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The IRAs  totaled $214,720 from two inherited IRA and two regular IRA.  I took a $9300 QCD from one of the regular IRA and instead  of $ 9300 it takes $113,695 leaving $101025.  Only one IRA has a QCD recorded.  the other three are blank. 

i have w2, usually file and take standard deductible. this year i have lots impairment related work expenses that did not get reimburse by employer. can i still take standard deduction or i have use itemized deductible?

I bought a second copy of TurboTax Premier for $82.99 from Amazon and it includes one free state download.  I did that instead of paying $45 for a state download because I also wanted an additional 5 free federal e-files. When I try to download my one free state, TurboTax wants to charge me $45 as though I've already used my free state download. I confirmed that I am using the newly purchased license key, not the original one. How do I get my free state download?

Box 8D shows the foreign income I made. Box 8Z shows the foreign unemployment insurance I received. Number 9 says to add line 8A-8Z. So why did TurboTax subtract the numbers? Please help I’m so confused 

April 11, 2025 Hello to All of You! I fully agree with Trekker1 regarding Form 1116, i.e., "One reason for not wanting the credit is Form 1116 is very complicated and it may not be worth the trouble." I do NOT see any DETRIMENT (LOSS) to the IRS if taxpayers decide voluntarily to LIMIT their Foreign Tax Credit to either $ 300 (for single filers) or $ 600 (for married filers) when in fact they paid MORE inForeign Taxes.  Reflecting the $ 300 (or $ 600) on Schedule 3, Line 1, and ultimately reflecting it on Form 1040, line 20 is SO EASY to accomplish when compared to filling out Form 1116.  In addition, the IRS has NOT been HARMED in any manner from such taxpayer action.  Finally, I think that the IRS should rethink its position and allow taxpayers themselves to decide which option to choose, EVEN IF the taxpayer has more than $ 300 (or $ 600) in Foreign Taxes but is willing to limit the tax credit to $ 300 (or $ 600)..  Does anyone know of any instance when the IRS has raised this issue with a taxpayer who had more than $ 300 in Foreign Taxes but decided NOT to use Form 1116 and instead used Schedule 3, Line 1 and ultimately Form 1040, line 20 up to the $ 300 (or $ 600 amount)?  Thank you in advance for your response to my question above. Respectfully, OurTaxSystemIsTooComplicated!

This is a similar problem to what others have reported in previous years, but it still doesn't seem to be fixed.  TT is incorrectly zeroing out my mortgage interest deduction for a refinanced pre-2017 mortgage even though I qualify for a (limited) mortgage interest deduction.   After inputting my 1098 information, I affirmatively answer the question "Yes, this loan is a HELOC or this loan is a refinance of a previous loan" because I refinanced my pre-2017 mortgage in 2020.  I then negatively answer the question "Did you use your loan for anything besides paying off the existing loan?" because this was a straight refi with no cash out.  TT then tells me "Congrats, you get a tax break" and I see my tax owed go down by several thousand dollars.  TT then ask me the purchase date of the home, which I enter (2015), followed by an affirmative response to indicate that the original debt occurred before 2017 and the debt has not increased since (i.e., no cash out refi).  At that point, the tax owed shoots back up (the deduction goes to zero) and TT asks me what the loan balance was on 1/1/25, which I enter.  This amount exceeds (by a relatively small margin) the $1,000,000/$500,000 cap that applies to pre-2017 mortgages.  TT then tells me "Your mortgage interest is being limited," which I expect because I know that my deduction has to be reduced because the loan balance exceeds the cap.  In the past I have just done the average balance calculations myself, and I usually end up being able to deduct something like 90% of what I otherwise would if my mortgage balance didn't exceed the cap.   But TT is instead COMPLETELY ZEROING OUT MY DEDUCTION.  Why??  Going into the form view, and looking at the Home Mortgage Interest Worksheet, if I change the box for "Is this loan the result of refinancing a previous loan or is this loan a HELOC" from "Yes" to "No," it immediately restores my mortgage interest deduction.  But that shouldn't matter!  My refi was a straight no-cash out refinance of a pre-2017 mortgage, so it qualifies for a (limited) deduction.   I have tried deleting and reentering my 1098 info several times (along with closing and restarting) to no avail.