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Thanks for the reply! I deleted form 5695 and re-stepped through the interview - same problem.  I then deleted form 5695, closed Turbo Tax, installed the manual update, filled out the form again - same problem. Any other suggestions? @MarilynG1 

@Mike9241 wrote: 2026 because the items weren't sent until that year. If $250-$500, the Charity should have sent a written acknowledgment. more stringent rules if  over $500 and even different rules if $5000 or more.      I have to respectfully disagree on the basis of the constructive receipt rule (and the inverse). Publication 526 says  Time of making contribution. Usually, you make a contribution at the time of its unconditional delivery. Checks. A check you mail to a charity is considered delivered on the date you mail it. Conditional gift. If your contribution depends on a future act or event to become effective, you can’t take a deduction unless there is only a negligible chance the act or event won’t take place. If your contribution could be undone by a later act or event, you can’t take a deduction unless there is only a negligible chance the act or event will take place.   There is a tension between "unconditional delivery" and some of the other terms, for example a check is deducted when it is mailed (assuming there are funds in the account), not when the check is delivered to the charity.  If you put clothes in a Goodwill dropbox on 12/31, that is unconditional delivery, even if a snowstorm prevents the charity from picking up from the drop box until January.   Or think about a business where the client mails a check on 12/31.  The client can report it as a past year expense while the business records it as next-year income.    In the case of buying items for a charity from (let's say) their Amazon wish list, I would argue that the donation is made when the order is placed, assuming the contribution cannot "be undone by a later act or event", but if the contribution could be undone by a later act (i.e. canceling the order) then the contribution is not made until there "is only a negligible chance" of undoing the order.   I agree the taxpayer also needs (in addition to their proof of purchase) an acknowledgment from the charity of the gifts received, and in this case the acknowledgment will be dated 2026.  But that's the same kind of paperwork mis-match that occurs when a client pays a business on 12/31/2025 and issues a 2025 1099-NEC and the business does not report it as income until 2026.  This situation must happen all the time and I'm sure the IRS can deal with it (if audited, the taxpayer can show their purchase records to support why the acknowledgment is different.)  

Also, take a look at Schedule B, Line 4 of your 1065. If you satisfy those conditions, then you are not required to complete item L on your K-1s.   Point being is TurboTax Business defaults to those conditions based on the figures you input and if satisifed, item L will be blank, HOWEVER, that's where the box I referred to comes in; if you check it the program will print the figures you entered in Item L on the K-1s.   So, enter Forms Mode and look for it. The box should be somewhere on the 1065, the K-1s, or one of the worksheets associated with the 1065 or K-1. 

The screen right after the entry screen for your SSA1099 has a question about whether you lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, your SS was not taxed correctly.   Return to the SSA1099 entry screen and then keep going to the next screen to see what you did.

Yes. 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.   

After you completed entry of the SSA-1099. there was a screen asking if you lived in any of the foreign countries listed in 2025.  You should have answer NO.  Go back and check your answer.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

You may be able to enter the amount that YOU paid for mortgage interest, property tax, etc. in 2025 for the home you owned.    But----is there anything in your divorce decree about which one of you gets that tax deduction?   You may need to talk to your attorney.

It may be that you are not required to file the Form 8615. You only need to file it if all of the following are true:   -  Your unearned income is over $2,700 in 2025 -  You are required to file a tax return -  You were under 18 at the end of 2025 or -  You were 18 but didn't have earned income that was more that half of your support or -  You were a full-time student age 19 to 24 but didn't have unearned income that was more than half of your support -  At least one of your parents were alive at end of 2025 -  You don't file a joint tax return in 2025   If you are not required to file the Form 8615, you can delete it as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 8615 in the list and delete it              

The amendment form 1040X will only be available in TurboTax after 2/25/2026.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.     

Everything stated above is true. However, my state is listed as one that does 529 deductions. I called the help number and found that deductions for 529 deductions could actually be found under the state income section.

Yes. 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.   

First, make sure to use the 'delete' key when you are in that field, then try entering just any number (1, 2, 3 etc). It really doesn't matter what number and you have the documentation in your tax file if you ever need it.   @supertom 

Your fees will be based on which version of the software you use and on whether you prepare both federal and state.   There are separate fees for federal and state when you use a paid version of online TurboTax.    Only very simple returns that use only Form 1040 can be prepared using the Free Edition.   If your return requires the use of any other forms or schedules you need to use a paid version like Deluxe or Premium or Live Assisted Deluxe, Live Assisted Premium, etc.   ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/ And just so you know—online prices go up in March—Pay your fee before then to lock in the discount       How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund  

You do not need to go out of the system to enter 5329-T.  You are going to enter the 1099-R as though you had received it in 2025 and enter the information that you will receive on the 1099-R in 2026.     Then, after you have entered the 1099-R, you can check the boxes for an inherited IRA as well as substitute 1099-R and type in that you received the 1099-R for 2026,  You will also be able to omit the 2026 1099-R from your return since you will have entered the amounts on the 2025 return.