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Y2K all over. Companies that said we need money to fix our unknown problems (or no problems) got paid while Companies that said our product is sound got nothing and quickly changed their tune... win 10 has support for another year so turbotax should have extended that support....hope they learn... In meantime, installing win 11 on a virtual machine on a half decent computer that still runs win 10 can be done for free and an hour or so of sweat-equity...  it is not complex and instructions are easy to follow (which is most of the time spent).  If you get an error Google is your friend and provides easy answers and tips.  Worth getting by for another year on your current capable machine    

The Cobra premiums you pay your former employer are potentially tax deductible, but only if you itemize.  Additionally, the amount you can deduct for medical expenses is limited to the amount in excess of 7.5% of your adjusted gross income (AGI).  So, if your AGI is $100,000 and your medical expenses are $10,000 you can include $2,500 as an Itemized Deduction.  If you are self-employed, you cannot take a deduction for self-employed health insurance for COBRA payments since it is an employer sponsored plan.    

I'm encountering this now (I'm using the web-based turbotax on a Mac).  I have one consolidated 1099 (Fidelity managed account) that has foreign stock dividends & tax pmts from 19 different countries, and also 8 different RICs - also with foreign dividends and tax pmts.  I entered the total dividends, and in the final check TT flagged an issue with the tax credit/deduction info (1116) and sent me back.  For the money & hassle involved, the tax credit is the way to go - but TT doesn't seem to be happy using 'various' for the countries and listing the total foreign dividends & tax payments.  When I try to enter the 19 countries and RICs, it seems like it only allows me to enter the dividends for a single country or the RICs - but think gets hung up again later.  Very frustrating.  I've uploaded the 1099 which includes the 1099B info - I think part of the problem is that it 'sees' the multiple countries & RICs on the 1099B, but doesn't seem to offer a clear way to enter the data individually by country.  Guess tomorrow I'll try to reach one of the TT pro folks to sort it as I spent several hours today with TT & ChatGPT and getting nowhere with different approaches

Could be, but where did you get the date?  Was it from the IRS "Where's My Refund" tool? https://www.irs.gov/refunds Does that tool say the refund has been sent?   The IRS also says to allow up to 5 days due to variations in bank processing times. If the date of 3/7 was from what TurboTax displayed in your account, that is just an estimate.   If the delay continues for a while, you should also check to be sure you provided your correct bank account and routing number.  Or phone your bank and ask their ACH department if they can tell if they refused a deposit.

Yes.  After you enter your Form W-2 and "Continue" you will be on a screen with "Let's check for other situations".  The first item on the list is "Overtime".  Check that box and enter your overtime deduction.  

I don’t think there is a fix yet. Are you getting your taxes rejected by the IRS? If so, they should be telling you which form is the problem. Usually it’s form 5695. My taxes were eventually accepted but after several weeks I received a letter in the mail from the IRS and now I’m working with them through IRS.gov/connect to try to get this pushed through. It’s a slow and frustrating process that should be a simple fix. Good luck. 

This isn't working. I am using the online version and have went in there what feels like a hundred times and went throught every part of the process and nowhere does it ask for my PY AGI... This is beyond anoying... What can I do to get this ammnendment filed?

@JamesG1 Not sure I follow: "You would enter the box 1 income in one pass.  Then enter the box 2 income in the second pass." I'm assuming you are stating I have to select this box and add the same K1 again but not enter the partner's share in the second K1  

You not have to enter the EIN for the bank in most cases. Enter the interest as if you got a 1099-INT, but only enter the name of the bank and the amount of interest. Leave everything else blank. There may be a few states that require the EIN, in which case you will have to use JamesG1's method.  

You report a QCD in the 1099-R entry section.   After entering the 1099-R details, there are a series of screens with questions about the distribution.  You need to go through all the screens/questions. Do not exit the 1099-R entry section before answering all the questions. When asked "Did you transfer all or part of this money directly to charity?", select Yes. Enter the exact amount of the distribution that was transferred directly to the charity. TurboTax will report the full distribution on Form 1040, Line 4a, but will not include the QCD portion in the taxable amount on Line 4b.   A direct transfer of funds from your IRA custodian, payable to a qualified charity is referred to as a Qualified Charitable Distribution (QCD).  QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, as long as certain rules are met.  While the QCD amount is not taxed, you may not then claim the distribution as a charitable tax deduction.   Here are the requirements for making QCDs: You must be 70½ or older to be eligible to make a QCD. QCDs are limited to the amount that would otherwise be taxed as ordinary income. This excludes non-deductible contributions. The maximum annual amount that can qualify for a QCD is $108,000. This applies to the sum of QCDs made to one or more charities in a calendar year. (If, however, you file taxes jointly, your spouse can also make a QCD from his or her own IRA within the same tax year for up to $108,000.) For a QCD to count towards your current year's RMD, the funds must come out of your IRA by your RMD deadline, generally December 31. Any amount donated above your RMD does not count toward satisfying a future year's RMD. Funds distributed directly to you, the IRA owner, and which you then give to charity do not qualify as a QCD. [Edited 04-13-2026 | 2:04 PM PDT]