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@fgreenfield I am dealing with the same issue for my wife and I. Not sure where the information sheet is pulling from, but it did not include our middle names. So of course it does not match our Illinois driver's license. I was on the phone with TurboTax and they had no solution for me and told me to mail it in. Not something I would want to do.   TURBOTAX please help.   Thanks

A trust can't do anything. A trustee must act for the trust following the terms of the trust. For a non-grantor trust, how can a trustee have the donative intent required to complete a gift, under e.g., Commissioner v. Duberstein, 363 U.S. 278 (1960). How would a gift from a trust play into the DNI rules in I.R.C. 661-2?   Isn't the better way to think of it that the grantor made a gift when the trust became irrevocable and that the trustee is not gifting to the beneficiaries, but rather  just following the terms of the grantor's gift by making distributions? Those distributions may carry out income or might be gifts of corpus, depending upon the circumstances.

We are aware that some customers are still experiencing issues when trying to file but they are not able to proceed.  We are currently investigating that.    In case you are still having this problem, try these steps:   In TurboTax online: Clear your browsers, cookies and cache:  How do I delete cookies  How to clear your cache    In TurboTax Desktop: make sure the software is updated, reboot your computer, and check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.    Otherwise, once the program is update, we will notify you.

If you're trying to import 1099's from a financial institution, make sure you have a clear, unblocked connection.  Users report success by using an incognito window, disabling anti-virus programs, and allowing a LAN connection in your browser settings.    All institutions don't yet have import-ready forms available.  Make sure you also have 'third party access' allowed in your institution's account settings.     Remember that the IRS already has copies of all your 1099's, so using Summary Totals in your tax return is all that's required.  If you can share your specific issue, we'll try to help.   @rjhetzer86             

You are required to file the Oregon Non-resident return, if your income from the sale is above the filing threshold for Oregon.  Even if you not above the filing threshold, you may benefit from filing the Oregon non-resident return if they over-witheld the amount of tax on the home sale.  And this filing may also allow you to claim a "credit for taxes paid to other states" on your resident state tax return.

You can prepare another return in TurboTax Desktop using the one state you have purchased, if you use the same account. The only additional charge would be for e-filing the state return.   If you use TurboTax Desktop, you can file five federal returns with up to three state returns each. See this help article for more information.  

Did your efile reject for the AGI?  Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

Yes.   Social Security benefits are still taxable.  That did not change with the new tax laws.    There is a new "senior deduction" for folks 65 or older.   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     Up to 85% of your Social Security benefits can be taxable on your federal tax return.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable.     What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2021 it was  $18,960.  For 2022 it was  $19,560  —  for 2023 $21,240)  For 2024, $22,320.  For 2025 it will be $23,400; 2026   $24,480   After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.  If you work as an independent contractor then you will pay self-employment tax for Social Security and Medicare.   To see how much of your Social Security was taxable, look at lines 6a and 6b of your 2025 Form 1040   https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable   You need to file a federal return if half your Social Security plus your other income is   Single or Head of Household      $25,000 Married Filing Jointly                  $32,000 Married Filing Separately            $0   Some additional information:  There are 9 states that tax Social Security—Colorado, Connecticut,, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont  and West Virginia These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.      

Yes they can still be taxable depending on your other income.  The new Enhanced Senior Deduction does not affect SS being taxable.  It is a separate 6,000 deduction for each spouse.   It is in add tion to your Standard Deduction  and listed  separately on 1040 line 13b.   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             

@MonikaK1 Yes, I get that... and I undertstand now that it is NOT a TT issue, but it sucks all the same because having to include what was *supposed* to be an independent deduction for seniors has now effectively obliterated any advantage of a QBI deduction. Since ALL of my income is from SE,  it doesn't help with reducing my overall tax bill (which is mostly SE Tax).