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March 15, 2026
11:58 AM
The form you need to file with your return is Form 8962, which is used to calculate the Premium Tax Credit. You will both be filing a Form 8962. You will need the 1095-A from him to complete your ret...
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The form you need to file with your return is Form 8962, which is used to calculate the Premium Tax Credit. You will both be filing a Form 8962. You will need the 1095-A from him to complete your return. Once you enter that information, the Form 8962 will be generated in TurboTax.
Because your daughter is your dependent, the IRS expects to see the 8962 on your return. You will need to perform a "Shared Policy Allocation". This allows you to tell the IRS that while she was on your ex-husband's policy, you are allocating a specific percentage of the premiums and tax credits to your return. If he is the one who paid for the insurance and you don't want to claim the credit yourself, you can allocate 0% to yourself, if that is how you and he agree. Shared policies can be allocated in any percentage that you agree upon, as long as it adds up to 100%. This information can be entered into TurboTax Online here: 1095-A
Form 8332 is specifically for the "Release/Revocation of Claim to Exemption for Child by Custodial Parent." If you are the custodial parent and you intend to claim the child as your dependent to get the Child Tax Credit, you should not be filing this form. It is ok that she is your dependent and on his health plan.
March 15, 2026
11:58 AM
I need to file an amended federal return for 2025. My original return has already been electronically processed and I've already received my refund. I've followed the turbo tax directions to amend ...
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I need to file an amended federal return for 2025. My original return has already been electronically processed and I've already received my refund. I've followed the turbo tax directions to amend the return but I never get the option to chose my original return to amend. Is there something wrong with Turbo tax? Thanks
March 15, 2026
11:58 AM
We sold our house that we lived in for the last 40 years and we are both over 65+. CT allows a 1 time lifetime home sale gain exclusion that we qualify for. Where do we make this adjustment to exclud...
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We sold our house that we lived in for the last 40 years and we are both over 65+. CT allows a 1 time lifetime home sale gain exclusion that we qualify for. Where do we make this adjustment to exclude the remaining gain? Turbotax CT state forms still shows the capital gain that remains after the $500K exemption.
March 15, 2026
11:58 AM
It can take up to 7 weeks for the IRS to issue a paper check after a bank rejects a direct deposit.
The IRS must receive the returned funds,
Process the rejection
Mail a check to the add...
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It can take up to 7 weeks for the IRS to issue a paper check after a bank rejects a direct deposit.
The IRS must receive the returned funds,
Process the rejection
Mail a check to the address on file.
March 15, 2026
11:57 AM
the "foreign tax credit" menu should open form 1116 for me but it doesn't.
Topics:
March 15, 2026
11:56 AM
Could you have inadvertently added another person to the return in the My Info / Personal Info section using your own name, and now TurboTax is asking who that person is?
If not, try going bac...
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Could you have inadvertently added another person to the return in the My Info / Personal Info section using your own name, and now TurboTax is asking who that person is?
If not, try going back to a previous screen. Can you navigate to the section to select My Info / Personal Info again?
If you're stuck, go to the question mark in the upper-right corner, and you can also have a live specialist contact you via one-way video (you’ll see them, but they won’t see you) to answer your questions.
See this help article for more information about using the TurboTax App.
March 15, 2026
11:56 AM
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...
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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
March 15, 2026
11:56 AM
Or....are you asking how to open desktop download software on your own PC or Mac?
March 15, 2026
11:55 AM
I am having same issue. Turbo Tax needs to fix this.
March 15, 2026
11:54 AM
Topics:
March 15, 2026
11:54 AM
No, you do not need to upgrade for this entry. Follow the steps below.
Start at Federal Taxes Wages & Income
Under Investment Income> Stocks, Cryptocurrency, Mutual Funds, Bonds Other
Let ...
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No, you do not need to upgrade for this entry. Follow the steps below.
Start at Federal Taxes Wages & Income
Under Investment Income> Stocks, Cryptocurrency, Mutual Funds, Bonds Other
Let Us Enter Your Bank and Brokerage Tax Documents > Skip Import
OK, let's start with one investment type > Other
March 15, 2026
11:54 AM
It is not self employment income or rental business income.
Topics:
March 15, 2026
11:53 AM
When I said "yes" to switching to the online version of TurboTax, it asked to transfer my old taxes from 2024. What about the data I've already entered for 2025 in the desktop version of the app?
March 15, 2026
11:53 AM
We were victims of a cyber scam and lost $5,000.00
Topics:
March 15, 2026
11:52 AM
UPDATE: I'm afraid this got lost ... going to post as a new question / thread. I have tried every suggestion in this dialog and am STILL not able to import from LPL financial. The error message...
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UPDATE: I'm afraid this got lost ... going to post as a new question / thread. I have tried every suggestion in this dialog and am STILL not able to import from LPL financial. The error message: We can connect to LPL Financial but can’t find the right kind of accounts. Select an account at a different provider. (106) I have 42 pages of activity to import and, while I can just use the summary page, I do not believe TT has the ability to attach the scanned pages to provide clarity (as some other SW can). Call me VERY FRUSTRATED in Texas! Any advice is greatly appreciated .... thank you .... AM Smith
March 15, 2026
11:52 AM
The fact that your basis in nondeductible contributions has been carrying forward implies that you have not been reporting your Roth conversions. Perhaps when entering the Forms 1099-R you've been r...
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The fact that your basis in nondeductible contributions has been carrying forward implies that you have not been reporting your Roth conversions. Perhaps when entering the Forms 1099-R you've been reporting them as rollovers rather than Roth conversions.
March 15, 2026
11:51 AM
I need to manually type in a few 1099Rs. When I go to the import section and click on Type In Myself. Nothing happens and won't bring me to a scree to type them in?
March 15, 2026
11:50 AM
I have used Turbo Tax for many years without a problem. This year when I run Smart Check I keep getting 2 error messages. They both say I need to add the State or Local ID on both the Federal Carry...
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I have used Turbo Tax for many years without a problem. This year when I run Smart Check I keep getting 2 error messages. They both say I need to add the State or Local ID on both the Federal Carryover Worksheet and the Tax Payments Worksheet. Where do I do that? Thanks JS