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It sounds like you are trying to enter a statement to apply for a waiver of a penalty for not withdrawing the full amount of your RMD.  If that's true:   After entering your 1099-R information, you get to a screen called "let's go over any required minimum distributions (RMD)".  If using the Desktop version of TurboTax, click the pencil icon to the far right of your name. Answer the question about prior year missed distributions. Click yes on the next screen to request a waiver to reduce the penalty Fill in the amount of the RMD you want to the IRS to waive tax on on the next screen. Enter your explanation in the Detailed explanation box, then click Continue. You can check your statement by clicking on Forms. On the left side menu, click on Explanation Stm under Form 5329-T (or 5329-S if a Spouse IRA) If the statement is not looking quite the way you want, you are able to edit it on this page to get the correct appearance.

Paid a penalty only cause the bank messed up during a transaction last year. Dont qualify for Roth since have not worked in 20 years and am retired.I paid the $60 in last years return already so not sure why TT is making me pay it again. For now i entered in $0 on line 24 A and the payment went away, down to $0 now. Maybe thats what i have to do so it does not file that form anymore...or i delete it

If you already e-filed you are stuck with "5 days early" if the return is accepted.  If it rejects you can try to remove that option in the FILE section before you re-file.       "5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds

Return to Social Security to review your input.  Follow these directions:    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 and Social Security, click the down arrow to the right. Click on Start/Revisit to the right of Social Security (SSA-1099). At the screen Tell us about the benefits you received, enter the information as it is printed on the form.

An expert with 38 years of experience prepared my taxes.   He did not come on during our scheduled phone visit; he instead completed my return without any chat.  He missed my in-home caregiver status, which allows for tax-free income, and my return was off by $31K.   He didn't take the time to review my 2024 taxes for context.   I called and filed a complaint; the case was escalated and placed in QA review, or what they called "triage."    It's been several days now, and my return remains locked.  I have since discussed the matter directly with my tax preparer, and we have solved the problem, and my return has been accurately updated.  But because it is in the QA process, I am stuck in limbo: my return is "on pause," and the newly updated return can't be loaded for me to approve, pay for, and sign the forms.    This is frustrating, and I regret filing a complaint about the situation.   There seems to be no one I can speak with to get my accurately updated review on to my account portal.   This whole situation has been a bad experience.      

I have three different types of foreign taxes I paid last year.  The ones reported on 1099-DIV ($1,000), ones reported on a foreign equivalent of 1099-INT ($500), and then the foreign taxes withheld on sale of the money losing inherited property ($15,000) (I have a 1099-S equivalent documentation from the foreign country for this sale.)     First: Please confirm this is all PASSIVE CATEGORY INCOME.  I don't see how the inherited house sale is GENERAL CATEGORY INCOME based on 1116 instructions.   Second: When answering interview questions regarding the foreign tax credit, the 1099-DIV and pretend 1099-INT info carries over into 1116 automatically.  However, for the sale of the house, which I have already reported on 8949, the capital loss information obviously does NOT carry into 1116.  I can add $15,000 under passive income category for that country as other foreign taxes paid.  However, my question is this: do I need to add the capital loss information of $100,000 from 8949 for inherited house sale manually into the following 1116 interview question (see below)?  This results in a complete inability to claim any foreign tax credit this year, with a carry over into 10 years which I will not even use a fraction of as I am closing the bank account in the foreign country (done there) and my 1099-DIV foreign taxes are small year to year.  I know I have the option of deduction vs. credit, but first I need to know the answer to my question so I am thinking about this correctly.   @DaveF1006  @ReneV4  @AbrahamT 

If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh  

Report the Minnesota Long Term Care Insurance Credit in TurboTax Online, in the Minnesota state income tax return, at the screen Minnesota Credits, select Long-Term Care Credit.   The credit is reported on Minnesota schedule M1LTI, Minnesota schedule M1C and Minnesota form 1, line 16.   Long Term Care Insurance Credit   You may claim the Long-Term Care Insurance Credit if you purchase insurance to provide long-term care coverage for yourself or your spouse, such as nursing home coverage.   To qualify, the policy you purchased must:   Be eligible as a federal deduction (disregarding the 7.5% or 10% income test). For more information, review Internal Revenue Service Publication 502, Medical and Dental Expenses Have a lifetime benefit limit of $100,000 or more  The amount of the credit is 25% of the policy premiums, up to $100 per beneficiary. For married couples, separate policies or premiums are not required. One policy covering both spouses qualifies for the $200 maximum credit.    

We anticipate the depreciation calculations within the software should be updated after February 13, 2026. Our tech team is working hard to release the updates before that date. Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.   Also, you can sign up at this link to be notified via email. when the forms are ready to use in TurboTax. @wkhinder1 

@dhuber24 wrote: Because Wisconsin does not allow losing sessions to offset winning sessions over the year.   However, that is only for federal and for states that allow losing sessions to offset any winning sessions.    Are you talking about Itemized deductions?   For federal, all Session Wins are taxable.  Session Losses are an Itemized deduction.     For Wisconsin, all Session Wins are taxable.  Session Losses are NOT an Itemized deduction.   If you follow the directions I gave, both Federal and Wisconsin will report the correct Session income (not including Itemized deductions).   If you Itemize your deductions, you can claim the Session gambling losses on Schedule A.   I'm not certain, but I wouldn't think that  TurboTax will let those Itemized deduction losses to flow to the Wisconsin Itemized deductions (offhand, I don't think there is even a place for it on the Wisconsin return).