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TurboTax can use the RMD from you to satisfy all of your RMDs. You will also be able to see the finished results, which I will explain below. And, no, you should not have to make any adjustments in Forms Mode to make your Form 1099-R entries.   To report each of your Form 1099-R distributions for your annuities and IRA, including the RMDs as you have indicated for each, do the following:   Go to Wages & Income and enter the first annuity Form 1099-R (Gross distribution, etc.)  Next, when you reach, "Let's get more information about your RMD", enter the amount including the total toward the RMD amount (e.g. $5,000 from above), Continue Next, select, The entire distribution applied to the December 31, 2025 RMD, Continue Do this with each of your annuities When entering your IRA, you would indicate that the $20,000 was the RMD, as well as the entire distribution. Next, in the Review your 1099-R summary, Continue (not the pencil) Continue answering the questions Next, when you see "Let's go over any required minimum distributions (RMD), select Continue (not the pencil)   Note: If you are asked, "Did you miss an RMD?", select "No".    By entering each distribution above, you will satisfy the RMD for your IRA as well as your annuities.   To confirm the entries, go to Forms Mode and check your Form 1040, Line 4a and 4b. You should see a $39,000 in total distributions, which is more than your RMD.

Yes, you may be able to claim the residential energy credit for it, but not on your 2025 return.  You cannot deduct that on your 2025 return, assuming they were installed and operable in 2024.     The loan is not relevant to the credit.  You would use the amount you were charged for the panels.  So if you paid $40k for the panels, it does not matter whether it was paid with a loan or cash, the amount you can take a credit based off of is $40k.  You cannot include financing fees in the calculations.   In order to claim the credit you would need to  Amend Your Return   for 2024.  The Residential Energy Credit is a non-refundable credit, however this one can be carried forward to future tax years until this credit goes away which is currently set to happen in 2034 This credit is worth up to 30% of the cost of the equipment, with no maximum limit.  The items that fall into this category are as follows: Geothermal Heat Pumps Small Wind Turbines Solar Energy Systems Fuel Cells Battery Storage Technology This credit can be taken for new construction   To enter these credits into TurboTax take the following steps: Federal Deductions and Credits I'll Choose what I work on Home Energy Credits which is under the "Your Home" category   https://www.energystar.gov/about/federal_tax_credits  

This is the first year I am making this election. I am aware that comes with the 6013(g) election statement.   I mentioned "it didn't seem like an issue last year" because users from the previous year did not seem to run into the issue I am seeing right now.

Yes, you can edit the Form 1099-C input directly by switching to Forms mode (upper right) in TurboTax Desktop, and selecting Form 1099-C in the Forms in My Return window; if you need to attach Form 982, that is ready and available too.    In TurboTax Online, follow the instructions from the article, How do I enter a 1099-C?: If your debt is canceled or forgiven, you'll receive Form 1099-C (Cancelation of Debt).   Note: If you received a 1099-C for your main home and another 1099-C for something else (like a credit card, car loan, or second mortgage) you won't be able to use TurboTax, as we don't support this.   To enter your 1099-C:   1. Go to the 1099-C screen under Wages & Income In TurboTax Desktop: Go to Federal Taxes. Go to Wages & Income.  Go to Less Common Income and select 1099-C. 2. On the Tell us about your canceled debt screen, select the type of canceled debt (main home or other) and then select Continue. 3. Follow the onscreen instructions. **Say "Thanks" by clicking the thumb icon in a post **Mark the post that answers your question by clicking on "Mark as Best Answer" Saturday

If you did not file a 2024 return you do not have a 2024 AGI.  Choose the answer that says you did not file a 2024 return or try using zero.   If those remedies do not work then print, sign and mail your tax return.

Since she's caring for your child in your home, she's generally considered a household employee, not an independent contractor. That means the correct way to pay her is as an employee, not with a 1099.   Here's what that means:    Get an EIN (Employer Identification Number) from the IRS Have her complete a Form W-4  If you pay her $3000 or more in 2026, you must: Withold and pay Social Security and Medicare taxes Provide her a W-2 at year end File Schedule H with your tax return If you pay her below the annual threshold, you generally don't owe the Social Security and Medicare Taxes, but you should still keep records of your payments, especially if you want to claim the Child and Dependent Care Credit.    If you want to learn more about the Household Employment rules, see this link.    

My daughter is having the same problem with Turbotax Online and Turbotax Deluxe on Mac. This makes a material difference in her return. With a scholarship covering the expenses in the 1098T, the 529 distribution used to cover qualified board expenses (not covered in the 1098T) looks like a taxable distribution. This will be a problem for any student taking qualified 529 distributions that are not captured in the 1098T. She needs to be able to enter the qualified room and board expenses to ensure that the distribution is not taxed. She purchased the desktop version and entered it manually (hasn't confirmed if it saves yet). A lot of students & families will miss this and end up owing taxes on the earnings from 529 distributions to cover room & board.

  Siempre y cuando NO hayas envíado tu declaración puedes hacer cualquier corrección sin problemas.   Puedes agregar un W-2 en TurboTax siguiendo estos pasos:    Entra en tu cuenta de TurboTax. Dirígete a la sección de "Salarios e ingresos" (Wages and Income). Entre tus formularios W-2, selecciona “añadir nuevo W-2” (Add new W-2). Elige “Escribirlo yo mismo” (Type myself). Recuerda, después de envíar una declaración, ya no puedes cancelarla. Debes esperar ‌que el IRS la acepte o la rechace.     En caso de que el IRS la acepte, entonces procedes a hacer la enmienda.    Solo podrás hacer los cambios necesarios si el IRS rechaza tu declaración.    Si necesitas asistencia de uno de nuestros expertos, haz click al siguiente enlace: TurboTax contacto  

I found this below on AI which agrees with you that the Online version requires upgrade. I checked some other sources and it seems the online basic version can't do stock sales   I wish TT was more transparent about what version is required before you start your return. They prefer for you to send hours preparing and later find out you need to upgrade. You shouldn't have to spend hours googling third party sources to determine what version of TT is required, it should be clearly stated on TT website.   https://www.bitget.com/wiki/does-turbotax-deluxe-do-stocks   AI: TurboTax Deluxe can handle basic stock sales (Form 1099-B), but its capabilities depend on whether you use the desktop or online version. The Desktop (CD/Download) version supports stock sales, while the Online version often requires an upgrade to Premier for investment reporting. It is best for simple, low-volume trades, whereas Premier is recommended for complex, high-volume transactions.  Key Considerations for TurboTax Deluxe and Stock Sales: Desktop vs. Online: The Deluxe Desktop/Download version has the necessary forms (8949, Schedule D) to report stocks. The Online Deluxe version frequently requires an upgrade to Premier to handle 1099-B data, especially for importing. Best For: Simple, straightforward 1099-B transactions, such as selling a few stocks with clearly reported cost basis.   Limitations: If you have high-volume, complex transactions, such as wash sales, employee stock plans (ESPP), or cryptocurrency, you will likely need to upgrade to Premier for better guidance and automation. Manual Entry: The Deluxe Desktop version allows manual entry of 1099-B data.  For simple stock investments, TurboTax Deluxe (desktop) is sufficient, but if you have a significant number of transactions or complex, nuanced situations, Premier or higher is recommended. 

To TurboTax Rep:   I contacted the OTC this morning about this issue. This is their response:   "provided the following update to ticket XXXXXX: IF you are itemizing on federal then it applies to Oklahoma as well. The $10000 salt limit is also still in effect in Oklahoma. So file with the correct number by prorating. Thanks"   Based on this email, I have filed (but they have not (yet) accepted our 2025 OK State return) today using the $10K proration. I assume TT will advise if they find out something different.

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     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)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

Did you apply your 2024 tax refund to the 2025 taxes?  If so -   To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Income Taxes Paid, click on the start or update button On the next screen select the options under 2024 Refund Applied to 2025   The prior year federal tax refund amount applied is shown on Form 1040 Line 26