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Can you clarify what files you are searching for if the links below do not help..   How do I find my tax data file (.tax file) on my Windows computer?      How do I find my tax data file (.tax file) in Mac?

If you made a Roth IRA contribution, but were not eligible to do so because your income exceeded the limits, this is considered an "excess contribution".  If you leave it in that account, the funds will be subject to a 6% penalty for every year those funds remain in the account.   Your best strategy will be to remove the initial contribution, plus any earnings that contribution has accrued since it was first deposited.  You can do this up to the filing date of your return without consequence.   Once you remove the contribution plus earnings, you will want to report the excess earnings on the contribution on your 2025 tax return.   Go to the 1099-R section of TurboTax under Wages and Income or Personal Income. You'll type in the amount name and address of the IRA custodian for the 1099-R. On the next screen, enter the Earnings amount in Box 1 and Box 2a. For Box 7 distribution code use codes P and J (clicking on the I have more than one value in Box 7 will give a second Box 7 entry). For What year is on your 1099-R, click on 2026.   After this, remove entries for the Roth contribution.  You can decide to take this Roth contribution and put it towards a traditional IRA contribution instead and report it on your tax return that way.  You won't get a deduction for the traditional IRA, however, you can take advantage on a Backdoor Roth strategy to convert that traditional IRA over to a Roth.  Yes, the money does end up right back where it started, but taking all of these steps ensures that you are not paying the excess contribution tax, and will minimize the taxes on non-qualifying contribution earnings in the Roth.   If you want to convert to a Backdoor Roth, this article has helpful information on that process

Please clarify this for me - you have entered the amount of the loan into the S-corp and zeroed out all of the assets against the loan balance.  The S-corp still owes you money and you're not sure how to handle that in TurboTax.  Is that correct?   If that is the case then the S-corp should just be shut down showing that it is the final return and the balance sheet should show the outstanding debt.  It should close as insolvent.   On your personal tax return you should enter the loss of the investment as though it were a sale of stock in the S-corp.  The basis should be the remaining amount that you are owed by the S-corp, the sale date should be the final date that the S-corp was in operation and the sale price should be zero.  

MEDICAL EXPENSES     If you receive Social Security benefits, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.   The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

Then don’t claim to offer something you clearly have no intention of providing. Ya know, since you don’t have control of anything.  Sbtpg says my advance was repaid on 2/20. That tells me the service TT chooses to use is holding our money. They can hold it from thousands of people and collect some nice interest for days and days.   this is why after many years of using Turbo Tax, I and choosing to use another provider for taxes. The last two years, customer service has declined to almost no. Existent and y’all get away with making claims for features that you never actually provide. You get away with it because each program in your system, TT, CK, SBTPG, all have varying dates. This way you can claim you met the requirements.  not giving TT another dime in the future. 

Hi @DaveF1006 - Thanks for the reply. I tried this and am still having the same problem. I'd really like some help or a refund - I was charged for Premium before being able to file and all of a sudden, this issue appeared. I'm noticing that the interest amounts paid to two of the servicers are very similar amounts. This is not a mistake; we paid interest for two months to the first one (United), two months to the second one (Mr Cooper), three months for the third one (Crosscountry mortgage). So the 2-month ones are very similar interest amounts. Could that be the problem? We did pay for points on the original loan. Do we need to say "we paid for points" on all three of the 1098 forms? Do we need to indicate the two later 1098 forms as a "refinancing" of the original loan?  Is the problem that the loan origination date is the same? Those are the dates that appeared on each form. Here is a screenshot of the issue that came up. 

The "Do Not File" watermark should disappear once the form is finalized. It also may appear if you printed your federal tax return before you e-filed it.   If you are using the TurboTax Desktop, you will have to update your software once the file is finalized. If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."    In the meantime, you can get the forms by clicking here.     Click here for Why does DO NOT FILE, FORM NOT FINAL appear on my printouts?   Here is information for mailing your 1040 ES.IRS - Where to Mail 1040-ES   Click here for Instructions to Form 1040 ES   Please return to Community if you have any additional information or questions and we would be happy to help.  

They might, but because of the stepped up basis tax rule, wherein the home is treated as an inheritance and not a gift, it is likely that the amount will be a smaller amount.   You will, however, need to report the sale. The good news is that, even though it was sold less than a year after the death, it is still considered a "Long-Term" holding.   To report the sale in TurboTax, using your Form 1099-S, do the following:   Go to Wages & Income, click the drop down arrow to the right of Investments and Savings Select Stocks, Cryptocurrency, Mutual Funds..., by clicking Start Select +Add Investments, then Enter a different way Next, select the Other 1099-S box (with an image of a house), Continue Type in name of issuer of you Form 1099-S, Continue Select Other from the drop down menu Select I inherited it from the drop down menu Type in, "Inherited House Sale" as description Type in Date sold, Proceeds (your share of the split amount) and Fair market value (FMV) on date of death, Continue Depending on whether the proceeds were more than the FMV, you will next be asked about expenses, so be sure to enter those when prompted.   Note: If the sale results in a loss, you will be able to deduct $3,000 this year and have a capital loss carryover in future years for the balance.

Update: I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return. @hlhope