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@user17570948549 wrote: It is offered across all of H&R Block’s DIY online tax filing options at no extra cost when people prepare their taxes with H&R Block Free, Deluxe, Premium, or Self-Employed Online Editions. They mentioned "Online" several times. Is the feature available in the desktop editions?

"Does it make one wonder if this explains why some taxpayers print and mail their returns? "   Well, I will only submit paper returns because I have had the IRS lie to me (they claimed I had not signed my return and wanted the entire package resent - total BS - I suspect they lost it and I would have sent it if they had been truthful) and paper is the only way I can prove what I sent them.

Wow. You're right, and it's all versions of H&R Block! A thumbs up for you! I didn't know this, so I Googled it and found this press release:   KANSAS CITY, Mo. – Jan. 29, 2024 – H&R Block (NYSE: HRB) today introduced Direct Import, a fast, secure, and convenient way to simplify tax preparation for people who want to switch from TurboTax to H&R Block DIY. Today, nearly 65 million people choose to file their own taxes. This innovative integration accelerates the tax preparation process and minimizes the time spent searching for and manually inputting the information from last year needed to file their taxes. Direct Import pulls in an individual’s prior year tax return data from TurboTax directly into H&R Block DIY online products. A tax filer simply inputs the phone number associated with their TurboTax account to make the switch. H&R Block’s innovative integration then leverages authenticated data retrieval to import up to 150 data fields, saving tax filers significant time and effort. “We hear from consumers that switching is daunting because it is too difficult to move their data. The perception is that switching is too hard even when they know there are better options,” said Heather Watts, SVP of Consumer Tax Products, H&R Block. “Direct Import is designed to remove the barrier to switching and give consumers complete control to choose Block for their taxes and the ease to bring their data with them.” Direct Import offers a secure and convenient way to transfer personal tax information. Direct Import is available today. It is offered across all of H&R Block’s DIY online tax filing options at no extra cost when people prepare their taxes with H&R Block Free, Deluxe, Premium, or Self-Employed Online Editions.  

Well, I have been using TurboTax since it was MacInTax for Windows. But Intuit has finally convinced me to look at the competition since I use Win10 with support through next October and I am unwilling to load Win 11 for one program.  I also only use the forms mode to do my taxes. I am going to give HR Block a try since they claim to import TurboTax files. (Sheesh. Most companies try to keep loyal customers not drive them away.)  

Since you are not  a full-time student, whether you can be claimed as a dependent is determined by how much you earned by working.   You say you worked----how much have you earned in 2025?    Since you cannot be a qualifying child dependent, we need to know how much your 2025 income has been in order to tell if you could be a qualified relative dependent for your parent.    If you earned more than $5200 you cannot be claimed.      

@MikeD45 wrote: When will Schedule C be available? TurboTax for sole proprietors is useless without it. I have TurboTax installed, but can't actually do anything.   I don't know the direct answer to your question, but my guess would be mid-December.   I use the version that is made for tax professionals (ProSeries), and even though they release it in early November, it is a waste of time until the mid-December update (I think it is scheduled for December 17th).   I suspect that TurboTax is similar.

The amount of earnings credited for Social Security purposes comes from Schedule SE line 6 (which derives from the amount reported with code A in box 14 of the Schedule K-1 (Form 1065).  The SSA has no knowledge of any amounts reported in section K of the Schedule K-1.

Since the 1099-R  section of 2025 TurboTax is not yet available, entering a QCD must be done in step-by-step mode.  Entered properly on TurboTax's 1099-R form, TurboTax will allow a QCD entry.   2025 TurboTax imposes no requirement that a QCD be an RMD.  If your wife's birthdate entered into TurboTax is a date before July 1955, TurboTax's 1099-R form is marked as a regular From 1099-R, is marked as belonging to your wife (when filing jointly), the code in box 7 is either 4, 7 or Y (and no other codes), the IRA SEP/SIMPLE box is marked and boxes 1 and 2a have the same value that is more than or equal to the QCD amount, TurboTax will treat the distribution as a QCD.  Box 2b Taxable amount not determined should also be marked, but TurboTax does not require that for treatment as a QCD.  If you enter a QCD amount more than the $108,000 limit for 2025, TurboTax will flag the entry as an error but will still treat the entire amount as a QCD when determining the amount that appears on Form 1040 line 4b.   TurboTax does not yet support code Y, so just enter the code 4 (distribution from an inherited IRA) or code 7  (distribution from an owned IRA) as appropriate.  For 2025, the IRS does not require financial institutions to use code Y to report QCDs, instead making the use of code Y optional.   (Note that although it might be possible to do a QCD from a Roth IRA distribution reported with code T, the circumstances that would allow any of this distribution to be a QCD are so rare that TurboTax does not support reporting a QCD from a Roth IRA.)

Thank You both for your response. Like I mentioned in my original message, I had received this notification about the 2025 TurboTax Business being supported on Windows 10. However the product requirements at the retailers and even TurboTax website has a windows 11 requirement. Can I go ahead and purchase from a retailer like Amazon or Costco and assume that it will work on Windows 10 despite the requirements stating windows 11? Or is TurboTax going to release a separate SKU for Windows 10 and I should wait for them to release a new product for Windows 10? These are non refundable at the retailers and want to make sure it will work on my windows 10 machine before purchasing.   Thank You!

In our case, the SS.gov Earnings report does NOT reflect the amount indicated in K1 Box #14.  Instead, it reflects an amount [about half of what shows in #14] indicated in box titled K1 Partners Share of Liabilities and line titled "Recourse".  Can you advise?