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Generally, using the square feet of the rented space versus the total home is an accepted method of determining the personal versus rental percent.  Since you use the shared space personally as well as using it for rental purposes, you could choose to leave that portion out of the rental calculation to be conservative in the total rental space.   Leaving out the shared space, your calculation would be 110 + 110 + 244 + 672 / 2368   No matter how you decide to do the calculation, be sure to keep some notes with your tax return to explain how it was done.

Yes, if your are in the phaseout range the earnings on the returned excess contribution can create a new excess contribution. In this situation it might be best to withdraw a little extra when you request the return of excess contribution plus earnings.    Please see What if I made an excess Roth IRA contribution for other options.

@cseveryn    For the "Online" software.....Sometimes...if you get a new PDF from your Online account for that prior year, that PDF will now contain all the worksheets, including the Charitable donations listings.   IF you remember to get the Full PDF with all the worksheets BEFORE you e-file every year, then you will have that extended PDF to refer to in future years.

@white10021 wrote: my tax federal said i was getting 395 back but only got back 241, why is that? Is $395 the amount on your Form 1040, Line 35a?   If so, it looks like the difference is $154.   You appear to be using Online Deluxe, at least that is what is shown below your question.   Did you prepare both a Federal return and a state return, then chose to pay your TurboTax product fees out of the Federal refund?   If so, there is an additional $40 service fee for that payment option ($45 for California filers.)   If the above does not describe your situation, please report back.    

PS if you are on TT desktop version in Forms mode, double click the penalty on your 1040, double click it again on the worksheet and it will bring up Form 2210 showing the penalty calculation, it will show this 2023 vs. 2024 safe harbor calculation and then the quarterly underpayments.  Not sure equivalent for TT Online but it should be in the PDF with "all forms and worksheets".

@lschaul  A couple things you can try.   When you try to print the PDF, a print window shows up. 1)  look for the checkbox to check...."Print in Greyscale".....then try printing one page to see if that worked.   or 2)  Uncheck the Greyscale checkbox, then click on the "Advanced" box...then look for and select the "Print As Image"....and try printing one page again....   Beyond that....who knows...try a different PDF reader????

This FAQ for estimated tax is useful https://www.irs.gov/faqs/estimated-tax   It's not so much about your final payment in April, but the minimum amount you need to pay "as you go" during the year.  This "safe harbor" to avoid penalty is to have paid "timely" during the year via withholding or quarterly ES either of: 100% of 2023 tax (110% if AGI > 150k), or 90% of 2024 tax, whichever is smaller.  If you didn't hit either of those that will trigger a penalty.  It's possible in the past you made safe harbor and owed some tax with your return, but this time you were under.   Looking forward to 2025, you may also see TT by default will generate ES vouchers for 2025 based on paying "100/110% of 2024 tax" in 2025 thru withholding or estimated taxes and assumes 2025 withholding is the same as 2024.  You can go through Other Tax Situations / Form W4 and Estimated Taxes to provide estimates for 2025 to see if you can then adopt "90% of 2025 tax" instead, and determine if any withholding is enough or you need to pay ES for 2025. Once you figure that 'safe harbor' amount it gets easier to think about withholding and estimated taxes and avoid penalties.

You can get a replacement copy of your SSA-1099 from the Social Security Administration.   Use the following link to get started:   Get Your Social Security Benefit Statement (SSA-1099)   When you have your document, you can use the instructions in the article below to enter the information:   Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?  

If you're referring to the Estimated Tax (ES) vouchers generated by TT, by default it is using a calculation for minimum tax payments based on 2024 information.   See FAQ on ES here https://www.irs.gov/faqs/estimated-tax   Generally, to avoid underpayment penalty for 2025 you either need to pay 100% of 2024 tax (110% if AGI > 150k), or 90% of 2025 tax whichever is smaller (the 'safe harbor').  See FAQ above for more details ('how do I know if I have to make quarterly estimated tax payments').   Unless you provide 2025 income information (see below), TT defaults to the 100/110% of 2024 option, assumes any withholding from 2024 remains the same in 2025, and the difference is the estimated tax vouchers it generates.   If you had a large one-time income event in 2024 you don't expect again in 2025 (e.g. Roth conversion, cap gains etc), this default estimated tax calculation will likely be more than you need to pay in estimated (or final) taxes.  If your income/withholding is steady year to year then the ES vouchers may also be too high or not needed as it's assuming by default you will pay "100% of 2024 tax" instead of "90% of 2025 tax".  Or, your withholding may be too low e.g. you owed too much tax on your 2024 return and had a penalty.   To adopt the "90% of 2025 tax" option, go thru the interview in Other Tax Situations / Form W4 and Estimated Taxes, which will ask for more information on your expected 2025 income and withholding.   You also simply ignore the TT ES calculation/vouchers if you are comfortable with your situation, but it's worth understanding why they were generated.  Once you figure out your 'safe harbor' amount it gets easier to think about withholding and ES if needed.

@ dmp13 wrote: my son filed and forgot to indicate that he could be claimed by me, my taxes were rejected, what do I need to do   New this year: If a dependent mistakenly indicated no one can claim them and causes a rejection of the parent's return, the IRS now allows the first-listed (primary) taxpayer (such as the parent) to get an IP PIN (a 6-digit Identity Protection PIN) and still successfully efile their return and avoid having to file a return on paper.   The dependent still has to amend their own return, however, to indicate someone can claim them.    I have seen users in this forum where it has worked. and the parents efiled successfully.    "Beginning in the 2025 filing season, the IRS will accept Forms 1040, 1040-NR and 1040-SS even if a dependent has already been claimed on a previously filed return as long as the primary taxpayer on the second return includes a valid Identity Protection Personal Identification Number (IP PIN). This change will reduce the time for the agency to receive the tax return and accelerate the issuance of tax refunds for those with duplicate dependent returns. In previous years, the second tax return had to be filed by paper."   "In the scenario where the dependent has already been claimed on another tax return, the IP PIN provides an important new option. The taxpayer listed first on an e-filed tax return claiming dependents can provide their current year IP PIN when they file. If they do, the return will still be accepted. The spouse (if married filing jointly) and the dependents on the tax return don’t need to provide an IP PIN if they don’t have one."   IRS Source: https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-de...

Unless the information on the screen specifies that it is asking for a monthly amount, then the expectation is that you are entering a yearly amount.   If you used the office less than the full year, then enter the expense only for the period of time it was used.  

@authoress540213 wrote: After completing my 2024 taxes, I owed the IRS. I immediately paid through the IRS site. TT immediately took their payment (of course), yet my state tax refund is deleted by the Federal bill.  This is poor accounting and needs to be corrected. If you're referring to a summary screen in Online TurboTax, it shows the net affect of the Federal and state returns.    It shows what is left in one's pocket when the 2 returns are netted.    That screen has confused many users for several years.