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@DaveF1006  thanks for your prompt response. Is filing 1099T mandatory? Since I am claiming all the 'education expenses' from 529 account, there is no additional deduction to be taken for the tax purposes.   Regards,

I concur the suggested solutions do not work.   I also see this has been tagged as solved - IT IS NOT!   The only confirmed solutions are to use a CC with a low month expiration number, or to pay $40 to Intuit to take the charge out of the tax refund.

The 85% limit you refer to may be being applied to the increase in your social security income reflected in the lump sum payment. In other words, if your lump sum payment is $10,000, only $8,500 of it could be taxable.   @Grunge

TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows what "action" is required.   If the IRS wants additional information from you they will mail you a letter, which you will have to read carefully and then follow instructions.

Did you get a 1099R?  You enter Defense Finance and Accounting Service as the name and enter the EIN whcih starts with 34-   .   That's all.   Where do you need an "Account"?      Oh on the first screen with the  4 boxes?  Pick the first box....Financial Instition or other provider

Yes, you can change your county, as long as you haven't already filed. If you have already filed it, you must wait until the IRS rejects or accepts your return.  If your return is rejected, then you will be able to make the necessary changes.  If, on the contrary, your return is accepted, you may need to amend it (only if the county difference affects your local tax liability or school district credits).  Keep in mind that the IRS doesn't use your county for anything that affects your refund or tax due, unless you enter anything about property taxes or local taxes paid. To update your county, you can follow the next steps:   Sign in to your account.  Return to the State section to edit.   Select Pick up where you left off. Select State. Follow the prompts to edit.

Thank you!  Two more things:   1) For the land/property.  The county assessment is $112,750 land / $214,013 house.  Would I use the actual land figure of $112,750 for entering sale details, or the % land value (35% of sale price) when calculating land value for the sale?  I believe it's actual land value at the time of sale, and not the percentage, but just confirming.   2) Is filing 3115 optional, if I choose not to claim depreciation I did not take?  Or is it required for me to go back and change accounting methods?  I believe this will not make a sizable difference in this case, and would prefer to keep it simple and just deal with the loss of not previously reporting depreciation.

Thank you. I saw your post on the other thread, so all good. Yes, the reason I removed the "pro bono" is it was confusing regarding non-profit/charitable situations; your answer here, though, covered that very well.  Thanks again, and also for the details regarding the case. Very informative. Definitely NOT a "disguised gift" LOL Oh, and the video I used to create a sizzle reel (and images from the production were used to create the website) and it got me the production in April of this year for royalties, so the expense has already been cut by half. And, I've been doing this kind of work since the 1980s ... it was the LLC that confused me regarding "start up" costs, and the expenses were high (in my opinion, $4K is high). 

Follow these steps: Open to Federal deductions and credits Locate Education Select 1098-T Continue through entering student information, the 1098-T and qualified expenses.  Your laptop  only qualifies if the school requires it for attendance.  The internet  is more tricky. Originally, it had to be paid to the school as part of attendance. Using something you already pay for is not an education expense. If you had to upgrade, maybe you could count that part. Look at your circumstances and listed requirements from the school.

Please clarify why is Turbotax  software preventing me from entering amounts in the IRA section for myself. Box 13 on the w2 is not checked for Retirement plan. The serverance payments far exceed 20k.    Just a little more info that I don't think is relevant. I'm filing married joint. The software allowed me record my wife who doesn't work was able to contribute max Roth IRA amount for herself.

@moisesramirez1001   Nobody can send you anthing.  You have to log in and get it yourself.   The actual Form 4562 that is filed with your return is just a Summary of the Depreciation for the current year and only lists out the new assets and not the prior the items. You may have a 4562 Depreciation and Amortization Report which does list all the items including fully depreciated items. See Attachment from 2022. Before filing you can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 If you don't have the 4562 Depreciation and Amortization Report or need more info you need the Asset Life History. The history is only available in the Desktop program not the Online version. If you are using the Online version you would have to download your .tax20yy file and open it in the desktop program.

To access your prior year tax return forms, schedules, and worksheet you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Go to the section "Your Tax Returns and Documents" and select the prior year Click "Amend (change) YYYY return" Click 'Start an Amendment Online" On the left navigation pane select Tax Tools Select "Print Center" Choose the forms you would like to view/print/download to PDF   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.

No one from the user forum can send you anything from your past year return.  We have no access to users' accounts or tax returns.  You have to find it for yourself.   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

Thanks. I've gone round and round with this, and after lots of reading and research - and help from folks  like  you - finally got to the solution. It's big "negative/loss" this year, but I have all the documentation. PS Found your detailed response on my other thread.  **I'm still confused on how to handle the travel mileage and meals. I assume I haven't used the car for work since acquiring it in 2019. I will make the "start date" for car use when I went up for the auditions, and do the mileage from there... and for meals, it's 50% correct? TT will do the math when I put the info in... right? Haven't done "meals and travel" for a number of years, pre-pandemic for sure. Most of the income has been remote. And going forward that will be the "first use."  I just have to plug in the info., correct?... let me know if I'm on the right track now. 🙂 Thanks again. I've been using TT since the mid 00s and it just gets better with age. 

I am trying to fill out the 1040 x for my son.  Where do I put the information to change dependent status?  Do I  still indicate that he is filing single?   Also he filed on the IRS website and I can only find "transcripts" but not his actual 1040   HELP!

It depends on various factors, such as the retirement plan structure and your age. But it general if you retire under the provisions of the plan (not early retirement for instance) and the payments come from a pension trust fund and are made to the employee or his/her surviving spouse, the retirement plan distribution is not taxable. You can learn more here from the Michigan Department of Revenue.