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The billing address on your credit card and the mailing address on your tax return have to match or you will get an error for paying with a credit or debit card.   If they are not the same then change your mailing address to your billing address.  Click on My Info on the left side of the screen.  Edit you mailing address and Continue.  Go back to the File section to make your payment.   After the payment has been approved, go back to My Info and change the address back to the original.

You should both complete a W-4, and check box 2(C). Enter each spouse's income on the other spouses form.   If you worked more than one job, or your spouse works, you will receive W-2s from multiple employers. If you have multiple sources of income, you must combine all of the income to determine your tax.  The first $15,750 (the Standard Deduction if filing Single) isn't taxable. That is the way the payroll system works. They estimate your income for the year and calculate the tax with that deduction included.  However, if you had a second job, and failed to tell your employer the amount you earned, or expected to earn in the first job, the payroll system would give you the same deduction a second time.  This would most likely result in you owing additional tax on your tax return.  This situation is true for all other forms of income you may earn.  To avoid this circumstance, you should provide your employer with a Form W-4.   For more information, see,  Your withholding may not be enough to cover other income    

If you are using the TurboTax 2025 desktop editions you can go to Forms mode and enter your information on the Form 1099-R.   The Form 1099-R section is estimated to be finalized and available in TurboTax on 01/21/2026

@Big_Dog wrote: Good one. Please share your crystal ball with everyone. What on earth are you talking about? Do you think Microsoft is going to support Windows 10 forever?   They've already indicated ESU ends in October of this year. Do you suppose income tax prep software developers are going to support an OS that is no longer receiving even security updates?

You cannot e-file your state until the IRS accepts your federal return.  The IRS will begin to accept/reject returns on January 26.  Wait until you get an email that says the IRS accepted your federal return and then re-try e-filing the state.

Try downloading the file and then printing.    Right-click on the "Print" button or the link that generates that long filename. Select Save Link As... or Download Linked File. Ensure the filename ends in .pdf (if it doesn't, manually type .pdf at the end). Once saved to your computer, open it directly using Adobe Acrobat Reader or your computer's built-in PDF viewer rather than the browser.

Sure, as long as you do NOT e-file the tax return you can come back at any time to add more tax information.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal @flipr29

Yes, you can switch to a tax expert at any point during your preparation process.   TurboTax offers two ways to get professional help depending on how much control you want to maintain over the return.   TurboTax Live Expert Assist If you want to keep doing your own taxes but have an expert review your work or answer specific questions, you can upgrade to Expert Assist. You get unlimited on-demand help from experts via live video and a Final Review of your return before you file.   How to switch:  Click the Live Help or Expert Help button in the top menu of your TurboTax screen.  You will be prompted to upgrade, and you will keep all the data you have already entered.   TurboTax Live Full Service  If you decide you don't want to finish the return yourself, you can switch to Full Service and have an expert do everything for you.  You get a dedicated tax expert who does your taxes from start to finish. You upload your documents, and they handle the data entry and filing.   How to switch:  Select Upgrade from the side menu.  Choose the "Real Experts Help or do it for you" tab.  Select Full Service.