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Hello community - I have a couple questions about TurboTax's calculation of total medical expenses, regarding both how it's shown in the tool and ultimately on Schedule A.  For tax year 2024, for example, I had $3,220 in total out-of-pocket medical expenses (including premiums and anything else applicable, and excluding anything not applicable).  But - TurboTax input $960 for some reason into Line 1 on Schedule A - that's the line BEFORE lines 2 and 3, which apply the 7.5% rule.  In this case, 7.5% of my income was just over $3,220, so I would not have been able to deduct medical expenses anyway, but it seems to apply some math to the raw number that is supposed to be input into line 1, which (I believe) is incorrect.   In other words, $960 doesn't match any single value, subtotal, or anything else related to my actual medical expenses for 2024. And, for this year (tax year 2025), I have entered $4,200 in out-of-pocket medical expenses and $800 in premiums, which should be a total of $5,000 in medical expenses (independent of and before the 7.5% calculation. I also entered my 1095-A info, and paid no other premiums in 2025 other than the $800 indicated above. But, the deductions and credits summary screen shows MORE than my $5,000 - it shows $5,600.  I can't figure out what the source of the additional $600 is, and am concerned when I go to finalize, it's going to do the simple line entries on Schedule A incorrectly.  All other deductions and credits look exactly correct and match what I entered.  I am wondering if someone can explain whether I should be concerned about this and why TurboTax doesn't seem to deal with medical expenses in a straight-forward manner that can be double-checked by the user like everything else.  Thank you in advance for your input!   

I have used Turbo Tax for many years. I got married in 2025 and my husband and I created a dummy joint 2024 return in TT using the prior year information from both of our returns. Turbo Tax automatically used it to create our 2025 joint return. There is an item on one of the worksheets that shows we filed jointly last year but I can't change it. Is there any danger that the IRS will not like our return because we were both singe and filed that way for 2024? If so, how do I fix this? Please advise. Thanks

So I filled with turbo tax and my NYS return was rejected due to an error with turbo tax software. My 2 sons both files with turbo tax but did not have an issue because they didn't receive the nys inflation refund check. They received their returns in less than a week. I am over 60 days and my return still just says accepted. After reading up on this seems that everyone the had a return rejected due to turbo tax software still has not received their refunds. Is there a connection between the turbo tax issue and our refunds being held? 

I need to file my NY state taxes by mail. The Summary of Federal Forms 1099-R Statements only lists 2 of the 4 1099-R Forms listed on my return. Is this okay? Do I need to find a way to submit the other 2 1099-R forms?

It's mid-March, and I have tried multiple times to download my consolidated form 1099 from Edward Jones. I'm using TurboTax Premiere Desktop on Mac; all updates have been applied. MacOS Tahoe, 26.3.1. The problem occurred first with Safari. In reading previous posts about issues with 1099s, I've tried the following things: - switched to Google Chrome as default browser - rebooted machine - enabled local access for the URL used by Turbotax for the access - enabled popups for the URL used by Turbotax - disabled Wifi and using a wired-only connection - changed Edward Jones userid to alpha characters only - changed Edward Jones password to eliminate special characters (i.e. alphanumeric only)   I'm enrolled in Edward Jones Account Access and can login just fine. Further, when I access the Edward Jones website, it tells me that access has been granted.   However, once the login from TurboTax completes and access is granted, I get the following screen. And no 1099 data is downloaded to TurboTax. Clicking the OK button, with or without the switch enabled, does nothing.    Finally, my Consolidated 1099 from another brokerage firm - which was arguably more complicated - downloaded fine on the first try. (Before I made any of the system changes noted above.)   I've called the Edward Jones number shown on the page below. Useless as they pretty much kick you to TurboTax after giving some basic information.   Any recommendations?