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No one can call you from the user forum.    "Representatives" do not call you to explain the versions of TT.   You can try to contact customer support, or you can read about the various software versions.   2025 TURBOTAX   DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)   https://turbotax.intuit.com/personal-taxes/cd-download/   You can also purchase the desktop download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.   This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.   When you use desktop software, there is an additional fee to e-file a state return.  You can avoid that fee if you print, sign and mail the state return.      ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/       To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

If you're referring to tax-exempt interest in box 8, make sure that you've completed all questions that pertain to the state source of the municipal bonds. If you're referring to U.S. interest in box 3, note that this will not be exempt at the federal level on Form 1040, and may only be exempt for state income tax. If your 1099-INT has a value in box 13, the total amount of exempt interest from box 8 may be limited. From the IRS 1040 instructions: Line 2a Tax-Exempt Interest If you received any tax-exempt interest (including any tax-exempt original issue discount (OID)), such as from municipal bonds, each payer should send you a Form 1099-INT or a Form 1099-OID. In general, your tax-exempt stated interest should be shown in box 8 of Form 1099-INT or, for a tax-exempt OID bond, in box 2 of Form 1099-OID, and your tax-exempt OID should be shown in box 11 of Form 1099-OID. Enter the total on line 2a. However, if you acquired a tax-exempt bond at a premium, only report the net amount of tax-exempt interest on line 2a (that is, the excess of the tax-exempt interest received during the year over the amortized bond premium for the year). When you enter amounts from 1099-INT box 13 and box 8 into TurboTax, they are adjusted automatically.   What boxes does your 1099-INT report, and where is this flowing to in the worksheets?

Regarding your three questions about the sale of your rental property and the error message you are receiving, see below.   1. No. Your Form 4797 does not need to match the Form 1099-S you received because your adjusted basis does not only include what you paid for the property. In addition to the purchase price, you have capital improvements, minus the total depreciation. Therefore, it is normal for those two numbers not to match.   2. You are correct. Land is never depreciable, so you should not add land as a new asset after selling your property.   3. The likely reason you are receiving the error message about the HVAC is that the HVAC and patio were probably expensed in the year you placed them in service (Secion 179). When you sell an asset that was previously expensed via Section 179, the IRS requires "recapture" for them as well. To clear the "0" error message, you will need to go back to the Assets/Depreciation section and indicate that you disposed of both of them in 2025.

To fix your state return, review the data entered in TurboTax and ensure all entries are correct. To resubmit your filing:    1. Go to File 2. Revisit and navigate through all three steps, confirming your previous selections 3. Proceed through the filing prompts 4. Complete your filing

 Paying your fee did not file your tax return.  DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   @Shawnplybon

What about Form 1041 Schedule B line 10 (other amounts paid, credited or required to be distributed)? Do I enter the amount distributed to the beneficiaries or zero?  I'm entering zero for line 9 because there was no income earned. Thank You for you reply.  

The reason TurboTax informs you that your $19,342 in medical, dental, and vision premiums will not affect your taxes is due to two IRS limitations.   First, the IRS only allows you to deduct medical expenses that exceed 7.5% of your Adjusted Gross Income, which means the software must first subtract a large portion of your spending before any of it counts as a potential deduction. Based on the $13,787 threshold mentioned, only about $5,555 of your total medical costs are deductible.   The second reason this deduction likely has no impact is that you must itemize your deductions on Schedule A to use that $5,555, but the standard deduction for 2025 is significantly higher than that amount. The standard deduction starts at $17,750 and can go much higher depending on your filing status. Because your qualifying medical expenses are lower than the standard deduction you receive automatically, TurboTax identifies that using the standard deduction saves you more money than trying to itemize your medical costs. It is possible if you are still working on your return and have more itemized deductions to enter, that this medical expense deduction could end up being utilized after all.

Hi @dmertz,   You are the one who assisted me with TY 2024 when I was preparing my parents tax return after his passing.  I couldn’t have done it w/out you.   My Dad passed in July of 2024 and in October of 2024, I had my Mom take my Dad’s final RMD, which he had not taken prior to his passing.  I had her use his age/denominator.  My Mom shouldn’t have taken anything in 2025 for my Dad, correct?  I thought we satisfied the IRS’ requirement by taking his final RMD in the year of his passing.  So in 2025, I had my Mom only take out HER RMD’s, using her age/denominator.  Was this wrong?   This year, that TT radial button asking if it was an inherited IRA threw me off because technically she *did* inherit it.   Thank you for letting me know the IRA is now treated as her own, so I will NOT check the inherited button  and I won’t have this issue next year.   I don’t know why the credit union only gives her one 1099-R.  The statement does show only one main account number, and the two separate IRA CD’s have their own “sub-number” and IRA CD maturation dates.  I won’t worry about it because the sum of the 1099-R is equal to the RMD necessary from both IRA’s.   I am now concerned about your statement that my Mom should have taken an RMD in 2025 for the IRA she inherited, even though I thought we satisfied that requirement in 2024 by using my Dad’s age/denominator.  Please let me know.   Thank you so much!

  You may not be seeing the $500 "Other Dependent Credit" because it is a nonrefundable credit that only applies if you have a positive tax liability (Line 24 of your Form 1040) to offset.   If your tax liability is already zero, or if you earn too much (over $200k/$400k) , you may not see this credit on your TurboTax return.    It would also depend on your individual facts and circumstances and whether the person qualified as your dependent.    The requirements to claim a dependent for the Other Dependent tax credit on your tax return are: They must be your relative (such as dependent parents) or a person who is not related to you if they lived with you for the entire year and are a member of your household. They must be claimed as a dependent on your tax return. The dependent  can be any age, including those who are age 18 or older but they must not have been used to claim the CTC/ACTC. Your child that is over age 17 can qualify and if they are a full-time student they can be up to 24 years old. They can be any age if totally and permanently disabled. The dependent must have lived with you more than half of the year (these exceptions apply). You must have provided more than half of their support during the tax year. They must not have filed a joint return with anyone else (unless to claim a refund of taxes withheld). The dependent must be a U.S. citizen, national, or resident alien. The dependent must have a valid Social Security Number (SSN), Adoption Taxpayer Identification Number (ATIN), or Individual Taxpayer Identification Number (ITIN) issued by the return's due date.   If these requirements are met, you should go back through your personal information and review your dependent information. (You can click on "Edit" next to the name of your dependent) to make sure everything was answered correctly.    Make sure you have answered that your dependent has a valid social security number and you did not check not valid for employment Make sure you have answered that your dependent does not provide more than half of her own support (if she does not) and  Make sure you have answered that  your dependent can not be claimed on someone else's tax return, and Make sure you have answered that your dependent was a student, if they were.   Watch for a screen labeled "Less Common Situations for [Dependent's Name]" where a checkbox for full-time student status is present.    Click here for additional information regarding dependents. Click here for additional  information on who you can claim as a dependent. Click here for information on how to claim a dependent.    Please return to Community if you have any additional information or questions and we would be happy to help. 

Try using the search bar.    To get to mortgage interest entry using the TurboTax search bar, follow these steps: 1. Locate the search bar at the top right corner of the TurboTax screen. 2. Type "mortgage interest" into the search bar. 3. Select the option related to Mortgage Interest and Refinancing (Form 1098) from the search results. This will take you directly to the section to enter your mortgage interest information.

Hi MarilynG1 Thank you for letting me know that 1040x will not be fully available until March 4th. My original 2025 federal and DE state returns were already accepted and I received my refunds from both, the IRS and the state of Delaware. TurboTax allowed me to prepare the 2025 amendment federal and state tax returns. I was able to view the form 1040x in forms and in print preview. All the information I entered to correct my 1099INT appears correct. It also brought me to the screen where you enter all the information for electronic filing, but I did not go any further because when I reviewed the returns, the form 1040x was loaded up in a two bland PDF, followed by the smart sheet that were populated with my data, the up 1040 SR return and the DE amendment state return. So the only return that was not viewable in PDF was the 1040x return. This is why, I didn’t attempt to continue with efile. I will wait until March 4th. I would like to get this done as soon as possible because I now owe taxes and do not want to pay a penalty.