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To indicate that you have taken your full RMD amount, after you have checked the "I transferred all or part of this money directly to charity" in the prior screen, the next screen will be, "Let's get more information about your...(RMD)".   In this box, you should indicate only the amount that was the RMD amount (no extras).   In the next section, "How much of this distribution applied to your December 31, 2025 RMD?", indicate the amount you used above by selecting, "Some of this distribution applied...".   Ensure that the two amounts above are equal and are only your RMD.   The next screen will ask how much of your distribtion went directly to charity. Here, you enter your charitable contributions.   This should clear your RMD notices.

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

You are correct that it qualifies and in this case that you will have to use the purchase date as the date placed in service to get past this section.     I will submit this for review by the development department.  Thank you.

To enter a contribution to an HSA (other than payroll deduction for an employer sponsored plan) in TurboTax Online:   Go to Deductions & Credits Scroll down to "HSA, MSA Contributions Form 5498" Next to "HSA, MSA Contributions" click on Start or Revisit Check the  box for the health related accounts you had in 2025 & Continue Answer the question about using your HSA, and if applicable enter your Form 1099-SA Indicate Yes to "Did you put money into an HSA for 2025?" On the "Let's enter your HSA contributions" screen enter the amount of HSA contributions other than payroll deduction

The Standard Deduction for Single or Married Filing Separately is 15,750 Head of Household is 23,675 Married Filing Jointly is 31,500 Add 2,000 for 65 and older, or blind when filing Single, MFS or HoH If filing Married Filing Jointly add 1,600 for each spouse Blind or “65 or older” OR Add 3,200 for each spouse Blind AND “65 or older” (MFJ) For Tax Years 2025 through 2028, there is an additional 6,000 deduction for seniors.  TurboTax makes this calculation automatically and lists the “Additional Deduction” on the new Schedule 1-A which flows to your 1040 line 13b. It is NOT added to your Standard Deduction.  

If your taxes/refund due are not displaying in the top corner of your TurboTax program, it may be because the running total is not shown until after income, deductions, and credits are entered into TurboTax and you have reached the Federal Review section.   In some versions of TurboTax the  "running total tracker" that used to update at every step has been replaced with a total that appears toward the end of the filing process.   You may be able to resolve this by clicking on "Review" in the left panel menu of your TurboTax screen.   You can also try switching browsers.   Click here for Why don’t I see a refund tracker or my taxes owed?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

If you didn't file a return at all, you can start from scratch.  The following link has TurboTax download products for years going back to 2022.   It's also possible that, if you total income was below the filing threshold - for example, for 2025 that threshold is $15,750 for someone with a Single filing status - you wouldn't need to file a return.  However, it is usually in your best interest to file returns every year regardless as to whether or not they are needed.  For example, applying for a home mortgage loan will typically require a few years' worth of tax returns.

this is the second year in a row that I can't find my previous year's tax return on my computer and I can't even open up last year's turbotax to find my last year's taxes.  WTF. at least I saved as a PDF   I guess next year I will move to a different platform if turbotax.

This is a follow-up question to Bretthardy's line of questioning 10 months ago regarding how to correctly fill out Form 709, Schedule A, Part 1 for a single gift when gift splitting with your spouse.   I have the exact same situation and question that you had in April 2025 and I just wondered, now that the 2024 tax season has ended, if you could confirm that filling out ONLY the TOP HALF of Schedule A, Part 1, for both my wife's and my Form 709's was the correct way to complete that section.  Thanks in advance for any feedback that you can offer!  

You are getting an error due to rounding on your 1099-Q.  My suggestion is that you round the amounts yourself before entering them.  When you do this, Box 1 needs to be the sum of Box 2 and 3.  Adjust Box 3 by $1 to make the math work.