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Thanks so much!  That's great.  Do you also know if I should report the $400 1099-INT received in the LLC's TIN in Schedule B?  Also that there is nowhere on Schedule E or elsewhere to show the LLC name and TIN?  Thanks again.  Bob

@LaShaunA3    Where do you select  "Print on pre-printed forms (Copy A)"?  I don't see that in my Windows Home & Business program.  Using the built in Desktop Create Forms,  I have Form 1099-NEC Copy A (John Smith) but can't find print on PRE-Printed forms.   Which Print button?  I've looked under Print Center upper right and File-Print and in Forms mode.     Could it be in the QEF Quick Employer Forms method?  The Quick Employer Forms only supports e-filing of the forms with the IRS and Social Security Administration. Copy A of the Form 1099 and W-2 are only used for e-filing and are not provided for printing.   And if you can print on the red pre-printed forms that would be a very BIG change.

I am not upgrading a home computer just so I can run Turbo Tax. Sounds like H&R block works with Windows 10. Is there any way to transfer data from my previous Turbo Tax return to H&R Block? I could enter it manually I suppose but the carryover losses and depreciation of investment property will take some work. Are there other software options that work on windows 10.

What you see is correct.   Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.   This deduction is for qualified individuals. Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with Deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). The full taxable amount is included in your gross income on Form 1040; however, the Senior Deduction is reflected on line 13b.  It is reflected on Schedule 1A, Part V, Line 37  For more information, see Deductions for Seniors.  

Yes, when you enter the initial information on your W-2, there will be follow-up questions. There will be a meter that shows your status based on what you've entered so far. The next screen is Let's check for other situations. Check the box for Overtime. Continue through the interview.

You will be able to have your 2023 and 2024 tax returns prepared using TurboTax Full Service. You must do them along with your 2025 tax return.  This is a new offering from TurboTax this year.    When you select TurboTax Full Service, a dedicated tax expert will prepare your tax return(s) for you.  You will set up a welcome call with an assistant and they will answer any questions you may have. The TurboTax assistant will also confirm the documents your expert will need to prepare your taxes. You will be able to upload your documents straight from your computer, or you can use your phone to capture or scan paper documents. You can use this link, click here to start the process. Make sure to select "Prior year not filed" in the interview questions.   You can also, as per xmasbaby above, file these returns yourself using the TurboTax Desktop software.  You must purchase it for each year that you are filing. For example for 2023, you must purchase and use the 2023 TurboTax Desktop software.    For additional information, click here for How do I file a prior-year tax return?   Click here for How does Full Service work?    

You may treat the NY State Inflation Refund like a state tax refund. In TT Online go to "Wages & Income", then to "Refunds received for state/local tax returns".    However, under certain circumstances this payment may be NOT taxable:   If you took the standard deduction for 2023. OR if you itemized your deductions, but the deductions for "Taxes" on schedule A was capped at $10,000, so that the addition of any NY state tax you paid produced no additional tax deduction.    The payment will be taxable as a state tax refund:   If you itemized your deductions in 2023. AND by adding NY states taxes to the deduction you actually reduced federal taxable income.