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Don't check the box on Form 5695 for 'Joint Occupancy' unless you occupied the home with someone other than your spouse AND you shared the expense of the home improvements with them.   If these both apply to you, a workaround would be to only enter your share of the home energy costs, and leave the box unchecked.  Here's an update from the IRS which was just recently issued.   Be sure to clear Cache and Cookies between attempts.   @garyi       

The best way to do this if it is not on your W-2 is to use your final check stub.  If your pay stub has the total amount of OT you received, then you will need to do some calculations or you can tell TurboTax you need it to help you figure out the number.  Where are you seeing this question? Depending on where you are seeing the question about OT pay, it could be the entire amount for the year that you received.    To calculate your overtime deduction you would take your overtime pay per hour minus your base pay per hour and multiple that by your total overtime hours.  If your employer lists your total overtime you can divide that by 3 to get the OT Premium amount if you are paid time and a half.   If you are paid double time you would divide it by 4.  Only the .5 amount is deductible. So if you work 300 hours of OT and earn $30 per hour for your regular pay and $45 per hour for overtime, you would multiple $15 (45-30) by the 300 hours for a total of $4,500.   For 2025 through 2028, qualified employees may deduct $12,500 of their OT from their income. To qualify the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) Overtime must be paid at more than your regular hourly rate.   Only the amount that is over your regular hourly rate is deductible.  For example,  If you make $30 per hour and are paid OT at $45 an hour, you can only deduct $15 per hour as overtime deduction. Your filing status cannot be Married Filing Separately Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly. 

Yes, the rules are different for Indiana. Because you left Indiana mid-year, Indiana generally classifies you as a Part-Year Resident. Unlike the federal "General Rule" that allows you to remain a resident for the full year after meeting the Substantial Presence Test, Indiana's residency typically ends the day you physically move out with the intent to live elsewhere.   You'll need to fill out Form IT-40PNR if you lived in Indiana for only part of the year or if you were a nonresident. When you start your Indiana State return, just enter the dates you lived in the state. Your tax software will automatically create Form IT-40NR to report only the income you earned while in Indiana.          

You should be able to import when there is a finalized 1099-Consolidated Tax Information Statement.   Generally, you should not use a preliminary 1099-Consolidated Tax Information Statement from Fidelity or another brokerage to file your taxes, as it is only a draft for informational purposes. While you can use preliminary data to begin organizing your taxes, you should wait for the final version before importing into TurboTax to ensure accuracy and avoid potential IRS issues.    Fidelity 2025 Consolidated 1099 tax forms are released in waves. While many are available in early February, others may not be finalized until mid-March 2026, especially if they include investments requiring special reporting.  You could check with your broker as to when the final statement may be available.    If you have a single broker for multiple accounts, when selecting to import another account for the same broker:    Clear cache and cookies  and then search for your broker. This should allow the screen to input account information and import the data.   See this help article for more information about consolidated statements.  

We have been told that Turbotax will be adding back a tool to help value non-cash (item) donations, but it will only be used to value donations when you prepare your tax return, it will not have tracking throughout the year.  The new tool might be included by March.  Turbotax has not given any explanation as to why they canceled ItsDeductible other than what you might find on an internet search.  No one on this forum has any other insight.