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Thank you.  With the exception of about $400, non qualified dividends, the remaining $1200 is capital gains and qualified dividends.  I trust since the majority is cap gain and qual div, the result is no tax liability. Appreciate your prompt response.  

So if you are saying that RIGHT NOW, you do NOT have a 1099 from Uber that includes your tips, then you would not be able to take the deduction for tips.  If the tips are included on the 1099, then you WOULD be able to claim the tips.     A statement from Uber does not count, but the 1099 they sent you DOES count as they DO include your tips on it.  Do NOT enter the statement from Uber separately.  The only type of tips that would not count with your Uber services would be cash tips that Uber is not aware of.  They are even offering to give those who earned less than the $600 the option of opting in to get a 1099.     The statement that you received from Uber is in addition to the 1099, so you can enter the tip amount.  Once you enter the 1099, click the button that says you received tips and then enter the amount that is on the statement.    Tax Deduction for Qualified Tips Beginning in 2025, a new federal tax law allows individuals to claim an income tax deduction for qualified tips (“no tax on tips”). To claim this deduction, the IRS requires that your tip income be reported on a 1099 Tax Form. If you do not meet the IRS threshold, you can opt in to receive Forms 1099-K (and 1099-NEC, if applicable) by updating your Tax Settings through the web driver portal or the Uber Driver app. This can help support your claim for a federal deduction on qualified tips. We recommend consulting a tax professional or service, such as TurboTax, for advice on federal and possible state deductions related to tip income.

Yes, you can deduct ad valorem taxes in Oregon, the same as on your federal tax return. The tax must be based on the value of the property to be allowable. You can learn more about the deduction in this IRS article.

To find your tax data files that were saved on your computer, refer to the TurboTax articles:   How do I find my tax data file (.tax file) on my Windows computer?   How do I find my tax data file (.tax file) in Mac?  

Follow these steps: Look further down the page. Is there a field specifically for digital wallet addresses or crypto platforms? If there is any data in those fields, the program believes the "Digital Asset" question is Yes. Clear those fields first. Try selecting yes in the program, continue, then go back and change it to no. This sometimes will get rid of stuck data. Order of entry issue: Delete the entire row for that specific asset. Re-add it from scratch. Select "No" for the digital asset question before you type in any other numbers. Switch browsers: If you are on Chrome, try opening the form in an Incognito/Private window to disable extensions that might be interfering with the form's logic or switch to Safari or Firefox. Caution: The IRS (and most state authorities) has become extremely strict about this checkbox. Even if you didn't sell "coins," remember that the definition includes NFTs or using crypto to pay for goods. If you definitely didn't engage in those, the form is simply being stubborn.

Thanks for the guidance, however, I am not presented with that page. I see what you are referring to if I mark my wife as having an HSA that screen comes up but I cannot get it to present for me (she does not have a separate HSA).

@CatinaT1 Thanks and your answer is fair. I went through these steps. Still have a doubt why two softwares produce different taxable social security benefits. Do you know IRS only uses 50% and 85% to calculate the taxable amount, or there is other % and how it is determined?

@Jampard wrote: Is there a way that the IRS can find out what my cost basis is for some stock that I sold last year? Nope, but then you are the one who has the burden of proving the basis you report on your return if ever questioned by the IRS.

Find the source: Instead of trying to type on the worksheet itself, you need to find the specific section that feeds it. Capital Losses: Go to the Investment Income or Stocks, Mutual Funds, Bonds section. Look for "Capital Loss Carryover." Charitable Contributions: Check the Deductions & Credits section under "Charitable Cash Contributions" or "Donations." General/Business: Look for a section labeled Other Business Situations or Net Operating Loss.   Delete and try again: If the form is carrying over corrupted data from a previous year's import, deleting the underlying form often forces the software to let you re-enter the data manually. If the form refuses to delete, it is holding something. Take a look at the form to see what is stuck in there and let us know more information to help you.   Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again in the correct area listed in source area. Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again in the correct source area.

Key Troubleshooting Steps for Error 590: Clear Browser Cache/Cookies: Clear your browser's data to remove outdated session information. Update Security/Browser: Disable antivirus temporarily, enable pop-ups, and ensure your browser and Windows/MacOS are updated. Check Financial Institution Security: Log into your bank website to ensure your account security settings allow third-party connections (e.g., check Schwab for "verify on all devices" settings). Re-authenticate Connection: Disconnect your bank account within the software and re-connect it to refresh the connection token. Wait and Retry: As Error 590 often stems from the bank’s end, waiting 24–48 hours for the server issue to resolve is often effective. Remember that the IRS already has copies of all your 1099's.  A Category Summary Total is acceptable in a tax return.   @COFan 

It does not - I get these responses: Does your other income [$" amount redacted"] include tips not on a 1099-K, NEC, or MISC because: You got a statement showing your tips, but not a 1099-K (common for Uber). (Other reasons were listed as well, but this is the one that applies to me - I got a statement from Uber, it's not separated out but included in my income.) to which I get this response:  Thanks for that info Right now, you can’t deduct tips unless they’re included with your income on a 1099-K, NEC, or MISC. This rule could change as early as this tax year. We’ll contact you with the next steps if it does. In the meantime, it’s okay to go ahead and file your taxes. So, I did not get the deductions even tho I have a statement from Uber which should be allowed according to my first messsage inquiry.