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Go to the Retirement Saver screen and tell the software that you were a student in 2025, and it will disqualify you for the credit, and let you stay in the Free Edition.   Federal>Deductions and Credits>Retirement and Investments>Retirement Savings Contribution Credit     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Yes, the interview is finally fixed and populates the "Student Information Worksheet" and "Person on the Return" forms correctly as it did in prior years.   But the ESA_OTP_WKS form is not populated - strange, because I agree that form seems more appropriate.   (Aside -- in navigating through looking for these things, I see lots of silly typos throughout the program, e.g., "Select an existing Person on the Retun (sic) Worksheet." It seems pretty clear TurboTax QA is very lacking.)

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

IRS Reference Number 9001 on the "Where's My Refund" (WMR) tool usually indicates a temporary systemic error or that an incorrect Social Security Number (SSN) or Taxpayer Identification Number (TIN) was entered. It often appears when checking status for a joint return using the secondary filer's info, or when the system needs to verify your identity.

Follow up the recommendation to denote the Mutual Fund donation as "Securities, other than stock" -  TT asks the following questions: - Did you have the item(s) in this donation appraised? Yes No     An appraisal is required for any item or group of similar items with a resale value of $5,000 or more.    I'm guessing that I should answer "No" to appraisal, but the brokerage firm did set the value based on the Average Selling Price, which I selected on a prior page.   Would an EFT follow "stock, publicly traded" reporting or "securities, other than stock"?

Melinda - to answer you questions,:   1.  I have $12,000 in 1040-X  line 4b in columns A & C which was correctly transferred from my 1040-SR line 13b. 2.  The numbers I am getting  in 1040 X as an example:   line 1- A   = 140,852         2-A    =  34,700         3-A    = 106,152         4a-A  =        357         4b-A  = 12,000         5        = 105,795   (= 106,152 - 357,  should be 106,152 - 357- 12,000 = 93,795)   John            

Thank you all for this.  It sucks that I had to start from scratch to see it.  Rather than continue though, I went to a competing product and got filed in less time than with TT this year and for less overall cost (even in DIY).  I also do not appreciate the manipulation to pay nearly $200 for something I never used because it was a trap all the way until filing discovering how much in cost there is to file.  I value my time and there was also a glitch with Turbotax with W2 imports this year, kind of annoying where duplication occurred.  Maybe next year is the year?

Hi Melinda,   I checked Lines: 'ForeignIncmSection951ACrAmt' - Line 25  'ForeignBranchIncomeCrAmt' - Line 26 'ForeignPassiveIncTaxCreditAmt' - Line 27 'ForeignGeneralIncTaxCreditAmt' - Line 28 'ForeignIncmSection901jCrAmt' - Line 29 'ForeignIncRsrcdTreatyTaxCrAmt' - Line 30 'ForeignIncLumpSumDistribCrAmt' - Line 31 'TentativeForeignTaxCreditAmt' - Line 35    The only change is that lines 32 and 33 now also have a zero as did 35 in the prior version. Is this safe to refile?   I also backed up my return and reinstalled my desktop version and restarted my computer.   Thank you.