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Is this for his/her federal return or for a state return?   "They paid what they owed for their 2024 when they filed in 2025." Normally, this would have been enough to avoid any question about underpayment of estimated tax. That's why I am curious where you see this (federal or state).   Without knowing any further details, I would say that it is likely that it is OK to answer Yes to being disabled.

In general, you can only claim individuals as dependents if they live with you and you provide over half of their support, along with other qualifications. However, as pointed out by @NCperson,  there is an exception for a daughter and her children, so she may qualify even if she does not live with you. However, If they do not qualify as dependents, you will get no tax benefit from your assistance provided to them.   [Edited 4/7/26 at 6:00 PM PST] @casey5226 

@meryannr  the easiest way would be to recreate the return in TurboTax  , as it was originally filed.   Thus if you are amending a 2024 return ( prepared using a different  software ), you would have to prepare the return again using 2024  TurboTax, then tell TurboTax that you want to amend the return.  That will  save the original,  allowing you create a modified / amended  return and also the summary 1040-X.   Does this help ?  Or did I misunderstand your question ?

Enter it by hand.   And be sure to go through all the follow up screens to the end of the retirement section.   Oh,  what code is in box 7 on the 1099R?   I think you may need to split it up into 2 1099R forms.   @dmertz 

You can file your taxes without a 1099-DIV if the amount is small, as long as you report the income accurately and know the numbers are correct. The IRS doesn’t require the form itself, but you still need to include the income, even if you didn’t get the form.

  TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    

Due to a mixup between Fidelity and Fisher Investments, the RMD was distributed into my checking account twice.  The over-distribution was returned to Fidelity within 60 days.  Nowhere am I led to a screen which allows me to input the amount that was repaid.    

Yes, this is cryptic.  When I looked at it, I thought it meant street fire, but that clearly doesn't make sense unless you knew me.    In Box 14, STRETIRE (or sometimes ST RETIRE) almost always stands for State Retirement. This code is used to report the amount of money withheld from your paychecks during the year for a state-sponsored retirement plan.    It is most common for public sector employees, such as teachers, police officers, firefighters, or other state/local government workers.  Is it a tax? Not exactly. It's a contribution to your pension or retirement fund (like a 403(b) or a state pension system).  Why is it in Box 14? Box 14 is a "catch-all" area for employers to report info that doesn't have a dedicated box elsewhere. While it's often just for your information, you might need this number for your state tax return, as some states allow you to deduct these contributions depending on the state where you live. Be sure to enter this information in Box 14 because if your state gives a credit toward a state-sponsored plan, TurboTax will apply it.