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Are you trying to claim an  adult family member as a dependent?  They might be a qualifying relative, for whom you get a non-refundable $500 credit for other dependents.   Qualifying relative ... See more...
Are you trying to claim an  adult family member as a dependent?  They might be a qualifying relative, for whom you get a non-refundable $500 credit for other dependents.   Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5050 in 2024.   ($5200 for 2025) (Not counting Social Security) You provided more than half of their financial support.   When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean?     IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent       If you can claim them as a dependent then you can also enter out of pocket medical expenses that you pay for on their behalf if you are itemizing deductions.   MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)      
Since I plan to submit my return by mail, I need to ensure that my address is displayed correctly on the official T1 form. Is it acceptable to edit only the mailing address on the T1 PDF downloaded fr... See more...
Since I plan to submit my return by mail, I need to ensure that my address is displayed correctly on the official T1 form. Is it acceptable to edit only the mailing address on the T1 PDF downloaded from TurboTax before mailing it to the CRA?
The $40 refund processing fee is the fee that is charged by a third party bank if you choose to have your TurboTax fees deducted from your federal refund instead of paying upfront with your own credi... See more...
The $40 refund processing fee is the fee that is charged by a third party bank if you choose to have your TurboTax fees deducted from your federal refund instead of paying upfront with your own credit or debit card before you e-file.   You are not required to use refund processing; in fact, many of us discourage it.   If your refund is enough to cover your TurboTax fees PLUS the extra “refund processing” fee of $40 ($45 in CA) and your forms are ready then when you are in the FILE section you can choose to have your fees deducted from your federal refund by a third party bank, who will take out your fees and send you the rest of your refund after the IRS issues the refund.    Please make note that if your refund takes too long to arrive (IRS delays, etc.) then you will also be agreeing that the TurboTax fees can be extracted from your bank account even before your refund is issued by the IRS.  This comes as an unpleasant shock to many people every year.      If you can possibly pay your fees upfront using a debit or credit card, it will save you that extra fee and even more importantly, the possible aggravation and delays that are often the result of poor handling/poor customer service by that third party bank.  We see way too many instances where refunds are delayed for months when users choose refund processing. There have been lots of complaints; there are a number of things that can go wrong when you use refund processing.  I suggest avoiding that situation if at all possible.     And....you can never pay state tax due from a federal refund, so do not expect that.   The state tax due has to be paid directly to your state.     What is Refund Processing Service?     How can I see my TurboTax  fees?      https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k     REMOVE REFUND PROCESSING FEE   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/remove-pay-refund-fees-turbotax-online-change/L7UxC6ZZp_US_en_US?uid=m6r4xelq      
I am working on amending my previous returns for years 2023 and 2024, to correct errors in foreign dividend income for both years, which affect the foreign tax credit tables 1116. (Both amended retur... See more...
I am working on amending my previous returns for years 2023 and 2024, to correct errors in foreign dividend income for both years, which affect the foreign tax credit tables 1116. (Both amended returns are as yet unfiled.) The amended 2024 return tells me I have exceeded my carryover limit for 2024 and asks if I want to carry it back to 2023. (It would be to my benefit because my 2023 carryover is currently 0). But I am going slightly crazy with the cascading effects of these changes to the foreign tax credits in Table 1116. Can I just forget the carryback to 2023? Ttax registers it on Table 1116 in my 2024 amended return, but can I ignore it?  In addition, I have already filed my 2025 return, not having previously discovered the years errors relating to foreign dividend income in 2023 and 2024, and do not want to have to file an amended 2025. Can I wait until 2026 to correct these errors in table 1116? (I am using the desktop edition of Ttax, so have complete control over everything -- except the adjustments that I don't quite understand but I'm assuming Ttax knows what it is doing!)  
So my mother in law receives a federal pension 1099-R from her deceased husband…her husband died in 1985; she is 87. Why is turbo tax asking me for the amount of RMD when this is not a 401 or an IRA ... See more...
So my mother in law receives a federal pension 1099-R from her deceased husband…her husband died in 1985; she is 87. Why is turbo tax asking me for the amount of RMD when this is not a 401 or an IRA account? 
Marking that you were a high school student is not important.   It would be important to mark that you are a student if you are a college student.
TurboTax approved me for an early refund, and the money has already been deposited into my account. However, the IRS app is now showing a message that part of my refund may be held for state or federa... See more...
TurboTax approved me for an early refund, and the money has already been deposited into my account. However, the IRS app is now showing a message that part of my refund may be held for state or federal back taxes. My question is: if that happens, will I have to pay TurboTax back the difference? Also, does the early refund come from TurboTax, or does it come from the IRS?
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns... See more...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
We can only go by the Forms Availability Table, which says the Form 1040X Amended Return became available this afternoon February 27.  I have seen a user say it worked for him.   TurboTax Form Avai... See more...
We can only go by the Forms Availability Table, which says the Form 1040X Amended Return became available this afternoon February 27.  I have seen a user say it worked for him.   TurboTax Form Availability Tool   Try logging out and clearing your browser internet cache.  Close the browser and then reopen to log back to see if that made any difference.   Don't make any changes in your return until you can use the amend process.   if you are due a Federal refund, it's recommended to wait on the refund to arrive before amending. Or if you owed taxes due, to wait until the return processes.
  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the... See more...
  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately
I'm entering the cost of good sold for my small business and turbotax 2025 shows the value I entered last year but shows a $0 for this year in the summary page. I've tried editing it a hundred times ... See more...
I'm entering the cost of good sold for my small business and turbotax 2025 shows the value I entered last year but shows a $0 for this year in the summary page. I've tried editing it a hundred times and each time when it shows the summary COGS is shown as $0. I want to be sure I'm not leaving anything on the table for a mistake in the software. Anyone else seeing this issue?
The page says that it is temporarily unavailable due to changing laws and will be available later. How do I amend the return now?
@Aimeeu   I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able... See more...
@Aimeeu   I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.   When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.
Where is the form located