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Thank you, @DavidD66. It would be difficult going through 9 years of Walgreens stock to find the lowest price. I will give it a try. If not, there is always $0.00 for cost basis.   Actually, since my sister did not purchase the stock and it was given to her, shouldn't the cost basis be $0.00?   Thanks again, Tulane

You can get a copy of your Social Security 1099 (SSA-1099) form instantly by logging into your personal my Social Security account on the Social Security Administration website. The form is available online starting February 1st each year, allowing you to view, print, or download it.  See Get tax form (1099/1042S).

You should file an amended return and enter the new 1095-A information to make sure your refund was correct.  You may be able to get more refund.  If you owe money, you will want to repay it before the IRS finds the error- you may have to pay penalty and interest in addition to any tax.  You also may find that there is no change, but it is best to be sure.  See How to File an Amended Tax Return with the IRS - TurboTax

There is no senior discount on the price of TurboTax. Are you looking for the deduction for seniors on your federal tax return?   You don't have to enter anything to get the deduction for seniors. TurboTax will give it to you automatically based on the birth date that you entered in your personal information, and your income. The deduction for seniors is calculated in Part V of Schedule 1-A. The amount of the deduction will be on Schedule 1-A line 37. The total deductions from Schedule 1-A will be on Form 1040 line 13b, which might include other deductions besides the deduction for seniors.  

Yes, TurboTax generally sends all required supporting documentation—including your Federal Form 1040, Schedule D, and other schedules—electronically when you file your Montana part-year resident return. TurboTax's state filing system integrates with your federal return data to meet Montana's requirements for Part-Year Residents (Form 2).   Happy St. Patrick's Day to you!

If you simply rented farm land but did not participate in the farm activity then you can report the rental income on Schedule E and it won't be subject to self-employment tax. You can do that in the business section by choosing Rental Property and Royalties as the type of business.    You can delete your Schedule F and that will remove your farm entries as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the schedule F in the list and delete it  

how do you know it is giving you credit for the medical?  can you be more specific? where do you see it on Form 1040 (or elsewhere)?    Just a guess: are you at least 65 years old and is it $12,000 you see on Line 13b?  that is the new Senior Deduction passed as part of the OBBBA tax law this past summer.  The law permits a deducton of up to $6,000 per senior.  

Hi, If you are not claiming the education credits for the beneficiary as dependent and all the 529 withdrawals were used for qualified expenses, you don’t have to enter 1099-Q. I suggest you read some of the other posts above that explain this fact. I elect to still enter them on the dependents taxes, but you do not have to if you are not doing education credits for the dependent beneficiary and all withdrawals are used for covered education expenses. Again, I’m not a tax accountant, so your situation could vary and always best to consult a tax expert or use the TurboTax service at least one year, if need help .