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To apply your CA refund to next year's estimated taxes:   Go to your CA return and select Edit When you get the the screen "Your 2025 California taxes are ready for us to check", select Edit next to Other situations (Extension, estimated payments and contributions) On the next screen, select Apply refund to next year On the next screen, enter the amount of your refund that you want applied to your 2026 taxes.

We do not know why you are not getting the CTC, since we cannot see your tax return.     You may have answered something incorrectly in MY INFO.   Go back to MY INFO, click the child’s name  and go through all of the interview questions carefully and slowly.  Read every screen top to bottom.     Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.     Have you entered income from working in 2025?  If not,  you will not receive an income tax refund based on having dependent children.     The maximum amount of the child tax credit is now $2200 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you canget—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.    If your child is older than 16 at the end of 2025, you do not get the CTC.  But you may still get the non-refundable $500 credit for other dependents instead.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents     And for the Earned Income Credit—-   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m62rmz09   https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant   https://www.irs.gov/pub/irs-pdf/p596.pdf   Look at your 2025 Form 1040 to see the child-related credits you received   PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   Child Tax Credit line 19 Credit for Other Dependents line 19 Earned Income Credit line 27 Additional Child Tax Credit line 28  

Has to be UNDER 17.  17 and over you get $500 for other dependent.   Check their date of birth under My Info.  And that their ssn is valid for employment.   If you can't get it to change then try completely deleting them and re-entering them.  Sometimes that helps to clear something out.   See Child Tax Credit Qualifications https://ttlc.intuit.com/community/credits-and-deductions/help/what-is-the-child-tax-credit/00/25961

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

If your spouse is from another country and does not have a Social Security number or ITIN, you cannot e-file using TurboTax. You must file as Married Filing Separately or file jointly by mail and enter "NRA" (Nonresident Alien) for their Social Security number, and mail your tax return. See: How do I file my return by mail?   There are three ways you could file. You can find more in depth instructions here: How should I file my taxes if my spouse is a nonresident alien?   1. Married Filing Jointly with Nonresident Spouse.  You will include all of your spouse's income, foreign and domestic. This income will be subject to US tax. You may be able to claim credits for any taxes your spouse paid on their foreign income.   If this is the first year that you are filing jointly with your spouse, you will have to tell the IRS that you’re electing that you both be treated as US residents for tax purposes.   2. Married Filing Separately with a nonresident alien spouse. If you choose the Married Filing Separately filing status, you won’t treat your spouse as a resident for tax purposes. And you won't include his income on your tax return.    Your Standard Deduction will be less and fewer tax credits may be available to you. 3. Filing as Head of Household. Taxpayers whose spouse is a nonresident alien can also file using the Head of Household status. This status may give you a greater potential refund. But, you must have another qualifying person to be eligible because your spouse doesn’t count.   Please return to Community if you have any additional information or questions and we would be happy to help.

We'd love to help you complete your tax return and would suggest working with a live expert who can review the return for you. You can connect with a TurboTax Live expert directly from your return.   Go into the tax return. 1. Select Expert Help 2. Connect with Expert Help in the chat window to start a live session.    You’ll have the option to share your screen so the expert can review everything with you in real time. If you’re using the mobile app, you can access Expert Help there as well.     How do I connect with a tax expert in TurboTax Experts?      

TurboTax typically asks if you used their software for the previous year's taxes during the initial setup, onboarding, or, when importing/transferring your data to a new return. This prompt typically appears after you sign in and begin a new tax year, asking if you want to transfer data to save time.   See this help article and this tips article for information on how to transfer last year's return into TurboTax Online.

Thank you everyone for the advice. The account I have been annually taking RMDs from was an inherited IRA from a parent who passed in 2017 and was born 1946. The account passed directly to me as both parents are passed. It is my understanding that I must take annual RMDs and under the Stretch Provision I do not have to empty it by 2027 since it I inherited it before the new rules in 2020.  This has gone off automatically without a hitch for years until this year when the plan administrator (ALLIANZ) failed to do it. Our financial advisor called ALLIANZ and had them take it out.  It was my understanding that to avoid a penalty I can take it (which I have!) during the correction window and report it as income applied to 2025 as well as fill out form 5329 to explain why I didn't take it to get the penalty waived.    It looks like these are my two best options:   As user177 mentioned, is it possible to just not report it at all (delete the substitute 1099-R) since I will be getting two 1099-R's next year and just rectify it then (assuming turbotax will prompt me for missed RMDs)? And then just mail Form 5329 separately in this years return with the explanation.   Or:   Should I just report it as I have in the substitute 1099-R, (which I have done according to Roger's advice above), ignore Turbotax's prompts to FIX my 1099-R, and just mail Form 5329 separately?   It the mean time I will try Marilyns advice and delete and re-enter the substitute 1099-R and clear my cache and cookies before doing so.  

Kentucky Individual Income Tax Forms, page 14, states:   Line 31(h), Amended Returns   Enter amount paid with original return plus additional payment(s) made after it was filed.   An amount would be entered here when preparing an amended Kentucky 740 income tax return.   In TurboTax, in the Kentucky state income tax return, at the screen Amended Kentucky Income Tax Return, select Yes.   At the screen We've started Your Kentucky Amended Return, enter the amounts paid.