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If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

This solution worked for me, I am using Chrome for Windows 11:   When you go to import from TT it will open a window in your browser. Go to the far left of the URL bar and you will see an icon to the left of the bar that looks like an audio slider equalizer symbol, click on that then select SITE SETTINGS. Scroll down and then click on LOCAL NETWORK ACCESS and then you should see the URL of the site you are trying to access as being "blocked". Click on that and choose allow. Then choose to import your data. If it says SUCCESS! but it is not downloaded into TT, then try it again, it should work the second time if it did not the first since the setting has now been changed.   The key is you need to let TT open a Chrome window so it is on the website you are downloading the data from before you do any of the above. Just opening Chrome and changing settings without being on the website TT opens WILL NOT work because what you want to do is tell it to allow access to that specific webpage address, which won't show up in the settings local network access window if it is not open in that window.   Hope this helps.   C- 

If you report your Business Income and Expenses on a Schedule C, you can claim your expenses for medical premiums on that form also.  Here's How to Enter Self Employed Health Insurance.   If your income is reported on a W-2, you can enter Medical Expenses in the Deductions section.  Here's How to Report Medical Expenses if that applies.   @kr49 

Open Home & Business from your own hard drive.  You do not "log in" to an account.    Go to the top of your computer screen and click the word "File" then click New Tax Return to start your mom's return.

To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

You can find that section in the Investments (Less Common Investments) section, under Contracts and Straddles.   Navigate to the Contracts and Saddles section:   TurboTax Online: Go to the Contracts and Straddles screen under Wages & Income, and select Yes. TurboTax Desktop:   Go to Federal Taxes. Go to Wages & Income. If asked How do you want to enter…?, select I’ll choose what I work on. Under Investment Income, select Start or Update next to Contracts and Straddles. On the Any Elections? screen, select any applicable election, then Continue. On the Contracts and Straddles screen, select any items that apply to your situation, then Continue. Where do I enter my 1256 reporting?

TurboTax Online lets you upload or import certain 1099 forms from supporting partners. These include crypto platforms that use the new 1099DA format. TurboTax desktop does not.   TurboTax Desktop’s investment screens were built for stocks and mutual funds, which usually use no more than 3–6 decimal places. Crypto, especially in small amounts like 0.00000872, often needs more precision than the software supports.   In the interview, check the box that says "Something other than a date" (this is usually a small link or check box near the date field). This will open a dropdown where you can select "Various." If you are in Forms Mode, you can type "VARIOUS" directly into the "Date Acquired" column on the Capital Gains (Loss) Transaction Worksheet.   No, you do not need to list them one-by-one.

I'm sorry.  I didn't understand that this was a personal loan.   A personal loan isn't a taxable event.  That is between you and the person who you made the loan to.  It shouldn't be entered on the S-Corporation at all.     If you have invested money into an S-Corporation through a business loan or contribution of capital then that is an event that needs to be documented on the return.  If this is a personal loan and you are forgiving it based on someone giving you the remaining assets of their corporation then that is not a reportable event.

The calculations for Form 8962 don't look separately at individual shared months.  It only considers your total household income, and the % of allocation you received and applies it to all months on the 1095-A.  If choosing a 1% allocation works out as you intended in your situation, you can use that amount.  Advise the other taxpayer to elect 99% for their allocation on their return.   Here's the IRS Instructions for For 8962.     @Vanjam12