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Currently there is no built-in feature to automatically alphabetize a list of charities in TurboTax Online or within the "Step-by-Step" interview mode of TurboTax Desktop.    In TurboTax Desktop 2025, there is a technical workaround using Forms Mode to sort your data.   Here's how: Select the Forms icon in the upper-right corner of your screen. In the list of forms on the left, locate and select the Charitable Contributions Worksheet (or the Schedule A Worksheet section for donations). Click on any line within the table where your charities are listed. Go to the Edit menu at the top of your program. Select Sort Table. A dialog box will appear; choose to sort by Charity Name in Ascending order. Click OK. This will reorganize your current list alphabetically.

Also, not real sure why @Mike9241's answer was marked as "Expert Approved" since you can't expense a supply item that you paid nothing for or gave up nothing in exchange. In other words, that's irrelevant to this discussion.

Here's how to get all the forms and schedules.   TurboTax Online: Sign in to your TurboTax Account. Scroll down to the "Your tax returns & documents" section. Select the specific tax year you need (e.g., 2024). Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center). In the left-hand menu, select Tax Tools > Print Center. Select Print, save or preview this year's return. The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms." Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.   TurboTax Desktop: If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2024 app). Open your saved .tax file. Go to File > Print. In the print window, select the radio button for "All forms and worksheets." Choose "Save as PDF" to keep a digital copy with every detail.

UPDATE. I neglected to say my spouse had a G-4 visa, so was exempt from US income taxes. So, I can report all her income for 2024 and 2025 and we are good for MFJ and the standard deduction. But my last two questions remain concerning requesting resident status for 2024 and/or 25 and which 1042-S forms to get her capital gains from. The idea of not reporting her investment earnings for 2024 is now moot because we will be reporting her wages, although they are not taxable.  Thanks for your continued interest.

Yes, you must use the official IRS Form 1099-NEC, which you may be able to purchase at a local office supply store. Include Form 1096 with the forms you mail to the IRS. Quick Employer Forms will handle the 1096 for the e-filed forms.

Ads in Windows - I don't have any of that stuff on my Win11 system. Installed Win11 on a new build last august. Must have been this setting that turned them off.  But honestly, I don't remember ever seeing any of that cr@p.

If you do not have a mortgage you should be able to continue past this section.   However, if a Form 1098 was transferred from the 2024 return you will need to delete the form. Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form

MY RETURN IS IN PENDING—what does that mean?   You will not get any information from the IRS refund site while your return is in pending.  The IRS does not have your return yet.   Did you e-file?  Did you click that big orange button that said “Transmit my returns now?”  If so, your return is now in “pending” on a server.  Do not try to change anything while your return is in pending.On January  26  the IRS will begin to accept/reject e-files.  The IRS accepts a FEW returns in test batches ahead of January 26—-but that is very random.   Watch your emails—including your spam folder—for the notice about whether your e-file has been accepted or rejected.  If your return is rejected you will be able to make corrections before re-filing.   If the return you e-filed is accepted you will have to wait until it has been fully processed and then amend it to fix any mistakes or omissions.  It has been taking the IRS four to six months—sometimes longer—to process amended returns.   If you e-filed your state return there will be another email later that tells you if the state was accepted or rejected.   WARNING:   Do not try to change anything on your return while it is pending.   https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-

It depends,  in order to claim your child, your child will need to meet the following tests (click on the blue links for more info on how to meet each test):   Relationship: Be your son, daughter, stepchild, eligible foster child, brother, sister, half-sister or -brother, stepbrother, stepsister, adopted child or the child of one of these Age: Be under age 19 or under 24 if a full-time student, or any age if permanently and totally disabled Residency: Live with you for more than half the year, with some exceptions Support: Get more than half their financial support from you Joint return: Not file as married filing jointly unless only to claim a refund of taxes paid or withheld   If your child's SSN reads "valid for work only with DHS authorization," be sure to check the "not valid for employment" box since it was stated that the DHS authorization has expired.  If this is the case, you will not qualify for the Child Tax Credit but may still qualify for the other dependent credit.   For more information about dependents, see the following link; IRS Dependent explanation.  

Do you have other income other than your W-2.  If you don't have taxes taken from that other income, it will cause a withholding shortfall. I still suggest that you complete a W-4 for your employer, as VolvoGirl suggested.  

The IRS has not finalized all forms and instructions yet to reflect the new tax laws. TurboTax cannot finalize the software until after the IRS publishes all the necessary guidance.  TurboTax will then need time to make the updates to the software.    While you can start preparing return in TurboTax, the return cannot be officially e-filed until the IRS systems are open for the season. The IRS will begin accepting and processing 2025 tax returns on Monday, January 26, 2026.    Please note: If you start preparing your return now, be aware that the calculations made by the software may not be accurate and might change.    You can use this link to reference when specific tax forms will be available. You can search by TurboTax Product and for IRS and state-specific forms.

Yes, you can switch to a tax expert at any point during your preparation process.   TurboTax offers two ways to get professional help depending on how much control you want to maintain over the return.   TurboTax Live Expert Assist If you want to keep doing your own taxes but have an expert review your work or answer specific questions, you can upgrade to Expert Assist. You get unlimited on-demand help from experts via live video and a Final Review of your return before you file.   How to switch:  Click the Live Help or Expert Help button in the top menu of your TurboTax screen.  You will be prompted to upgrade, and you will keep all the data you have already entered.   TurboTax Live Full Service  If you decide you don't want to finish the return yourself, you can switch to Full Service and have an expert do everything for you.  You get a dedicated tax expert who does your taxes from start to finish. You upload your documents, and they handle the data entry and filing.   How to switch:  Select Upgrade from the side menu.  Choose the "Real Experts Help or do it for you" tab.  Select Full Service.