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Sorry Online is only good for 1 return per account.  The  Offer to change to Online was only for 1 return.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

Thanks, Melinda!  I left out an important detail about the home FMV.  This was determined by time of death of my father, hence $700,000.   If I already don't owe anything and the refund is so small based on the taxes I paid in 2025 ($300) could I simply roll over the capital loss to next year?  What I'm trying to do is avoid filing the 1040X but I guess that wouldn't be too much trouble to add the $3,000 to schedule D.  Is that a simple process?

I do not understand I have a 2024 trying to fill in 2025 which ones should I choose  Payment 4th qtr est tax payment during 2025 to st State extension filing?   State tax return filing?    Or none

Still no fix on March 7th. Talked with a rep on the phone and they have no further information either. She suggested checking again at the beginning of the week. She is passing along that the form is still being incorrectly filled out. In my form it is 17 a, b, and c.

Thanks for the quick reply, but I still don't understand what you're saying.  Perhaps I'm confusing two numbers that just coincidentally are the same.  1) On my 1099R, I have 200,000 in box 1, and 50,000 is box 2a.  I would assume that means I need to pay taxes on that 50,000.  2) If that's true, then something about the way I'm entering the 1099R and answering the related questions is wrong.  When it asks if I rolled over the entire amount, I answer "no", then I tell it how much of that 200,000 I rolled over, which is 150,000.  With those answers, I get $0 income tax owed, when I think I should owe tax on that amount from box 2a.  I read the tax code reference you sent, and it seems to say if I rolled over 150,000 of 200,000, I still owe tax on the 50,000 that I didn't roll over.  

There are many posts on this as of March 7, 2026. I cannot file Oregon 1040N as it says Oregon information worksheet is wrong and wants me to edit my first name. Seriously! And then it won't even let me edit or delete my own name. Anyway, I've been trying to file the Oregon 1040N return for a week but can't through Turbo Tax Premiere desktop on iMac. I already filed the federal return and got a refund from the IRS. TurboTax, get this fixed! (or I'm telling Costco). Maybe the fear of Costco will light a fire and get TurboTax to fix it. (I bought it at Costco.) This is ridiculous.

Instead of using the worksheet change the name in the step by step instructions. Once you get there, shorten the name by just using Vanguard. Use the link below for the type of income: Where do I enter Form 1099-INT? Open your return in TurboTax Desktop: 1099-B   Select Personal Income > Scroll to Investment Income > Select Stocks Cryptocurrency, Mutual Funds, Bonds, Other  Start or Update > Continue to follow the prompts to correct your 1099-B details. Open your return in TurboTax Desktop: 1099-DIV Search > Type 1099div > Click the Jump to... link > Start or Update by the Vanguard investment

Yes, you can opt out of the Trump Account. If you have already filed your return, you can choose to skip the "authentication" phase of opening the account. You will receive a packet in the mail to activate it starting in May, and you can choose not to complete this step, which will mean the account will never be opened.   However, this account will not change your ability to claim your dependents.  What's more is the $1,000 per child that is being offered is not available as a refund, nor is it taking away from your refund. It is a grant, that is available for children between January 1, 2025, and December 31, 2028.

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Once a tax return has been filed it cannot be changed, canceled or retrieved You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk