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The total reduction is the individual reduction amount X 2.    So, where you calculated the $1808.40, that amount has to be doubled; the reduction is applied individually.    See Part V of Schedule 1A - you will see the reduction amount on lines 35a and 35b.  

Federal 1040 Line 15 = 0 Federal 1040 Line 13b =15,442 IA 1040 Line 1c = 23,180 IA 1040 Line 1d = 15,750 IA 1040 Line 1e = 0   Turbo tax puts 7,430 on IA 1040 Line 2 and based on the IA insturctions it should be 0. I have prepared the return in Taxslayer and another program and theirs comes to the correct place based on the IA 1040 instructions.

Q.  If I financially supported myself except for tuition, paid for by GI, can I say that I supported myself? A.  Yes, if you are the one how earned the GI benefits.*   To get GI benefits from your parent's service, you usually must be their dependent.          

Another point, although the title company paid the withholding minimum, there is still a substantial tax due amount on the capital gain. Was I expected to make quarterly payment on the "anticipated" capital gain ??

You need to go to the Self-employed section to add business assets. You will see that in the Wages and Income area. You need to edit your business entries and on the screen that says Your (name of business) Business, find the Business Assets section where you can add your assets.

The reason you keep owing more is likely that the depreciation corrections from your 2016–2024 amendment are outweighing the current-year expenses.   Regarding QBI: You don't need the Safe Harbor to take the deduction. If you are operating the rental to make a profit and are involved in the decision-making (even if you hire a manager), most tax pros would argue it qualifies as a "Trade or Business," giving you that 20% break.

Is this form available now? As of 4/2/26, I'm not locating it on Turbotax and am unable to reach a person to  address this question.  It is not right that we can't reach a live person when this is a product issue and not a question needing tax expert advice. 

The process of e-filing has two parts: 1. TurboTax creating an XML file that is a data set of all the tax data for your return (one for federal and one for each state). 2. The feds and each state writing software to parse (read) those XML files. The reject messages often come from this step.   Note that TurboTax (and other tax software companies) do not send copies of the tax forms like in PDF, but just a specialized data format.   So, if the feds or the state (in this case) change their software in step #2, what may have worked in one year might be rejected in the next year. Even though there is testing each year between tax software vendors and the states, there is a limit to what can be tested. This sounds like one of those things where New York changed the import process to not accept 1099-Rs that are incomplete in a certain way.   @user17751661602 

You wait to see if the IRS contacts you further regarding this matter. I do think that by accepting your return, the IRS cleared your return of any "validation errors" that would hinder your return thus processed your return as normal.

TurboTax does not need your detailed 1099‑B to compute line 3e Even if you enter only summary totals, TurboTax still has enough information to compute line 3e because: Line 3e is not based on your capital gains or losses. It is based on your total gross foreign-source income, not your taxable income. TurboTax pulls this from: Foreign dividends Foreign interest Foreign capital gains (if you told it any portion is foreign) Foreign mutual fund distributions Foreign tax paid on 1099‑DIV box 7 Any foreign-source income you entered elsewhere (e.g., K‑1, wages, pensions)

I think you mean since you prepared your tax return yourself do you still have to pay for the TurboTax program? If so, you would need to pay for the program unless you qualified for free file based on the forms and schedules in your return. That is available for some simple returns. You can learn more here.   The free file encompasses having a W-2 form, interest and dividend income, standard deduction, earned income credit, child tax credit , the senior deduction and student loan interest.    

If you are using the TurboTax Desktop product, you can see your forms by going to the upper right and clicking on Forms, the scrolling down for Schedule 1-A.   If you are using the Online product, you can still see your 1040 and Schedules 1, 2, and 3. Even if you can't Schedule 1-A, look on line 13b on the 1040 - your senior deduction should appear there.   To see your forms for TurboTax Online, get into your return Online, then look to the left and click on Tax Tools, then scroll down to Tools, then in the center, click on View Tax Summary, then look back to the left for Preview My 1040. 

Thank you dmertz.  Based on a previous conversation with my IRA custodian, I created a mock 1099-R with: code-JP, 2026 $9,125 in box 1 $1,125 in box 2a However, I just called them again, and they that the $1,125 reflects the gain on $8,000 starting from the date I converted to a Roth IRA (not the date I contributed to a Traditional IRA) to the date I withdrew my excess contribution last week.  So, the $1,125 doesn’t seem to include the $2 gain from my original backdoor Roth.  Currently, my original 1099-R is still in Turbo Tax and the result of having both 1099-R’s is that my 1040 looks like: 4a = $17,127 (which seems to be the 8000+8000+1125+2) 4b = $1,127 (which seems to the 1125+2) Turbo Tax also created a 4852 and an 8606 and I tried to explain what happened in the 1040 4a Explanation Statement.  Does having two 1099-R’s in this case sound right?  And does a 1040 4a = $17,127 and 4b = $1,127 seem ok, too?

A 1098-E usually gets you a student loan interest deduction (line 21 on the 2024 Schedule 1). The 1098-T usually gets you a tuition credit* (line 3 of the 2024 Schedule 3 and/or line 29 of form 1040).    If you didn't get what you were supposed to and/or got something you weren't allowed, you'll need to file an amended return.   *Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114