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Thanks John, since I am itemizing deductions, I pay tax on the $600 because I cannot include it as an itemized deduction and already removed by SSA-1099 process, but the $800 will be not taxed because it can be included as an itemized deduction? Both were a medicare reimbursement allowance but only one made it to my SS deductions, the Humana $600. The Federal employees BCBS $800 would have been paid monthly but went as a one-time payment to my checking account since I filed for it in November 2025.  Seems like they both were just a lowering of the monthly insurance premiums.  Just Checking.  Thanks Joe

You need to enter the 1098-T first and then the Q. We had a problem with entering room and board but it is corrected. You will enter it in the education expenses section while doing the 1098-T. If your entire 1099-Q was used on eligible expenses then it is not recommended you enter the form. Instead, keep the form and matching expenses in your tax folder.   IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

And for the amounts and forms..... Go by the actual 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund. If you paid on your original return it will be on line 16. If there is an amount owed with the amendment, it will be on line 20. Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.

You can deduct the sales tax on major purchases even if they were not purchased in your resident state, however the amount will be limited to your local tax rate (so if the sales tax was higher in the state you purchased the car from, your deduction is limited to your local rate.)     In TurboTax under Federal Taxes, Deductions & Credits, look for Sales Tax under Estimates and Other Taxes Paid.    On the screen Sales tax deduction, choose if you want to use the IRS estimated (you will still be able to add the car purchase sale tax) or Actual. The next screen you Add any places you lived  You will see where you can add Major Purchases- and you will be able to enter the information here. TurboTax will calculate the deduction.    See Where do I enter my sales taxes paid? - TurboTax Support

When you re entered your info again did you use the original info from 2024?  Why are you amending?  You needed to recreate the new 1040 return to match the original 1040 you actually filed.  So the amended return should show changes.  And did you use the 2024 program?     To amend a return you did somewhere else or you don't have the original .tax file, you would first have to fill out Turbo Tax like you are doing the original return and pay for it. You have to recreate the actual wrong original return. Then when it matches each line that you really filed you have to tell Turbo Tax you will mail it so it thinks it was filed. Then you can amend it.   If you didn't  use the Online version or don't have the .tax2024 file you would need to use the 2024 Desktop program to  recreate the 2024 original return.  If you don't have the Desktop program or can't reinstall it, you would have to buy the prior year Desktop program here. They only sell the last 3 years. You need a full Windows or Mac computer to install it on https://turbotax.intuit.com/personal-taxes/past-years-products    

Yes, you can group the items as you have done. Note that in the heading of Section A, the form states that you can list "an item (or a group of similar items) for which you claimed a deduction of $5,000 or less". It is not necessary to list each individual item on the form. You are expected to have maintained records to support the totals reported on Form 8283.  The IRS rules have not changed. See the IRS Instructions for Form 8283 for more information.   If you donated, for example, several bags of clothing on a particular date, you can list "clothing" on Form 8283 and one total for all of the items. If you donated an assortment of household items, you can list "household items" with one total.   See also this TurboTax help article for information about the new fair market valuation (FMV) tool that helps you price your charitable donations if you’re itemizing your deductions.  

The issue is TTax says it can in it's prompts. & then it fails. Causing a complete re-entering of carryover data. Previous years transferred the pdf data. Further - no warning or advice to save as the tax type file is givin within program processing.  So having to change over to Win 11 has caused this ' glitch' & I'm disappointed...excuse the whining but this isn't acceptable. Future loyalty may be a challenge.

Instructions using TurboTax Online:    Navigate to the Illinois state return by selecting State Taxes from the left-hand side menu  Select Edit next to Illinois Continue until you arrive at the screen Here's the income that Illinois handles differently. Under the heading Education, choose Start or Revisit next to College savings and prepaid tuition plan contributions Enter the information about your 529 plan contribution If you're using TurboTax Desktop, you can start by selecting State Taxes from the top menu bar in Step-by-Step mode, and then follow the rest of the steps above.

You should revisit the HSA section.   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).  

Follow these steps: You must get the 1099-G: Go to the NYS Department of Taxation and Finance website and look for the "Get Form 1099-G" link under the Individuals section. Once you have your form, you can enter it and be sure to mark for 2023. As you continue, you will see the question: “Does either apply to your 2023 New York return?” select: NO - the NY inflation refund is not a normal tax refund, and choosing NO forces TurboTax to include it in federal income while subtracting it from New York tax. TurboTax will then ask: “Tell us the taxable amount of your refund” Enter your refund amount. The income is included on your federal but should not be taxed by either state.  @shiftyginger14 

Thank you. I noticed on form 1040X Column B. Net change shows 0, however Columns A (Original amount) and C (Correct amount) both show the new corrected numbers. TurboTax also created a new 1040 with the new numbers. Does this sound right?   What forms are transmitted via TurboTax to the IRS? The new 1040 and 1040X and new State forms?

You are referring to a Qualified Charitable Contribution (QCD).   While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. Answer Yes to that question and you can then enter the amount transferred to charity.   The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked.   TurboTax will then reduce the taxable amount by the amount transferred to charity.

It's important to attach your information to a new thread or your own thread so that your question isn't missed. This happens to be a very old thread.  Please use the link below to contact us regarding your questions. How do I contact TurboTax? Why can't I connect with my tax expert?   @user17734580371 

Did you make a QCD from your IRA?  Are you over  70 1/2?     If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K. For QCD there is a new checkbox on the 1040 line 4. 4a is the amount of the IRA distribution. 4b is the taxable amount. 4c has 3 checkboxes. Checkbox 2 is for QCD

If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

The issue with Form 8283 is under investigation with no estimated date for resolution. In the meantime, prepare a statement using a "Miscellaneous Statement" in TurboTax Business explaining that you have no charitable contributions to declare but the software required a form. Save the form as a PDF and attach it when prompted for the 8283. You can create this form using Forms Mode and search for the name (it is a blank form for you to fill out).   Note that if you didn't request an extension of time to file by the March 16, 2026, deadline for 2025 Form 1065, you won't be able to file one after that date.    We're still reviewing the Form 1041 diagnostic copy and will respond as soon as we're able.