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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

  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     To enter estimated tax paid in 2025  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.        

Yes, Form 5329 can be filed as a standalone form. If you look at the very bottom of Form 5329, you will actually see a dedicated signature and date line labeled: "Sign Here Only if You Are Filing This Form by Itself and Not With Your Tax Return."   If you are correcting an issue and asking the IRS to waive a penalty (such as a missed Required Minimum Distribution or a corrected excess contribution), you can mail the form by itself along with your written explanation statement.    You must use the Form 5329 for the specific tax year you are correcting (e.g., use a 2024 Form 5329 for a 2024 mistake), not the current year's form. The IRS will reject it if you forget to sign at the bottom. Make sure your current address and Social Security Number are filled out clearly at the top.

Please clarify if by "all information," you mean that you had previously completed the entries for this Schedule K-1. Or did TurboTax bring over the header information but not the actual numbers for the current year?

I think you are referring to Part I of Form 8995-A, column C. If so, that lists the federal identification number of the business to which the qualified business income applies. That number would be listed on the form or schedule the business income and expenses are listed on, typically a Schedule C for a sole-proprietor or Schedule E for a partnership or S corporation. The business federal ID number is often different from your social security number and will not pose a problem with the processing of your tax return.   If you look on the top of the Form 8995-A, you should see your social security number in the top right-hand corner.

Exactly, thank you so much for posting the instructions above.  Where is the evidence that shows GA is limiting taxes to 10,000?  None of the tax booklet instructions say this anywhere.  I see no articles or news that shows they did not change with Federal.  in fact the instructions booklet for 12a - 12c, ask for the total federal itemized, then the taxes paid to other states removed to come up with the new total.  Nothing in the instructions saw use 10,000, unless the other state reaches the 10,000 max value.

Where is the evidence that shows GA is limiting taxes to 10,000?  None of the tax booklet instructions say this anywhere.  I see no articles or news that shows they did not change with Federal.  in fact the instructions booklet for 12a - 12c, ask for the total federal itemized, then the taxes paid to other states removed to come up with the new total.  Nothing in the instructions saw use 10,000, unless the other state reaches the 10,000 max value.

If you opened your return after filing and changed even one small number (perhaps to "see what would happen" or to test a deduction) before clicking the "Amend" button, TurboTax now thinks that "changed" version is your original. When you then start the amendment, it pulls those "in-progress" numbers into Column A.   If you are certain you didn't touch the file before amending, it's possible there were software updates after the time you filed and before you amended. The new calculation might retroactively apply to your "Original" column, causing a mismatch with what you actually e-filed months ago.   To fix this, go into Forms Mode, open the 1040X Worksheet, and manually correct the figures in Column A to match your original 'as-filed' return. This ensures the software calculates the 'Change' (Column B) correctly based on the 'Correct Amount' (Column C)."   How to amend my return?   This thread might also be helpful: community thread

No, for federal if you are an employee.  If you are an employee, you cannot claim your internet or electricity at all.  Employee job related expenses are not tax deductible on your federal return.    Depending on which state you live in, you may be able to claim a deduction for your job related expenses.  Which state are you in?   If you are self-employed, receiving a 1099-NEC instead of a W-2, then yes, you could take a prorated deduction on your Schedule C. 

Considering your high level of income, the additional tax on your amended return may be more in line with the figures you got, but they still seem as though they may be a bit excessive (especially the Massachusetts tax)   And you are correct, the IRA/SEP/SIMPLE box is not checked in the 1099-R entry screen.   You should run through the state interview for Massachusetts after you change the 1099-R information, just to be sure everything there is being reported correctly.  Your return for MA may get fixed by correctly entering the 1099-R, but you may want to be sure.  A state tax of $169 on $374 of earning is unreasonably high - Massachusetts has a flat 5% tax on incomes below $1,038,150, so the tax on that should be closer to 5% of $374.    

Type letme (no space between let & me) in the search box. Then press enter. Then  click  on the link "jump to letme''.  TT will give you the option to select another tuition  credit  Or Type letme (no space between let & me) in the search box. When the dropdown list appears, click on letme rather than "jump to letme'. On the next drop down, click on the "jump to letme” link.   $1400 of expenses will get you $1400 AOC or $280 LLC.   In addition to the 4 times limit, for the AOC, there is effectively a 4-5 year limit. After graduation (or otherwise completing 4 years of post secondary ed), he is no longer eligible for the AOC.   There is a 3 year limit for amending returns.