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You can find your 2024 AGI on Form 1040 on Line 11. You can also order a free digital transcript of your return from the IRS. You can view your online transcript immediately, while a mailed transcript takes 5–10 days to receive.   How do I find last year's AGI?   Once you have the correct AGI, to enter it and e-file your return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return. @user17763803197 

@JMbuys wrote: it simply sliced the combined income level for those 11 months by 50%,    Why doesn't the adjustment simply wait until December line item on the 8962 to apply the combine income??    If you want the rational, you'll need to contact/ask the members of Congress of 2010.  But as it is, that is what the law says.

IRS instructions say that a '0' should be entered in Column E of Form 8962 for months you were not eligible for a PTC, due to eligibility for employer coverage.  However, TurboTax does not allow this entry, either in interview or Forms mode for Efiling.   You could enter your 1095-A showing blanks in Columns A, B and C for those months you were not eligible for coverage, and any PTC would be calculated for only the months you did have both coverage/APTC.   Otherwise, you would need to mail in your return with a manually completed Form 8962.    @plaidford15     

If it was used for more than just 2025, don't enter anything and go to a good tax professional (an in-person appointment with somebody that a friend or relative recommends; NOT the "live" version of TurdoTax that uses the defective software).   TurdoTax does NOT support assets or vehicles that have varied in business percentage from year to year.

To check the status of your TurboTax 5-day early deposit, monitor the IRS website to check the status of your return, the direct deposit should arrive 5 days before the date on the IRS page.  You will also get an email notification from TurboTax and you can  track the status in the deposit in your TurboTax account.     If you need additional information regarding your refund you will need to contact TurboTax.     @jahouston415   

Yes. According to IRS rules, if you remove an excess contribution before the filing deadline (including extensions), the earnings are taxable in the year the contribution was made (2025), even if you physically received the money in 2026.   Since these earnings are added to your Adjusted Gross Income (AGI), they do indeed bump up your MAGI. If you were already in the "phase-out" range for Roth contributions, this extra income can further reduce your allowed contribution.   Yes, you may need to remove even more. Follow these steps to see: The 1099-R: Since you won't get the official 1099-R until next year, you must enter a "Substitute" or "Dummy" 1099-R in the Wages & Income section for your 2025 return. Box 1: Total amount removed (Principal + Earnings). Box 2a: Only the earnings portion. Box 7 (Codes): Use Codes P and J. (P indicates it’s a taxable distribution for the prior year; J indicates it’s from a Roth).   The Contribution Section: Go back to Deductions & Credits → IRA Contributions. Enter the full amount you originally contributed. When TurboTax flags it as an excess, it will ask if you plan to remove the excess before the deadline. Answer Yes. Enter the amount you actually removed. If the software says you still have an excess, you will need to contact your IRA custodian again to remove that secondary "sliver" of excess caused by the income bump. @user17763507766 

If you need more info…… 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.  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 using Forms mode and 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.

Make sure you are signing in the correct account.   How can I view all my TurboTax accounts?   When you sign in the correct account, your return will be at the bottom of the landing page under Your tax returns and documents.  

Generally, they can be e-filed but there are a few cases where it needs to be mailed. If the review told you to mail it, you must.   The Assembly Order: Top: Your Oregon Form OR-40-P (signed and dated). Middle: Oregon Schedules (like Schedule OR-ASC-NP). Bottom: A complete copy of your Federal 1040 and all federal schedules.   Mail certified with no signature required: Getting a Refund: Oregon Department of Revenue, PO Box 14700, Salem, OR 97309-0930. Owing Money: Oregon Department of Revenue, PO Box 14555, Salem, OR 97309-0940. (Include your check and Form OR-40-V).

Sign in to your TurboTax account and go to your Tax Home. Scroll down to Your tax returns & documents and select the year you need. Click Download/print return (PDF). The Key Step: When prompted, ensure you select "Include government and TurboTax worksheets" (sometimes labeled as "All forms and worksheets"). Open the PDF and search for a page titled "Depreciation and Amortization Report" or "Asset Entry Worksheet." This will list every asset, its cost basis, prior depreciation, and current year depreciation.