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You can't claim your spouse as your dependent.  You have to use the filing status Married Filing Jointly (MFJ) or Married Filing Separately (MFS).  What filing status did you use?   The IRS can seize the entire refund from a married couple's joint tax return even if only one of the spouses was legally liable for the debt.    Form 8379 is used if a Married Filing Joint couple expects their refund to be intercepted if one of the spouses is legally liable for the debt or filed separately if the injured spouse finds out after the IRS seizes the refund.    Refer to Form 8379-Injured Spouse and Form 8379 Instructions.   For additional information, refer to the TurboTax article What is IRS Form 8379: Injured Spouse Allocation?  

Thanks for getting back to me on this. When I entered $400 for total payments and withholding it cleared up the problem on my federal return. But now I am getting an error on my New York State Schedule 1 State and Local Income Tax Refund Worksheet, where it is saying that my payments and withholding must exceed the sum of individual payments. What number should I put there for payments and withholding? Is it ok if it's a different number from the $400 I put on my federal return? I am also concerned that this NY State worksheet now says that I had a 2023 taxable refund of $400 since I should not be paying state tax on this refund. Please help! Thanks!

One of the 2025 tax statements imported from a brokerage contained multiple 2026 wash sales. All buy and sale dates for any single transaction are the same, as are the buy and sale amounts, resulting in zero gains/losses for all wash transactions.

Me, using TurboTax premier. My company's W2 has 12.a code D around $10K (401k tax deductible); W2 line 12.c has Code AA (pre-tax converted directly to ROTH) at ~$20K. I am entering this exactly as stated on the W2.   You speak of Line 12 in general, I speak of line 12a and 12c. I also have line 12. b., d. and e. (these are ill relevant to this issue).  Spoke with my company's Fidelity 401k plan administrator, where what we were trying to figure out was on my W2, line 12.c Code AA (pre-tax directly converted to ROTH) needs to be added to W2 line12a. Code D (pre-tax to 401k deductible contribution). I think my mistake was I thought both of these needed to add up to the $23,500 + $7,500 catchup = $31,000, but I am beginning to suspect IRS cannot tell if the actual $23,500 basic (I am currently short by $85.50, which I will correct this before filling and April 15) 401k contribution was met since both basic and catchup are mixed in the W2 Code D & Code AA, so I suspect the IRS accepts anything over $23,500 as catch-up (was not like this before, one year I was less than $50 short on my basic contribution, where the IRS disqualified by catch-up, then made me pay double taxes for both the current year along with taxes for the previous year; don't want that to ever happen again). Just trying to get confirmation since I will never trust AI(it) t 100%

I am in NC - it doesn't matter.  check either one; the result is the same.    Military - must have 20 years of service (or disability discharge if less than 20 years) Bailey - your federal pension was vested as of 8/14/1989 meaning you were hired into the military no later than 8/14/1984.     

@PatriciaV   Thank you. But the thing is I read this from TurboTax pop up window "There is considerable uncertainty about whether a small-scale, long-term rental of a single property or small number of properties is a "trade or business."  So it seems either I choose Yes or No to this question, it does not affect the amount of return. So, is it better/safer just say "No"?

Print your return or view the PDF copy of your return to see if you have Form 8889.   If you reported HSA contributions from your paycheck or distributions on Form 1099-SA - you will have Form 8889.     Sign into your account and click on Tax Home from the left side menu.   From there, scroll down to Tax Returns and Documents.