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Most of your questions are not relevant to my question. Disregard I figured it out. Thanks 
I'm using the 2025 Premier Desktop version, not using the online filing.
New format this year is completely unresponsive to the topic of subtracting $40,000 of military benefits. Why is this so hard and how to do it? Can't even see the paperwork to be filed?
I spoke with a TurboTax expert who confirmed that I would need to wait until after March 6 to file an amended return. She also confirmed I would need to file an amended state (GA) return by mail.  I ... See more...
I spoke with a TurboTax expert who confirmed that I would need to wait until after March 6 to file an amended return. She also confirmed I would need to file an amended state (GA) return by mail.  I will refile the amended federal return after March 6 and report back if the issue has been resolved.
I have reviewed my 2025 tax documents, and despite entering all my information accurately, the 'Where's My Refund' portal consistently returns a 'No record found' status. It has been six weeks since ... See more...
I have reviewed my 2025 tax documents, and despite entering all my information accurately, the 'Where's My Refund' portal consistently returns a 'No record found' status. It has been six weeks since my return was accepted via TurboTax, and I am concerned that my filing may not have successfully reached the state's system. As I am currently located outside the United States and do not have access to a U.S. phone number, I am unable to call information line for assistance. I have been attempting to find the appropriate department's email address on the Michigan website to resolve this issue but have been unsuccessful so far. I am reaching out to verify the receipt of my return and to request guidance on the next steps.
Since Nevada does not have a state income tax, you should leave that entry blank.   @user17725599999   
I just installed the latest updates (as of 3/4/2026) and continue to see the exact same problem.   I spent hours working around the city return problem.  My problem now is that I normally print my ... See more...
I just installed the latest updates (as of 3/4/2026) and continue to see the exact same problem.   I spent hours working around the city return problem.  My problem now is that I normally print my entire return for my records, and am unable to do that.   Kevin
You will have to keep watching for 2025 to be available. I'm not sure when they will start accepting claims for 2025.
TurboTax new look assumes that if your expenses match your distribution, the form isn’t needed. However, it may overlook the Coordination Rule from Pub 970: you can’t use the same $4,000 of tuition f... See more...
TurboTax new look assumes that if your expenses match your distribution, the form isn’t needed. However, it may overlook the Coordination Rule from Pub 970: you can’t use the same $4,000 of tuition for both a tax-free Coverdell or 529 distribution and the American Opportunity Tax Credit (AOTC).    When you claim the $2,500 credit, you already have $4,000 of expenses. This can leave you with less money than you need to pay for your expenses and may result in taxable excess earnings. To resolve.   Go to Forms Mode (click the Forms icon at the top right). In the list on the left, look for Form 1099-Q. If it isn't there, click Open Form and search for "1099-Q". Manually enter the data from your children's 1099-Qs into these worksheets if it isn't here already. Crucially, ensure the Recipient is marked correctly (Parent vs. Student).   Now go to the Student Information Worksheet (Student Info Wks).  Scroll down to Part VI (Education Expenses to be Used for a Credit/Deduction).  Look for the line that asks for the amount of expenses used for the American Opportunity Credit. It should show $4,000. If blank, add it. By entering $4,000 here, the worksheet should automatically reduce the "Qualified Expenses" available to offset the 1099-Q.   Now, to report or not report the 1099 Q. Here is what you need to consider to decide if you can safely ignore the 1099-Q.  To decide, run this calculation.    Step 1: Total Qualified Education Expenses (Tuition + Fees + Books + Room & Board)  Step 2: Subtract any tax-free scholarships or grants. Step 3: Subtract $4,000 (the amount used for the AOTC). If the remaining amount is still higher than your 1099-Q Box 1, the distribution is 100% tax-free. You do not need to report it. As an FYI,  Room and board is a "qualified expense" for 1099-Q distributions, but it is NOT a qualified expense for the AOTC. This is what usually makes it possible to cover the distribution, even after taking the education credit.    
You don't get a 1099-R for Social Security benefits. You get a Form SSA-1099. And no, you can't import it. But there are only a few numbers that you have to enter in TurboTax. If you didn't get t... See more...
You don't get a 1099-R for Social Security benefits. You get a Form SSA-1099. And no, you can't import it. But there are only a few numbers that you have to enter in TurboTax. If you didn't get the SSA-1099 in the mail you can get a copy from Social Security. Go to the following link on the Social Security web site for details. Get tax form (1099/1042S)  
@ dobyman  wrote:  "I wanted to do direct deposit for my daughter too but theres no option unless you efile and she is mailing them in because she owes the feds.   Is your daughter needing to make ... See more...
@ dobyman  wrote:  "I wanted to do direct deposit for my daughter too but theres no option unless you efile and she is mailing them in because she owes the feds.   Is your daughter needing to make a tax payment????   If she owes taxes, that is not a direct "deposit".   If she has to pay taxes, that would be a direct debit, and you cannot do that on a paper return.    If you want to pay taxes owed electronically, you can tell TurboTax that you are going to mail a check (just so you can proceed), but then instead of mailing the check, you can pay at the IRS Direct Pay website directly out of your (her) bank account. https://www.irs.gov/payments/direct-pay-with-bank-account   If you're paper filing, and need to pay Federal taxes owed, you won't see a direct debit option, but you can do this instead: In TurboTax, select Pay by check when asked how you want to pay your taxes. Follow the instructions to print a paper copy of your return. Throw out the 1040-V voucher that prints out. You won't need it. Go to the IRS Direct Pay website and follow the instructions to submit your payment.
You might want to call the Michigan Dept of Revenue.    I assume you are looking on this website: https://mitreasury-eservices.michigan.gov/CitizenPortal/_/#2 If you filed jointly, make sure yo... See more...
You might want to call the Michigan Dept of Revenue.    I assume you are looking on this website: https://mitreasury-eservices.michigan.gov/CitizenPortal/_/#2 If you filed jointly, make sure you are using the primary taxpayers social security number and your Michigan refund amount.   Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here is a FAQs to help you track your refund: How do I track my state refund?