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Just another follow up as today when I opened the app I now have 3 of 5.  This is BS and there should be a way to contact someone to verify to TurboTax that you are only using one device.  I forsee the day when it shows 5 of 5 and won't let me activate.  This has been the worst year ever for this product.  

To complete and file a 2024 tax return, started with the online editions, you will need to download the 2024 tax data file.  Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions.  Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download .tax file   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

You can go back to the Investments (Income section) section and delete the transaction from there.   Or you can use the Delete a Form tool in TurboTax Online.   When you begin entering a sale, TurboTax automatically creates a 1099 tax form or worksheet in your return that needs to be deleted to fully remove the data.   How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

The 1099-R input screens became were available as of yesterday, 1-22-26.  If you are using the TurboTax Desktop software, did you allow do to updates to the program?  If you have the program open, you can click Online in the top menu then Check for Updates.   There are some forms that relate to retirement plans such as Form 5329 and Form 8606 that are not yet available, however, the main inputs for the 1099-R screens are available now.

See this TurboTax support FAQ for deleting a state tax return when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/delete-state-return-turbotax-online/L8v9awRbh_US_en_US

Yep.  They make their decisions, I make mine.  I’m completed filing with H&R, and oddly enough, got a notice that the IRS already accepted it.  I thought they weren’t accepting until the 26th.  I like the interface of turbotax more, but H&R works with Windows 10.  Just had to learn a different program, but it wasn’t too bad.  It also lets you import last year’s turbotax file, so that was convenient.  My State hasn’t been accepted yet, but I didn’t expect it to be.  But I’m all filed.

I would not want to dissuade you from asking for a waiver of penalty for the underpayment of estimated tax - it is your right to do so.   Did you make any additional estimated tax payments for the 3rd or 4th quarters? I don't know if you knew what was happening to your job by the due date of the third quarter (9/15/2025), so maybe an additional estimated tax payment would not have been possible. However, it sounds like you should have known by the due date of the 4th quarter (1/15/2026) that you would have this extra income, so you could have made an additional estimated tax payment before then.   Sorry, I am just anticipating what the IRS might say.   However, federal employees had a totally unpredictable year in 2025 in terms of job security, so I would say go for it. Perhaps your ex-fellow government employee at the IRS might cut you some slack.

I might see the problem now that I'm triple checking it. But I'd like if you all could tell me what I'm thinking. And more if you have more info that would help.    [Photo Removed Due to PII Showing]

Dear @MarilynG1,   My question concerns TurboTax miscalculating the FTC when claiming the FEIE with FEI sourced to 2 countries. It is clear that on your test return you are not claiming the FEIE, because a taxpayer cannot claim both the FTC and FEIE unless her FEI exceeds the maximum FEIE, which for 2025 is $130,000.

On the Social Security Benefits Worksheet, line 18 also states "If prior year lump-sum benefits were received, go to line 19, otherwise, skip line 19 and enter the amount from line 18 on line 20."  If line 19 is blank, then that means there were no lump sum benefits received, so the amount on line 20 should equal the amount on line 18.   In the first part of your question, you mentioned Smart Worksheets, however there are multiple Smart Worksheets in the TurboTax program, so I can't be certain which worksheet your post relates to.  If you could repost and give some information about the particular Smart Worksheet.  It is possible to have negative amounts such as in a capital loss that can be deducted.