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I'm having a similar problem. We live in Washington State and were married in May of 2025. The worksheet is not properly allocating separate and community property.   The worksheet does seem to keep wages, pensions, royalties, and social security income properly split between taxpayer and spouse, but the worksheet seems to do a 50/50 split for non-wage income and capital gains. In Washington state the sale of my spouses home (in September 2025) should be considered separate property, but the worksheet appears to split the gain equally. Also since our investment assets are owned separately and the income and capital gains from these assets are kept separately they should not be split 50/50 in the worksheet.    I also noticed that it isn't properly transferring spouse's age into the MFS column for my wife. It should show my age for spouse's age, but instead it shows her age for both the taxpayer and spouse's age.   Are these issues being investigate? Will the What-If worksheet be fixed? If not, I strongly recommend that a disclaimer be added to the worksheet stating that income and capital gains may not be split correctly.

TurboTax does not have your W-2. TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.     Every 2025 W-2 that you received must be reported on your 2025 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2.            https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00/25998  

For 2025, the IRS generally limits your deduction for non-cash assets (like clothing and household items donated to Goodwill) to 30% of your Adjusted Gross Income (AGI).    Because you had 8 entries and some were over $500, TurboTax must generate Form 8283.  If any individual item or "group of similar items" (e.g., all clothing) was not in "good used condition or better," the IRS can disallow that specific portion of the deduction unless you have a high-level appraisal.

Continue past the W-2 entry until you reach a screen titled "Let's check for other situations" or "Uncommon Tax Situations". Place a checkmark in the box next to Overtime and click Continue. TurboTax will ask if you have a statement from your employer or if you know the amount from your final paystub. Enter the "Overtime Premium"- this is only the extra portion you earned above your regular rate (e.g., the "half" in time-and-a-half).

Review your Form 1099-R code in Box 7. If it has Code P or 8 and IRA/SEP/SIMPLE not checked, then this would indicate the return of excess deferral from a 401k, which goes on Line 1h.    For return of excess contribution of a Traditional IRA the IRA/SEP/SIMPLE box needs to be checked and have code P or 8 and code 1 (if under 59 1/2).    For Roth IRA return of excess would have code P or 8 and J, IRA/SEP/SIMPLE not checked. 

You can code that as other.  Only box 14 overtime will automatically create a deduction.    Then to enter your overtime in TurboTax Online, after finishing entering your W-2,  continue through the screens until you reach Let's check for other situations. Check the box for Overtime and select Continue. Enter the total of your qualified overtime. TurboTax will calculate your deduction.   To qualify for the overtime deduction, you must meet these requirements:  You must be a non-exempt employee who is eligible for overtime under federal law (FLSA).  Your filing status cannot be Married Filing Separately.  Your modified adjusted gross income must be below $150,000 or less ($300,000 for joint filers) to be eligible for the maximum deduction, If your income is over $150,000 ($300,000 for joint filers), then the deduction begins to reduce by $100 for each $1,000 of MAGI over the applicable threshold amount. Once your MAGI hits $275,000 ($550,000 for joint filers), the overtime deduction is not available. The pay must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction.  Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

It does have asterisks on 8606 line 13 and 15c, and there is a worksheet "Taxable IRA Distribution Worksheet" where it adds my 2025 7000 contribution to IRA and 2024 7000 to $14,000 and divided by $7045. Since it is more than 1, it keeps it as 1 and then times $7000 distribution to form the nontaxable amount as $7000.  I asked AI, it says this is some kind of aggregate rule. I am still very confused....

Thank you.  The IRA was not part of the trust until we moved into the trust after the passing of our mother, thinking it was the best way to distribute yearly distributions to all siblings.     Looks like, regardless, I need to seek the advise of someone local. Thank you!

Also opted to have check mailed an just received CP53E notice. Absolutely BRILLIANT that TurboTax gave me the option to have my check mailed when that is no longer available by the IRS. BRILLIANT! Great Job!

I agree, unbelievable.  Yep, Turbotax knows exactly whose everything is whose, and it should be able to slot that automatically into the correct column.   It's funny, when I first started trying to figure out if my husband and I should file separately or jointly, I think I found exactly zero helpful information about this online. E.g., people pointing out how terribly awesome it was to have a standard deduction that's twice as big (!!) if you file jointly. Well, duh.    But even if you determine you're better off filing jointly, shouldn't everyone be asking the question the What-if worksheet is designed, if it worked right, to answer? How do most couples who have rather separate financial lives figure out how much tax is attributable to each person?   Intuit, please fix this.

TurboTax will complete a Form 982 after you nave completed the Form 1099-C section of the program.   To enter a Form 1099-C Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Miscellaneous Income, 1099-A, 1099-C, click the start or update button On the next screen, on Cancellation of debt (Form 1099-C) or the abandonment and/or acquisition of secured property (Form 1099-A), click the start or update button