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You should post the same 1095-A to your return. Select Yes to the question "Did you share the policy with another tax payer?".    You will log in and post the 1095-A. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form. You'll see a screen asking for shared policy info.  You’ll enter the following: Enter the Social Security number in box 5 (recipient's SSN) on your parents' 1095-A. Enter the starting month and ending month that you had the insurance. Use this TurboTax article that refers to a number of 1099-A situations that are similar to yours. I'm on my parents' 1095-A form. What do I do on my return? There's an introduction and four situations listed. They give guidance for posting and an example for each.If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.        

Sorry, I had that happen too.  Why I had to switch over to desktop (so glad I was able to &  chose that option when starting out)  Then selected the form from the list.  My missed RMD was on an inherited IRA, I'm 66 so it never asked me nor took me to the form. If that didn't work, my only other thought was to (not mention the missed RMD & hope IRS didn't notice) or submit my taxes electronically & then mail the 5329 seperately, or just print it all out mail it all in together. I know my 1099-R for 2026 will have both distributions. [2025 & 2026 - both distributed in 2026, so couldn't pay the tax for 2025 - they'll just have to wait for that $] I do recall seeing in the software a question of how much of the distribution was for the previous year. So, hoping to see that option next year when I do my 2026 taxes

I'm in the same situation! They overcharged me for my tax and I had to amend it. For that too, TurboTax didn't support amendments where as other tax softwares do. Now, I can't get in contact with TurboTax customer service. Has anyone had any luck with this?

It depends on what was corrected. Will the correction effect the calculation of your taxes?   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

After you file your taxes and the IRS approves your return, they set a refund date and send that information to the bank on a schedule. Because of that, there’s usually a wait (about 21 days) before you get your money. The "5 days early" program helps shorten that wait. Once the IRS tells us if your refund was approved, TurboTax sends you the money early, before the IRS does it. Also, you are going to receive an email letting you know if your refund was sent early or if it couldn't be sped up for any reason.    Click the link below and see more details about the Program: TurboTax Up to 5 days early option  You can also track your refund in the IRS website: Where's my Refund  

That is correct. If your refund is frozen, the IRS will send you a CP53E notice, which explains what you need to do next. The notice asks you to add or update direct deposit information using your IRS Online Account . You generally have 30 days to respond. If you don’t take any action, the IRS will issue a paper check after six weeks. You can find more information in this article.

It depends. Ownership is implied because you are listing the account under the taxpayer(s) filing the return. For a married‑filing‑jointly return, the IRS treats the return as a single reporting unit. So the IRS assumes:   If the account is listed in Part I And the return is MFJ Then the account belongs to one or both spouses There is no separate ownership indicator for each spouse on Form 8938.   

Not at the federal level.  Home office expenses may be deductible in some states, if you itemize your deductions, so the questions about home office have been retained in the program, and information will flow to your state return if you otherwise qualify.  

You generally cannot tell from your Form W-2 the exact number of overtime hours you worked because overtime pay is usually combined into total wages (Boxes 1, 3, and 5).  You can use your final year-end pay stub or ask your employer for a payroll summary to determine exactly how many overtime hours were worked.  Your final pay stub for 2025 should break down your hourly, overtime, and salary pay separately.

It's easy to report it as a sale of stock or your can select 'other' if you choose. Either way you will get long term capital gains if you held it more than one year. 'CD' isn't an actual selection either way, even though they are reported just like stocks or bonds at redemption.    To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, 1099-B or Other It allows you to select  Bond or Other as the type of investment. Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales? @ramusco 

Can you give us some more information to clarify your situation? Do you have Social Security or a Rail Road retirement income? Do you have retirement accounts, IRAs 401-Ks? Did you get any 1099-R Tax forms in the mail? Do you have investment income? Stocks Bonds Interest Dividend Crypto

@wsessoms0  Box 1 is the gross distribution while Box 2a is the TAXABLE portion of the distribution.  The difference between Box 1 and Box 2a is not taxable.     since your federal return taxes what is in Box 2a, the adjustment on the State return is also box 2a.    is that the issue? 

Thank you for the response.  In the Q&A, Turbo Tax gives you 2 options for that income. One option is that the Trust income comes from a business (generally with a separate Tax ID), the second option is that its REIT dividends. Neither one applies. There is no separate business with a separate Tax ID. Nevertheless, with your response, I answered that the income did come from a business, and put in the name of the Trust and Tax ID for the trust in the query box for the business. That appeared to work.  Maybe in future editions of TT, TT will fix the confusion.