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That can happen if you don't give your employer a W-4.   Payroll systems project your annual earnings and prorate the standard deduction.   If both you and your wife have this done, it will cause that deduction to be doubled.   Your wife's income will be taxed at the highest rate that you were taxed at. It's as if you earned $340K.

You went to an accredited school and paid so if your income allows you to claim a college credit, you should enter your education expenses. Classes taken for work qualify for the LLC. -lifetime learning credit. Currently: For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly) For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly) There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly)

In TurboTax, CountyCare (which is an Illinois Medicaid plan) is handled under the Health Insurance section. Because it is a government-funded Medicaid program, it is generally simpler to report than private Marketplace insurance.   Go to the Federal section and select Health Insurance. The most important step is confirming you did not receive a Form 1095-A. CountyCare is Medicaid, so you should receive a Form 1095-B (or sometimes 1095-C if through an employer), but the IRS does not require you to enter the data from a 1095-B into your return. Simply verify that you had health insurance coverage for all of 2025. There is no longer a federal tax penalty for being uninsured, and Illinois does not currently have a state-level mandate penalty (unlike California or New Jersey).  

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. You can contact TurboTax Support using this link: How do I contact TurboTax?    If you have additional information or questions regarding this, please return to Community and we would be glad to help.

@user17762623049    On the Wages&Income page...down in the investment Incoem section You enter that on a 1099-DIV in box 3.   But, of course, your 1099-DIV may have other boxes to fill in too...and if you don't see al the numbered boxes in the software...look for the text to click on to show all the other boxes...it is there with te main page that haws boxes 1a, 1b, and 2a already showing

You should have received a Form 1099-R for any IRA distributions received in 2025. An inherited IRA usually shows distribution Code 4 (death) in Box 7 of the 1099-R.   To enter a Form 1099-R in TurboTax Online:   1. Go to Income from the left menu   2. Look for the section Retirement Plans and Social Security   3. Select Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)   4. Enter the 1099-R information exactly as it appears on the form   Here is a TurboTax blog about inherited IRAs for more information: How Does an Inherited IRA Work?

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

Figured it out... you need to make sure that W-2 wages and UBIA of assets are plugged into the screen after filling out box 20... that said, those W2 and UBIA were BURIED in collapsed drop downs and not clear. Turbotax should make necessary information for QBI to not be flagged as passive income more clear or have more checks in place!

Yes, you prebaby qualify, but the specific type of subtraction you use depends on your age and when your wife began her teaching career.   If your wife was a member of the Wisconsin State Teachers Retirement System on or before December 31, 1963, the entire pension is 100% tax-free in Wisconsin.   When you enter the 1099-R, it will ask if the money comes from a qualified plan.  Indicate it is from the Wisconsin Teachers Retirement System (the software should automatically subtract the full amount on Schedule SB (if she met the pre-1964 criteria).   If she started teaching after 1963 and you are 67 or older, you can subtract up to $24,000 of retirement income regardless of your total income.   For more information: Pub 106 WI Tax Information for Retirees