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Are you claiming a qualified dependent?   Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.  

The question is asked in the interview which follows the entry of your form1099-R. Follow that interview slowly and correctly answer all questions.   In TurboTax Online, open your tax return Click on Federal in the left-hand column, then on Wages & Income Navigate to the list of income categories Locate the section Retirement Plans and Social Security and click on the arrow on the right Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R). Enter your form 1099-R and follow the interview When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I converted some or all of it to a Roth IRA and Click Continue

The TurboTax IRA calculator tool has a coding error. It does not follow the rules stated in the IRS publication, which are: Kay Bailey Hutchison Spousal IRA Limit   For 2025, if you file a joint return and your taxable compensation is less than that of your spouse, the most that can be contributed for the year to your IRA is the smaller of the following two amounts. $7,000 ($8,000 if you are age 50 or older). The total compensation includible in the gross income of both you and your spouse for the year, reduced by the following two amounts. Your spouse's IRA contribution for the year to a traditional IRA. Any contributions for the year to a Roth IRA on behalf of your spouse. This means that the total combined contributions that can be made for the year to your IRA and your spouse's IRA can be as much as $14,000 ($15,000 if only one of you is age 50 or older, or $16,000 if both of you are age 50 or older). But TurboTax shows:  

The additional senior deduction enacted due to the One Big Beautiful Bill Act (OBBBA) is not reported as part of the standard deduction on your tax return.  Instead, you will see it included on Form 1040 line 13b.     Amounts shown on line 13b can be traced back to Schedule 1-A line 38 where the total Enhanced Deduction for Seniors is calculated.    

Yes, provided you haven't already filed the return and you've paid the TurboTax fees.   You will have to pay all of the TurboTax fees  You will have to use a credit card, debit card, or prepaid card.  You can't deduct fees from your refund if you choose a paper check.  To select the paper check option Go to Review and File Select the paper check option instead of direct deposit.  

Yes, Form 1099-R box 9b represents the amount that you contributed to the retirement plan, or your 'plan cost'.     This number is used to reduce the taxable portion of each distribution that you receive from the plan.  Each distribution is a combination of returning some of that cost to you and the rest is from earnings or contributions made by the employer.  The portion of the distribution coming from your plan cost is not taxable to you.     Typically, box 9b may only be included on Form 1099-R for the first year distributions are received, so it is important to keep up with that amount in the event it is needed on future tax returns.    

I purchased a turbo tax from sams club. Finished my taxes with turbo tax and was not able to use what i purchased for 45 dollars code did not work> can i please get a refund because sams club will not refund this. Thank you