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The legal fees are not a deduction from your income. The full social security will be included however if you did receive a lump sum in 2025 that includes prior year(s) as well please review the information below to enter it for the best results. There is no amendment for this situation. The law changed. Legal fees used to be a deduction under Miscellaneous Expenses when using itemized deductions and it was limited to the amount that exceeded 2% of adjusted gross income (AGI).  Since the Tax Cuts and Jobs Act (TCJA) enactment this has been eliminated for tax years 2018-2026 and beyond based now on the One Big Beautiful Bill Act (OBBBA).   You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.

This is a very busy time.   It could take up to ten days for the payment to be pulled.   As long as you filed on time,  your payment is on time.  Watch your own account to see when the payment is taken out.  TurboTax will never know if or when it was paid.

Yes, you can itemize your Kentucky state deductions even if you take the standard deduction on your federal return.  Kentucky is one of the few states that allows your state deduction choice to differ from your federal choice. Because Kentucky’s standard deduction for 2024 is $3,160 (per individual), your $6,000 in allowable expenses will likely result in a lower state tax bill than the standard amount.    How to do this in TurboTax Enter everything in the Federal section: Even if you aren't itemizing federally, you must enter all your mortgage interest, charitable donations, medical expenses, and taxes in the Federal "Deductions & Credits" section. TurboTax needs this data to populate the Kentucky Schedule A. Complete the Federal return: Select the Standard Deduction for your federal filing. Go to the Kentucky state section: The software should automatically transfer your entries and compare them to the Kentucky standard deduction ($3,160). Confirm the choice: If the software doesn't automatically switch you to itemized for Kentucky, look for a screen in the Kentucky interview titled "Standard vs. Itemized" or similar, where you can verify that it is using the higher $6,000 amount.  

Was he the primary on the account?  If so, then you would need to create a new account.  You will still need to include his name and SSN on your return, but list your name first and then when asked say you want to file a separate return.     Also, having a business does not require you to file separate returns unless this is due to tax planning such as you don't want to be responsible for his self employment taxes.  However, if it is because he is filing a schedule C with the return, this can still be done as a joint return.    Married Filing Jointly vs Separately: How Should You and Your Spouse File Taxes?

The entry on line 14 of Schedule SE would come from farm income. I suggest you look on line 6 of Schedule 1 of Form 1040 to see if there is farm income listed there. If so, you need to trace it back to a Schedule F where farm income would be reported. Otherwise, you can go to the Schedule SE adjustments worksheet if you are working with the desktop version of TurboTax. You can delete the amount on line 4 of Part III which is where box 14 on Schedule SE comes from.

You can review some forms in your return to see how the loss was handled. Schedule E Wks (property address) Line 22 reports the deductible rental loss. Schedule E p1 Line 22 shows the Deductible rental loss after limitation (if any) from Form 8582. If you need to review your carryover losses, also review Form 8582 Part IV.   All these forms and worksheet are included in the PDF of your complete return if you choose to include all forms and worksheets. See Can I print a copy of my TurboTax Online return before I file it?   If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.

Edit your W2 and look for : MN tax id is 7 digits MN state is chosen MN wages filled in MN tax withheld has a number or all lines blank - it is either all filled or all blank for the state boxes wages must be greater than taxes paid If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  Pay through either Direct Pay or your individual online account. See if you need to file a state extension.

To stop the residency questionnaire from populating in TurboTax, you typically need to correct the "My Info" section at the federal level first, as this section triggers specific state forms. If correcting that doesn't work, you must manually delete the form or the state return and restart it.  The questionnaire often appears because TurboTax thinks you lived in another state for part of the year.  Go to the My Info tab on the left menu. Click Edit next to your name and/or your spouse's name. Scroll to the residency questions and ensure The "State of residence" is set to Wisconsin. The box asking if you lived in another state during the tax year is unchecked.

TurboTax may not be giving you the energy credit for your new bioMass stove because the requirements below are not met:   For the energy efficiency home improvement credit, the home must be: Located in the United States An existing home that you improve or add on to, not a new home Generally, the home must be your primary residence. You can't claim the credit if you're a landlord or other property owner who doesn't live in the home.  You would enter the information for your new biomass stove in TurboTax under "Deductions & Credits,"  "Your Home," and then "Home Energy Credits."   Also, make sure that your QMID that you entered is correct. The IRS requires a Qualified Manufacturer Identification Number (QMID) for gas furnaces.   The QMID code is a specific code that can be found on your manufacturer's documentation, itemized invoices, or the IRS Energy Credits Online (ECO) portal. You must enter the correct QMID for TurboTax to accept it.   If you do not have a QMID (Qualified Manufacturer ID) for your product, you can contact the manufacturer directly to request their 4-digit code. The QMID is assigned to the manufacturer, not the installer.    You can also try checking with your installer for it or it may be on your  "Manufacturer Certification Statement," which should list the necessary information for Form 5695, including your QMID.    You can go back through those sections and review your TurboTax screens to make sure you have answered everything correctly to meet the above.   You can easily get to these TurboTax input screens as follows: Click on Search in the top right of your TurboTax screen Type (exactly) 5695, residential energy credit in the search box Click on the link Jump to 5695, residential energy credit This will take you to the input screen in TurboTax to enter your information regarding your biomass stove Continue through your TurboTax screens to make sure you have answered everything correctly Also make sure that your TurboTax program is fully updated.   TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.     If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."   Click here for Where do I enter qualified energy-saving improvements?  Click here for Energy Efficient Home Improvement Credit Click here for 2024-2025 Energy Tax Credit: Which Home Improvements Qualify? Please return to Community if you have any additional information or questions and we would be happy to help.  

Because your tax status has changed, the IRS is verifying that you are truly the one filing. If you were never given an IP PIN, use the 5-digit self-select option or last year's AGI (which might be $0 if you didn't file a return).   Did the person who included you as a dependent get an IP PIN through the IRS to identify you? If so, you would need one for this year. An IP PIN is valid for one calendar year and a new IP PIN is generated each year for your account. The IP PIN (Identity Protection PIN) is a 6-digit PIN provided by the IRS to certain victims of ID theft.   A dependent only needs an Identity Protection Personal Identification Number (IP PIN) if the IRS specifically issued one to them due to previous identity theft. If they have one, you must include it to e-file to avoid rejection, a requirement that now applies to Forms 2441, 8863, and Schedule EIC.   The person who files a return in TurboTax also has a TurboTax PIN that is entered in the filing section.   See this IRS webpage for additional steps you can take to protect your identity. See this TurboTax help article for information about using an IP PIN to file your return. If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  

The tax withholdings should be included on your Form 1099-R that is reporting the distribution, so the amount would be entered along with your Form 1099-R.     If you are asking about where to enter estimated payments that were made to cover the 401k distributions, then take a look at the following TurboTax help article for guidance:   Where do I enter my estimated tax payments?     If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.