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MORE DETAILS:  TurboTax has an error when reporting charitable deductions of both cash and stock to the same organization.  It will accept the entries, and report it correctly on the Charitable Donations screen, but then if I view the form for the donations to that organization I get an error that is impossible to resolve.  Specifically, I get red marks (screenshot below). I'm guessing that it gets confused by having 2 different types of donations to the same organization, but the software clearly allows me to select more than one when defining the donation type(s) in the Step-By-Step mode.  

The Overtime Deduction typically covers the difference between your regular pay and overtime pay. If your regular pay is $20 per hour, and your overtime pay is $30 (time and a half), the $10 difference is the premium. For double time, only the portion required by the Fair Labor Standards Act (FLSA) is eligible. If your regular pay is $20 per hour, and your overtime pay is $40 per hour, $10 remains the eligible portion.      Your total premium would be the number of hours worked times the premium, up to the maximum deduction of $12,500 Single/$25,000 for Married Filing Jointly. This deduction begins to phase out with modified gross income over $150,000 Single / $300,000 MFJ.     There are 4 main ways that your Overtime Deduction can be determined. From best practice to least, they are: From your W-2, most likely in box 14, A statement provided by your employer with the amount,  Year-end pay stub, or   Calculate the deduction yourself (not recommended)   Do you have anything in box 14 on your W-2? Is it your overtime premium that qualifies for the deduction? If you entered info from box 14 into TurboTax, the deduction is calculated from this.     If there is no information in box 14 of your W-2, leave it blank on the W-2 section. Continue to the next screen or until you reach the section, “Let’s check for other situations.” Select ‘Overtime’, and then continue. Next you will reach the heading, 'Let’s see if your overtime qualifies as tax-free.' Here you can choose ‘Help me calculate my eligible overtime.’ Answer the question, ‘Were you an exempt employee at {company name}?’ The deduction will not apply if you were an exempt employee.    Next TurboTax will ask, ‘Did you get a statement or letter from your employer with your eligible overtime?’ Select yes or no. For yes, TurboTax will ask additional questions.   If no, it will ask, ‘Do you have a year-end paystub that shows your total overtime for 2025?’ If you click yes, TurboTax will ask you to input information from your paystub. If you click no, TurboTax will ask you to input the amount of eligible overtime. I strongly recommend contacting your employer at this point. But if you feel confident enough to calculate yourself, here is how to do it.    For time and a half, the deductible premium is 1/3 of the total amount of overtime. For double time, the deductible premium is 1/4 of the total amount of overtime. If you have both time and a half and double time overtime, calculate them separately.    The steps I've outlined are based on the layout of TurboTax at the time of this post. It's possible that the order the questions are asked will change at some point in the future. But this should still provide the general idea of how to take this deduction.    Here is a link to additional information:    https://turbotax.intuit.com/tax-tips/tax-deductions-and-credits/no-tax-on-tips-how-it-works-in-the-one-big-beautiful-bill/c1thHf1sU   Hope this helps! Let me know if you have any follow-up questions in the comments. 

I don't understand why this is taking so long.  Response I got was 1099-R will be ready on 1/21, but who knows.  Not sure why all the pieces are not done together.  Know we can't file before the end of the month but would still like to get everything in.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

No.   You do not upload a spreadsheet for expenses to your tax return. You just have to report the total for the year for each category of expenses. And you keep all records to justify the amounts reported in your tax return.

It depends on the circumstances of the college loan and whether you  claim your granddaughter as your dependent on your tax return.      Tax deductions:   1. There's no deduction for paying back the principal of a student loan.   2. You may deduct interest only if you are legally obligated to pay the loan interest. Therefore, you may not deduct any interest if the loan has been made only in your granddaughter's name.   Tax Credits:    As grandparent you cannot claim an education credit merely because you made student loan payments for a grandchild. To qualify for education credits you must claim the student as your dependent.    We include a link to IRS Publication 970 "Tax Benefits for Education".    

@DoninGA I noticed in the forms tool that 8606 moved from 1/21 to 1/23 and 5329 moved UP from 1/28 to 1/23.  Do you think that changes when the retirement section will open and indicates a release on Friday?

I think this particular bug was fixed with the 1/16/2026 TurboTax software update (at least it worked for me, because TurboTax doesn't seem to find it important to provide release notes to let us know when something has been fixed).   There is a related separate bug which I also reported in a community post.  TurboTax has an error when reporting charitable deductions of both cash and stock to the same organization.  It will accept the entries, and report it correctly on the Charitable Donations screen, but then if I view the form for the donations to that organization I get an error that is impossible to resolve.  Specifically, I get red marks (screenshot below). I'm guessing that it gets confused by having 2 different types of donations to the same organization, but the software clearly allows me to select more than one when defining the donation type(s) in the Step-By-Step mode.  

TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.     Every 2025 W-2 that you received must be reported on your 2025 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2. 

@egaryellis    Desktop software   (MAC or Windows)?   Or Online software?   IF "Online" software, log off and try a different browser _________________________ IF Desktop, make sure all your Computer Operating System updates are fully installed, and make sure you reboot even if your OS appears to be up-to-date. __________________ If it's still a problem, wait until after the 21 Jan software update to try again. (might end up being 22 Jan).  If Desktop you do need to make sure you run the next TTX update before trying again.

Yes, regarding the Sch C removal and No, for the Hobby income.  Consider the following steps in addition to the steps that you mentioned for removing the Sch C:   Go to the Wage & Income section in TurboTax Select "Review" next to Self-employment income and expense If you have one self-employment activity, click on "delete" to remove it. If you have multiple self-employed activities, click on the trash can icon for the activity you want to delete. Depending on your Schedule C situation, whether it's rolling over from previous years or if you entered it for the first time this year and need to remove it, you may need to apply both steps.   Additionally, before removing your Self employment income activity, It is important to make sure that you indeed no longer qualify as a business per the IRS. The IRS does not allow any deductions for hobby income so it may cause more taxable income for you.  Generally, if your business does not show a profit for 1 of the last 5 years, the IRS may not consider the activity a business any more.  There are additional factors that come into play when making this determination.  The following links provide more info on the differences between a business and a hobby:    Here’s how to tell the difference between a hobby and a business for tax purposes Know the difference between a hobby and a business Regarding entering hobby income.  If you received any tax forms for your Hobby income, such as a 1099-K, 1099-NEC, or 1099-MISC, navigate to the appropriate form in TurboTax and follow the questions to get your form entered on your return.  Here is a link that gives a step by step instruction on how to enter a 1099-MISC; Where do I enter a 1099-MISC?