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Entered as an investment sale -   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Other and continue

Your Traditional IRA basis should be zero on December 31st if you converted the entire balance. TurboTax likely shows $7,000 because you haven't yet told it that the contribution was converted, or you haven't correctly entered the non-deductible contribution on Form 8606, causing it to treat the contribution as a remaining "basis" or "basis-to-be-taxed".    In TurboTax, ensure that when you enter the traditional IRA contribution, you answer "Yes" to "Any Nondeductible Contributions?" and later "Yes, make part of my IRA contribution nondeductible" to properly document the $7,000 contribution, even if you convert it instantly.

The thing to do here is to delete the actual Windows file, the .tax2025 file (TurboTax file type) that contains the test scenario tax return(s) you wish to remove from your system. If you don't already know where these are saved out, the trick is to return to the main window (close the program and reopen or File > New Tax Return), select Find a Tax File, and the Windows folder that opens will be the one where you save out your .tax20XX files for each return you have saved to your local drive. See below for example:      From here, you can right-click and delete the ones you wish to remove permanently (be careful - open each one first to verify its contents before deleting!) OR, you can open the address in Windows File Explorer to see the folder and its contents directly (address is underlined in the pic). From there, you can also delete the files or move them. 

To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

None of these solutions worked for me. Any other ideas other than using a different tax preparer, like Tax Slayer? I have my return worked up there and I don't get this mistake. I had zero medical expenses, yet TurboTax inserted $266 somewhere that I can't find on any screen. 

It's possible you are looking for the deduction in the wrong place. The tips deduction is not included in your Schedule C/Business expenses. Instead once you answer the questions about tips you will see an entry on the Form 1040. It also does not reduce your income for self employment tax. The "no tax on tips" deduction (up to $25,000) for 2025/2026 is calculated on the new IRS Schedule 1A (Form 1040), Part II. The final deductible amount is then reported on Line 13B of Schedule 1 (Form 1040). Voluntary cash or charged tips (reported in W-2 Box 7) qualify, as well as tips from self employment, subject to income limits. Self-Employed Individuals: If you are self-employed, you will enter the tip income on Schedule 1A after entering 1099-NEC or 1099-MISC information. Income Limitations: The deduction is available for individuals with adjusted gross income (AGI) under $150,000 ($300,000 for married filing jointly) and is phased out above these amounts.

Yes, cataract surgery is generally tax-deductible because it is a medically necessary procedure to treat a physical defect (impaired vision due to cataracts) per IRS Publication 502.    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.‌ 

Yes, you should include your retirement income on your tax return.  It will be reported on your Form 1040 on line 5.   You should have received a Form 1099-R from the company paying your retirement to you.  If you did not receive the Form 1099-R, then you need to contact the payer immediately to get a replacement copy of the Form 1099-R.  That form is needed in order to enter the information into your tax return and accurately determine what amount is taxable income.   If you have an online account where you can access your retirement benefits, you may be able to download a copy of your Form 1099-R using that online account.     Once you have your Form 1099-R, use the information in the following TurboTax help article to enter the information into your return:   Where do I enter my 1099-R?  

Make sure after you click the box for financial institution, you select continue.  If that fails, try clearing your cache and cookies before re-attempting the steps.   Here is how to do this in TurboTax Online:   Navigate to Federal > Wages & Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit Add a 1099-R or say "Yes" you got a 1099-R in 2025 Select "Enter a different way" On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself" Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue Now, you can input your 1099-R provider's info.

Thank you for your reply.  I thought that was the case but wanted to make sure and I did not double the entries.    I am aware of everything stated under 'Medical Expenses' and my itemizations always supersede the standard deductions.  I'm not a novice when it comes to taxes - I've been doing them for over 50 years.  TurboTax doesn't always (in most cases) provide the intent of some of the questions asked.   Thanks again.

To file your deceased father's taxes while using your own email address, you must create a separate TurboTax Online account with a unique User ID. TurboTax Online only allows one federal return per account per tax year; attempting to file his return under your existing account will overwrite your own data.   You can link up to five separate TurboTax accounts to a single email address.    Ensure you are completely signed out of your own TurboTax account. Select the product you need for your father's return and choose Create an account. Use your same email address, but create a different User ID specifically for your father's return.