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To file your tax return as Head of Household, follow these steps in TurboTax Online:   1. Go to My Info from the left menu   2. Follow the prompts to enter information and answer questions about yourself and your household   Based on the answers to those questions, TurboTax will determine whether or not you qualify to file as Head of Household.   To file Head of Household:   The qualifying person(s) can be a child or other dependent who meets certain requirements You must pay more than half the cost of keeping up the household You must be considered unmarried on the last day of the year Here is a TurboTax article about filing Head of Household for more information: Guide to Filing Taxes as Head of Household   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.

https://turbotax.intuit.com/tax-tools/efile-status-lookup/    Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund.  Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.     Your federal refund amount is on line 35a of your Form 1040   https://www.irs.gov/refunds

If you are unable to connect with the issuer of the IRS form 1099-R, you may also upload the form or enter the form by hand.   In TurboTax Online, follow these steps to report IRS form 1099-R:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options:       to connect with your financial accounts,       to upload your form, or       type it in myself.  See also this TurboTax Help.  

If you transferred last year's TurboTax return over and it included the carryover for this year, you may not have to do a thing—the program may already have entered it for you.   Otherwise, follow these instructions if using TurboTax Online:   Sign in to your TurboTax account and open your return by selecting Continue or Pick up where you left off in the progress tracker In the search bar, search for capital loss carryover, and then select the Jump to link in the search results Select Yes on the screen Did you have investment losses you couldn't claim in 2024?* Enter the info about your capital loss on the following screens *In the alternative, you may see a screen "Here's what we have" showing capital loss amounts already entered in the program. Click Edit if the carryover doesn't appear (you see only zeroes). Enter the information about your capital loss for 2024 following the screen prompts.   In TurboTax Desktop, in the Income section, under Investment Income, choose Start next to Capital Loss Carryover.   See this help article for more information.   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.    

You can clear your entire tax return but you don't have to start over.   Login to TurboTax and select Continue Select Tax Tools  Select Clear & Start Over.   Refer to the TurboTax article How do I clear and start over?  

Yes, after never stumbling on this deduction (missed it since 2022, about $7K in refunds), this year I accidentally came across it.  Every year I check through the TurboTax Virginia "farm equipment deduction benefits",  "pesticide and fertilizer benefit deductions", "motion picture production tax credit", claimed by a combined 6 people every year...but missed the VA military benefit claimable by hundreds of thousands of veterans living in Virginia.      I always thought I was smarter than my 5th grader since I was somehow promoted to the top 1% of the force...but seems like I am as dumb as a door knob...or TurboTax keeps ignoring fixing this problem that seems to have been known for years now!    This is the fix... two coding lines in the firmware...that's all it takes:  flag the **bleep** payer of the 1099-R (pension) "Defense Finance and Accounting Service"  and prompt the user to check the "military benefit subtraction" step in the Virginia tax return portion.

The 8853 can be triggered by a code R in box 12 of your W-2. If you have a code R but no MSA (Medical Savings Account), then you need to, (1) re-enter your W-2 (type it in this time, don't autoimport it), (2) get a corrected W-2 from your employer    Clearing the MSA form (8853) is similar to the HSA Reset (see below):   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, 8889-S (if one), and 8853-T (if one) and 8853-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, 8889-S (if one), and 8853-T (if one) and 8853-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one) and 8853-T (if one) and 8853-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. continue with your return

This error can come from  from a worksheet that is missing. Review the asset inside the interview to be sure the program is handling it correctly. If the program persists, delete the AMT form to clear the issue and reset it. Online:  In the left-hand menu, click Tax Tools > Tools. Select Delete a form. Look for Schedule C AMT Worksheet or any Form 6251 (AMT) associated with your business. Desktop: switch to Forms mode and delete   Once deleted, log out to let the system clear out. Then open program again.   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  Pay through either Direct Pay or your individual online account

You can deduct gambling losses but only to the extent of your gambling winnings. You can't deduct the losses without reporting any winnings and you have to itemize your deductions on Schedule A. If you don't have enough Itemized deductions, you won't be able to deduct your losses.   Refer to the TurboTax article Can You Claim Gambling Losses on Your Taxes?

It depends. Entering both the positive amount and the negative treaty adjustment in "Other Reportable Income" will generally net them to zero on Schedule 1, line 8z. While line 8r is specifically for scholarships, using the "Other Reportable Income" section is the standard method for manually handling treaty-exempt income.    You are correct. You do not need to report 8833 because you do qualify for an exception, being a student that has either a taxable scholarship or grant.