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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.

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/

based on your suggestion, I went into the forms directory and saw that there were two 8889 forms. one was an 8889-T and the other was an 8889-S that didn’t have any inputs, so I deleted it. That solved the problem and the IRS accepted my returns. Obviously this is a TurboTax glitch that they should be ASHAMED of. I’m tired of these software glitches from TurboTax. I think I’ll try tax cut next year.

Why do you want to delete the capital loss carryover? It won't do any harm and it might reduce your tax. You can't push it off to next year, if that's what you're thinking. You have to carry it over from year to year until it's used up. There are no choices for how to handle it. If you delete it this year, it's gone.  

You don't enter the construction bill as a simple "expense" like paper or ink. Instead, it is treated as a capital improvement.   The Business Percentage: If your new room is 200 sq. ft. and your total house (including the new addition) is 2,000 sq. ft., your business use is 10%. Depreciation: You add the construction cost to the "basis" of your home. You then depreciate the business portion of that total basis over a 39-year recovery period (the IRS standard for non-residential/business real estate). the portion of your home that is now used for business is classified as non-residential real property. Direct vs. Indirect: * Direct Expenses: If you paid specifically for built-in shelving or special wiring only in the office part of the addition, you can depreciate 100% of those specific costs. Indirect Expenses: The general construction of the room (foundation, roof, walls) is depreciated based on the square footage percentage.   3. Entering it in TurboTax (Self-Employed/Schedule C) To get these costs to show up correctly:   Go to Business Income and Expenses (Schedule C). Find the Home Office section. Choose the Actual Expenses method (the "Simplified Method" of $5/sq. ft. does not allow you to claim depreciation for construction). When asked about "Assets" or "Depreciation" for your home office, you will enter the New Room Addition as a new asset. Cost: Enter the total cost of the construction.  Date Placed in Service: The date you actually started using the finished room for business.

My apologies for not getting back sooner.   I did not put my specific personal numbers in my original posting for privacy reasons.   I have significant income from investments and my employer withholding does not cover it.  So estimated tax payments need to be made each year.  I understand completely what you mean about avoiding the underpayment penalty and requiring 110% of the previous year's taxes.  I was able to do an override to get the 100% of 2026 taxes field to show up on the "Estimated Taxes and Form W-4 Worksheet".      Then I found another problem because the estimated vouchers still were not being generated.  On the "Estimate Tax Payment Options" form in the "Amount of Estimated Taxes to Pay in 2026", the second line which says "Expected Withholding for 2026" had a note beside it saying is was using "(2025 actual withholding)" which ending up putting in a very large number... way more than my 2026 projected withholding.  This made it look like I was already paying too much and so the vouchers did not generate.  The number I entered when answering the questions was my total 2026 taxes withheld without including estimated tax payments.  So I had to override that number on the form and FINALLY the correct vouchers were generated.   I don't know if I have explained this well enough.  I've been using TurboTax for 15+ years, including estimated vouchers and this is the first year the incorrect numbers were being generated.  I could tell from the questions I was asked that this is an update to this part of the software.  

Hi Dave,   Thanks for taking a look at this, but it's still not working. In 2003 my total payments (line 76 of NYS IT-201) was $516. When I put that amount in the error persists. The total amount I owed in line 80 was $1889, so I tried that amount too but it also doesn't work.  On the NYS worksheet for 2025 (State and Local Income Tax Refund Worksheet) I have "Refund Tax Year" = 2023, "Refund Amount Received" = $400, "Taxable Amount (if Different)" = $400, "Total Payments and Withholding" = $516. What am I doing wrong??   Thanks, [PII Removed]