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Don’t know about Oregon but if it’s the same as federal then yes Social Security part B is a medical expense.    When you enter a SSA-1099 they automatically go to Medical.   Or if you paid them separately,   just start typing Medical  in the search box at the top of your return and pick "medical expenses, sch a" from the drop down list.  Then click on Jump To  at the top of the list.   OR Enter Medical under Federal on left Deductions and Credits Then scroll way down to Medical Then Medical Expenses - click Start or Update  

@user17571986508 The filter removed your phone number, but your name is still posted.   Please do not post your personal information here in the user forum.   This is a public website that can be seen by anyone using the internet.  If you post your phone number you might get some calls from scammers or would-be identity thieves who would love to pretend they are calling from TurboTax.   Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.   As for the charge you are asking about, it seems really early for an Advantage subscription charge; the 2025 software will not become available until sometime in November.   But if you need to cancel Advantage, you have to do that yourself.  No one in the user forum can do that for you. https://ttlc.intuit.com/community/downgrading/help/how-do-i-cancel-my-turbotax-advantage-subscription/00/25548   No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

The 2025 software (and the fees) will become available in mid to late November.   The fee for preparing a joint return will depend on whether you can use Deluxe or if you need Premium.  You have not mentioned what kind of income you and your spouse have.   You can look at the current 2024 fees to get a "ball park" idea of the fees.     ONLINE 2024 https://turbotax.intuit.com/personal-taxes/online/ And just so you know—online prices go up in March—Pay your fee before then to lock in the discount  

Hi @DanaB27 sorry for bugging you. I've googled and found this thread that is very similar to my situation and your answer seems to work for me exactly.    However I have 2 quick follow ups and hope you can share your thoughts:   1. I made the contribution of 7K to Roth IRA in Feb 2025, for 2024 , and later requested return of excess in April 13 2025 before the tax deadline with $30 earning, so total of $7030. The only difference from OP is that my contribution is made in 2025 for 2024.  But I think the solution you suggested above still applies to me right?    2. Do I expect form 8606 to generate? After I followed your solution, by entering form 8606 with code PJ, and select year 2025 for this 1099-R, I don't see 8606 generated. I thought a distribution from Roth IRA should trigger 8606? But is it because return of excess is not considered an actual distribution ?   Thank you!

Do not file an amended return until the IRS has processed your original return and you have received the refund. How much is "a small amount"? There's no fixed rule, but if it's less than, say, $20, I would not bother to amend. The IRS will probably ignore it.  

@Publius-of-Maryland wrote: Has anyone used H&R Block's DeductionPro?  That is nothing like It's Deductible where you enter donations throughout the year.   Rather, you enter items as you are preparing your return.

Yes. TurboTax will automatically itemize on the state program if the itemizations are greater than the state standard deduction even though you took the standard deduction for federal. Enter your itemized deductions on your federal return to accomplish this. 

If your return has been accepted you can amend it. If the amount of additional interest is small you can opt for the IRS to catch it and send you a bill for the additional tax and a small amount of interest.  

There won't be any problem with saying yes.  That question does not show up on the actual tax return; it is only on TurboTax's worksheet.     TurboTax REALLY need to rephrase that question because it causes many tax returns to be wrong (fortunately, you caught that there was an error).