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Yes, if the drug is prescribed by a doctor to treat a specific medical condition, such as obesity, diabetes, or hypertension, it is a qualified medical expense. If you are taking the medication merely for "general health," "appearance," or to lose a few pounds without a diagnosed medical condition, it does not count as a medical expense.   You must itemize your deductions to claim medical expenses. Also, medical expenses are only deductible for the amount in excess of 7.5% of your AGI. ‌For example, if your AGI is $50,000, only your medical expenses over $3,750 can be claimed as an itemized deduction.‌    Refer to IRS Publication 502 for more information. 

It sounds like your husband only got 1 payment (for November, and probably an interim payment at that, not even his final monthly amount) in 2016, with retiring at the end of October (OPM has *never* made a final determination that quickly!).  I'd put November 1 2016 in the calculator as the start date, and now you know his contributions, it will tell you the nontaxable amount for 2016 if you're curious but it was at most the $12 or whatever you say is his nontaxable monthly amount right now.  So not worth worrying about the taxes on that $12 since you can't go back and amend a 10 year old return anyway.

Thank you for your answer.  I enter all the information as you laid out, however since the partnership is an investing holding company I choose "Other"  rather than "business".  What I have done in the past is then enter the box 1 info directly into forms and do not check the active participation, but I'm not sure that this is correct way either    

You will post the amount you paid in estimated taxes directly into the program.   Open TurboTax Online Under Federal Select Deductions & Credits Scroll to Estimates and Other Taxes Paid In the drop down pick Estimated Tax Payments [Start] Select the proper conditions for the payment. In this case Federal estimated taxes for 2025 (Form 1040-ES)  [Start] Did you pay federal estimated taxes for 2025? [Yes] Post your quarterly payments. Change the date of payment if necessary.

Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboTax Free Edition is strictly limited to simple Form 1040 returns. If your return requires additional schedules to report specific types of income or to claim certain credits, the system will prompt you to upgrade to TurboTax Deluxe or higher.   Here are the most common reasons you would be required to upgrade to a paid version: Unemployment Income: If you received a 1099-G for unemployment benefits, this is no longer covered under the Free Edition for the 2025 tax year. Itemized Deductions: If you are claiming deductions for mortgage interest, property taxes, or large charitable contributions on Schedule A instead of taking the standard deduction. Investment Income: Reporting stock sales, cryptocurrency transactions, or rental property income. Self-Employment/Gig Work: If you have 1099-NEC or 1099-K income and need to deduct business expenses on Schedule C. Education Credits: Claiming the American Opportunity Tax Credit or Lifetime Learning Credit (Form 8863). To see if you have forms that are not included in the free edition: Sign in to your TurboTax Online account. Select Tax Tools from the left menu and then click Tools. Click on View Tax Summary. Look for Schedules 1, 2, or 3. If any of these are present (other than for the Student Loan Interest deduction or the EITC/Child Tax Credit), an upgrade is required. If you want to start over to remove an accidental entry:  Select Tax Tools  Clear and Start Over  This will erase all data entered so far Student Loan Interest (Form 1098-E) is technically an "Adjustment to Income" (an Above-the-Line deduction). While it is a common and simple form, TurboTax's commercial "Free Edition" is restricted to Form 1040 only with no additional schedules.   Even though you are taking the Standard Deduction, Student Loan Interest is reported on Schedule 1. As soon as the software detects a need for Schedule 1 (for student loans, unemployment, or self-employment), it triggers an upgrade to Deluxe.   As long as you haven't done the upgrade, you can go back to the question, "Did you pay student loan interest?", and say no, you will not need Schedule 1. The software won't prompt you to upgrade—but you will lose that deduction.

Follow these steps: Go to Federal Taxes > Wages & Income. Scroll down to Interest and Dividends and click Start/Revisit next to Interest on 1099-INT. Look for "Let's get your 1099-INT details,"  Look for the checkbox that says "My form has info in more than just box 1 (this is uncommon)". Enter your interest amount in Box 3 (Interest on U.S. Savings Bonds and Treas. Obligations). Do not put it in Box 1. Once you click Continue after entering the Box 3 amount, TurboTax will recognize the bond interest and lead you through a series of "uncommon situations" screens. Keep clicking through until you see the question: "Did you use your bonds to pay for higher education expenses?" Select Yes. (Note: A 529 plan rollover is technically considered a "qualified education expense" for this purpose). To get the interest excluded via Form 8815, you must tell the program you "spent" the money on education: At the "Report educational expenses and benefits" screen, enter the total amount of the rollover (principal + interest) as "Qualified higher educational expenses paid in 2025." In the field for the institution's name, you can enter the name of your 529 Plan Administrator (e.g., "Vanguard 529 Plan") and their address. The software will then ask for the "Additional Bond Information" (serial numbers, issue dates, and face values), which is required for Form 8815.   Reminder Income Limits: For 2025, the exclusion begins to phase out if your Modified Adjusted Gross Income (MAGI) exceeds $99,500 ($149,250 if married filing jointly). If you are above these levels, TurboTax may generate the form but show $0 as the excludable amount. Age Requirement: You must have been at least 24 years old before the bonds were issued to qualify for this exclusion

I found that I could download my tax data to my computer and then upload it to TurboTax as a pdf file.  TurboTax was able to read the data on the document. There were far, far too many transactions to do them manually.  

The rules say to claim a HO deduction 100% of the area must be used only for business purposes. if used for anything else, no deduction.is allowed. Other rules must be met. IRS tax Topic 509 https://www.irs.gov/taxtopics/tc509   

You can add your HSA contributions in TurboTax that were not on your W-2 as follows:    Click on Search at the top right of your TurboTax screen Type HSA in the search box Click on the link that says Jump to HSA Follow your TurboTax screens until you see the screen that says Let's enter your HSA Contributions In the box that says Contributions that XXX made (not through your employer) enter the amount of your personal HSA contributions This should properly record your personal HSA contributions.  Answer all follow-up screens. Click here for What is a health savings account (HSA)?   Click here for Basics of Health Savings Accounts   Please return to Community if you have any additional information or questions and we would be happy to help.

This is not business income, not from a business endeavor with an intent to make money.   This income should be reported as Other Reportable income.   In TurboTax Online, open your return and follow these steps: Click on Federal in the left-hand column, then on Wages and Income Navigate to the list of Income categories Locate the Less Common Income section and click on the arrow on the right Click Start next to Miscellaneous Income, 1099-A, 1099-C at the bottom On the next page, click Start next to Other Reportable Income.