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The amendment form 1040X will only be available on TurboTax after 2/19/2026.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.       

The Forms Availability webpage shows that Form 8283 is available in TurboTax Online.   If you enter charitable donations of items over $500, TurboTax will prompt you for the additional information needed to populate Form 8283.   You can preview your return before filing to find out how your taxes were calculated. See here for details.  To view all your forms in TurboTax Online, navigate to the Tax Tools menu, select Print Center, and choose "Print, save, or preview this year's return" to view the full PDF with all schedules and worksheets. You may need to pay or register to view the full return before filing.   

For 2025, the contribution limits to a 457(b) plan are $23,500.  There is an additional $7,500 catch-up contributions for those over age 50 and a super catch-up of $11,250 for those who are aged 60 to 63.   When entering your W-2 in TurboTax, the contributions to the 457(b) plan will either appear in Box 12 with a code G for Elective Deferrals to a 457(b) or code EE for Roth contributions to a 457(b) plan.  After entering your W-2, you will click through screens until you get to a screen "We need a little more info about box 12".  The question will ask if your employer is a state or local government - if yes, it will ask if you elected to have your employer make contributions to your deferred compensation plan.  If answering no here, that would trigger an excess contribution warning for the 457(b)   An excess IRA contribution would be if you had contributed to a traditional or Roth IRA account, but were ineligible because of income and/or because you were covered by the 457(b) at your workplace.   If you could provide more information about whether this is an excess IRA or excess 457(b) contribution, that would be helpful in getting a correct response to you.   [Edited 2/12/2026, 11:46 AM PST] @shiv360 

Thank you. So the fact that my spouse, kids and me all are registered on the address of the sponsor does not matter because she have the apartment ( where she actually lives )and all bills in her name. Did I understand that correctly? And I then file MFS? Obviously without claiming anything. 

@omid919 wrote: If that's the case I want a refund! Well, you should hold off on that at least until after the next update is released.   There's nothing else you can use anyway since Merrill Edge is also missing as an import option from H&R Block's software.

TurboTax automatically applies the last-month rule, if the current year (now: 2025) does not have HDHP coverage for every month. Only then does TurboTax ask about the coverage in 2024 and step through the last-month rule processing.   And, last month only applies in case of changes to HDHP (not in case of a single change) - I am sorry but I don't understand what this means. What does "single change" refer to?

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

The deduction is there.  It is based on your date of birth in My Info You will only see the base Standard or Itemized deduction on ‌line 12e. However, the Senior Deduction is reflected on line 13b of Form 1040.  It is reflected on Schedule 1A, Part V, Line 37 Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.     There's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.   This deduction is for qualified individuals. Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $75k single, $150k Married Filing Jointly for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers).  For more information, see Deductions for Seniors.