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@emsolari02 wrote:   TurboTax does not properly fill out form 8962. Specifically, if you have a monthly difference in subsidy (perhaps because you’ve had your estimated income adjusted), TurboTax does not fill out Part II lines 12 thru 23.    TurboTax does not consider the income thresholds when asking if dependents have filed a return. The IRS uses dependent incomes for the ACA’s MAGI computation but only if the (individual, not cumulative) dependents had incomes greater than the IRS’s threshold of $15,000.00.  TurboTax only asks if dependents filed a return and then blindly adds the total amount to the MAGI.       That is not an error; varying Advance Credit amounts do not trigger the requirement to use line 12-23.  See the Instructions for line 10 of Form 8962. https://www.irs.gov/instructions/i8962#en_US_2024_publink100014008   I think it used to be buried somewhere in the 'learn more' links, but you are right, even if it is hidden there somewhere it needs to be more obvious.  As a side note, it isn't always strictly limited to income over $15,750.   If a child dependent has a certain amount of "unearned" income (interest, dividends, capital gains, taxable scholarships, etc.), they may be required to file a tax return for less than $15,750, which could also trigger the need to enter their income for the Premium Tax Credit on Form 8962.

Are you able to send a diagnostic copy of your return using the instructions above so I can look into this.  As DoninGA stated above there is a screen after you enter the SSA-1099 that asks you if you lived in one of the above countries and or if you lived in the US.  If you answered in a manner to say you do not live in the US but you do live in one of those countries, your social security would not have been included in taxable income. 

I agree with this user, Turbotax still calculates my 2025 Federal taxable Social Security benefits at zero.  The IRS taxed 67% of my benefits due to my income.  We received the full enhanced deductions for seniors, but the IRS changed my return to add back 67% of my Social Security benefits income as taxable.  I was able to replicate the IRS result by downloading and using IRS Publication 915, (Worksheets A and 1).  I see no schedules like this in turbotax even today. April 21.  This has been a major headache requiring hours of my time.

The IRS publication you are referencing is specific to seminars and meetings at sea on a US registered vessel, which does not apply to 99% of cruises.     So the question is, can you then default to ordinary and necessary business expense as the reason for the deduction.  There is no IRS publication that gives direction on cruise travel outside of seminars/conventions.  So it then becomes a huge grey area from what I have researched with some tax advisors saying you cannot deduct even if it’s necessary and ordinary to your business.    

A normal qualified Roth 401(k) distribution after age 59½ and meeting the 5-year rule is tax-free.   Plans must separately account for Roth contributions and earnings.  A distribution attributable to excess deferrals in a designated Roth account is not a qualified distribution.     A future Roth 401(k) 1099-R should show no taxable amount only if the distribution is actually qualified and the plan’s records support that. A nonzero taxable amount does not automatically mean the administrator tainted the Roth account. It may reflect a nonqualified distribution, earnings, or uncured excess-Roth treatment.     

Were there actually two withdrawals from your bank account? Check your bank account records or statement. How did you pay on April 6? Filing your tax return with direct debit is not the same as actually paying.  

If TurboTax Desktop fails to open after an update, it may be due to a corrupted update, security software blockage, or Windows 11 compatibility issues. Typical fixes include restarting the computer, running the application as an administrator, Clear cache and cookies or temporarily disabling antivirus software.    To run TurboTax as an administrator, right-click the TurboTax icon and select "Run as administrator" to fix update, installation, or blank screen issues. To keep this in place, go to the file's Properties > Compatibility and check "Run this program as an administrator". This allows the software to bypass restricted permissions.   See this help article for additional troubleshooting steps for Windows Desktop.   Getting disconnected while on the phone with TurboTax Support is rare but it does happen. If the problem persists,  see this help article for instructions on how to contact TurboTax customer support.   After April 15, 2026, TurboTax customer support experts are available Monday through Friday, from 5 AM to 5 PM PT. Near the September and October extension deadlines, TurboTax will resume extended hours, including evenings and weekends.