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March 5, 2026
4:16 PM
Type 'disability' in the search bar and the question then popped up for me. It did not automatically ask it as in previous years.
March 5, 2026
4:16 PM
1 Cheer
Thank you for your reply @DavidD66 . However, I tried that calculation as well using the figures given in that section and it also did not match the number given for "Effective Tax Rate." I trie...
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Thank you for your reply @DavidD66 . However, I tried that calculation as well using the figures given in that section and it also did not match the number given for "Effective Tax Rate." I tried every calculation I could think of but could not come up with the number given.
March 5, 2026
4:16 PM
Right click into the field.
March 5, 2026
4:16 PM
I don’t need form 1095-A so I chose no, but I keep getting that error and I can’t file.
Topics:
March 5, 2026
4:15 PM
@MikeKillor56and @cardsfor4 How did you guys manage to delete the People Worksheeet?? It just re-appears again. I have no education related expenses so I'm trying to get the worksheet out of my ret...
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@MikeKillor56and @cardsfor4 How did you guys manage to delete the People Worksheeet?? It just re-appears again. I have no education related expenses so I'm trying to get the worksheet out of my return, but no luck... SE (TurboTax Deluxe Desktop 2025 for Windows)
March 5, 2026
4:15 PM
I assume you are referring to the new senior deduction. This benefit is up to $6,000 (single) or $12,000 (joint) and is in addition to the standard deduction. You can see the information for t...
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I assume you are referring to the new senior deduction. This benefit is up to $6,000 (single) or $12,000 (joint) and is in addition to the standard deduction. You can see the information for the Senior Deduction reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.
March 5, 2026
4:14 PM
No one on this public forum can "check what additional information is needed..." for your return. No one here has access to your tax return information. The message you received, was it an email? ...
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No one on this public forum can "check what additional information is needed..." for your return. No one here has access to your tax return information. The message you received, was it an email? Who sent the message and what else did it say? It could have been a phishing email trying to get you to click on a link and enter information.
March 5, 2026
4:14 PM
If you have a capital loss, your return requires Schedule D which is not included in the Free Edition. What tax form are you entering? What forms are included with Free Edition?
Why do I h...
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If you have a capital loss, your return requires Schedule D which is not included in the Free Edition. What tax form are you entering? What forms are included with Free Edition?
Why do I have to upgrade from Free Edition?
March 5, 2026
4:14 PM
1 Cheer
No, you are using the 4797. I am trying to enter the nominee half and hitting the wall you hit. Putting in the nominee part is not working. You will have to file it with your half correctly and add ...
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No, you are using the 4797. I am trying to enter the nominee half and hitting the wall you hit. Putting in the nominee part is not working. You will have to file it with your half correctly and add a disclosure statement that you have a nominee for the rest of it. Instead, I am struggling with the disclosure form as well. There are quite a few. You may need to use Blank Form instead.
The first goal is for your tax return to be correct. Claiming your half correctly is priority. The IRS should be able to match up your form plus the nominee to understand the issue. The disclosure or blank form or nominee entry helps them identify the issue more quickly. Keep all of your proof together in case the IRS asks in a few years.
March 5, 2026
4:14 PM
We in the Community cannot see your private tax data, so you will have to provide us with more context for us to know what you are talking about.
We thank you in advance for any screenshots (w...
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We in the Community cannot see your private tax data, so you will have to provide us with more context for us to know what you are talking about.
We thank you in advance for any screenshots (with personally identifiable data redacted) but this year we have had problems viewing customer screenshots in Community. so please give us a verbal description of what you are doing as best you can.
March 5, 2026
4:12 PM
I think it was higher than advertised
Topics:
March 5, 2026
4:12 PM
Entering for Solar & Battery project.
Topics:
March 5, 2026
4:11 PM
I figured it out
March 5, 2026
4:11 PM
TO REMOVE TURBOTAX LIVE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US
March 5, 2026
4:11 PM
Topics:
March 5, 2026
4:10 PM
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new...
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The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO. You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)
The deduction is not on the same line as your standard deduction. It is shown separately.on line 13b.
2025 STANDARD DEDUCTION AMOUNTS
SINGLE $15,750 (65 or older/legally blind + $2000)
MARRIED FILING SEPARATELY $15,750 (65 or older/legally blind +1600)
MARRIED FILING JOINTLY $31,500 (65 or older/legally blind + $1600)
HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)
For 2025 through 2028 there is an extra deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
(The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)
The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. Turbo Tax automatically includes it.
IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf
Need to see it?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
If you are not getting the senior deduction it is because
Your date of birth in MY INFO shows that you were not 65 by the end of 2025
Your income is too high
You are filing married filing separately
March 5, 2026
4:09 PM
To enter estimated tax paid in 2025
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates
March 5, 2026
4:09 PM
I had excess HSA contributions since I was a dependent and could not have a HSA. I've removed them from my HSA but turbo tax puts them as unearned income and thus into form 8615. There should not t...
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I had excess HSA contributions since I was a dependent and could not have a HSA. I've removed them from my HSA but turbo tax puts them as unearned income and thus into form 8615. There should not trigger form 8615 - how do I force Turbo Tax to skip it?
March 5, 2026
4:09 PM
Did you try the tips in this help article? How do I enter my tax-exempt Medicaid waiver payments from IHSS in TurboTax? These steps will ensure your exempt income is reported accurately while still...
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Did you try the tips in this help article? How do I enter my tax-exempt Medicaid waiver payments from IHSS in TurboTax? These steps will ensure your exempt income is reported accurately while still allowing you to e-file your return.
If you don't have any dollar amounts on your W-2, you qualify to exclude the income under IRS Notice 2014-7, and you don't expect to qualify for Earned Income Credit or Additional Child Tax Credit, then you don't need to enter the W-2 at all. And make sure you don't have any empty forms included by using the delete a form tool.
How to delete forms in TurboTax Online
How to delete forms in TurboTax Desktop
March 5, 2026
4:08 PM
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
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Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.