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Thank you. I knew how to do the percentage math. The problem is that each fund in the brokerage account doesn't have individual boxes with values.  It does list many breakdowns of  interest and dividends. What I've done is simply subtract long term cap gains from total dividends as the amount to figure percentages on and hope that's correct. Thanks again.

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

To enter your farm income, you will have to do it in Forms mode.  To do this:   Select Open Form In the search box, type "Schedule F" Add the Schedule F Enter your farm income, expenses, and depreciation directly into the Schedule F forms.  The information will transfer to Line 6 of Form 1041.     @3916 

Turbotax used AMT calculations to calculate a large tax on a 2025 return I was working on.  The return included a significant capital gain from the sale of a second home, of which one half was inherited.  There was enough capital loss carryover to cover the gain, however, TT calculated the tax using AMT and gave no credit for capital loss carryover from previous years. The calculated tax owed was tremendous!  The return is for a retired couple (over 65), MFJ, and the income without the large capital gain was around $100K.  This couple has pensions, social security, and some W2 income and never paid AMT before.  I discovered that you have to go to investment income, capital loss carryover, then edit the "Here's what we have" section in the upper right corner.  Enter numbers from schedule D then answer "Are your carryover AMT amounts different?" with a "Yes."  Then enter from Schedule D AMT from the previous year the values requested.  The Net long term capital gain (or loss)  is the same for regular tax rate and AMT if the taxpayer never paid AMT.  Doing this allows the program to give credit for previous years' capital loss carryover.     This seems exceedingly complicated to do - I wonder if TT can upgrade the program in this area.  

The Person on the Return worksheet is summarizing the info entered in the Personal Info section for each person on the return.  The TS/SP link at the top simply points to the parent on a dependent worksheet.  If your dependent is a student, make sure that is indicated in Part I, Student Status.  If not, return to the Personal Info section interview to indicate that in the interview.    This should not prevent Efiling, as it is a worksheet and was designed to help prevent 'check this entry' errors.  If you can share more details, we'll try to help.    @user17734154580 

No, you can't change the contribution amount in the first box of the "Let's enter [name]'s HSA contributions" screen - it comes from code W in box 12 on the W-2. The number with code W in box 12 on the W-2, also should not be changed, since this reports the amount of HSA contributions that your employer reported going to your HSA custodian.    Typically, a taxpayer in your situation shows excess contribution when they double reported their own contributions, both as payroll deductions (code W in box 12 of the W-2), and also as "personal" contributions made directly to the HSA.   No dollars that rightly belong with the code W amount should be reported anywhere else on the return. Thus, if the code W amount contains contributions made by both the employer and the taxpayer, then this number must not be changed.   The term "employer contribution" confuses most taxpayers. It does not refer to the source of the dollars, but to how the dollars were handled. For example, the code W amount is removed from Wages in boxes 1, 3, and 5 on the W-2. Yes, this means that "employer contributions" are not subject to federal income taxes, Social Security taxes, nor Medicare taxes. This is as opposed to the "personal" HSA contributions that appear on line 13 on part II of Schedule 1 (1040) - these are removed from your taxable income, so not subject to federal income taxes, but they are subject to Social Security and Medicare taxes.   For this reason, it is better for most taxpayers to contribute via their employer through payroll deductions (the code W amount), and not by check or ACH transfer. Indeed, it is common for most taxpayers to contribute most of their annual amount by payroll deduction, and to make a personal contribution at the end of the year when they know how close their contributions are.   So please look at the second paragraph, and see if this is what you did. The second line on the "Let's enter [name]'s HSA contributions" screen should contain ONLY those dollars that you send directly to the HSA, not through your employer.   @strental 

Thanks for your post, but I am not New York State Education, or New York City Education - which is what that questions says.  Should it say "New York State OR New York City Education"?  And if it is not worded correctly and I should pick this for ANY NYS Gov't pension, why has it still not been fixed as of March 2025?  I read this carefully and obviously didn't select it as I am not part of Education.  We just noticed this problem in our return and new we need to go back and file amended returns for all the years the software did this incorrectly and told us to pay an extra $2,500 in taxes each year.  Insane this hasn't been fixed.

Enter your VA state 529 Plan contribution by following these steps in TurboTax Online:   Select State Taxes Select Edit or Revisit next to Virginia Navigate through the Virginia return until you get to the screen Here's the income that Virginia handles differently  Scroll down to Education and select Edit for Virginia College Savings Prepaid Tuition (Section 529) Plan

I took your advice and and entered my interest  from box 3 as a separate item and entered the accrued interest on just that item.. But schedule B still shows it as an addition to interest instead of a subtraction and it is labeled "Accrued market discount" which isn't even a choice. If Itry to enter the accrued interest as a negative number it shows as an error.