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If you aren't able to talk to an IRS agent, you can make the payment online as well. To make an IRS payment online via IRS Direct Pay, follow these steps: 1. Visit the official IRS Direct Pay website. 2. Select the reason for payment (e.g., tax return, estimated tax). 3. Choose the tax year for which you are making the payment. 4. Enter your personal information, including Social Security number or Individual Taxpayer Identification Number (ITIN), filing status, and address. 5. Provide your bank account information (checking or savings account) for the payment. 6. Review your payment details and submit the payment. 7. You will receive instant confirmation that your payment has been made. IRS Direct Pay allows you to pay directly from your bank account without fees and schedule payments up to 30 days in advance.

You are able to review the California Military Retired Pension Exclusion in TurboTax, in the California state income tax return.   The exclusion may be found at the screen Any Pension or Annuity Adjustments.  Do you have a question?   The California Franchise Board states:   For taxable years beginning on or after January 1, 2025, and before January 1, 2030, California allows qualified taxpayers to exclude from gross income up to $20,000 of retirement pay from the federal government for service in the uniformed services or annuity payments received pursuant to a U.S. Defense Department Survivor Benefit Plan.    

If the Social Security number in box 2 of the SSA-1099 is not yours, you cannot enter that SSA-1099 on your tax return. The SSA-1099 must match your Social Security number to be reported on your return. Payments from your mom typically are not taxable income and should not be added to your income unless they are for services or income-producing activities.    

As indicated in an earlier post, you don't need to upgrade in TurboTax Desktop since all the forms and schedules are available. There will be various screens that will ask if you want to upgrade to Premier or continue with Deluxe. An example would be entering stock sales in TurboTax Deluxe.   Your question is on an old thread and instruction changes may occur from year to year. It is best to start a new question in the current year (2026).   @acdhNAV79 

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

If you are on the summary screen, you should be able to click start or update or edit next to the summary.  If you are not seeing that option, you can take the steps below.   To enter your self-employment income select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using*     This should give you numbers in your 2025 summary screen as well.   

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue   See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

You may have more than one TurboTax account.  See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

David, thank you for your reply.     The compiled 1099-INT I received contained eight different states from which I received 2025 muni interest payments,  After entering the data from each state into TT's 1099-INT interview with each state's digraph and interest amount paid and received through one brokerage, upon running the error check prior to filing, the consolidated 1099-INT flagged it for having the incorrect MX state digraph.    My state does not tax munies, and all states that paid interest were entered with their correct digraph.  TT created the MX, but doesn't want me to submit what it entered.      I'd like to get this filed but don't know whether to ignore the MX, change it in the form to one of the state codes, or remove the MX from the form and submit it blank.     Any advice received will be appreciated as the issue seems to be one internal within TT.  

Take a look at the following TurboTax help article to learn where to enter your Schedule C business expenses:   Where do I enter my self-employment business expenses, like home office, vehicle mileage, and supplies?