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The dependent is entered in the My Info section of the program on the left side of the online program screen.   To enter, change or delete Mortgage Interest - Click on Federal Taxes (Personal using Home & Business) Click on Deductions & Credits Click on I'll choose what I work on (if shown) Under Your Home On Mortgage Interest and Refinancing (Form 1098), click on the start button

Delete that 1099-Misc and the Schedule C that was started, instructions are below.  Then re-enter it, making sure to answer the follow-up questions as follows:   After you enter the reason for the 1099-Misc, mark None of the above on the next screen (uncommon situations). Answer Did the refund involve work that's like your main job?  NO Answer How often did you get this income?  You got it in 2025 only Answer Did the refund involve an intent to earn money?  NO   The income will be reported as Other Income on Line 8 of Form 1040 without generating a schedule C.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button  On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

Make sure when you answer the lump sum interview questions, (Now let's look at your earlier return) make sure you enter the amount for both spouses on the earlier return (box 5 of SSA-1099M), even if only one has a lump sum payment. I ran into this exact same issue 🙂

@MonikaK1 I don't think this is an answer. Whether I select the larger "State and local income tax deduction" or "The larger deduction (Recommended),"  it still displays the smaller number. (Which in our cases was the "Sales tax deduction" number.).   Interestingly, when I finish and select "Done with deductions" and review my results, on the summary page with 2024 and 2025 Deductions & Credits, it displays the larger "State and local income tax deduction" amount in the "Itemized deductions:" list.   Doesn't this mean that TurboTax is just displaying the "Sales Tax" amount incorrectly on the "Your 2025 Deductions & Credits" entry summary page?   Thanks!

Good news (of sorts) is Amend download happened today (I want to amend my 2025 returns Fed/State that are already processed and refunds received). However, TurboTax instructions note that both Fed and State should be starting back at "0"...yet while my State shows 0, the Fed shows HUGE $$$ owed.  So what do I do now? I tried inputting the two items I had failed to report (small long term capital gain and actually a reduction in my dividends from what I reported) but still then shows a HUGE amount of tax owed that is crazy. I did NOT save this before I exited!  

If you have bought TurboTax Desktop, you will be asked for the licence code when you install the software. Please see this TurboTax FAQ for more information on the licence code: Where is my TurboTax licence code? You can download the current version of TurboTax Desktop edition here: Choose the current TurboTax Desktop edition you need (for Windows). You can download older versions of TurboTax Desktop edition here: Where can I download the Desktop edition of TurboTax?    

Have you tried this: Add/Remove programs and remove all copies and versions of Microsoft Visual C++ Redistributable libraries.  Rerun the installation and allow the installer to reload the C++ libraries.   @rwkc44jhj49     

Ray you said "You just simply cannot have more itemized deductions for 8 months of the year than you can for all year."   Actually you can have more ALLOWABLE itemized deduction for 8 months of the year than the full calendar year.  This is because medical expenses are subject to 7.5% of your AGI.  If you have not had much income through the first 8 months of the year and you've had high medical expenses, you will be able to deduct most or all of your high medical expenses based on income for the first 3 periods.  HOWEVER if you have a high amount of income in the 4th period which is common with mutual fund dividend distributions, and you re-test your medical expenses against the 7.5% of AGI for the FULL year you will no longer be able to deduct as much of your medical expenses so it ENTIRELY POSSIBLE for your 4th quarter itemized deductions which are allowed to be lower than what they were in the 3rd period.  It would be nice if TT would allow us to report our information to the IRS in an accurate manner.

@BobLegner  Click on Federal Taxes (Personal using Home & Business) Click on Wages & Income Click on I'll choose what I work on (if shown) Scroll down to Other Business Situations On Sale of business property. click on the start button

so I don't know Home & Business but I think the question responses here are reflecting a recharacterization of Trad to Roth IRA contributions, which is different to a Roth conversion, so these answers are probably taking you down the wrong path.   The identification of the IRA distribution as a Roth conversion should come in the questions after the 1099-R.

@Karenbradley346 wrote: how many returns can you file on this disk What do you mean by disk?   TurboTax software no longer comes on a CD.   Do you have desktop software?   If so, did you use Online TurboTax by mistake instead of the installed software?   Online TurboTax can only prepare 1 Federal return per account per year.  In Online TurboTax each Federal return would need a separate account and separate User ID, and if a paid edition, a separate fee.