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@gwalls2002 nothing in the OBBB will impact how IRMAA is calculated.    None of the changes are going to affect Line 11 (AGI) which determines IRMAA.    All the changes (Senior deduction, overtime, tips, car loan interest) will be subtracted from the current Line 11 (AGI) and result in a lower current line 14 (taxable income)    Not sure how you could get 'tripped up' by the new tax bill - it lowers or maintains taxes; it shouldn't increase them.      this is an excellent website related to IRMAA:   https://thefinancebuff.com/medicare-irmaa-income-brackets.html

No, it would not double count the data. If you are using TurboTax Online, you'd input the entire K-1 for the first K-1 entry, along with Box 16/K-3. The remaining K-1 entries will only have entries for Box 16 for the K-3 data.    If you are using TurboTax Desktop, you can follow the information here to generate new K-1 Worksheets in Forms mode. 

Typically , the federal AGI should remain consistent with what was reported on your Form 1040. If there were no changes to your 1040 and you are just amending the state return for a state adjustment, then your federal AGI would remain the same.    If you still find it necessary to change, your only option to do so would probably be with TurboTax Desktop. You would have to manually override the amount in Forms mode and mail in the amended return. To switch to TurboTax Desktop, click here. For full instructions on overriding amounts in TurboTax Desktop, click here. 

@LenaH    Somewhat...My mistake. What I indicated above, used-to-be how the $$ were to be entered (having used the software for over 20 years)....BUT  Apparently TTX desktop has made some changes in the past few years.   ...I went back to my NC test files and checked the NC distribution amount for a CSA-1099-R from OPM, where checked as Bailey Settlement (What NC uses for US Govt pensions established before a certain date.) At least back to 2021, it made no difference whether I entered 0.00 or the value from box 2a, the software always used the box 2a value as the NC income deduction amount.  Almost seems as if the software developers realized folks were mis-entering it , and recoded it to always use the right number.  (not sure what they do if box 2a is empty/undetermined.)   (I'll delete my comment above)

There are currently no products available that provide multi-year forecasting or tax planning beyond the upcoming year. The calculators available have not yet been updated to reflect the OBBBA changes. 

@pchicke normally, life insurance proceeds are not taxable.  How much is listed in Box 2a and what is the code in Box 7? depending on your response it may not matter.   How much was withheld in box 4 and 14? 

@gman98 as long as she is under 24 years old and a full-time student, provides less than 50% of her own support, lives with you at least 6 months of the year (and living away at school is still considered "living at home" as the IRS defines it), you can claim her as a dependent.   The year she turns 24 "all bets are off" as the rules change.  You could only claim her if YOU provide MORE THAN 50% of her financial support and she earns less than $5,200 (2025).   Living with you for any length of time is not a requirement.    Either way, the tax credit of claiming her is worth up to $500.

@mengtaizhang , generally agreeing with the answer from my colleague @LenaH ,  just wanted to add (a) if there is any way possible  it would be tax beneficial for you to depart the USA around 31st of December of 2025.  This would allow you to be a full year  tax resident -- full standard deduction and no need to file as dual  status  taxpayer ( form 1040 for the year 2025). (b)  if you have been a tax resident for significant time ( 7-10 years ) you would be treated as a long-term  resident and thus  come under the need  for exit/ sailing permit  ( as mentioned by @LenaH  ). Please consider familiarizing yourself  page 73 through 76 of the IRS Pub 519 --> 2024 Publication 519    ( I am not aware of  any substantial changes to this  under the  OBBB Act  of 2025  and so the 2024 Pub is generally valid ). Is there more I can do for you ?

Thanks for confirming Lena!   That's what I thought.  Will I still be able to claim her as a dependent even though I maintain the apartment for her grad studies? She uses the apartment for school, I provide her support and she is under 24 full time grad student.    thanks again

Maybe you are in the wrong account.   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery       And....no matter what you are seeing online.....you know that the return was filed and that the refund was sent.   TurboTax never gets updated by the IRS and never knows if a refund was issued.