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@meredith-senior    BUT...if for NY ...it is ONLY the first three characters...not the whole number. FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number

Entering 2024 instead of 2025 on Form 4852, Line 6, won’t cause an audit by itself. Here’s why, and what to keep in mind if you’re considering making changes.   Form 4852 is a substitute for a missing or incorrect Form 1099‑R. When the IRS receives your actual 1099‑R for 2025, they will match it to your 2025 return, not your 2024 return. On your 2024 return, the IRS only cares about: The income amount you reported The tax withholding you reported Whether those numbers make sense for 2024 The year you typed on Line 6 of Form 4852 is not used for matching. It’s informational only. So no, this shouldn't cause an audit in 2026.   Now the question is "Do you need to amend your 2024 return?" In almost all cases: No. You would amend only if:   The income you reported was wrong  The withholding was wrong The distribution actually belonged to 2025, not 2024 But if the only mistake was typing 2024 instead of 2025 on Line 6, and the numbers themselves were correct for 2024, then an amendment is unnecessary. The IRS does not require amending returns over clerical details like this.    @BPFLOYD     

That may have come from Medicare premiums if you entered social security income from form SSA-1099. It would qualify for the self-employed health insurance deduction if you met the other conditions. Otherwise, you need to edit your business expense entries in the self-employed section.    Find the screen that says Your (name of business) Business and edit the Business Expenses. On the screen that says Lets write off some business expenses, choose the Insurance payments option. On the next screen that says Insurance Payments, choose Health Insurance Premiums and adjust the entries there as required.

DC has several differences with the federal government on depreciation.  Bonus depreciation is the biggest one.  The likelihood in this instance is that the bonus depreciation difference was last year in the first year and the $222 difference for this year is just the difference in the depreciable basis carried forward.  You will need to review your 2024 federal and DC returns and see what the differences were in the depreciation deductions for last year to see what the carryforward change is.    

I will delete the from tax return schedule the real property which became a part of  the REIT in which I have received OP units in consideration for the contributed property. .The K-1 will have the  tax basis  information going forward of the contributed property which you can track for any potential capital gain reporting  if you decide to choose to sell OP units in future. It’s my understanding there is no further IRS reporting requirements for this contribution under 721. 

If you already filed you can see your receipt that shows that you purchased the audit defense certificate.  You can login to your TurboTax account, select the year you want to check under "Your tax returns & documents", and choose to View order details. If you have PLUS, Max Benefits, or Premium Services listed, then you purchased Audit Defense. In TurboTax Desktop, it’s called Audit Defense for TurboTax Desktop.   TurboTax Audit Support Center  

Thanks, DianeW777.   Found some notes that helped me resolve question just prior to your reply, which was also helpful. Still, to retrieve a calculation/worksheet from a prior year return, it is/would be cumbersome to have to “open” a new state to get to the worksheet level. Seems like the PDF print options for prior-year (already purchased/licensed) products, and thus returns, worksheets, etc., should directly allow for the gov/TT forms to be selected and printed (as they do with in-process returns). (Or perhaps I just didn’t see that option.) But, again, thanks.

@kcandmc    Unfortunately, the question in the interview is misleading for your situation...   If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES).     Answering YES will use the box 2a $$ amount on your for 1040.  Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a.     (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...) _____________________________________________________________

An expert can't review your tax return in this forum but TurboTax does have a product that will help you along the way while you are preparing your taxes, called Expert Assist. There will be a charge to upgrade to this product.   Refer to the TurboTax article How do I get TurboTax Experts? for more information.

Have you tried to e-file without Form 8962?   You could delete the 1095-A and try to file.  Then, if it gets rejected, re-enter it making sure to add zeros or blank fields depending on what is in Column A.      Some fields can have zeros and some must be blank - do you have premiums listed for all 12 months or partial months?    Column C will take a zero for any month there is an amount in column A.    If column A is blank (no coverage for that month) you can leave column C blank for that line.      For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C.    If there is no amount (or $0) in column A, leave all columns blank for that line.     I just entered a 1095-A with 12 months of premiums with zeros in column C and TurboTax generated Form 8962.