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If you want to change your filing status to married filing separately, you have to go to MY INFO and change the way you answer the questions about being married and whether you want to file together with your spouse.  You will still have to include information about your spouse; your spouse will have to prepare their own return that includes information about you.   You will have to file the same way---either you both use standard deduction or you both must itemize deductions.  If you are in a community property state    ( AZ, CA, ID, LA, NV, NM, TX, WA, WI )   it gets more complicated.     If I am filing a separate return why do I have to list my spouse’s information on my return? Even if you file separate returns (the worst way to file) you each have to list each other's SSN's and some other information on your own tax return.  The IRS can then cross check to make sure you are not "double dipping" for itemized deductions, dependents, etc.   If you are in a community property state, there is more information that will be needed. Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI   https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states   https://turbotax.intuit.com/tax-tips/marriage/five-tax-tips-for-community-property-states/L4jG7cq7Z       If you were legally married at the end of 2024 your filing choices are married filing jointly or married filing separately.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $29,200 (+ $1550 for each spouse 65 or older)  for 2024. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the special rules for filing separately include: you cannot get earned income credit, education credits, adoption credits, or deductions for student loan interest. A higher percent of your Social Security benefits may be taxable. Your limit for SALT (state and local taxes and sales tax) will be only $5000 per spouse. In many cases you will not be able to take the child and dependent care credit. The amount you can contribute to a retirement account will be affected. If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI)    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh    

Q. Can I claim the Lifetime Learning Credit? I am no longer claimed as a dependent by my parents, but they pay my tuition. A. Yes. Although the general rule, in taxes, is that you must be the one making the payment, to get the deduction or credit, there is an exception for education.   Who can claim a dependent's education expenses?   If a student is claimed as a dependent on another person's tax return, all qualified education expenses of the student are treated as having been paid by that person. Therefore, only that person can claim an education credit for the student. If a student is not claimed as a dependent on another person's tax return, only the student can claim a credit.   But, whomever does claim him, whether it be the  parent or the student himself, he may count the tuition and expenses,  paid by others, in claiming the credit for themselves.

@ caseybam wrote: I can open my 2023 tax return because it says it's already been filed.  I have my printed copy but don't see the signature pin on the paperwork.  How can I find my 2023 pin because my 2024 return is rejected every time I try to filed my 2024 taxes with error message IND-032-04.  I have checked the AGI and it is exactly what is on line 11 of my 2023 tax return. Are you filing a married joint return?  That rejection code indicates a spouse problem.  You don't have to have the self-select signing PIN from last year.   IND-032-04: The spouse's AGI or Self-select PIN from last year doesn't match IRS records.   It is most likely the spouse's 2023 AGI causing the problem.   How did you both file in 2023--was it a married joint return last year?    If the 2023 return was a joint return, then you both have the same total 2023 AGI.  Do not divide it.   If you have tried that first, and if it didn't work, then use the total 2023 AGI for the primary filer, and for the spouse use a 2023 AGI of 0 (zero) and see if that works.   If you were not married last year and filed as single or filed married and separately, then you would each have your own 2023 AGI's from  your separate returns last year.   If that's your situation, and if you already tried that but it didn't work,  try $0 for the spouse 2023 AGI.   Also, in order to "sign" the return, you will both be asked to enter any 5-digit PIN of your choosing, consisting of any 5 digits, except it can't be all zeros.  It's on a screen with "today's date" and your birth date.

I had entered the information from my 1099-S in the 'Other' category of the investment section and selected 'Second Home' and 'Inherited'. **My concern is after I completed the entry I found that upon returning to the investment section the tab shows this as 'Stocks, bonds, etc. (1099-B)'.   

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.   On the Tax Home webpage - Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) or Click on View adjusted gross income (AGI)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

During the check process, this is what shows:       I checked the printed copy and all the numbers from the K1 are on the form.  It's like it wants me to add more numbers that do not exist.    

No, you cannot upgrade from Premium to Business.   The TurboTax Business Edition is a standalone edition to be installed on a Windows based personal computer.  The edition supports Form 1065 for Partnerships, Form 1120 for C Corporations, form 1120-S for S Corporation and Form 1041 for Estates and Trusts. Go to this TurboTax website for the 2024 Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/

There are a few states that allow a deduction for federal tax paid. If yours is one of them, you will want to enter the tax paid. Follow these steps: Open to federal deductions and credits Locate estimates and other taxes paid.  Edit/start Locate payment with 2024 federal extension Start Enter federal tax paid- penalties are not included. Done

Do you mean, are you able to report an IRS form K-1 (1041) in TurboTax Premium Online?   Yes, you may.  Follow these steps:   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & Income. Click the down arrow to the right of S-corps, Partnerships, and Trusts. Click to the right of Schedule K-1. At the screen Tell us about your Schedule K-1, you tell the software which Schedule K-1 you received. For several screens, you will be entering data right off the K-1 form.