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To fix your state return, review the data entered in TurboTax and ensure all entries are correct. To resubmit your filing:    1. Go to File 2. Revisit and navigate through all three steps, confirming your previous selections 3. Proceed through the filing prompts 4. Complete your filing

 Paying your fee did not file your tax return.  DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   @Shawnplybon

What about Form 1041 Schedule B line 10 (other amounts paid, credited or required to be distributed)? Do I enter the amount distributed to the beneficiaries or zero?  I'm entering zero for line 9 because there was no income earned. Thank You for you reply.  

The reason TurboTax informs you that your $19,342 in medical, dental, and vision premiums will not affect your taxes is due to two IRS limitations.   First, the IRS only allows you to deduct medical expenses that exceed 7.5% of your Adjusted Gross Income, which means the software must first subtract a large portion of your spending before any of it counts as a potential deduction. Based on the $13,787 threshold mentioned, only about $5,555 of your total medical costs are deductible.   The second reason this deduction likely has no impact is that you must itemize your deductions on Schedule A to use that $5,555, but the standard deduction for 2025 is significantly higher than that amount. The standard deduction starts at $17,750 and can go much higher depending on your filing status. Because your qualifying medical expenses are lower than the standard deduction you receive automatically, TurboTax identifies that using the standard deduction saves you more money than trying to itemize your medical costs. It is possible if you are still working on your return and have more itemized deductions to enter, that this medical expense deduction could end up being utilized after all.

Hi @dmertz,   You are the one who assisted me with TY 2024 when I was preparing my parents tax return after his passing.  I couldn’t have done it w/out you.   My Dad passed in July of 2024 and in October of 2024, I had my Mom take my Dad’s final RMD, which he had not taken prior to his passing.  I had her use his age/denominator.  My Mom shouldn’t have taken anything in 2025 for my Dad, correct?  I thought we satisfied the IRS’ requirement by taking his final RMD in the year of his passing.  So in 2025, I had my Mom only take out HER RMD’s, using her age/denominator.  Was this wrong?   This year, that TT radial button asking if it was an inherited IRA threw me off because technically she *did* inherit it.   Thank you for letting me know the IRA is now treated as her own, so I will NOT check the inherited button  and I won’t have this issue next year.   I don’t know why the credit union only gives her one 1099-R.  The statement does show only one main account number, and the two separate IRA CD’s have their own “sub-number” and IRA CD maturation dates.  I won’t worry about it because the sum of the 1099-R is equal to the RMD necessary from both IRA’s.   I am now concerned about your statement that my Mom should have taken an RMD in 2025 for the IRA she inherited, even though I thought we satisfied that requirement in 2024 by using my Dad’s age/denominator.  Please let me know.   Thank you so much!

  You may not be seeing the $500 "Other Dependent Credit" because it is a nonrefundable credit that only applies if you have a positive tax liability (Line 24 of your Form 1040) to offset.   If your tax liability is already zero, or if you earn too much (over $200k/$400k) , you may not see this credit on your TurboTax return.    It would also depend on your individual facts and circumstances and whether the person qualified as your dependent.    The requirements to claim a dependent for the Other Dependent tax credit on your tax return are: They must be your relative (such as dependent parents) or a person who is not related to you if they lived with you for the entire year and are a member of your household. They must be claimed as a dependent on your tax return. The dependent  can be any age, including those who are age 18 or older but they must not have been used to claim the CTC/ACTC. Your child that is over age 17 can qualify and if they are a full-time student they can be up to 24 years old. They can be any age if totally and permanently disabled. The dependent must have lived with you more than half of the year (these exceptions apply). You must have provided more than half of their support during the tax year. They must not have filed a joint return with anyone else (unless to claim a refund of taxes withheld). The dependent must be a U.S. citizen, national, or resident alien. The dependent must have a valid Social Security Number (SSN), Adoption Taxpayer Identification Number (ATIN), or Individual Taxpayer Identification Number (ITIN) issued by the return's due date.   If these requirements are met, you should go back through your personal information and review your dependent information. (You can click on "Edit" next to the name of your dependent) to make sure everything was answered correctly.    Make sure you have answered that your dependent has a valid social security number and you did not check not valid for employment Make sure you have answered that your dependent does not provide more than half of her own support (if she does not) and  Make sure you have answered that  your dependent can not be claimed on someone else's tax return, and Make sure you have answered that your dependent was a student, if they were.   Watch for a screen labeled "Less Common Situations for [Dependent's Name]" where a checkbox for full-time student status is present.    Click here for additional information regarding dependents. Click here for additional  information on who you can claim as a dependent. Click here for information on how to claim a dependent.    Please return to Community if you have any additional information or questions and we would be happy to help. 

Try using the search bar.    To get to mortgage interest entry using the TurboTax search bar, follow these steps: 1. Locate the search bar at the top right corner of the TurboTax screen. 2. Type "mortgage interest" into the search bar. 3. Select the option related to Mortgage Interest and Refinancing (Form 1098) from the search results. This will take you directly to the section to enter your mortgage interest information.

Hi MarilynG1 Thank you for letting me know that 1040x will not be fully available until March 4th. My original 2025 federal and DE state returns were already accepted and I received my refunds from both, the IRS and the state of Delaware. TurboTax allowed me to prepare the 2025 amendment federal and state tax returns. I was able to view the form 1040x in forms and in print preview. All the information I entered to correct my 1099INT appears correct. It also brought me to the screen where you enter all the information for electronic filing, but I did not go any further because when I reviewed the returns, the form 1040x was loaded up in a two bland PDF, followed by the smart sheet that were populated with my data, the up 1040 SR return and the DE amendment state return. So the only return that was not viewable in PDF was the 1040x return. This is why, I didn’t attempt to continue with efile. I will wait until March 4th. I would like to get this done as soon as possible because I now owe taxes and do not want to pay a penalty.

The update to Form 8915-F was pushed through this week, and it should be operational for you now. If not, try these troubleshooting steps to update your software:    First, begin logging out of the TurboTax platform you're using, Online or Desktop. If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Or, Try using a different web browser to login and complete your entries.  If you are using TurboTax Desktop Make sure the software is updated. (Mac) If you haven't rebooted your computer, please do. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  **You might also want to uninstall and reinstall your desktop product (this has worked for some users). Make sure that you save the file and do a back up of your information (you do not want to lose any information). See: How do I back up my tax file in the TurboTax Desktop software?

In TurboTax, in the Michigan state income tax return, at the screen Location of Property, I selected No.   I proceeded through to the end of the Michigan state income tax return.   No Michigan MI-1040CR7 was generated or reported.   @helpmedeletethis 

You can e-file an amended return just yet. The IRS will start accepting amended returns on March 4th.   If you need to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should adhere to these guidelines: You must first wait until the initial return has been fully processed. You will need to use the same TurboTax account that was used for the original tax return. Once you start your amendment, you will see your original return. The refund calculator will reset to $0 and will only reflect the change in your refund or tax due. Only make changes to the sections of your return that require correction. You have three years from the date you filed your return or two years after you paid the tax due (whichever date is later) to file an amendment.

@ Stacie11 wrote: Hi I filed my husbands taxes and his got denied but mine got accepted but we don’t have a log in indentation for his so we don’t know what we did wrong ? Since you refer to "his" and "mine",  did you file the returns using a status of  "married filing separately?"     If so, did you use the desktop software which can prepare multiple returns, or did you use 2 separate accounts in Online TurboTax?  Online TurboTax can only prepare 1 Federal return per account per year.    Hopefully, you didn't use the same Online account for both returns.   So please explain more about how you prepared and filed the returns.   "His got denied..."       Does that mean there was an efile rejection?    If so, what was the rejection error code or message?  Or are you saying you don't know what the rejection code/message is because you can't log into somethaing???   Did he not get an email with the reason?   "we don’t have a log in indentation for his so we don't know what we did wrong."        Obviously "indentation" is a typo in that sentence, but even allowing for that I don't know what that means.   Does that mean a User ID???   Please explain that more.  Again, I hope that doesn't mean you prepared 2 online returns in the same account.