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Hi Andrew Thank you for responding, of which I was aware.  I'm a bit more concerned how this will look on next year's return (having taken $18k from gov't), when I am single.  Will I just have to return all that?  I just don't get it; I've never been faced with such an amount that I didn't EARN.  Thanks for helping, desperate in CT, KrGY8888

If the information you retrieved from the IRS website is your wage and income transcript that lists the W-2, 1099-R, or any other forms reported, you can use that information to file your taxes and use these steps in TurboTax to file  form 4582 to notify the IRS that you attempted to get the actual forms, but were unsuccessful.       Hope this helps! Cindy

To report the withdrawal of an ineligible Roth IRA contribution in TurboTax for 2024: Go to the IRA contributions section. Indicate you made a Roth IRA contribution for 2024. When asked if this is a repayment of a retirement distribution, answer "NO" Report as withdrawn by the due date. Enter the amount withdrawn (the excess contribution plus any earnings). TurboTax will guide you through reporting the distribution to avoid penalties. This ensures the excess contribution and its withdrawal are properly reported on your tax return.  **Please say "Thanks" by clicking the thumbs up icon in a post ***Mark the post that answers your question by clicking on the "Mark as Best Answer"

Intuit can set its own prices.   If you get a better deal through your brokerage or from a retailer, nothing is stopping you from taking advantage of the better deal.     https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548  

As you are in the designated LA fire area, you will not need to file any special forms to inform the IRS or CA FTB for making the payment by October 15, 2025. Your address on the tax return automatically notifies the IRS of the reason for paying by October 15, 2025. If the IRS  send you a late payment notice, you will need to call them and ask them to remove the penalty as you are in the disaster zone. In Turbo Tax, you will need to take the following steps to report the casualty losses: Steps to enter your disaster loss in TurboTax Sign in to your TurboTax Online account and select "Take me to my return". Go to the federal section and select "Deductions & Credits". Navigate to the "Casualties and Thefts" subsection. In TurboTax Desktop, you can use the search feature to jump to this section. Answer "Yes" to the question about whether you had anything damaged or stolen. In the "Description" field, enter the name of the disaster. For the 2025 Los Angeles County wildfires, a format like "California, Los Angeles County Fire" is appropriate. Continue following the prompts to enter the specific details of your property loss, damage, and any insurance reimbursements you received In the California section, the prompts will ask you if you are in the disaster zone. Make sure to answer them correctly.  CA FTB will not issue a penalty notice for the 2024 taxes paid and return filed on October 15, 2025 or even the estimated taxes paid on that date.  

Yes, there was personal use of the home.  I am not, nor did I indicate, that I am a real estate professional.  I entered the data using the TurboTax (TT)  "guide me through" method and I did not see any check box for "other passive exceptions".  I did not sell the home.     I went back through and followed the guidance to fill out the forms and checked everything.  The program is still allowing the losses and my modified AGI is well over $150K.     There is a huge difference in refund value between what TT is saying and what my tax pro is saying.  

As you are still married, there are only two filing statuses available: Married Filing Jointly (MFJ) and Married Filing Separately (MFS). For 2024, the standard deduction for MFJ is 29,200, and for MFS it is 14,600 (the same as filing single). If your itemized deductions are less than these amounts, TurboTax will recommend the standard deduction, as it is the more favorable tax position. The standard deduction does not require any documentation to be claimed and it is accessible to taxpayers in most circumstances. If you are filing Married Filing Separately (MFS) however, there is one further consideration. Both you and your spouse need to choose either the standard deduction or itemized deduction. To put it another way, if one of you opt to itemize deductions, both of you must itemize deductions, and vice versa.