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After you enter the W-2, you will be able to exclude the tip income.   If the tips are in box 7, they are automatically removed and you will see a screen to confirm the amount.    On the screen that asks for your industry, you can choose the Beverage and food service option.    And then choose Food server or Food Prep.   Are these the option you see?       How do I enter tips in TurboTax online?          

I had the same frustration and confusion. In my case it turned out to be social security non-taxable portion. The 1040 was showing a lower number than the turbo tax "income summary" with no clear explanation of the difference. By stepping back through the high level overview, I was able to see where the income came from and the SS non taxable in my case explained the difference. Hope that helps if that is your case too.

A resident alien will file an IRS form 1040 tax return.  TurboTax will assist you in filing an IRs form 1040 tax return.   If you qualify as a resident alien for income tax purposes, interest and dividend income is reported as any other interest or dividend income.  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 or click to the right of Dividends on 1099-DIV. Report Federal income tax withheld as follows:   Down the left side of the screen, click on Deductions & Credits Scroll down to Estimates and Other Taxes Paid.  Click the down arrow to the right. Click Start/Revisit to the right of Income Taxes Paid. Click the down arrow to the right of Other Income Taxes Paid in 2025. Click Start/Revisit to the right of Withholding not already entered on a W-2 or 1099. At the screen Do you have any tax withholding you haven't entered yet, select Yes. A nonresident alien will file an IRS form 1040NR  tax return.  Sprintax may be able to assist you in filing an IRS form 1040NR.   The IRS uses two tests:    the green card test and  the substantial presence test, for assessing your alien status. If you satisfy the requirements of either one, you are considered a resident alien for income tax purposes; otherwise, you are treated as a nonresident alien.   If you are an alien with a green card, meaning the U.S. Citizenship and Immigration Service allows you to reside in the country legally, you are a resident alien.    However, if you do not have a green card and spend at least 31 days in the U.S. during the current tax year and a total of 183 days during the last three tax years (inclusive of the current tax year), you will usually satisfy the physical presence test and are also treated as a resident alien.   You may be an "exempt individual" for purposes of the substantial presence test.   An “exempt individual” for purposes of this test may be:   A teacher or trainee temporarily present in the United States under a “J” or “Q” visa, who substantially complies with the requirements of the visa. A student temporarily present in the United States under an “F,” “J,” “M,” or “Q” visa, who substantially complies with the requirements of the visa. This is a complex portion of tax law.  See also this TurboTax Help.    

@Toloria4792 wrote: Yes I also use turbo tax and was rerouted to this company which my refund should have been 1300 but I only received 372.00 so I went to there website and found that they charge me 882.00 in fees is there anyway to file a lawsuit against this company  First check the IRS website to see the amount the IRS actually approved and sent to SBTPG's bank: https://www.irs.gov/refunds Does it match your Federal refund amount shown on your Form 1040, Line 35a?   If it was the IRS that reduced your refund, you should get a letter from the IRS saying why in about 3 weeks or so.   Also be aware that if you are also getting a state refund, it comes in a separate deposit.  So do not add the Federal and state refunds together.  Go by the Form 1040, Line 35a amount.   The IRS tool should show the amount they sent to SBTPG's bank, and if there's an 882.00 difference, there must be more to the story.  After checking the IRS tool and comparing it to your Form 1040, Line 35a, you can phone SBTPG customer service and speak to a real person, and ask them what they received from the IRS and how they explain the difference.   Their phone contact page is at the following link. It also shows their business hours.   https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information

What if it was years ago and I don't necessarily have all that info? Is there something I can easily go back and download from my health insurance provider at that time that would suffice? Like something from my insurance provider that shows what my out of pocket spending was / how much toward my out of pocket max I spent?   Also if I rollover an HSA I opened in 2022 into an HSA that I opened in 2026, can I still reimburse myself for medical expenses from 2024? Is there a way to prove that my 2026 HSA contains an HSA from 2022 that was rolled into it?

The sale type or category is required to determine which page of Form 8949 the transaction is reported on.  If the information didn't import, you can try deleting and importing again.  If the information still isn't there you can either adjust each entry or you can delete the import and reenter using category totals instead of each transaction.  While working in your return:     In the wages & income section, Select "Investments and Savings...."   On the page "Did you have investment income in 2025?"  Answer Yes, or If you've already started the section, click on "Add Investments" at the bottom of the screen On the page "Let's Import your tax info" click on "Enter a different way"  Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"  When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue  Answer the next three or four questions  Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)  Select "Sales Section Totals"  Locate your sales section totals on your 1099-B  Enter your Investment Sales Section Totals and repeat till you have entered for each category.  After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".     Take a moment to double-check that your statements are complete. For each sale listed, there should be:   - A Description   - Date Acquired   - Date Sold   - Sales Price   - Cost Basis   - Gain or loss for each sale   - A based on how the sale was reported to you and the IRS   In some uncommon cases, there will be an adjustment code and adjustment amount.      NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.      Here's how to mail your statements:   If you are e-filing your tax return, then mail your statements along with Form 8453 to:     Internal Revenue Service  Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254 

You are welcome to ask any questions you have here, like you did for this one and we will assist you.  We also offer full service tax preparation, see: TurboTax Full Service for more information or to sign up.   As far as the overtime, to enter your overtime in TurboTax Online, follow these steps:   1. Go to the Income section and start or edit your W-2. 2. Enter your W-2 exactly as it appears; if overtime is in Box 14, enter the description and amount, then select Overtime from the category dropdown on the following screen.   If the overtime is not on your W-2, continue through the screens until you reach Let's check for other situations. Check the box for Overtime and select Continue. Enter the total of your qualified overtime. TurboTax will calculate your deduction.   To qualify for the overtime deduction, you must meet these requirements:  You must be a non-exempt employee who is eligible for overtime under federal law (FLSA).  Your filing status cannot be Married Filing Separately.  Your modified adjusted gross income must be below $150,000 or less ($300,000 for joint filers) to be eligible for the maximum deduction, If your income is over $150,000 ($300,000 for joint filers), then the deduction begins to reduce by $100 for each $1,000 of MAGI over the applicable threshold amount. Once your MAGI hits $275,000 ($550,000 for joint filers), the overtime deduction is not available. The pay must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction.  Here is some information you may find helpful:  No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

Thank you for the link to the piece with more information about Form 8606 and TurboTax.   If I have to paper mail my return because of a Form 8606 for Inherited IRAs, can I still utilized Audit Defense? And is there a point where I will be prompted about this?   I'm struggling with my NJ Return because when I adjust the Taxable amount on my 1099-Rs for the 2 relevant IRAs, those numbers are not flowing through to the NJ Return Line 20A, which is just showing the full Distribution amounts rather than the ones adjusted for the Form 8606.    I'm not sure how to coordinate with the NJ Return to trigger it to complete Worksheet C correctly. Is there a way I can manually change the value of NJ Line 20A to reflect the basis adjustment?   I'm assuming I'm supposed to paper mail my NJ Return as well.

I think I disagree on that one.  While it's true that employee business expenses are miscellaneous deductions that no longer can be claimed on Schedule C, that doesn't change the nature of the work.  If someone uses a home office for their employers business and their personal business, and they otherwise meet the rules for both, they would split the home office deduction between the two businesses and take the SE share on Schedule C.   That likely still has the effect of negating the potential write off for UBER driving though since the time spent on that would be immaterial compared to the business use for their employer.  

There is an additional deduction, not included with the standard deduction, and not a credit for seniors this year. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.    Note, this deduction has income limitations.  It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).   This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.   You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and scroll to Schedule 1-A Part V.