You may then get a question about the IRA/SEP/Simple box being checked on the 1099-R? - it shouldn't be checked "Did this money come from a Roth IRA?" - Yes You'll get a screen "How your taxes are looking so far" - click Continue The next question will be about state related deductions - if it shows up, check the appropriate answer and Continue "Do any of these situations apply to you?" - None of these apply "Did you roll over . . .?" - check I did something else "Did you use the money you withdrew to buy your first home?" - No, I didn't Click Done on the 1099-R screen Answer the question about disaster distributions and then click Continue "Owned Any Roth IRA for Five Years?" - No "Roth IRA open on 12/31/2025?" - No "Roth IRAs" - yes you did open a Roth IRA in 2024 or a previous year. "Did you withdraw from your Roth IRA before 2025?" - No "What were your Roth contributions prior to 2025?" - $7000 "Did you convert a traditional IRA to a Roth IRA before 2025?" - No "Roth IRAs" - enter the $7000 contribution you made for 2024 here "Value of Roth IRAs on 12/31/25" - 0 Next go to Deductions & Credits:   Scroll down to Retirement and Investments and select Traditional and Roth IRA contributions Check the box for Roth IRA Was the contribution a repayment - No Enter your regular Roth IRA contributions - $7000 Did you recharacterize? - No Did you open any Roth IRAs in 2024 or earlier - Yes Did you withdraw from your Roth before 2025? - No Roth IRA contributions before 2025 - $7000 Did you convert - No Excess Roth IRA contributions in 2024 or prior years - $7000 Value of Roth IRAs on 12/31/25 - should be zero since Vanguard withdrew all the funds If you follow these instructions, then line 4a on your 1040 will be $13815 for your total distribution and line 4b will have a 0 for the taxable amount.   Since you now have a brokerage account with Vanguard, you want to be sure to get all the tax forms related to that account - you may get a 1099 Consolidated that will report 1099-INT, 1099-DIV and 1099-B for any sales of securities you made from that account.

No, there is no connection. The New York State (NYS) inflation refund checks did create specific steps to tax it appropriately on the federal and remain tax free to NYS.  If you find the amount was included in your NYS return by mistake, you may want to amend your return.    First, make sure that NYS did NOT already adjust your return to remove that amount. This means you must check your refund received against what you had on your tax return. If you find the NYS inflation refund was included in your NYS income, you can use the steps below to make a correction by amending only your state return. Read all the instructions first so that TurboTax knows the original numbers and the corrected numbers. How do I amend my state return? The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   Do not enter it as Other Income directly so that it will be reflected correctly on both the federal and NYS return.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS) Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.) 'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.

This Veterans Administration website states:   Do I have to pay taxes on the VA education benefit payments I receive?   No. Payments from all GI Bill programs are tax-free. This is true for you, your dependents, and your survivors.  Tax-free education benefits include:   Tuition Training fees Test fees for licenses and certifications Money to pay for a tutor Work study Books Housing Please do not include education benefit payments as income when you file your taxes. 

@ stu3 wrote: $150 tax expert special Does this include Federal and state? Yes, if it's this special (linked below) and you qualify.  This is the quote from the TurboTax website:   "If a TurboTax expert didn’t file for you last year, they’ll do your federal and state taxes for you, no matter your tax situation, for only $150. Otherwise, price starts at $89-$129+ and final price varies based on the complexity of your taxes and the forms you have (state additional). File by 3/31."  (emphasis added)   See more details here about the special offer: https://turbotax.intuit.com/#modals/ty25-fso-offer-details At that page click the "Details" link (just above the blue Get Started button) to get a popup with more info.   At the bottom of that Details popup there, down in the small print area it says: "Offer available only to customers who did not file with TurboTax Expert Full Service in tax year 2024. Offer applies to the cost of federal and state returns filed using TurboTax Expert Full Service. Excludes S-corp, partnership and multi-member LLC returns and TurboTax Canada products. Offer does not apply to add-ons or other services. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Must file by 3/31/2026, 11:59pm ET."  (emphasis added)

Your tax-free amount previously recovered would be your total investment in the contract less the amount in box 9(b). 9(b) reports your total investment less the amount recovered tax-free in previous years. You may need to ask your broker what you total investment in the plan was.

there is no form 9060 in my return.  when I search for the form nothing opens.  the source for line 9b form 8960 is the form 8960 worksheet.  there are 10 lines which each draw from different parts of the return, which are correct in their parts, but do not carry over into the worksheet for 8960.  how to fix?