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 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.   And...Be careful of this: USER ERROR WITH SOCIAL SECURITY ENTRY We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.    

Hello Hal,    I checked the  personal worksheet form and there is the check for the box that says earned income does not exceed 1/2 of support. So the form shows the correction. But the calculation for the AOC credit shows refundable and reflect a higher credit.  Should it be nonrefundable since she does not pass the support test? I don't know what is correct now    Thank you    

In TurboTax Online, royalty income is entered under Federal >> Income >> Rental Properties and Royalties. The main difference is checking the box for Royalty Property on the property profile and ensuring you enter income from Form 1099-MISC in Box 2 (Royalties).   You should have been able to complete your return using TurboTax Home & Business. But if you have entered most of your information, there's no reason to switch back.   For more help, see: How do I enter a 1099-MISC for royalty income?

Once you submit your return in TurboTax Online, you'll see its status on the Tax Home screen of your account. You will also receive email updates letting you know when your e-file status changes.  You can find additional information here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US  

Calculating the taxable amount of an annuity depends on whether you used "pre-tax" or "after-tax" dollars to fund it. If you funded your annuity with pre-tax dollars (such as a Traditional 401(k), 403(b) or a traditional IRA), the gross distribution is taxable since you never paid taxes on the money.   While the IRS offers an interactive tool, it is primarily for employer-sponsored pensions. If your Form 1099-R has Box 2b checked (Taxable Amount Not Determined), you must calculate the taxable portion yourself.    For a private, nonqualified annuity, you will likely need to use the General Rule found in IRS Publication 939 to calculate your "Exclusion Ratio," or consult your annuity provider for the specific breakdown of principal versus earnings.

In the Personal Info section make sure you indicate your dependent (or yourself) is a student.  If you change this, and you're in TurboTax Online, close the program, clear your  Cache and Cookies and retry.   If you're using TurboTax Desktop, also verify the 'student' designation in Personal Info, and in FORMS, make sure 'Student' is indicated on the worksheet.   @peter-roach       

You do not need to break the single transaction up into multiple transactions.     But you do want to accurately record your purchase price (cost basis) and be able to explain how you constructed the cost basis should a tax authority have a question at a later time.    

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.        

Ignore the warning. TurboTax, by default, will inform you that the state tax is higher but it’s not actually telling you to claim state income tax. It does this for all states with no regard to whether or not the state has an income tax. 

You can check your filing instructions page in your tax return to confirm dates you requested.  It takes the IRS a few days to debit accounts.      From the IRS FAQ page >  To verify your payment was processed successfully, check your online tax account two business days after the date you scheduled the payment to be withdrawn from your bank account.  Your online tax account will indicate whether a payment attempt was rejected.  If the payment is still listed as "Pending," check back after three more business days to see if the payment was returned or reversed. If it was, you can try submitting it again to avoid interest and penalties.   In the event your financial institution releases the funds prior to the date specified in your electronic payment request to the IRS, contact your financial institution for additional information.   You can also check with your bank after two business days to make sure the payment went through. If your bank confirms your payment was processed, but it does not appear in your IRS online account, contact us by phone.

Hi, thanks for the response, I really appreciate you taking the time to explain that. I think I may not have communicated my situation clearly, so I just want to clarify what I’m dealing with. In this year (2026), I: Made a direct HSA contribution and designated it for 2025 Also requested that about $1,000 of my 2026 payroll HSA contributions be reclassified to the 2025 contribution year So these amounts are not included on my 2025 W2 (Box 12, code W), since they were made in 2026, but they are being applied to 2025. My understanding is that these should still count as 2025 HSA contributions and reduce my 2025 taxable income through, even though they aren’t reflected on the W2. I think where I got tripped up is that your explanation focuses on payroll contributions that are already reflected in the 2025 W-2, whereas I’m dealing with contributions that fall outside that timing. The issue I’m running into now is that I can’t find an appropriate place in TurboTax to report these contributions so they are treated correctly for 2025. Just wanted to clarify that distinction — any guidance on how these should be entered would be really helpful.

You can deduct premiums that you paid for if you itemize deductions and your total qualified medical expenses exceed 7.5% of your Adjusted Gross Income (AGI).    These expenses are reported on Schedule A of your Form 1040. Self-employed individuals may deduct these premiums directly from income.    You can enter them as follows:   Click on Search at the top right of your TurboTax screen Type medical expenses in the search box Click on the link that says Jump to medical expenses Your screen will say Did you spend more than $XXX on medical expenses in 2025? Select Yes. Continue through your screens until you see How much did you spend on insurance premiums? On  your screen that says How much did you spend on insurance premiums. Enter the amount and Continue. Continue through your screens and answer any follow-up questions. See Also: Are Medical Expenses Tax Deductible?   Can I deduct medical expenses? What Medical Expenses are Tax Deductible? Please return to Community if you have any additional information or questions and we would be happy to help.

This rejection happens when your clean vehicle VIN ("Vehicle Identification Number") does not match the IRS data for the Clean Vehicles sold :     VIN is incorrect (Rejection code F8936-030-01)  Your tax ID and VIN do not match in the IRS database (Rejection code F8936-046)  The credit type claimed and the amount entered on the Schedule A of Form 8936 is not matching the IRS database (Rejection code F8936-0047)  The purchase date is inconsistent with the IRS database (Rejection code F8936-048). Please follow these steps:   Check the report that you received from the dealer and make sure it is correct and matches what you have entered on your tax return.  Dealers who sell vehicles eligible for a used (previously owned) vehicle credit under IRC 25E must furnish a report to the buyer at the time of sale and also to IRS for those vehicles to be eligible for a credit under IRC 25E Contact the dealer and make sure that they provided the correct information to the IRS and/or that they did provide the sale information to the IRS. If you can prove that number 1 and 2 are true and the IRS still rejects your tax return, you will have to print and mail the return. You will also need to send proof that proves you got the credit.   Clean vehicle credit seller or dealer requirements | Internal Revenue Service