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@Hal_Al  Thank you - This actually works! However: Doing so generated an INCOMPLETE "ESA/QTP Worksheet" because it requires a value in the pink field. Using the same test figures in my original post, this is what I get in the "ESA/QTP Worksheet"     Although I already did enter the credential expenses of $2,500 (blue oval in the image), the pink "incomplete" field remains blank. My followup question is: Do I enter zero or $2,500 in the pink field? I am guessing zero is the correct answer, since if I enter $2,500, I will be double counting the credential expense leading to no penalty. TIA.

You have posted in an older thread with no recent activity. Please clarify the exact error message you receive, what form is identified, and what version of TurboTax you are using (Online or Desktop). This information will help us identify the best solution for you.   @carrie1cook 

No. You can’t claim an uncollectible divorce judgment as a tax loss. To deduct a loss, you usually need to have “basis” in the money—meaning it was your own after taxes or money you paid out. In a divorce, the court divides up property you already own together. The IRS treats this as a split of assets, not as a loan or a taxable event.

It is not unusual for your New York State (NYS) taxable income to be different from Box 1 of your Form W-2 or your Federal Adjusted Gross Income (AGI). New York state does not follow the federal tax laws for everything. To reconcile the differences in tax law, they adjust your Federal Adjusted Gross Income (AGI)  with specific additions and subtractions.   These are listed on your  Form IT-255 of your New York State Tax Return. The Instructions to Form 255 lists all of the  New York State Additions and Subtractions with the corresponding identifying code.   Your Federal Adjusted Gross Income (AGI), on your Federal Tax Return can be higher than your W-2 box 1 income due to other sources of income such as interest or pensions.   For Example: If you claimed federal unemployment compensation that was not subject to federal tax, New York State often adds this back to your Federal Adjusted Gross income to adhere to their tax laws.   You can: Review your W-2 entry into TurboTax to make sure that Box 16 (your State wages) is entered correctly. It should match Box 1 of your Form W-2.   Check your Form IT-255 in your State Tax Return to see if the $966 appears as a specific "addition" to your Federal AGI. You can compare this to the chart in the Instructions to Form IT-255 to see what is being modified.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

To claim an energy credit for your windows, you need the following pieces of information to report in TurboTax.   1. The QMID (Qualified Manufacturer Identification Number) This is the most critical update for the 2025 tax year. To claim the credit on IRS Form 5695, you must enter a 4-character alphanumeric code (the QMID) for the windows.   What it is: A code assigned by the manufacturer to prove the product is IRS-approved. Where to find it: It is often on the product packaging, the manufacturer's website, or provided in the documentation from your installer. 2. Proof of "Most Efficient" Status For windows installed in 2025, being "Energy Star Certified" is no longer enough. To qualify for the credit, they must meet the ENERGY STAR Most Efficient criteria.   Ask the company for: The Manufacturer’s Certification Statement. This is a signed document from the manufacturer certifying that the specific model of window you bought meets the "Most Efficient" requirements.  Alternative: You can also look for the NFRC (National Fenestration Rating Council) label on the glass from when it was installed. It contains a CPD (Certified Product Directory) number, which you can use to verify eligibility on the NFRC website. 3. Detailed Cost Breakdown (Product vs. Labor) The IRS allows a credit of 30% of the product cost, but labor and installation costs are not eligible for windows. Ask the company for: An itemized invoice that clearly separates the cost of the window units from the labor/installation fees. If your receipt just shows one "total project price," you won't be able to calculate the 30% credit accurately

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

When you run Smart Check, TurboTax will present a section of the Schedule E Worksheet Carryovers to 2025 Smart Worksheet, Disallowed Passive Losses by Year and Type that generated the message: "Passive Operating Loss...sum of losses in individual years should not be greater than the total loss."   NOTE: Please use the Chrome browser to access this table when running Smart Check.   To resolve the Smart Check error message, scroll through the embedded worksheet and look for the section with a list of tax years and three types of losses for two columns (Regular Tax and QBI - see below). Your entries into this table should equal the amount presented in the error message. If you have workpapers from last year's return, you can enter them by year (look at the Schedule E Worksheet for this property).   Note that there may be several fields that require an entry. In most cases, you can enter zero. If you get what appears to be the same message again, enter zero until the message changes. Otherwise, make a one entry that brings the totals into balance (Regular Tax = QBI).   Note that the total shown in the error message may be found earlier on the same worksheet under Carryovers to 2025 Smart Worksheet.     If you're unable to scroll down in the popup window to see these lines, you will need to transfer your return to TurboTax for Desktop so you can use Forms Mode to fix this carryover. See How do I switch from TurboTax Online to the TurboTax software?   @AlsoStuck 

You will need the QMID code for the windows as that is required when completing the Form 5695 for Residential Energy Efficient Home Improvement Credit.   A Qualified Manufacturer Identification Number (QMID) is a 4-character alphanumeric code required for 2025 tax filings to claim the 25C Energy Efficient Home Improvement Credit on Form 5695. It identifies qualified manufacturers of energy-efficient items like heat pumps, windows, and doors to verify eligibility for the credit.