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@M-MTax wrote: On the other hand, it's really early to make assumptions, I believe. Merrill and a few others won't be issuing their 1099-Bs for a LOT of clients until February 15th (or later). Last year, if I recall, the likes of E*Trade, Merrill, Ameritrade (Schwab), and a few others didn't get their 1099-Bs out in an import-type format until almost the end of the month. Three points. 1. My ML 1099 is online now. 2. In previous years, ML was on the program list, and if you tried to get your 1099s before they were ready, there was a message that 1099s would be available electronically on X date. 3. BofA is on the list, and when I checked last night (in case all ML accounts were lumped under BofA) I got a message that BofA 1099s would not be available until midnight PT on February 5.  (And FWIW, my ML statements are not included under BofA).    So the idea that ML is not missing due to a bug but will be listed when the forms are available is not consistent with other past or current year behavior. 

@mburchyett If you are using the TurboTax desktop editions installed on your personal computer and Not the online editions, then what you are seeing is a Recommendation to upgrade.  It is NOT a requirement to upgrade.  So you can continue to be using your current desktop edition.   The Deluxe desktop edition supports the sale of a second home in the investment section.   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

After entering your W-2 income, continue through the screens where you will be asked about Uncommon Tax Situations. One of the options is entering overtime compensation eligible for the deduction. This may be reported in box 14 by some employers or found on your final paystub of 2025.   Individuals who receive qualified overtime compensation may deduct the pay that exceeds their regular rate of pay, generally, the “half” portion of “time-and-a-half” compensation, that’s required by the Fair Labor Standards Act and reported on a Form W-2, Form 1099, or other specified statement furnished to the individual. Maximum annual deduction is $12,500 ($25,000 for joint filers) Deduction phases out for taxpayers with modified adjusted gross income over $150,000 ($300,000 for joint filers) The deduction is available for both itemizing and non-itemizing taxpayers One, Big, Beautiful Bill: How to take advantage of no tax on tips and overtime   @kvatcher99 

If you used TurboTax to prepare your 2022 federal return you can go back and use TT to prepare a 2022 state return, but you will need to use the desktop download software on a full PC or Mac; you cannot use online and you will not be able to e-file--it will have to be mailed.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   Or get the tax form from the state and prepare it by hand. https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0       Or...seek local paid tax help.      

UPDATE: TURBOTAX AUTO MARKED AS SOLVED AND ITS NOT FULLY SOLVED. WE ARE ALL STILL BEING CHARGED THE FEES TWICE!    THEIR STAFF IS ATROCIOUS AND DOESNT UNDERSTAND AFTER I EXPLAINED IT TO THEM ON A PHONE CALL.   whoever drops the law suit, please be sure to reply and give me the info to join in. I’m pissed

I'm a long term TT user.  It has slowly deteriorated the past few years but this 2025 version is horrible. If I could return it I would.  I will attempt to struggle through, if I am successful it will take me hours longer than usual.  There are some thing AI or FAQ's have yet to handle better than humans.   If I could get to a human I might be able to get an answer to the road block TT has planted squarely in the road of my progress.

 If your 19 year old is not a full-time student and if he earned more than $5200 in 2025 --not outing any Social Security--- he cannot br claimed as anyone else's dependent.    If he was a student, you can claim him as a dependent and get the non-refundable $500 credit for other dependents.  IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent     Are you sure you have  a W-2?  Does it show amounts withheld for Social Security and Medicare?   Or do you have something else---like a 1099NEC?   https://turbotax.intuit.com/tax-tips/irs-tax-forms/what-is-a-w-2-form/L6VJbqWl5      @user17700594508

  @aviaasus wrote: Does the TurboTax Business Desktop version for Tax Year 2025 include the fiduciary form for Kansas (K41)?  No, it does not. TurboTax Business does not support Kansas fiduciary returns.   See https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_states_windows_selector.html

It depends. If you itemize deductions (versus taking the standard deduction) and if your medical expenses are more than 7.5% of your adjusted gross income, you can include insurance premiums paid in medical expenses on Schedule A, Itemized Deductions.   See this TurboTax article for more information: Are Medical Expenses Tax Deductible?

We know ItsDeductible is kaput and I've prepared for that. However, my desktop TurboTax 2025 has a note saying:   "COMING SOON: We’re working on a new tool to help you look up the fair market value of your item. We expect it to be ready soon, but you can file without it."   Do you or any of the other Experts here have any general knowledge if this is actually something that may come out this year? 

That's not correct.  See OAR 150 - 316 - 0165. The law in OR for non-residents is that you only pay tax on work performed within the state in most instances.  Turbotax allowed me to correct this issue when it happened a couple years ago.