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https://turbotax.intuit.com/tax-tips/self-employment-taxes/tax-tips-for-lyft-drivers-ridesharing-taxes/L9Hzq7rFt     https://turbotax.intuit.com/tax-tips/self-employment-taxes/driving-for-lyft-tax-preparation-checklist/L9SH5niNh     https://turbotax.intuit.com/tax-tips/self-employment-taxes/video-tax-tips-for-car-sharing-drivers-uber-lyft-others/L9MejqsbK

"For the new tax law, you can’t deduct the full amount of your overtime. You can only deduct the overtime premium, which is the extra you earn above your regular rate. For example, if you earn $20 per hour, your overtime rate is $30. Your overtime premium is $10."   For more information, see our help article below.   Source  How do I enter overtime pay in TurboTax Online?   [Edited 2/5/26 | 5:31 pm PST]  

Hello BillM223,  Thanks for your reply. Yes, I did keep HDHP coverage for all twelve months of year 2025. I selected "Self" for the year 2025 coverage. Then, the system asked me to update the coverage of year 2024. I selected "Self" for all twelve months of year 2024. Is that correct? Or should I select "NONE" for Jan through April for 2024 and "Self" for rest of months of year 2024?  I tried to double check my selection. Where can I find the HSA contribution and healthcare coverage? Thanks. Best regards, Lei

Did you use the Online Quick Employer Forms?   In the Windows Home & Business Desktop program there are 2 ways to prepare them.   Either Online using the Quick Employer Forms or on your Desktop with the built in Create Forms.   If you created the W2/1099 forms using the Windows Home & Business version and used the Desktop Create Forms at the bottom of the big box instead of doing them online in the QEF Quick Employer Forms you have to print and mail them.   If you want to efile them you would have to start over and fill them out again using Quick Employer Forms.

If you are using TurboTax Online or Mobile: Go to SEP IRA contributions,, use that direct link.         If you are using desktop, you can X out of the digital assistant and paste the search term in there:    SEP IRA contributions   The image below is where you can find it in desktop if you can't get the jump to link to work Where do I enter my SEP IRA contributions?  

@dannymshy   wrote:  "used the free version, but because I paid, I can't start over. I'm not sure my return was right."   Did you already efile (submitted the return), or are you at the end of the preparation stage but haven't yet efiled?   If you used the Free Edition, what were you charged and paid for?  The Free Edition should be free unless you added an optional feature.   Did something in your return make you upgrade to a paid edition like Deluxe?   Or did you add the PLUS feature ($29) to Free Edition?   Print out your return and review it.  Go over all the figures line by line to see if everything looks correct.  If you spot something that looks "off", that will give you a clue as to where to look in the return interview.

Before you start: Annuities that are non-qualified are funded with after tax dollars while a qualified annuity is funded with pre-tax dollars.  Your CSA form 1099-R:  Box 5 can show the health insurance and nontaxable funds for this year, determine your health insurance amount included  Box 9 -the total after tax money you contributed. Box 9 is blank - find your OPM annuity statement from when you retired You will need Annuity start date is the first month you received your annuity benefit. Age at start date- when you got your first check If joint/ survivor - need age on that date as well Amount previously recovered: If this is your first year - you're done, zero previously recovered If this is not your first year -look at last year's return for the Simplified Method Worksheet to see how much has already been used.  To enter: Open your return to income section and select 1099-R section to begin Select CSA 1099R Enter the form None of these situations apply Enter health insurance Select I didn't roll or convert this money - if you just spent it A few more questions Annuity -periodic? - Yes, you get it each month Did you start getting in 2025? yes or no The program diverges at this point but you can continue entering the information you have located above. I will keep going but yours may look a little different. Was the total amount shown in the form -  the amount you paid tax on? I would select no Annuity information - fill in start date, your contributions, number of months in 2025, tax free amount previously recovered More than one individual covered? select your answer Enter age(s) when started   References: For IRS purposes, is my pension from OPM a "qualified" or … Annuity Payments

At a minimum, Intuit could test a federal tax return e-filing using the QMID of "I7Q6" (capital i) and perhaps provide an update to the customers.  Apparently, others can have their federal returns accepted through TurboTax e-filing using QMID "L7Q6" which should be problematic for Intuit given that an incorrect QMID can pass their filing validators to successfully e-file and subsequently get accepted by the IRS.  Customers are seeking clarity on this issue and the longer it takes to provide more information the greater customer dismay and frustration will be.  

I have home and business and it has something within it that you can prepare 1099 NEC etc.  However it does not allow me to efile.  I had to print, and snail mail with tracking to the IRS.  Customer service did not fix this said it would work on an update, and never suggested I use a different software type.  I used the Home and Business last year and could efile.  This year could not.  Any suggestions?   After the deadline this year, eg. 2/2/26 Turbo tax wanted to do a take over of my computer to look at it, but it was too late.  An earlier look led them to say, well you just have to paper file.  So I'd like to know how to get to quick forms.

Nothing about the rollover from the pension plan to the Roth IRA was reportable on Form 8606 that year.  It created no basis in nondeductible traditional IRA contributions because it was rolled over to a Roth IRA not to a traditional IRA.  Because this taxable rollover was from a pension plan not from a traditional IRA, it was not reportable on Form 8606 Part II.  Part II is used only when the funds came from a traditional IRA not from a pension plan.  Still, the rollover from the pension plan to the Roth IRA does create conversion basis in the Roth IRA the same as a Roth conversion from a traditional IRA would.   The past rollover from the pension plan has nothing to do with the Roth conversion that you need to recharacterize or the recharacterization of that contribution.  Still, it would be good to keep track of the conversion basis in case a Roth IRA distribution need to be made before age 59½.  Since it has been more than 5 years since the rollover from the pension plan, the amount rolled over to the Roth IRA that year is now equivalent to Roth IRA contribution basis.

Please verify that you applied for the TurboTax Refund Advance by checking your TurboTax Order details:   Sign into your TurboTax account Select View Order Details Look for Refund Advance or Credit Karma Money listed under your payment and refund methods If neither of them are there, then another refund option was selected  For more information, please see this TurboTax Help Article: What is TurboTax Refund Advance?  

I had this problem too and TT support could not help, nor a supervisor.  I was told the 1.28.26 update would fix this.  It did not.  I then waited for the next update on 1.31.26, this didn't work either.   I finally did what someone on Reddit suggested:  add a dependent, with the same information as prior years, answer the questions correctly, delete the old mention of this person, and Voila. Fixed.  There IS a bug in Turbo tax, and someone despite my many calls etc., they did not and have not fixed this.  Basically if you have them in your system already, even if it worked last year it won't work this year.   Sad but ture

If your e-file was rejected you can go back to Step 2 of the FILE section to enter the correct banking information for your direct deposit and then re-file when you are satisfied that you have made all necessary corrections.     If the return was accepted, you cannot change it.

No one else can see your tax return.   If you are uncertain about whether you prepared it correctly, please post some clearly worded, complete and specific questions about the things you are worried about.