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Thank you  for sending your diagnostic file. The reason your return shows the amount you reference of $7,700 as example, is the amount by which your overtime would be reduced.    How the Phase-Out Works: The deduction is reduced by $100 for every $1,000 of MAGI that exceeds the $300,000 threshold. Let's say the overall adjusted gross income was $400,000. First you would subtract the maximum AGI allowed for a full deduction ($300,000 for MFJ). In my example this would be $100,000 in excess of the limit. Next you will divide $100,000 by $1,000 = $100 Finally you multiply $100 x $100 = $10,000 | This amount is used to reduce the overtime you actually received to see if have any deduction remaining.  $6,984 - $10,000 = zero deduction allowed. Please update here if you have more questions and we will help.   @Anthonyfru 

If you are using itemized deductions on your Idaho state return, the amount allowed is not necessarily equal to the Federal itemized deduction amount.     To get the amount allowed for Idaho itemized deductions, take the Federal itemized deductions on Schedule A and subtract the amount shown on Schedule A line 5a.     From the Instructions for Idaho Form 40:  "Idaho requires you to subtract state income tax, local income tax, or general sales tax on federal Schedule A from your total itemized amount before you use that amount to reduce your income."   That is why the amounts for itemized deductions do not match when looking at your Federal return and state return.   @sharper0703 

I'm using Deluxe and am able to Edit my Charitable Donations.  There's a couple of edit screens;  I started with 'Update' from the Deductions topics page, then clicked the Pencil icon on the next page showing the charity name.  On the next screen I can change the donation type (cash, goods, vehicle use).     Choose the Pencil icon on the next screen (for items). There's several screens to go through to the end of this section.    You may need to Update your program through the ONLINE link at the top.   @Molly929   

@17703842015 "5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. 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    

@Movie-Nut wrote: Can you provide more details on this new feature? No, I can't because I learned about this from an Intuit employee who posts on this board and I really don't know much about this issue at all.   The employee only indicated that the new "tool" is expected to be available later this month or sometime in March. I also do not know whether or not there will be any type of import feature. The employee did indicate that the tool would have a valuation feature (as does H&R Block).

I also spent about 5 hours trying to get this to work thinking I was doing it wrong. Then used their chat assistance with someone that helped me and they were very nice. I shared my screen with them and we went through the issue for about 1.5 hours. Then they simply said they couldn't get the screen to come up, but knew it existed and that was it. I just checked again this week and it still isn't working. So, I checked the other box for high school secondary education just to see and for that you can enter the expenses. But the college expense form is no where to be found. I am looking at ditching Turbo Tax all together. I have been using it for years and it has been nice, but this is ridiculous and a waste of my time.    If it's not worth it for Turbo Tax to fix their software then it's not worth my time to try and use it.

As you are aware, Forms 4562 attached to Schedule E are currently being updated.    The software should be updated after 02/13/26, but our tech team is working hard to have those updates before that date.    Here, you can sign up for an e-mail to stay current on the updates: Sign up for email notification

It takes about four months for the IRS to process an amended return (sometimes longer).   But it is too soon to amend 2025.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.