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On the screen Let's review your 1095-A select NO where asked Does this Form 1095-A have the same amounts for each column in all twelve months?   To enter, edit or delete your Form 1095-A - 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 Medical On Health Insurance Marketplace, click the start or update button

Just seeking clarification on how to do this correctly from a data entry perspective.    Switched from a managed TIAA IRA account to a Fidelity IRA part way through the year.  No taxable events -- just brokeage to brokerage transfer.  TIAA does not have good documentation on its site for that transferred account or RMDs.  The TurboTax questons for splitting two accounts is not very clear.  Fidelity (thankfully) calculated the full year RMD for last year to determine monthly withdrawls.  It shows amount withdrawn from Fidleity and that matches theFidelity 1099; it also shows the balance that was NOT taken in 2025, but that number matches what was withdrawn earlier in the year from TIAA on the TIAA 1099.   When answering the RMD question it seemed like the only way to get it to work was to enter part of the RMD in the TIAA section and the remainig part in the Fidelity section (the two responses together = the full year RMD).  In the next set of questions -- How much of this distribution applied to your December 31, 2025 RMD -- asnwered "entire" distribution.   That seemed to work.  Essentially, I prorated the full amount assigned to each different account.  Is that wrong?  Will it work out if you put full year RMD in each brokerage/1099 entry and then split later. The instruction in that section when asking for RMD amount is not clear.  

I don't qualify for AOTC on my return because of AGI limit. I will forego the $500 child credit by not claiming my son on my return so that he can get AOTC if he can.   1099-Q Box 1: $39,000, Box 2: 15,000, Box 3: 24,000. So, the $4000 allocation to another 1098-T will still be on his return. I assume TT will use 1099-Q to cover that $4000 instead of assigning it to AOTC.   He has W2 for $1600 and 1099-MISC Box 3 from summer internship and stipend for $30,000. Is there a way for him to get AOTC?

Line 19 of the Earlier Year Lump-Sum Social Security Worksheet represents the 2024 refigured taxable Social Security amount, not the current year taxable amount.     The amount reported on Line 21 for additional taxable Social Security benefits is the 2024 amount that should be taxed but has not been.  This is then carried to another worksheet to be combined with your current year taxable Social Security benefits.  This is the Lump-Sum Social Security Worksheet.  Take a look at Lines 27 through 29 of that worksheet.     If you still have concerns that something is not quite right, consider providing a diagnostic copy of your tax data file and someone can take a closer look at your actual numbers to explain it in greater detail.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.  

Si su reembolso fue diferente en su CashApp a lo que esperaba, aquí hay algunas razones de por qué podría ser: 1. El IRS encontró un error en su declaración.   Después de presentar su declaración de impuestos, el IRS revisa la información que proporcionó y la compara con su base de datos. Si encuentran alguna diferencia, pueden hacer cambios que resulten en un reembolso menor. Esto sucede comúnmente con el Crédito Tributario por Hijos anticipado.   El IRS le enviará una carta explicando el ajuste, pero generalmente tarda unas tres semanas en llegar. Consulte el sitio ¿Dónde está mi reembolso? del IRS para ver qué ajustaron y el monto de su nuevo reembolso. TurboTax no tiene visibilidad de por qué se ha ajustado la declaración de un contribuyente individual.   2. Pagó sus tarifas de TurboTax con su reembolso.   Al presentar su declaración con TurboTax, tiene la opción de pagar sus tarifas con su reembolso federal o estatal (si corresponde). Si elige esta opción, hay una tarifa adicional por el servicio de procesamiento de reembolso que también se deducirá de su reembolso.   3. El IRS compensó su reembolso.   Una compensación de reembolso ocurre cuando el IRS aplica su reembolso a impuestos sobre la renta, manutención de niños o cónyuge, préstamos estudiantiles o deudas de compensación por desempleo estatal atrasados. Recibirá una carta explicando por qué no recibió su reembolso completo. También puede consultar ¿Dónde está mi reembolso? o el sitio de la Oficina del Servicio Fiscal para obtener más información.  

Si no recibió un 1099, entonces puede reportar esto como ingreso misceláneo (miscellaneous income).   Seleccione Federal Taxes (Impuestos Federales), Wages & Income (Salarios e Ingresos), I'll Choose What to Work On (Elegiré en qué trabajar) Desplácese hasta Less Common Income (Ingresos Menos Comunes) y seleccione Miscellaneous Income, 1099-A, 1099-C (Ingresos Misceláneos, 1099-A, 1099-C) Seleccione Other Income not already reported on For W-2 or for 1099 (Otros Ingresos no reportados ya en el Formulario W-2 o Formulario 1099) Seleccione Yes (Sí)  

I'm using the PREMIER version,  I need to report a federal tax refund, It's telling me that I need to file a schedule C.       ( which is the home & business version)  how do I find or add  the schedule C in PREMIER   I don't have a business or any business income.  THANKS

It's working on my  desktop Deluxe.  Several online users have reported that' it has been working for several days.   You may need to check the box that says "had education expenses other than tuition"

The TurboTax Free Edition is for taxpayers who have a simple Form 1040 and don't need extra schedules. If your tax situation involves things like home ownership deductions, unemployment income, or self-employment, you'll need to upgrade to a version like Deluxe to make sure those specific forms are handled correctly.    See: TurboTax Free Edition