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Generally, to qualify for head of household filing status, you must be able to claim a qualifying child or qualifying relative as a dependent.   Make sure you have a qualified dependent entered to claim the Head of Household status.  @user17703937934    That link has more info.  

Thank you for your patience.  I have made the changes you recommended.  It’s all making a little more sense now. To answer your question, neither myself nor my husband is currently under HDHP coverage, and we haven’t been since around the middle of 2023 when he retired. I didn’t want to believe that we would be double taxed -- pay regular income tax for a second time in addition to an annual excise tax -- on the excess contribution amount of $2829, but it does appear that that is the case.  (I am basing this on the “caution” and the paragraph following on “Deducting an Excess Contribution in a Later Year” in Pub 969.) Again, thank you so much for your time in clarifying this point for us. One last issue -- I am checking the self-only box for HDHP coverage in forms mode on Form 8889-T only for purposes of forcing TT to recognize that the form is completed.  It doesn't appear to change the amounts on the forms mentioned above.  Please let me know if in your experience this is an acceptable work around? Thanks.

Once you enter your information for the Child and Dependent Care credit on your federal tax return, the program will use this information to automatically populate the NY IT-216 (Claim for Child and Dependent Care Credit) form within the state return section.    Enter Child and Dependent Care Expenses info: Open or continue your return. Under the Federal tab, Click on "Deductions & Credits".  (or you can search for "child care expenses," and then click on "jump to child care expenses" link). Scroll down to the "You and Your Family section, click on Start/Update next to "Child and Others Dependent Care Credit". Enter your child care expenses.  

Hi..... I'm in process of preparing my return in Turbo. I want to file as Head of Household. My divorce agreement was not finalized as of 12/31/25. However, I meet all the requirements for HOH per the IRS. In the section About Your Household......it asked what my marital status was. I checked off/selected Married... and under that I selected Plan to File Separately or as HOH. But as I go through the return it thinks I'm filing Married Filing Separately. It has not asked me any questions about the qualification criteria for HOH. What am I doing wrong? Thanks, Mark

Yes, short term (ST) or long term (LT) does matter, because short term capital gain will be taxed as your tax rate while long term have tax favor treatment. You can find out ST or LT by looking at sell date and acquisitions date, or look at the summary page on Form 1099. 

Since you work a hybrid schedule (2 days in MA, 3 days in NH), here is how to handle that income and divide it.   1. What "Income from Non-Taxing States" represents This amount is typically the portion of your Box 1 (Federal) wages that was not included in your Box 16 (MA) wages. In your case, it represents the income earned while physically present in New Hampshire. Why it matters: Massachusetts only has the right to tax you on income earned while you were physically present in the state. Since NH doesn't tax you, that portion of your income remains tax-free. 2. How to apportion it When TurboTax asks you to apportion or "allocate" these amounts, you should treat the "Income from Non-Taxing States" as 0% Massachusetts income.  On the apportionment screen:The MA Job: You will apportion this by working days. If you worked 2 days out of 5 in MA, your percentage will be roughly 40%. The "Non-Taxing State" entry: Set the "MA Portion" of this specific line to $0. This tells the software that this income was earned entirely outside of Massachusetts' jurisdiction. 3. Verification Checklist To ensure your return is accurate and won't be flagged by the MA Department of Revenue: Total Working Days: This should generally be around 240–260 days (excluding weekends, holidays, and vacation). Days in MA: Only count the days you were physically in the office or a client site in Massachusetts.   4. Keep a Log Massachusetts is notoriously aggressive with audits for NH residents claiming remote work. If you receive a "Notice of Change" letter later this year, you will need to provide. A calendar or log of days worked in each state.  A letter from your employer confirming your hybrid/remote work arrangement is extremely helpful. @tphammy98 

Here's the original question:   Hi my token is 1326348   I am preparing my 2025 TurboTax Online return and I noticed that my Form 8995, line 3 – Qualified Business Income (QBI) carryforward from prior year is showing, but this is incorrect. My QBI loss from 2024 was fully used last year, so there should be no carryforward into 2025.   I am able to see or access the QBI carryforward option in TurboTax Online but the old “Other Business Situations” menu has been removed from your past interface, so I cannot manually change the number. Could you please fix this bug and/or manually update Form 8995 line 3 to $0 so that my 2025 return correctly reflects that there is no carryforward?  I want to ensure my 2025 QBI deduction is calculated correctly and that future carryforwards are not overstated.

My state return AL Form 40 Sch RS column G is asking for the state ID number. It is not available on my 1009-R from The Retirement Systems of Alsabama [teacher's retirement.] Where can I find this information? I was told by TRSA that i should enter the tax ID # of the payer. ##-#######

@Mikenp Hopefully you have not paid with a credit card or requested to have your fees paid from the tax refund   See this TurboTax support FAQ for removing the Live Assist - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US   Otherwise - You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)

That old message was deleted because I have researched and now know I can deduct expenses immediately.  In fact, I have always known this but after staying up all night doing my taxes made me loopy.  This literally was my last step before filing and I spent hours trying to fix this problem.  As mentioned before, I knew about the hobby classification.  Anyway...      The whole purpose of my original message is to find out why Turbotax carry forwards an expense "and" the original carryforward amount when they were "already used" in the prior year.  To be clear (the expense + prior years's carryforward).  This is a bug in Turbotax software which would have caused me damage if I did not see this.  I have a feeling many people have had this problem and just trusted the software.  Unfortunately, I had to pay to see the forms which is the best way to undercover stuff like this.   Can you take a look at the actual problem and help?  Thanks

It depends. Sometimes there is a glitch between  "Print Preview" (the PDF) and the "XML file" (the actual data sent to the IRS). Fortunately it is the "XML" file that is electronically filed to the IRS and not the pdf version.    If your Form 1116 Schedule B shows the correct year (2025) in Forms Mode and if all amounts are correctly listed, then this information will be sent correctly to the IRS regardless what's listed on the pdf.   No, you do not need to print and enter by hand unless you wish to do this for your own records.  

I also want to provide an update, yesterday I deleted and resubmitted my return as instructed to on here. It also wasn't from scratch and took me back to fixing my return. I transmitted it again and was almost immediately rejected via email. However, after doing nothing else, a few hours later it moved back to pending, and this morning I got the accepted email. So, seems like some fixes have been deployed...