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The acquisition date is used to determine if a sale of capital assets will be given long-term or short-term tax treatment; so you'll need to enter a value (or values, if using multiple sales subtotals) that accurately reflects whether these are sales of assets you have held for at least 1 year or not.    Assets held for over a year get favorable long-term capital gain treatment when sold, and so attention-to-detail could impact your bottom line - do all of the acquisition dates qualify as either all long-term or all short-term sales? If so, you can enter the most recent date to reflect that character across all the sale lots combined.   If some of the acquisition dates were at least a year before the date of sale, and some were within 1 year of sale, then you'll need to break those out separately, and report additional sales totals for the portion that is short-term in nature. See this discussion for navigating 1099-DA entry.   Learn more: TurboTax - What Is Form 1099-DA and What Does It Mean for Crypto Investors? TurboTax - Capital Gains and Losses

This sometimes occurs when a customer pays with their refund. You can double check everything is in order in your account. If you can't see "My Tools" when you log in, choose the option "add a state" to unlock it.  Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up, choose the icon on the right labeled "My Fees"

Unless you were covered by a Marketplace health insurance plan and received a Form 1095-A, you do not need to include your health insurance information on your tax return. Only Form 1095-A needs to be included on your tax return.   Any other health insurance related forms you received (i.e., Form 1095-B or 1095-C) are proof of health insurance coverage for your records but are not required to be included on your tax return. Note, though, that some states have filing requirements related to health insurance coverage.   See this TurboTax article for more information on Forms 1095-B and 1095-C.   See this article for information on how to enter Form 1095-A in TurboTax.

Yes, you can report these in TurboTax like you did in prior years. To report your interest from your NRI bank account from India in TurboTax, you would enter interest income under Wages & Income using the steps below. You would convert all foreign currency to USD, and report the gross interest in Box 1, and any foreign tax withheld in Box 6.   You can enter your forms 1099-INT for your NRI accounts manually using the instructions below: Open your return In the search Bar enter Form 1099-INT Select "Jump to 1099-INT" It will ask, "Did you have investment income in 2025?" Select "Yes" Select "Continue" Select "Skip Import" You will Select your investment type which is "Interest" You will "Continue" Then you will see the screen "Let's get the info from your 1099-INT" You will type in the information on that page. Enter your foreign bank name and the amount of your interest Answer the follow-up questions.   If you paid foreign taxes on this income, check the box that says  "My form has info in more than just box 1" to enter any foreign taxes paid in Box 6. TurboTax will use this information to calculate the foreign tax credit, which helps prevent double taxation.    If the total value of your foreign accounts exceeds $10,000 at any time during the year, you must file a separate FBAR. Click here for FBAR Compliance: Reporting Your Foreign Bank Accounts  If a FBAR is required, you will use FinCEN Form 114 to report your foreign bank and financial accounts. You generally have to file Form 114 electronically through the BSA E-Filing System (although you can request an exemption from e-filing from FinCEN).   You may also have to file Form 8938, which is used to report specified foreign assets directly to the IRS. Click here for How do I file Form 8938, Statement of Specified Foreign Financial Assets? This form is completed in TurboTax and is filed with  your income tax return. And a Schedule B may also be required if you receive more than $1,500 of taxable interest or dividends during the tax year. This form is also completed in TurboTax and is also filed with your federal income tax return. Click here for  What Is a Schedule B IRS Form? Click here for information on entering a Form 1099-INT.   Click here for Report of Foreign Bank and Financial Accounts (FBAR) Please return to Community if you have any additional information or questions and we would be happy to help.  

@kenw2 You already paid for the software.  What the payment is for in this instance is the state e-file charge of $25.  The state e-file has had e-file charge for at least the last twenty years when using the desktop editions, so this is not new.  To avoid this state e-file fee you can print and mail the state tax return.

If you are online you can view your tax return and Schedules 1,2&3 before you pay for the software. You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax.   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required. Some key numbers on the form are: Taxable income is line 15 Total tax is line 24 Federal Income Tax withheld is line 25d Tax credits are listed on 27 - 30 If there was an underpayment, there may be a penalty Refund is posted to line 34 The amount you Owe is line 37   Once you've paid, you can see and print all of the supporting documents.

You can claim the interest deduction, if you meet the three requirements: You paid the interest You are legally obligated to pay it (co-signing counts) The student was your dependent, at the time the loan was used to pay for qualified educational expenses (the TT pop up says “when you took out the loan”) If all that is true, you can claim the deduction even though 1098-E is in the student's name.