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This is how you enter the new car loan interest deduction in Turbo Tax Online.   Go to Deductions and Credits. Choose Cars and other things you own. Choose Car loan Interest. Check eligibility by answering YES. Enter vehicle VIN. Check for Uncommon situations. Enter Total interest paid during 2025.   The interest deduction allows up to $10,000 for new vehicles bought from 2025 to 2028. You can take the deduction even if you don't itemize.  

Sounds like you entered some information that required an upgrade to a paid version.   WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    

Yes, you qualify for the Exclusion of Gain in the amount of $500,000 resulting from the sale of your residence, if you meet the following requirements fully:   You sell your home within 2 years of the death of your spouse. You have not remarried at the time of sale. Neither you nor your late spouse took the Exclusion on another home sold less than 2 years before the date of the current home sale. You and your late husband meet the 2-year ownership and residence requirements. Here's some more information. We're happy to help with any follow-up questions. 

With respect to your 2024 tax return, an outstanding recharacterization is a recharacterization of a contribution made for 2024 in 2024 but recharacterized in 2025 by the due date of your tax return, including extensions.   Line 19 is added to line 18 to produce the amount to include on Form 8606 line 6.  For an outstanding recharacterization from a Roth IRA to a traditional IRA (the most common recharacterization), the amount recharacterized is entered as a positive number.  If the outstanding recharacterization was from a traditional IRA to a Roth IRA (rather rare), the amount recharacterized would be entered as a negative number.  The intent is to make the year-end value on Form 8606 be what it would have been had the contribution originally been made to the account to which it was ultimately recharacterized (without regard to any investment gain or loss attributable to the amount recharacterized).   Regarding line 20, you are correct.  You do not have an outstanding rollover to enter because the distribution was not from a traditional IRA.  Only distributions from a traditional IRA near the end of one year and rolled over to a traditional IRA early the next year are considered to be outstanding rollovers.  

The key is to get as close to $0 as possible - not rely on a large refund. That means you gave the government an interest free loan for the year. The energy credits would be something as an outlier that would allow you to get a refund if you were near zero. Trump's tax bill was more favorable for people which is why most are seeing larger returns this year due to the change, although I do wish he kept the Home Energy Credits but they are gone after 2025 filing. I would look into your withholdings (W4) if you are not please with your refund but again that's just lending money to the government at 0% interest.

Enter your inherited Contract for Deed in TurboTax as an Installment Sale to ensure that the interest and capital gain are reported properly on your tax return.    Follow these steps:   Choose Wages & Income from the left panel. Choose Less Common Income.  Choose Installment Sales. Do you want to report an installment sale?  Tap Yes. Type in the Description of Property Sold. Choose the Property Type Code from dropdown menu. Date you acquired this property (use decedent's date of acquisition). Date you sold this property. Selling price of property. Cost or other basis of this property (use decedent's cost basis). Question: Can the selling price be determined at close of the tax year during which this sale or other disposition occurred?  Answer Yes. Let's get the details of your sale: Enter the Gross profit percentage as decimal. You find this number in decedent's or your prior-year tax return, on Form 6252, line 19. The Gross Profit Percentage is "profit on sale" divided by "sales price". Then enter the total amount of principal paid before 2025 to the decedent and you.  Answer the next 3 pages' questions. Enter the amount of principal payments received in 2025. Enter the amount of interest received in 2025. Consider the question with regard to interest from a mortgage. Answer the question on final payment received with Yes. Answer the related party question.   We'll be happy to help with any follow-up questions.     

You can enter those amounts when you go through the Education section.   After you enter the 1098-T for the school, you will be prompted to enter additional costs paid, including books and other items required for attendance.      Where do I enter my 1098-T?   More information on Education Credits   First 1098-T entry screen  

You would have to check the regulations in the municipality where you work or reside, but in general pension distributions would not be considered earned income for Federal, state or local tax purposes. 

I'm fairly certain this is, indeed, a software bug on TurboTax's end. As per their own guidance, under the Videos section, "Video: One Big Beautiful Bill: New Car Loan Interest Deduction (Part 4)" "At $200 for every $1,000 over the limit, rounded up, that works out to $2,600 off your deduction, assuming you paid at least $10,000 in interest, your maximum deduction is $10,000 minus $2,600, which equals $7,400." Their calculations are currently deducting from the interest paid, plus the maximum allowable deduction.

To delete a 1099-R in TurboTax go back to the retirement records area. Log into TurboTax Go to Wages & income Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) Select [Add/Edit] Identify the record you want to delete Press the trash can on the right Are you sure you want to delete this 1099-R? - Yes

The Form 1099-R section was updated on 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated on 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button