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TURBOTAX PREMIER 2025 DESKTOP IS NOT UPDATING AND POPULATING DATA THAT I HAVE INPUT. WORKING WITH CARRIE AND ASHANNA SUPPORT THEY SAID IT WOULD BE FIXED. LAST UPDATE DID NOTHING. PROGRAM STILL FAILS ALL SECTIONS..

Your NY inflation refund check is taxable at the Federal level. Whether you itemize your deductions or not does not affect the taxability of this item.   You need to report this income as Other Reportable Income.   In TurboTax Online, open your return and follow these steps: Click on Federal in the left-hand column, then on Wages and Income Navigate to the list of Income categories Locate the Less Common Income section and click on the arrow on the right Click Start next to Miscellaneous Income, 1099-A, 1099-C at the bottom On the next page, click Start next to Other Reportable Income.   This payment is not taxable at the NY state level.

Hmm. The software is serving up results from last year, and I can see my 2024 return in the software. But this year it doesn't bring forward my charities, and in other parts of the process seems not to be able to access data from my 2024 return ("please enter your 2024 AGI" - wait, don't you have that TurboTax??") It is a puzzler. 

It depends.  In order to claim a foster child as a dependent, they must have been placed in your home by authorized agency, a court order or judgement AND have lived with you for MORE than 6 months of the year.  They must also meet the rest of criteria to be claimed as a dependent on your return.  If they were not placed with you by an authorized agency, court order or judgement, then they would not qualify as a qualifying child, but they could be considered a qualifying relative if they lived with your for the entire year.    The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or any age if they are totally and permanently disabled Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund To claim someone as a Qualifying Relative, they must be: Your child ( including step children, adoptive children and foster children) or a descendent of them Your sibling (including half siblings) or a child of your sibling or a sibling-in-law Your parent or grandparents, including step parents and in laws Any other person that lived with you for the entire tax year Not a qualifying child of another taxpayer Someone that you provided over half of their support for during the tax year Has less than $5,200 in income (not counting social security) Rules for Claiming Dependents on Taxes

Do you mean a 1099-NEC?  If so, it only affects your Federal Premium Tax Credit the same way any other income would affect it.  Income from self-employment is treated the same as income as an employee when it comes to this credit.  To be eligible for the credit your income needs to be between 100% and 400% of the Federal Poverty Level.  If you have more income than reported when you did your annual application, then you may have to repay some or all of the premium tax credit when you file your return.  If your overall income is less, you may receive more of a credit if you did not have all of your premiums covered.    At the same time, you may also be able to take a Self-Employed Health Deduction for any portion of the premium that was not covered by the premium tax credit and you had to pay out of pocket.  The Self-Employed Health Insurance deduction is limited to your earnings.  Meaning, you cannot deduct more than you earned.    In some situations, TurboTax will take you in a circular calculation if your self-employed health insurance deduction changes the amount you should be getting for your premium tax credit.  If this happens to you, then you can refer to publication 974 for help with filing your return or you may need to see a tax professional to help file your return.     

If you did not have a Marketplace health policy in 2025, you will not receive a form 1095-A.   If you or anyone in your family (spouse and/or dependents) had a Marketplace policy but have not received form 1095-A, then do not file your tax return yet.   Log in to your HealthCare.gov or state marketplace account to download a copy of your form 1095-A, or contact them directly.   For more information, read this TurboTax Help article.    

I was able to retrieve from one drive on a computer, with windows 11, that I used it for. But this time I will be mailing taxes. Please guide me through getting the $25 refund that i originally paid for state efiling.   thank you MK

The amendment form 1040X will only be available on TurboTax after 2/25/2026.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.     

If you have no income at all other than Social Security than you would probably not have taxable income unless your total social security would be over $50,000.  In general, social security does not withhold taxes unless you specifically request that they do.  To do so, you would need to fill out a form W-4V and submit to social security administration to have them withhold taxes.     Most people with only social security income do not need to file a tax return.  If you are married filing separately, you may need to depending on how much social security you get as that will cause 85% of your social security to be taxable.  But even then, with the $15,750 standard deduction (and bonus $6,000 for seniors over 65), you still may not need to file.  If your combined income is less than $25,000, your social security benefits are not taxable.  Taxability of Social Security Benefits Taxability of Social Security & SSDI General Rule: Social Security benefits are not fully taxed. Depending on your "combined income," up to 85% of your benefits may be taxable. SSDI Treatment: SSDI (Social Security Disability Insurance) benefits are treated exactly the same as regular Social Security benefits for tax purposes. Thresholds for 85% Taxable: Single: Combined income above $34,000. Married Filing Jointly: Combined income above $44,000. Married Filing Separate: Benefits are taxable at 85% regardless of income level. Thresholds for 50% Taxable: Single: Combined income between $25,000 and $34,000. Married Filing Jointly: Combined income between $32,000 and $44,000. Calculation Formula: "Combined Income" is calculated as your Adjusted Gross Income (AGI) + Nontaxable Interest + 1/2 of your Social Security Benefits. Filing Requirements SSA Only Income: If your only source of income is Social Security, you typically do not need to file a tax return because you have no taxable income (unless your benefits exceed $50,000 for the year).  

A new, temporary additional deduction of $6,000 for those aged 65 and older (or $12,000 for a married couple if both qualify) is available for tax years 2025 through 2028. The deduction begins to phase out at income greater than $75,000 and $150,000 if you’re married filing jointly. This is in addition to the standard deduction or itemized deductions.    The senior deduction is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.   The senior additional deduction is not included in the standard deduction but appears on line 37 of Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.   But you can preview your form 1040 and check line 13b of your form 1040 which includes the senior deduction among other deductions if applicable, such as the tip deduction, the overtime or the car loan interest deduction.   to preview your form 1040 in TurboTax Online, follow these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 13b   and you should see the amount of this deduction included in this line.