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Yes, using turbo tax business, my 10th year of using it to file my fathers trust tax return with distributions Entering Date of Death for acquisition of house, correct and yes   Date of mother's death was a reference point only.   There was an update a day or two after this posting, which updated the correct calculation, though the presentation or calculation statement explaining the calculation was not updated and continues to show the tax calculation on trust income, instead of trust capital gains formulas   All income was distributed, +/-, and all the capital gains were retained in the trust, for payment from the trust.            

  MY DEPENDENT SAID HE COULD NOT BE CLAIMED   Your dependent made a very common mistake often made by teenagers and students who are filing their first tax returns.  In MY INFO they should have said that they can be claimed as someone else’s dependent—-but they answered incorrectly and now your e-file is being rejected.   Your dependent will have to amend their return to change the way they answered that question in MY INFO.   They cannot amend until their return has been fully processed.   But you do not have to wait for them to amend.  Waiting will not help you at all.   You can file your return by mail, since mailed returns are not rejected.   It will take longer for the IRS to process your mailed return and delay your refund.   OR….Get an IP PIN to e-file.     GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

If you mean that you have increased your withholdings in January 2026 by increasing the amount of federal tax withheld on your monthly retirement  payments (using Form W-4P), then those withholdings will apply to 2026.  This will increase how much is withheld from your retirement  income each month and will ultimately reduce what you owe in federal taxes. You do not have to report it separately in TurboTax as it will be taken into account when you enter your Form 1099-R as Federal Income Tax withheld (Box 4) for 2026.     If you meant you increased them in January 2025 for this 2025 tax year, then you will have had more federal taxes withheld throughout 2025 and your federal tax owed will ultimately be less.  This is reported in TurboTax when you enter your Form 1099-R. Your federal tax withheld is reported in Box 4 and when you enter your Form 1099-R this will be directly applied against your federal income tax due.   These increased withholdings are not considered to be estimated tax payments. That would apply if you made additional payments toward your federal income tax due by submitting quarterly payments to the IRS using Form 1040-ES or directly on IRS.gov/payments.   Click here for How to Estimate Federal Withholding Click here for Top 5 Reasons to Adjust Your W-4 Withholding   Please return to Community if you have any additional information or questions and we would be happy to help.   

This is partially correct.  The full rollover from the 401(k) will contain both contributions and earnings while that account was open.  Pennsylvania did tax the amount of the contributions that you had made in the year that you made them, but the earnings were never taxed at any point, so they will remain as taxable income to Pennsylvania for that full withdrawal.  The basis of your IRA for Pennsylvania will then be the already taxed contributions made to the 401(k) and not the full amount of the rollover.   From PA DOR:   "A premature withdrawal from a regular IRA or Roth IRA is taxable compensation to the extent that the taxpayer receives an amount that exceeds his or her previously taxed contributions. The cost-recovery method of accounting must be used to determine the taxable portion unless timely rolled over into an eligible Pennsylvania retirement plan. Please consult your summary plan description or plan administrator."

I am having the same issue.  Line A of the Simplified Method Smart Worksheet is only picking up expenses, so it shows a negative number.  My gross income is 16,000, my expenses 7,000 and my net profit is $9,000.   Line A which should be gross income minus expenses or $9,000 and the simplified method should be allowed. However, Line A is picking up a -7000 and saying that is gross income and disallowing the simplified method. This definitely appears to be a programming issue.  And yes, I am saying that 100% of the income is from the home business use.  Please advise!

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

If you received a CP5447 series notice or CP5071 series notice from the IRS needs to verify your identity and the return that was filed. The IRS wants to ensure that it was you who filed the tax return.   Refer to the IRS Help Topic Verify your return to complete.

Hi DianeW777,   Thank you for your response.  I E-file 2025 tax already but I did catch your message earlier.  The 2025 tax I see uploaded 1099R in Wage & Income box 1: $9885 and box 2: $1885. But I don't see it showing as income reported in 2025.   Please advise what I should do, thanks.   Mei      

Hello, I had the same problem as you; the desktop version does not have the same update as the online version. I took the advice of Turbo Tax Support and other users and I entered the reported tips (that were included in box 1 but not showing in box 7) in box 14 myself, selecting the option "Reported tips (not railroad tips). I was nervous because I had been told by a tax professional that we should never alter the original W2, but Turbo Tax Support explained that the IRS is aware that this year people will be using non-standard ways to report their tips until all the new forms come out next year. I am happy to report that the IRS accepted my W2 and has already given me my refund. Another way you could do this is to use Form 4852, "Substitute for Form W-2" and input all the figures from your original W2 plus the reported tips in Box 7. I did try doing that but found Turbo Tax only gives you 120 characters to explain how you tried to get a corrected W2 from your employer, how the tips have already been taxed, etc. I was not able to condense everything into 120 characters so I opted not to use that form. Good luck with whichever option you choose to use!

This is the public user forum.   This is not the way to contact your "Live" expert.   And now you have posted your phone number to the internet.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

I'm not sure what offer you are referring to.    Everyone's tax situation is different and the complexity of your tax situation, meaning the forms needed to file your return, determines if you qualify for the TurboTax Free Edition.   The TurboTax Free Edition is strictly limited to simple Form 1040 returns. If your return requires additional schedules to report specific types of income or to claim certain credits, the system will prompt you to upgrade to TurboTax Deluxe or higher.   Here are the most common reasons you would be required to upgrade to a paid version: Unemployment Income: If you received a 1099-G for unemployment benefits, this is no longer covered under the Free Edition for the 2025 tax year. Itemized Deductions: If you are claiming deductions for mortgage interest, property taxes, or large charitable contributions on Schedule A instead of taking the standard deduction. Investment Income: Reporting stock sales, cryptocurrency transactions, or rental property income. Self-Employment/Gig Work: If you have 1099-NEC or 1099-K income and need to deduct business expenses on Schedule C. Education Credits: Claiming the American Opportunity Tax Credit or Lifetime Learning Credit (Form 8863). To see if you have forms that are not included in the free edition: Sign in to your TurboTax Online account. Select Tax Tools from the left menu and then click Tools. Click on View Tax Summary. Look for Schedules 1, 2, or 3. If any of these are present (other than for the Student Loan Interest deduction or the EITC/Child Tax Credit), an upgrade is required. If you want to start over to remove an accidental entry:  Select Tax Tools  Clear and Start Over  This will erase all data entered so far Student Loan Interest (Form 1098-E) is technically an "Adjustment to Income" (an Above-the-Line deduction). While it is a common and simple form, TurboTax's commercial "Free Edition" is restricted to Form 1040 only with no additional schedules.   Even though you are taking the Standard Deduction, Student Loan Interest is reported on Schedule 1. As soon as the software detects a need for Schedule 1 (for student loans, unemployment, or self-employment), it triggers an upgrade to Deluxe.   As long as you haven't done the upgrade, you can go back to the question, "Did you pay student loan interest?", and say no, you will not need Schedule 1. The software won't prompt you to upgrade—but you will lose that deduction.