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figure taxable amount coin my monthly pension?   IRS form 1099-R may use the simplified method or the general rule to determine the amount of your distribution reported in box 1 is taxable to you in the current year. See this IRS website.     Has the TurboTax software referred to one or both of these methods?  Please clarify.   The preparer of the IRS form 1099-R may have used one of these methods to report the values in box 1 and box 2a.  Or you may be required to make the computation yourself.   IRS form 1099-R box 1 reports the gross distribution which includes a nontaxable return of your investment as well as the taxable portion of the distribution.   Box 2a reports the taxable portion of the distribution.    

I agree, but the problem is that the online version will only do 1 tax return. I have purchased TurboTax Deluxe for at least the last 15 years and I've been able to do the tax returns of my immediate family (currently 4). Since there weren't any warnings about it being limited to 1 return, I've expended by one online return for my mother, but still have my kids' returns to do.   One thing is for certain, Win11 DOESN'T have better inherent security than Win10. The only difference is that Win10 isn't getting updates. However, it SHOULD be up to the users if they want to take the chance of a hacker gaining access to their computer. If that were the case, their return would probably be the least of their worries, especially if they are doing their banking on the same computer (which is likely).   I can't afford to upgrade any of my PCs to a TPM 2.0/Win11-compatible PC. At today's RAM prices it would probably cost on the order of $500 to just do a bare-minimum upgrade to any one of them. An equivalent PC upgrade would likely cost $1,000 or more. Just to do taxes.   Man, Linux, for all its faults and foibles, is looking better and better.  At least with that, I'll get another 5-10 years out of my PC. Sigh!   Like the saying goes, "If you aren't paying for the product, then you ARE the product!"  I'd add, "... and sometimes you pay for the product AND you are the product!" UGH!

It depends. If you are referring to your state estimated tax payments TurboTax will include them with your other itemized deductions if they have been entered.   If you made estimated tax payments on your income during the 2025 tax year, then you can enter your payments using the information below. Where do I enter my estimated tax payments?

No. Be sure to answer the following questions correctly. Open your TurboTax Online/Mobile or TurboTax Desktop tax return Search (upper right) > type 1099misc > click the Jump to... link Begin your entry of the 1099-MISC. Be sure to select No this did NOT involve work and No it did not involve an intent to earn money Continue to complete this section. This should resolve your experience without self employment income.

@AugustCostanzo wrote: I can not open the downloaded file   I bought license from Costco I believe Costco only sells the desktop version.  Are you using Windows or Mac computer?  Does the installation file you downloaded end in *.exe  (Windows) or *.dmg (Mac)?   Are you saying that you cannot install the program?   What happens when you click the downloaded installation file to install the program?   FAQ:  Getting started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US  

Federal: You report these donations on Schedule A (Form 1040) under the Charitable Contributions section. You list the donation amount on Line 11 (for cash/check/credit card gifts). State: You report this as a tax credit in the state program. When you get to the credits section, identify which ones apply to you. They each have different form numbers. Fill in the required information. This will reduce your tax liability, it is not refundable. Your charity form will go to AZ form 140 line 25, nonrefundable credits. @jpurdon   

Did you go all the way through the HSA interview in TurboTax (to the HSA Summary screen)? Did TurboTax tell you that you had excess contributions?   When TurboTax does this, it will ask you if you want to withdraw the excess by April 15th. If you have the dollars to do so in the HSA, answer Yes.   Then contact your HSA custodian and ask for the "withdrawal of excess contributions" for that amount). Note that there may be a form just for this on the custodian's website. Also be sure to ask that the custodian calculate the amount of earnings on the excess contributions and add them to the withdrawal   The custodian will send you a check for the amount of the excess and earnings. They will also send you (by early next year) a 1099-SA to be filed on your 2026 return in early 2027. This will have the excess in box 1, the earnings in box 2, and the distributions code of '2' in box 3.   Also note that you will not have to add the excess back to your income, because TurboTax will do it automatically when the excess is discovered. When you told TurboTax that you could be claimed as a dependent, that made all HSA contributions to be in excess.   So let TurboTax do its thing and you withdraw the excess (by April 15th!) from your HSA.

I think you mean can you deduct the cost of a CT scan, a medical procedure. It may be deductible as a medical expense, but it will only help you if you can benefit from itemizing your deductions. Also, to be deductible on your federal tax return, all of your medical expenses must total more than 7.5% of your adjusted gross income, and only the mount over that is deductible. It may be deductible on your state return even if not deductible on the federal return.   You can enter the cost of medical expenses in the Deductions and Credits section, then Medical, then Medical Expenses.

"however TurboTax counted the filing that I did and the rejection on the filing as one of my 5 efiling returns and they didn't want to give me a credit for one.  "   That's ridiculous that they would consider this one of your 5 e-files, when the issue was their software.  If a return is rejected IMHO it shouldn't count as one of your e-files, especially when it was their software and passed their error check.

The best advice would be to file your return now so that you can apply a portion of your refund to your 2026 estimated tax. Try to get an idea of how much income will be included on the K1, then estimate the tax for that and use that as your refund amount. Currently, the IRS will not likely allow you to use any 2026 estimated tax payments to pay any future 2025 amendment balance due.   It's best to follow simple normal procedures since the IRS workforce is reduced and not quite as well read as former personnel.