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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.

Sorry let me clarify.  I meant within TurboTax, there is an option to Ask the Expert for a fee.  I don't mean today's free forum session.  I have many questions which would take me some days to ask them all.

The entry I made that has the red lettering is a copy of a document that Wells Fargo emailed me. Wells Fargo is messed up when it comes to this issue. The hard copy they mailed to us via USPS is the legal document I'm assuming. In the event we get audited by the IRS that hard copy mailed to use will be used. When I log into the Wells Fargo account, currently the 2025 Consolidated Forms 1099 on the website still matches the hard copy they mailed us back in January. We are waiting until April to file our taxes because I don't trust Well Fargo.

1. No one in the user forum has discount codes to issue.  Perhaps you can take advantage of an affiliate discount.   HOW DO I GET AN AFFILIATE DISCOUNT? https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/get-turbotax-affiliate-partner-discount/L4ViVaZOr_US_en_US?uid=m9hx2p93   2.  Not sure where you got the information that you can file for free in MN.   TurboTax is not priced by which state you are in.   3.   CO-OWNING A HOME   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/deduct-mortgage-interest-co-owned-home/L6yLU1kKI_US_en_US?uid=lrv7xcw2   4.  No there is no tax rebate for working from home. Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses   5.  Is that a charity? Charity donations are an itemized deduction;   unless you have enough itemized deductions to exceed your standard deduction, the charity donation has no effect. Your itemized deductions have to be more than your standard deduction before you will see a change in your tax owed or tax refund.  The deductions you enter do not necessarily count “dollar for dollar;”—medical expenses, for example, must meet a threshold that is pretty hard to reach. (Only the amount that is MORE than 7.5% of your AGI counts)   The software program uses all the IRS rules that apply to the deductions you enter, and it tells you if you have enough to use your itemized deductions or if using the standard deduction is more advantageous for you.    The standard deduction makes some of your income “tax free.”  It is not a refund.   You will see your standard or itemized deduction amount on line 12e of your Form 1040.   2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)      

No, that box is only used if your real estate taxes were not included on your 1098.   If you paid any additional taxes, not included in the amount on your 1098, those taxes can be added in that separate real estate tax field.   

Turbotax Deluxe 2025. Import tax document from LPL. Account number on 1099-DIV is 8 digits. It fails to connect on LPL. I retried using a minus sign as 1234-5678.  OK, asks not a robot. Turbo reply: "We didn't find the right account types to connect at this provider. We can connect to LPL Financial but can't find the right kind of accounts."  11-digit document number is alphanumeric characters. "4 3 4" entered without spaces, Fails. Also fails with spaces or hyphens. Using EDGE on WIN-11.

Met Life Employees -To access your MetLife Legal Plans benefits, visit https://login.legalplans.com/register to log in or create an account.  Then under ‘Debt Matters,’ select ‘Tax Preparation & Filing’ to access your benefits. Filing with TurboTax is included with your Legal Plan — Complete and file at no additional cost!   Non-Met Life TurboTax Promos page >>  Start for Free with TurboTax   Here are the free filing options for MN state return filers >>  MN Free E-filing   There is no rebates for working from home.      If you itemize taxes, instead of taking the standard deduction, you may be able to deduct mortgage interest and charitable donations - but only if you itemize.   Most people take the standard deduction.   More info on Itemized Deductions    

Yes, you will need to file a New York State return unless your income falls within the filing threshold limit. For NYS, the 2025 standard deduction amounts are    Single (cannot be claimed as a dependent): $8,000 Married Filing Jointly: $16,050 Married Filing Separately: $8,000 Head of Household: $11,200 If your income exceed those amounts according to your filing status, then you need to file a New York State return.   New York will only tax income earned while working in New York (unless it's Market-Based Sourcing) and there will be allocation screens in your New York State return that will allow you to allocate income earned while working in NYS.    There is a catch however. New York uses Market-Based Sourcing for service providers. This means NY looks at where the benefit of the service is received.   If you are a consultant and your client is using your work to run their New York-based business, NY law argues that the "market" is in New York, and therefore the income is taxable there—regardless of where you were sitting when you did the work. This is what I was referring to in my original answer when I mentioned Market-Based Sourcing.

This worked for me:   1) Switch to Forms Mode 2) Select the SS Benefits worksheet in the left window 3) Delete it in the right window (bottom of the window) 4) Return to interview mode and start thru the SSA-1099 entry area again.   Good luck!

Thank you. When I deleted my Traditional IRA contribution for 2025 my tax refund decreased for appr. USD1600 which is appr. amount I calculated I need to pay due to my Traditional IRA had balance when I convert part of it to Roth IRA. Is that correct at this point?  This year I wanted to do the same - contribute USD7000 to Traditional IRA (after tax because of income) and convert it to Roth IRA (because I am not eligible to contribute to Roth IRA straight). So I started to do Traditional IRA contribution for 2025. I answered "No" to "Did Maryna recharacterize any of the Traditional IRA contributions for 2025 over to Roth IRA? This does not include conversions or rollovers". I answered "Yes" to "Did Maryna make any nondeductible IRA contributions to your Traditional IRA from 2024or prior years?". I answered 7000 to "If Maryna made any nondeductible contributions in prior years, look at Maryna's most recent Form 8606. Find the box called total basis and enter the number from that box below. If you never filed a Form 8606 just enter 0 (zero). What was Maryna's total basis as of December 31, 2024?" After answering this question Turbotax increased my refund on those USD 1600, so I am doing mistake somewhere in these answers. Please help