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Interest income is reported all in the same place regardless of what form it may be on. It is reported under investment income and interest is selected.  The steps are listed for you in the link below. Where do I enter a Form 1099-INT? (even if you don't have this form) @raghu-k-murthy 

This worked for me, no 8283 when I looked at forms but there were 2 hidden 8283 following these instructions   I deleted both and then went back through my return and it created an 8283, should go through this time     thanks

@user17700666027 If your only income is from Social Security on a Form SSA-1099 and retirement income on a Form 1099-R, there is no need to upgrade from the Free online edition. Did you have any other income or did you contribute to an IRA so that you would be eligible for the Saver's Credit (not supported by the Free edition)   You may want to clear your tax return and start over to get rid of the requirement to upgrade. 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. 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

I have $3 being reported on a 1099-DIV from sale of a mutual fund. Turbo Tax is generating a form 8995 and won't let me delete it. From what I understand, I don't think mutual fund qualifies as a pass through from whatever underlying investment might be considered a partnership so I should not get the deduction. It's sure not worth it to me to chance it for $3 bucks so I'm just trying to delete the form but the form keeps reappearing after I delete it. If my only work-arounds are to modify the 1099 DIV or to print and mail hardcopies myself, it defeats the purpose of using TurboTax to e-file.

Most likely you have a tax credit, such as an earned income credit, that is going down as your income decreases. If the decrease in the credit is more than the decrease in your tax before the credit, then your net tax due will increase. You can look at your Form 1040, lines 18 to 32 to see what is happening to your credits as you enter more business expenses.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done

It still hangs up turbotax, but of course NOT until you have gone all the way through paying for filing, e-signing, et al.  How are we ever to know when to try again, or are we expected to just get up every day and try again?

@jmel1   From the IRS:   Deduction for Seniors New deduction: Effective for 2025 through 2028, individuals who are age 65 and older may claim an additional deduction of $6,000. This new deduction is in addition to the current additional standard deduction for seniors under existing law. The $6,000 senior deduction is per eligible individual (i.e., $12,000 total for a married couple where both spouses qualify). Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). Qualifying taxpayers: To qualify for the additional deduction, a taxpayer must attain age 65 on or before the last day of the taxable year. Taxpayer eligibility: Deduction is available for both itemizing and non-itemizing taxpayers. Taxpayers must: include the Social Security Number of the qualifying individual(s) on the return, and file jointly if married, to claim the deduction.

To enter your Option Subject to Section 1256 information, do the following:   Go to Wages & Income Scroll down to Less Common Investments and Savings Select Contracts and Straddles and click Start Select Yes on the next screen where you are asked, Any Straddles or Section 1256 Contracts? Answer the questions as they relate to your Form 1099-B  

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

In the Forms Mode, check the 1040 line (13b).   It is not listed with the standard deduction line (12e) The senior credit is listed along with other possible credits. The source document is Schedule (1-A) It is listed on the second page [Part V]. @jmel1

When logging in through the Expert Assist option on the web based TurboTax platform, the system at least generates a specific New York State error message upon attempting to initiate the state return. By contrast, the Windows desktop version is significantly more confusing, particularly for a user who has not previously navigated that interface. It appears only that the relevant form has not yet been released, but the web based platform at least makes that fact apparent. The desktop version does not, and TurboTax should do a better job of clearly explaining this issue to users on the desktop platform.