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Thank you!!!  So 2bi is the gross amount of what I have made for the first few months of the year plus his total he should make for the year from his job.  There are deductions for pensions and health insurance and such but that would not count, I am assuming, as "deductions" for the jobs to be subtracted from the gross amount. I think that is what is really throwing me, what is a deduction in this case to be subtracted.  We will just take the standard deduction on our taxes.   And then I will put the other income as noted into 4a.  

Exercise Screen (NQ Options)  Most plans give you 90 days from your last day of employment to exercise vested NQ options. If you don't act, they typically expire and vanish. Many companies have specific Retirement Provisions in their Plan Document. Retirement often triggers a longer exercise window (sometimes 1–5 years) or even accelerated vesting. Do not guess on this one. Check your specific Grant Agreement or the "Plan Summary" document for the definition of "Retirement." If you don't meet their specific age/service milestones, you might be stuck with the standard 90 days. Sell Screen Once you exercise an option or an RSU vests, it becomes actual stock sitting in your brokerage account. These are yours. They do not expire after 90 days. You can hold them for 10 minutes or 10 years. Account Access: Your login to the brokerage will remain active. If you normally enter from work, you will need the link for personal use. You will still have full control to sell whenever you choose. Your choice for when to sell items - now, later, both.  Beware of wash sales. I recommend a 31 day gap in sales to be safe. Usually, exercising underwater NQ options is not advisable because you are paying more than the market price for the stock. If you just want the "loss," it’s often cleaner to let them expire and use other capital losses.

Yes, you are correct for the expenses paid in 2026. Any expenses that actually took place in 2026 will be used on your 2026 tax return.   However, if you have medical expenses in your return, you should enter your tax free medical reimbursements as well. If not, you would be using a double deduction which is not allowed.  Tax free reimbursement received in 2025 reduces the amount of medical out of pocket expenses. Only medical expenses in excess of the reimbursement would be allowed in 2025.   Please update if you have additional details or questions.   @shiyi11 

I have deleted and re-entered the state form multiple times on MS Edge browser.  I just tried with Google Chrome and got the same error.  Out of curiosity I went all the way to the final review on the odd chance that TT would have a check to verify that the withheld state tax was withheld on the state return.  But no.   Then while doing all this I get a text from TT reminding me that taxes are due in a week.   Still hoping for a miracle suggestion.  If I go the "expert help" route, can they edit the forms and force the withheld state amount onto the state return?  

This does not appear to correspond directly to any prior discussion. However, when I received the notice instructing me to print and mail these forms to the government, it printed only my Colorado Personal Information page, and nothing else. I recall that when I was completing my Colorado return—because I itemize several charitable deductions—there was a brief notice stating that Colorado now required additional documentation. However, I only saw that message once, and none of the subsequent review, verification, or submission steps repeated or reinforced that requirement. I have difficulty understanding how the summary page alone would be useful to anyone, especially since we e‑filed the return and paid the balance due via credit card. If a taxpayer is not itemizing, it is unclear why they would be prompted at all, or if eFiled, why the system would print only the summary page as the supposedly “required” document.

Can you please tell us where TurboTax is asking you for an Employer ID number?  If its for a W-2, you can delete the W-2 form.   Refer to the TurboTax article How do I change my W-2 info in TurboTax? for navigation instructions.

Q.  Why does the turbotax interview not mention or offer that as an option? A. They're working on it   Q. Upon entering things correctly, why does turbotax still end up with additional taxes when there should not be any? A. TT is flawed.   One frequent problem, I've seen in this forum,, and it carries over from last year, is that TT has allocated $10,0000 of expenses to the tuition credit, instead of the more appropriate $4000 (or $0 if you  are not claiming the credit).  In the past, TT provided a screen  titled  “education expenses used for a tax credit”. It was usually prepopulated (often with $10K). You could change it for the amount you want to allocate to the ed credit. So far, this year, I haven't found that screen, even after recent updates. If you don't get that screen, you can check the student information worksheet. You can manually change it there (line 18). Make the change in the first column, on the left. It was line 17 prior to 2025

Hello, to clarify, if I was only a resident for part of the year and need to file a DUAL status return, I do not believe that I am eligible for the standard deduction and senior deduction.  Quote from IRS:   You cannot use the standard deduction allowed on Form 1040, U.S. Individual Income Tax Return. However, you can itemize certain allowable deductions.  So my question is, how can I remove the senior deduction?  I was able to remove the standard deduction but cannot seem to remove the senior deduction?  Thank you!

There is no Payer ID  or EIN for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.   If Social Security is your only income you do not have to file a tax return unless you have a 1095A for marketplace health insurance.

With respect to wage and self-employment income, the income you earn outside of Georgia would be income earned while not physically working in Georgia and while a resident of another state. If you have rental income, that would mean rental income from properties located outside of Georgia.

thank you. i am doing itemized. i did 60 LPFSA contribution in 2025, and the actual medical expense 100 happened in 2026 calendar year. i already enter the box 14 lpfsa as other. I believe i do not need to enter the 60 LPFSA as medical reimbursement for 2025 tax. Thanks.

The entry for Line 2bi is the gross income from jobs (your husband's job if you are not working). If you (and/or your spouse) have one or more jobs, then enter the total taxable annual pay from all jobs, plus any income entered on Form W-4, Step 4(a), for the jobs, minus the deductions entered on Form W-4, Step 4(b), for the jobs. Otherwise, enter “-0-” The entry for Line 4a is the interest/capital gains/dividends or any income where there will be no withholding.   The new annuity will utilize this W-4P once you begin taking distribution. Like a W-4, this form can be filed with your plan administrator as often as you need whenever a change is necessary.