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Ok logged into Vanguard and was able to find my original purchase date and all the other info I needed for that calculator...   https://costbasistools.com/gold/iau.php   After plugging it all in I got a chart with each month from 2025's "Cost Basis of Ounces Sold", which I manually plugged in to 1e for each of the 12 forms for each month. Manually entered the acquired date. Manually selected "Collectible" for the type. Manually selected "Unknown term basis not reported to IRS", for the sales section.   All the "needs review" are gone. Are we good now?

Yes, the premiums deducted from your pension count.   @bmoyer    Qualifications for the deductions are as follows:   You must have a net profit from your self-employment (reported on Schedule C). Your deduction cannot exceed the net earned income from that specific business.   AND You cannot take the deduction for any month in which you were eligible to participate in a health plan subsidized by an employer (including a spouse’s employer).   

If you are using EasyStep mode, Edit your business, then go to the "Identification of your partners" section. Click continue. Then on the next page check off "My business has partners". Then click continue again. Check off "I've incurred partnership expenses outside of the partnership (including use of your personal vehicle for partnership purposes)". Click done on the "Details of Other Partners" page, and the next page will allow you to enter your expenses for Line 9943.     If you are using Forms mode, fill in Part 6 of the T2125 to enter amounts in Line 9943.

Thx. I am clicking on the 'Forms' button on the top (in Turbotax desktop for Mac) and it shows every form - except the Schedule A. The amount on the 1040 line 12e is the correct (itemized) deduction - the sum of state tax, property tax, charitable donations and a few other small deductions - it significantly exceeds the MFJ standard deduction for 2 seniors. So clearly all the deduction data was entered, it was all used to itemize (exceeding the standard deduction) and it flowed into the 1040. But inexplicably there is no Schedule A among all the forms, unlike every other year where I could view my Schedule A to easily see the itemized deductions. A weird Turbotax software glitch, or is there a good explanation? THANKS for any assistance.   

Are you referring to a Coverdell Education Savings Account (ESA)? It could be because a Form 1099-Q for 529 Plan distributions was included in your download from Fidelity.  Distributions from both Coverdell  ESA accounts and 529 Plans are reported on Form 1099-Q.  If a Form 1099-Q was imported and needs to be deleted, type "1099Q" into Search, hit enter, then click on "Jump to 1099q".  Delete all the information in the 1099-Q and then delete the Form 1099-Q.  

For tax year 2025, your employer may list non-taxable overtime in box 14 with a specific label like "FLSA OT Prem". You might also receive a separate year-end statement giving you the amount. Otherwise, you have to calculate the overtime premium to enter on your tax return.   In TurboTax Online, this is how you enter the qualified overtime premium: After entering your form W-2, you'll see a screen titled Let's Check for Other Situations Put a checkmark on Overtime and click Continue Follow the TurboTax questionnaire to enter your qualified overtime premium This deduction will transfer to Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   Refer to the TurboTax article How do I enter overtime pay in TurboTax Online? and  I Worked Overtime This Year — My W-2 Pay Doesn’t Show it. for detailed instructions to enter your overtime.   For additional information, refer to the TurboTax article No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025.

When you choose 'Print/Save for your Records' and 'Save as PDF' the Print Selection generally defaults to include both your Federal and State returns as one PDF document.  You can return to the link in the File section and scroll down the forms selection to be sure your state return is checked.   @CaddyGrn   

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

Thank you DawnC. I contacted the support team and their expert unable to free up license and said to fill up refund request and if the Intuit accept I will get refund or get credit toward a new software which will come with a new set of licenses. I have submitted the refund request and waiting for their response. This is really bizarre response. I wish they could simply remove all the associated PC from the license.  Let’s see what they say.  ETA can be upto 5 days or more.  Thanks. 

Are you sure you are in the right account?   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery  

There is no fee to amend your return unless the change you are making to your tax return required you to upgrade to a higher paid version of the software.   If you had to upgrade from Free Edition to Deluxe or Premium in order to make the changes, you have to pay for that whether you e-file or file it by mail.

You may not need to file Form 2210, which is why you don't see any change in your Federal return after adding it.  You may not owe a penalty for 2025, if your underpayment was less than 1K.  TurboTax should add it for you, if required.  If you had a Balance Due this year, you may just need to adjust your tax withholdings going forward.    Since we can't see your return in this forum, here's some detailed info on Form 2210 to help you.   @BL_TaxLearning 

Your drivers license is irrelevant.   You need to file a part year return for Indiana for the income received while you lived and worked in IN.   TN has no state income tax, so there is nothing to file for TN.     MOVED OR NEED TO FILE PART-YEAR STATE https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/file-moved-different-state-last-year/L3ljAGBw6_US_en_US?uid=me08b0gq   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cki50   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cdx44  

Q. So are you saying I don’t need to report it all?  A. Yes.    Q. I just thought it’d be put into TT? A. No. TurboTax will put nothing about the 1099-Q on the actual tax forms.  You essentially do not send anything to the IRS about your distribution, when it is a "qualified distribution".  A contribution to a Roth IRA is a "qualified distribution". 

A cash liquidation distribution reported in Box 9 of Form 1099-DIV should be reported as a capital gain (or loss) on Form 8949 and Schedule D. You need to enter it the same way you would if had been reported on a Form 1099-B.  Even though you don't have a 1099-B, type "1099B" in to Search  and hit enter:     Click on "Jump to 1099b"  Answer  Yes  to "Did you have investment income in 2022?"   Click through the program until you get to "Let's import your tax info?", and click on "Enter a different way".  Click to highlight the box with "Stocks, Bonds, Mutual Funds", then click on Continue.   Enter something for "Bank or Brokerage" and click on Continue.   Answer No to the Employee stock question.   Continue through screens until you come to the page with Now, enter one sale on your Foreign 1099‑B  Enter the information for your stock that was liquidated.