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Please follow my posting that I am attaching and see if it applies to your situation. If it does, please make a post there, restate your issue, and ask for DEVELOPMENT CODING HELP on my posted topic if you would. Thanks.   https://ttlc.intuit.com/community/taxes/discussion/problem-with-payment-api-for-filing-a-return-not-accepting-exp-months-9-12-credit-card-entry/00/3706526

I also incorrectly reported the wrong amount for my OT. I realized after I submitted my tax return that I accidentally calculated my OT amount from my most recent paystub instead of the last paystub from 2025. I’m not sure what to do. Even if I amend my tax form I’m not quite sure how to prove that the updated amount is correct since I had to calculate from my paystub and my employer wasn’t required to report the OT amount on the W2. 

What if the company is a nontribal affiliated business. Main office in another state, W2 reflects this. Can you still get exempted for state tax while working on tribal land and being enrolled member of said pueblo/tribe?

Yes, you can amend your 2025 tax return since you've already received your refund. The 2025 Form 1040X used to amend your tax return won’t be available until the end of next week. You can check for Forms availability by reviewing the TurboTax article When will my individual tax forms be available in TurboTax? to find out when it's ready.   Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   You can check the status of your amended tax return at Where’s My Amended Return? once you've amended your tax return.

It should be on 1040 line 13b.  It is not added to your Standard Deduction.  It is automatic based on your age.  
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 …. ,

Hello, I have a question about this CA Military Exclusion (Pension or Annuity deduction). When I click on the "Learn more" link, it says:   Eligibility Requirements: - you must have received military pension benefits during the tax year - the military pension must be entered on federal Form 1099-R with state ID "CA" (box 15) and state use code "M" (Military) (box 16) - your federal adjusted gross income (AGI) must be below the threshold: - $250,000 for married filing jointly or qualifying surviving spouse - $125,000 for all other filing statuses (single, married filing separately, head of household)   Well, my husband receives military retirement on a 1099-R and we meet all the requirements above except that our 1099-R does not even have box 16 so I'm missing this: state use code "M" (Military) (box 16).   Note: Turbo Tax auto filled 20,000 in the form, I presume because he earned over 20K in retirement. Our gross is less than the married/filing joint AGI.   I'm not sure if we don't qualify at all (due to something we aren't aware of) or if the Turbo Tax "learn more" link is incorrect on box 16. Can someone please confirm we need box 16 and if so, what that actually means in this case?   Thanks!

Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf OR if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.

You will have to do this from your daughter's TurboTax account on her tax return.   Return to the  Personal profile screen to make the adjustment.  Revisit the personal information under her name When you get to the screen Let's check for some other situations, you can check the box next to Another taxpayer can claim me as a dependent on their tax return. Refer to the TurboTax article: How do I indicate that I can be claimed as a dependent on someone else's return? for detailed navigation instructions.  

You are doing a return for your daughter?  What do you mean under your profile and your info?  You can't use your account to do her return.  You have to set up a new account, username, password for her return.  It has to be separate from yours.  None of your info should be on her return.     Online is only good for 1 account and 1 return.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

Can I use the "Blank Form" page or at this point should I just not fill out Form 3115 at all in Turbo Tax and just mail a copy along with Form8453 as you say https://www.irs.gov/pub/irs-pdf/f8453.pdf My accountant said they've already faxed over the form to the IRS when they helped me prepare this form. My understanding is that I also need to attach the Form 3115 with my return. If I'm going to mail the entire Form 3115 with Form 8453, it's not clear to me that I should even fill out Form 3115 manually in Turbotax

Assuming that you are referring to the CA Foster Youth Tax Credit (FYTC). If that's not what you are referring to, please reply back so we may assist you.   Check to make sure that you meet the qualifications for this credit. You must meet all of the eligibility requirements below to qualify for the CA Foster Youth Tax Credit (FYTC).   Current and former foster youth must meet all of the following requirements: Qualify for the California Earned Income Tax Credit (CalEITC) Were ages 18 to 25 at the end of the tax year Were in foster care at age 13 or older and placed through the California foster care system Claim the credit on the 2025 FTB 3514 form, California Earned Income Tax Credit, or follow the instructions on your tax software Satisfy foster care verification requirement. For more information, refer to the CA Franchise Tax Board website: Foster Youth Tax Credit.  

I am doing my daughters and under my profile my info there is no question to ask if anyone clams her. I went over the information 4 times. This is false. There is no way to find the “someone can claim me as a dependent” and I don’t want to pay $50 bucks to get help for one question 

Turns out that if box 7 entry is “7”, the software asks whether the plan is qualified or non-qualified. It doesn’t query qualified versus non-qualified if the entry is “4” which is the only box 7 value on my payor 1099-R. If “4” is entered first and I add “7” as a second box 7 value, the software behaves as if only a “4” is entered. Inserting a box 7 “7” value will lead to a qualified versus non-qualified question, but it doesn’t matter because after form 4852 text is entered, there is nothing that prompts a user to enter numbers to correct the 1099-R, in particular to enter the cost basis so that the software can insert a correct value into box 2a on a form 4852 that replaces the incorrect 1099-R. After running through several options countless times, my approach is to enter values “7” and “4” (in that order) when initially entering 1099-R box 7 details, continue through the process and select “I need to file a substitute 1099-R” on a subsequent query page. Use next pages to answer questions on how one calculated substitute values, and did the payee (turbotax user) attempt to get a corrected 1099-R from the payor, etc. At this point the software doesn’t do anything to prompt a user to enter corrected 1099-R values.  The user needs to open the form 4852 (substitute 1099-R) that the software generated. Find and modify the form 4852  in the view/forms menu item. This is how I make 2025 premier work in my case as of this date. I expect it is better to generate a form 4852 (so that this form is included in e-filing or filing by mail) instead of just changing 1099-R details at initial entry. Once form 4852 is opened and revised, the software will change initial 1099-R entries to match what is revised via the 4852 form and the software follows through with valid calculations.