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To access his account you can try the "Forgot Password" option on the login page using his email. You can also submit an Account Recovery Request if you can't get into his TurboTax account. To cancel a TurboTax Advantage automatic renewal, sign in to his TurboTax Advantage account, navigate to "Your Product," and select "Remove Product" to stop future charges. However, this must be done before the renewal date. If you were charged, you can request a refund within 60 days of receiving the product.  How do I request a refund for my TurboTax product? You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.   Click here for How do I cancel my TurboTax Advantage subscription? Please return to Community if you have any additional information or questions and we would be happy to help.  

Or do you mean this? Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0   To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.   Or use the IRS worksheet in the 1040 instructions page 32 https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf   Before filing,  You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

The SE tax includes what you already paid in from your W2s so your schedule SE tax will only be the difference up to the max amount of $10,918.20 for social security. The max income for social security for 2025 is $176,100 between W2 wages and the schedule C Net Profit.  If you also have W2 income, you have to break out the Social Security and Medicare taxes. Only the Social Security part maxes out.   For 2025 the max for Social Security is $10,918.20 on $176,100 of wages (176,100 x 6.2%).

Do you have Form 8283 in your Federal Return?  Does your state also require the form, or just Schedule A from your Federal return?  If you can give more details, we'll try to help.   A common TurboTax issue is a "ghost" entry—a $0 or stray character on the charitable contributions worksheet—which can be cleared in Forms Mode.   @user17709580654 

No, include the correct capital loss carryover on your 2025 tax return. The IRS will reconcile everything eventually and you should file the 2025 accurately based on the knowledge you have right now, knowing the corrected figure.   Yes, process the 2024 when you have it ready but do not hold up your 2025 return.   Follow the instructions in the link below to obtain the necessary TurboTax Desktop products (2024 and 2023).   The amendment can be completed using the steps below and if necessary you can use the IRS transcript for your original 2023 or 2024 tax return. How do I amend a tax return for a prior year? @user17711742943 

It depends- if the decedent itemized their deductions on their tax return for the year the refund applies to, the state tax refund would be taxable income to the estate, trust or recipient of the refund.

I had the same issue with Turbotax miscalculating the percent of business use to lower than 50%.  I found the problem was that the months (less than full year) for special allocation in the car and truck expenses worksheet would erroniously adjust the percent of business use.  Since section 179 is not based on the amount of time used during the year,  a work- around in the worksheet was to adjust the date placed in service at the start of the year.   

A 1099B is for sales.   Dividends are reported on a 1099-Div.   Did you maybe get a consolidated statement.  That will have sections for 1099-Int and 1099-Div and 1099B and maybe some other 1099s.  You need to enter each section in the right place.  So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales.  I highlight each heading with a yellow highlighter to find them.   You don’t have to upgrade for dividends.