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@dobyman wrote: She wanted to mail hers in because she owes the feds but getting a refund on the state, but I was hoping she could just mail them in to get a direct deposit from the state so it would come faster so she could use that money to pays her federal taxes due.   Oh.. a state return was not even mentioned in the original question.   So if your daughter doesn't need the above info about a method to pay taxes owed with a mailed Federal return, you can just ignore it.  

@Odin1970 wrote: Thank you so much for taking the time to reply and thoughtful response I really appreciate it.    So my last question is, well more of a scenario (please let me know if this is viable).    Both my spouse and I complete F5329 forms for the tax years that we had the excess contributions and pay the 6%. For the 2025 filing we can mitigate the prior year contributions before 4.15.26 by pulling that money out, which would negate the penalty for 2025.    So the question now is, are the prior year excess contributions and their removal tied to the calendar year ending or the tax year filing date? If its the filing date, I can get get those contributions out so the 2025 6% penalty would not apply, if I am understanding the code correctly.  So now you've lost me.  I thought you were going to amend to file jointly, in which case your Roth contributions might be allowable (depending on your income) and there would be no need to file any 5329s or pay any penalties.     If we are running the scenario where you remain with MFS for 2023 and 2024, you file amended returns to include form 5329 and pay 6% on the accumulated excess for each year.   For 2025, it is too late to use the special rule to remove excess before the filing deadline.  That procedure would only apply to excess that was contributed in 2025.   For the accumulated excess from 2023 and 2024, it is too late to use any special rules to remove it, and you have to include form 5329 again and pay the 6% on the accumulated penalty.   However, if you had new contributions in 2025, you could remove them before April 15.  That would create space in the account that the accumulated excess could be applied to, which would reduce the amount to be penalized on the 2025 return.  I described that above.     Any remaining excess can be removed in 2026 as a regular withdrawal, not a special withdrawal. 

Si vous avez fait faillite en 2025, vous ne pouvez pas utiiser la transmission électronique ni au fédéral ni au provincial. Lisez ici les restrictions de l'ARC; Restrictions relatives à IMPÔTNET   Vous devez la poster à l'ARC: Où poster votre déclaration T1 sur papier Revenu Québec; Nos coordonnées   Merci de choisir TurboImpôt

The 2023 adjustments table could not be altered. In fact, there is an extremely easy solution to this problem IF you are willing to forgo the carryback credit (which I am, already having a lot of carryover credits anyway). It suffices to let the 2023 Check for Errors procedure find the carryback -- "Check this Entry" error screen -- and just eliminate it manually from the table that is displayed. Again, this is not for someone who wants to use that carryback credit. According to Anthrop\c AI, this credit does not have to be taken and eliminating it here does not permanently eliminate your possibility to use the carryback credit in future returns.  This may be more of a problem with the tax code rather than Turbotax, nevertheless one has to solve it in Turbotax. Foreign Credit Carryovers are a real can of worms! It would be good if Turbotax just asked the question by default whether one wants to take the carryback credit or not.     

When you're importing 1099's from your broker, a browser window open when you can Sign In with your broker credentials.  The 'Allow' may be needed for a LAN connection to complete the import.  If the browser window opens with a URL indicating your broker, try clicking the icon in front of the browser, and in the pop-up or 'Settings' choose Allow.  Some browsers have updated their security protocols.   @alexy0211     

Did you make a tax deductible IRA contribution?  If so that amount would be a deduction on your federal tax return and be reflected in (reduce) your Adjusted Gross Income (AGI).  The starting point for computing Wisconsin individual income tax is the federal adjusted gross income (AGI) from your federal tax return.  So, your IRA contribution would already be deducted from your Wisconsin income. 

Since you are coming in as a VA resident and selected dates and another state, the program should pick up it is part year but you need to double check. I tried it in my program and got the correct PY return.   You always want to check your tax forms before filing.  To see your forms: In desktop, switch to Forms Mode.  For online, see How do I preview my TurboTax Online return before filing?

You should have received a form 1099-INT for interest income from CDs.   In TurboTax Online, you can enter your form 1099-INT by following these steps: Open your tax return Click on Federal in the left-hand column, then on Wages & Income  Navigate to the list Income categories Locate the section Investment and Savings and click on the arrow on the right Click Start next to Interest on 1099-INT You can import info from your bank or financial institution or choose to Type it in yourself

Since you say she lived with you and you provided more than half her support, the issue is likely due to the Gross Income Test.   According to IRS Publication 501, to claim a parent as a "Qualifying Relative," they must meet the Gross Income Test. For 2025, your mother’s Gross Income must be less than $5,200. If she earned even $1 over this amount, the IRS automatically disqualifies her as a dependent, regardless of how much support you provided.   Taxable pensions, traditional IRA distributions, interest, dividends, and wages all count as income. Usually Social Security benefits are excluded from this $5,200 calculation unless she has significant other income (like a large pension) that makes a portion of her Social Security taxable.

Thanks so much for the info. I did follow your instructions and TT corrects the Form 5329 which indicates -0- on line 55. Also, I like to know how to properly report this 1099R in 2026 since the 2026 1099R will show the total distributions in one amount: one for 2025 and another for 2026.   Appreciate.

I am filing online. Until I complete the filing, I dont know how to see all different forms like 8959 and lines etc. I observed the calculation problem, when I started reviewing the tax that I owe. Then with my reading at Topic no. 751, Social Security and Medicare withholding rates | Internal Revenue Service, it gave me input on how employer is calculating. My employer is following what IRS mandated and reported in W2, as it was expected to calculate without considering filing status (in my case, Married filing jointly). This is where I am expecting TurboTax to handle the filing calculations by considering the threshold mentioned here, Questions and answers for the Additional Medicare Tax | Internal Revenue Service. I see that TurboTax premier online version is increasing my Medicare tax by whooping 18%. This is wrong. So, I want to know how to get this corrected in online version. 

According to the SS Office last Fri, his SSBs are reduced  $1 for every $3 he makes - and according to the SSN office a withdrawal from his IRA = income.  Again, according to the SS Office, his benefits are reduced as soon as he makes over $23,400.  He withdrew way more than that to the point, he was told he has to pay back all the SSBs he received in 2025.  Is that wrong information we were provided? 😮

Your original return showed that your refund was $2,346.  Once you amended the return, your actual refund was determined to be $607 and not $2,346.  Because you received more refund than you should have, you will need to pay back the difference between these two amounts which is $1,739 ($2,346-$607), which is the amount that is shown on line 20 of the amended return.  From what I can see of the amended return, it appears to be correct as is and you will need to pay the IRS back the $1,739 of excess refund that you already received.