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Enter the mortgage interest from Form 1098 under Schedule E (Rental Properties) first. Because you are renting part of the property, TurboTax will allocate the personal portion and report that amount under Itemized Deductions (Schedule A).    However, double check that result to make sure it does not include mortgage interest that is allocable to the aggregate indebtedness greater than $750,000.  If it does, you will need to manually adjust the amount.

You do not enter that anywhere.    If you have marketplace health insurance from healthcare.gov (aka "Obamacare" aka Affordable Care Act) then you have to enter a 1095A.    If you have some other kind of insurance like Medicare, when it asks if you have a 1095A you say NO and just move on.

Print or view the tax return to see whether the deduction has been claimed.   The $6,000 Enhanced Deduction for Seniors is reported on IRS Schedule 1-A Part V lines 31 through 37. The additional deduction is automatically included in your tax return when you complete the personal information section of TurboTax and enter your date of birth and filing status.  There are other qualifications.  See here.    Deduction for Seniors New deduction: Effective for 2025 through 2028, individuals who are age 65 and older may claim an additional deduction of $6,000. This new deduction is in addition to the current additional standard deduction for seniors under existing law. The $6,000 senior deduction is per eligible individual (i.e., $12,000 total for a married couple where both spouses qualify). Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). Qualifying taxpayers: To qualify for the additional deduction, a taxpayer must attain age 65 on or before the last day of the taxable year. Taxpayer eligibility: Deduction is available for both itemizing and non-itemizing taxpayers. Taxpayers must: include the Social Security Number of the qualifying individual(s) on the return, and file jointly if married, to claim the deduction. The total of IRS Schedule 1-A may be found on line 13b of the IRS form 1040.    In TurboTax Online, you may view the IRS form 1040 by selecting Tax Tools, then Tools, then View Tax Summary down the left side of the screen.   You may also print or view your full tax returns prior to filing after you have paid for the software.     View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.   @ladybugfudge   

Hi MikeJW. On the surface this seems odd. I went back and checked all my steps in my previous post and found them to be in order. However, I was able to recreate the issue you describe. Just for the record - I am not a tax expert or accountant. But having faced a penalty situation I took some time to read and educate myself on Form 2210. I was humbly reminded that paying Federal Income Tax is "PAY AS YOU GO". Here was our tax situation. We missed paying at least 100% of our 2024 tax liability in 2025 by a few hundred bucks thus getting us into this mess. Had income (1099-R mostly) with taxes WITHHELD throughout the year and DID NOT pay any ESTIMATED taxes until the end of the year (December). I emphasize WITHHELD vs. ESTIMATED since Form 2210 clearly does (i.e. Form 2210 Line 6 Withholding taxes). Tax is tax right? Not at the Federal level it seems. Working through Form 2210, Box C and form AI clearly calculated a penalty. Selecting the steps above in my previous post allowed Box D to be used since we did have taxes withheld throughout the year and reported in 1099-R. Here is the way I was able to recreate your issue. There could be other ways as well. Did you have Federal taxes withheld throughout the year? At this point forget about any estimated taxes you may have paid. Go to the forms view and pull up Form 2210 and look at line 6. Is it 0? I found that if I removed or zeroed out all 1099-R Federal withholding (and any other Federal withholding), that I got exactly to the point you are asking about. And YES we did pay estimated taxes at the end of the year. To be able to use Actual Withholding probably (most likely?) depends on if you had any withholdings throughout the year. Estimates are handled differently than withholdings for the 2210. Tax is tax right? The Feds treat them differently for the purpose of this calculation. For our State taxes (Ohio) they don't care when and how you pay them as long as you pay them.   Hope this helps.

This is in the same area where you entered your W2G. Select Federal from the left navigation menu. Click on Wages & Income. Scroll down to the Less Common Income section and click Show More. Click Start or Revisit next to Gambling Winnings. Answer Yes to "Did you win money or other prizes from gambling or lotteries in 2025?". Enter your W-2G details. TurboTax will then provide a field to enter any other gambling winnings not reported on a form. After entering your winnings, continue through the screens to enter your gambling losses for the year. Your gambling losses can be deducted, but there are strict IRS limitations. You can only deduct losses if you itemize your deductions on Schedule A. If you take the Standard Deduction, you cannot deduct any losses, but you must still report all winnings. Also, you cannot deduct more in losses than the total amount of winnings you report. To claim a deduction, the IRS requires you to keep an accurate diary or log of your winnings and losses, including dates, locations, and receipts or wagering tickets.   If you have losses, after entering your winnings, continue through the screens to enter your gambling losses for the year. TurboTax will automatically determine if itemizing your losses provides a better tax outcome than taking the standard deduction based on your overall tax situation.

Hi Roger, Thanks for taking a look at this. I tried it again and I still do not get that prompt. The screen immediately after my 1099-SA is: "Was [Name] covered by a High Deductible Health Plan (HDHP) in 2025?"

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.

It depends. There is a refundable portion of $1,700 if your tax liability is lower than the full $2,200. Check your tax return on line 28, Form 1040 to see if you have a refundable portion already. Use the steps below to review your tax return.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                       

No, unpaid child support can't be claimed on your tax return, even if it is court ordered. Child support is not taxable income to the receiving parent and not deductible by the paying parent, whether it is paid or unpaid.  Child support is handled through the court or state child support enforcement, not the IRS. Your tax return filing is not affected by whether the other parent is current or behind on payments.

Since you are using TurboTax desktop, check if the Foreign Tax Credit is there despite what the summary states.   Go to the forms mode and look at Schedule 3. Look at part 1 line 1, and see if there's a foreign tax credit listed. If so, then your foreign tax credit is reported correctly.  If you don't get a credit, there may be other reasons why you don't get one. For example, you might not have enough tax liability to apply the credit.   I checked our desktop program and it handles this information correctly.  

At the screen Do any of these uncommon situations apply, select I need to adjust the interest reported on my form.   IRS form 1099-INT may be entered manually.  In TurboTax Online, follow these steps:   Down the left side of the screen, click on Federal. Down the left side of the screen , click on Wages & Income. Click on the down arrow to the right of Investments and Savings. Click to the right of Interest on 1099-INT. At the screen Let's finish pulling in your investments, select Add investments. At the screen Save time and connect your financial accounts, click Enter a different way. At the screen How do you want to add your docs?, select Type it in myself. At the screen OK, let's start with one investment type, select Interest and click Continue.

TurboTax will only give you the option for Head of Household if your answers say you qualify. If you are not seeing the status of head of household after entering your dependent, it is either because: one of the questions you answered such as did you pay for over half of the cost of maintaining a home disqualified you or it was answered incorrectly, or the person you are claiming as a dependent does not qualify you for head of household status. To qualify for HOH the dependent MUST be a blood relative, legally adopted or related by marriage (ex. step child).  Any other person that lives with your for the entire year may qualify as a dependent, but does NOT give head of household status. To qualify, you have to meet certain criteria. To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent

Enter the interest income just like it was on a 1099-INT with your daughter as the payer. Follow the steps below. Where do I enter Form 1099-INT? Be sure to select 'Type it in myself'.