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@BlairReynolds wrote: I pirchased the desktop 2025 TurboTax Premium  and have nearly finished my taxes. I also paid $60 to buy Live Tax Advice, and now want to utilize it. But I can't see how to get into it to ask my question. All that appears is a "Buy Now" button. I have confirmations of both purchases.   Have you been using the "Connect with an expert" link to request a phone call?  See this FAQ on using that feature. If it's not working right, I've also left contact information for TurboTax Support.   FAQ:  What is TurboTax Desktop Live Tax Advice? https://ttlc.intuit.com/turbotax-support/en-us/help-article/experts-advice/turbotax-desktop-live-tax-advice/L2nvxpA4W_US_en_US   TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

It does now calculate correctly but for some reason it did not populate line 15 of Idaho Form 40 which is line 13-line 14. That calculation doesn’t make a difference in my case as line 15 is smaller than the standard deduction on line 16. TT is correctly using the standard deduction.  I’m good to go.    Thanks!

sounds good... yes the "accrued interest included in proceeds (market discount)" verbiage is confusing, it changes to that when "Bond" is selected, they're over-cooking this screen with that product dropdown which isn't required by Form 8949.   the "the accrued interest on this bond is reported in 1099-Int" question (again confusing to keep referring to "accrued interest" here) - I think is allowing for the election to report AMD in income "currently" each year so the AMD in the 1099B would already have been taxed in that case, but this is an uncommon election I believe (section 1278(b) - see Pub 550).  so nothing to do with your $349.62 and not checking this is correct from what you've described.   I've seen different opinions on taxability in CA not sure what the definitive guidance is, you can find many threads on this topic in the forum e.g. see   https://ttlc.intuit.com/community/taxes/discussion/accrued-market-discount-on-treasury-bonds-state-taxability/00/3091472   someone there pointed to this newsletter that it's considered taxable https://taxtrimmers.com/bottomline/2024-10.shtml#bond   others adjust for the exemption https://ttlc.intuit.com/community/taxes/discussion/accrued-market-discount-at-maturity-of-us-obligation-appears-as-interest-on-schedule-b-why-is-it-not/00/3273526

TurboTax did not require you to to use direct debit to pay your federal tax; that was a choice you made, instead of saying you would mail a check or money order or instead of paying directly on the IRS payment site.   Your proof that you paid your tax due will be your own bank or credit card statement when the IRS pulls out the payment.   TurboTax gets no information from the IRS after you file your return;  TT will never know if your payment went through.

To offset the 1099-G income reported from a Wildfire Relief grant, scroll down to Income > Less Common Income > Miscellaneous Income, 1099-A, 1099-C.   On the next page scroll all the way down to Other Reportable Income, Start/Update.   'Any Other Taxable Income?', YES.   Description, 'Non-Taxable Wildfire Relief Grant', enter amount as a negative number equal to the amount on your 1099-G.     @wkassin 

If the tutoring. Is primarily for education, then no. If it is part of a treatment program documented by physician, then yes. But it would be a medical expense which would only help you if you itemize. And only an amount of total medical expenses greater than 7.5 percent of your AGI can be deducted. 

@PatriciaV Can you provide some reference or backup for this statement?   The page to which you linked lists different addresses based on the form being filed, 1040, etc.   Form 7217 is not in the list, of course, only Form 4868, "U.S. Individual Income Tax Transmittal for an IRS e-file Return."   Form 4868 for 2025 does not list Form 7217 as one of the options that may be included, and the instructions are quite explicit that it is not the correct choice:   ▲!CAUTION  Don’t attach any form or document that isn’t shown on Form 8453 next to the checkboxes. If you are required to mail in any documentation not listed on Form 8453, you can’t file the tax return electronically.   Therefore I would ask, are you really saying that 7217 can be sent to the address lists for, e.g., 1040, on that page, without a 4868?  I strongly suspect that is not the case, and this statement made without justification greatly reduces my confidence in the label of "Tax Expert."

@ henrygibson0184 wrote: I try calling the number and I did follow the instructions but they kept saying they can’t find my information  "they kept saying.."  Who are "they?"   Did you speak to a live person at the IRS. and they said they can't find your information? You need to be sure you successfully filed.  You didn't say what the result (status) of your efile was in January.   Look at the Tax Home page of your Online TurboTax account.   Does it show that your efile was accepted or not?   Which of these terms do you see there at the Tax Home page:  accepted, rejected, printed, started, ready to mail, or something else?

Exempt from what?   If you have a 1099R for a pension you must enter it on your federal tax return; pensions are subject to federal tax.   Information flows from your federal return to the state return.  The software will follow your state's tax laws pertaining to taxing the pension in WI.     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  

What all is different on them?  Is box 1 the same or different?   Usually, If the EIN is the same and you work in more than 1 state or city, sometimes they will give you another W2 with the extra state information on it and the top part the same or not filled in. If this is the case, enter 1 W-2 but include both state and local taxes on it. It will let you type in more than one line for boxes 15-20. Don’t add the boxes together. If the locality in box 20 is the same you can simply combine the values in boxes 18 and then the values in box 19 together.

It probably did get applied to 2026.  Try deleting it again. For State, See if this works. Go to State Taxes tab and keep continuing and stepping though the interview about a dozen or more screens and it will finally ask how much of your refund you want to apply. You can change it to zero. It is probably one of the last questions in the state section.