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I am working in 2025 desktop version of Turbo Tax Premier for Mac  in Forms mode AND am trying to find the source of a calculated number on my Colorado return.  Right click on the value in question does nothing.  Is there another option to find the source of the Value in question?

I don't think this is a simple problem (I wish it were). This is now blocking from making any meaningful progress on tax filing (I have gone ahead and done the rest). Until this is resolved I cannot file.

You are in Canada, totally different than USA  forum and programs.   Here is the Canada forum https://turbotax.community.intuit.ca/tax-help   Or Contact TurboTax Canada Support https://support.turbotax.intuit.ca/contact  

@Melany1977  Est-ce que les montants écrits à côté des cases ont des cents?     @user17742294403 Un conseil est d'effacer vos entrées de feuillets. Enregistrez, fermez et ouvrez de nouveau votre logiciel. Si possible, entrez manuellement vos feuillets avantde soumettre au Qc. Les problèms avec les feuillets proviennent souvent de l'importation.  Un deuxième conseil que vous voulez peut-être essayer avant, c'est de changer de navigateur. Google et Google Chrome étant préférable. Safari et FireFox fonctionne moins bien.   Laissez-nous savoir si ça fonctionne pour vous. 

TurboTax does not know what your total RMD should be, so can't calculate whether you took the required amount or not.  If you know that you did, stating that your entire distribution was RMD will not incur a penalty, since TurboTax only really knows that you are required to take one by your age.    The IRS expects that you and and plan administrator are responsible for insuring that RMD is taken, and therefore a penalty is only assessed in rare circumstances.  The plan owner is ultimately responsible.   Here's more info from the IRS on Retirement Plan RMD's.       @Bgreggs 

Do you have a 1099-DIV with an amount in Box 5?  Qualified business income (QBI) is the net income or loss from a trade or business. This includes income generated from partnerships, S -corporations, sole proprietorships, and some trusts.  A Real Estate Investment Trust (REIT) may be a part of a mutual fund you own.  

Merci beaucoup pour votre réponse @TurboImpotVeronique, ce que vous dites fait beaucoup de sens et jusqu'à temps que je commence la déclaration d'impôt avec TurboImpot, c'est comme cela que je croyais que ça fonctionnait.   Toutefois, dès les premières pages dans le mode EasyStep, le logiciel pose cette question qui a fait dérailler mon raisonnement. On spécifie explicitement une date de "décès en 2025 ou 2026". Pourquoi? Lorsque je préparerai la déclaration de 2026, je vais utiliser le logiciel pour l'année 2026, pas celui de 2025.   "Dans le cas d'une déclaration de revenus d'une personne décédée, entrez la date du décès en 2025 ou 2026."   Merci pour les liens, je les ai ou les avais consultés, ils sont très claires sur les déclarations à produire pour l'année du décès (déclaration finale, déclaration T3, etc.), mais ils sont peu bavards sur les déclarations des années précédent le décès.   Le seul paragraphe que j'ai trouvé à ce sujet à l'ARC est le suivant: "Si une Déclaration de revenus et de prestations T1 de toute année antérieure à l'année du décès n'a pas été produite, vous devez aussi vous assurer qu'elle est produite."   Au Québec, dans le guide IN-117,  la section 1.3.2 spécifie bien que les déclarations des années précédent le décès doivent être transmises si ce la n'a pas déjà été fait.   Dans ni un ni l'autre des cas on spécifie si une date de décès doit être indiquée, mais comme il semble que cette date doit être incluse uniquement dans la déclaration finale, je ne la mettrai pas même si TurboImpot la demande.   Merci!    

Thank you for the information. Could you please let me know how I can request a refund from TurboTax? Their website indicated that filing for 2020 was still possible if I purchased the software for $27, which I did. Thanks again for your help! 😊

To do a FORM view, you will have to get the TurboTax desktop version.  The Online version does not have it.   However, you can see your 1040 tax form in the Online edition. You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax. On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required. Some key numbers on the form are: Taxable income is line 15 Total tax is line 24 Federal Income Tax withheld is line 25d Tax credits are listed on 27 - 30 If there was an underpayment, there may be a penalty Refund is posted to line 34 Amount you Owe is line 37    

Maybe. For 2025, there were many home energy credits available for qualified items. Some windows qualify. Here is the link for windows that qualify. Sometimes a window will qualify in one area of the country but not another. You should check what you purchased and if they qualify. You will also need the Qualified Manufacturers ID number. You may find it easiest to contact the seller for your information.   For all home improvements that qualify, see Energy Star. Reference: About Form 5695, Residential Energy Credits

The NJ 2450 form for excess amounts for NJ insurances is only filed if you have more than one employer.  This form can be filed with your tax return and the amount of the refunded insurances is included in your total refund already.  Unfortunately, your NJ return will needed to be mailed in.  Instructions that will get printed with your NJ return will tell you what you need to do, where you need to mail the return, and what forms you will need.  A copy of both W-2 forms will get mailed in along with the 2450 form (that needs signed and dated) along with your NJ 1040 (that will also need signed and dated.   The wording on the TurboTax page is stating what you need to do if you only had one employer and you had excess NJ insurances withheld.  In that instance, you would have to work with your employer to get the excess insurance payments refunded and you wouldn't be allowed to file NJ 2450.

This is how you enter your contribution to your HSA outside of payroll:   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter HSA and click Enter In the search result box, click on Go to HSA TurboTax will take you directly to the HSA section On the next page titled Select the health-related accounts you had in 2025, check Health Savings Account (HSA) and click Continue On the next page titled 1099-SA Summary, click Continue You will then have a page titled Let's enter your HSA contributions with a box to enter your HSA contributions made outside of payroll (see screenshot)