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Do you have your new IP Pin to use for 2026? This number changes every year.     You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"      Here's how you can fix a reject:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

If you're filing a New York return for tax year 2025 and have a New York-issued ID, you're required to enter the document number (in addition to your ID number) on your New York state return.   This number is an 8- or 10-digit alphanumeric number located in the lower right corner of your driver's license, permit, or non-driver ID, or on the back if it was produced after January 28, 2014. The document number begins after IDUSA. Do not include IDUSA as part of the document number.   You can see examples at the New York Department of Motor Vehicles website.   TurboTax FAQ: Where do I find my document number so that I can e-file my New York return?     The State ID/Driver's License is an optional security measure, but the IRS does not actually require it to process your federal return.   You can also often select "I don't have a State ID/Driver's License."   Try entering just (only) the first three (3) characters; do not include dashes nor spaces.  

Medicare surcharges, specifically the Income-Related Monthly Adjustment Amount (IRMAA), appear on the monthly Medicare bill as an additional charge. (if you pay Medicare premiums directly, otherwise, it's deducted from your Social Security check. This charge is added to the standard Medicare premiums for Part B and Part D, reflecting the higher costs for beneficiaries with higher incomes. The surcharge is calculated based on the beneficiary's modified adjusted gross income (MAGI) from two years prior, and it is applied to both Part B and Part D premiums. Beneficiaries should be aware of these surcharges and plan accordingly to manage their Medicare costs effectively    

If there was no personal use of the property, you can report as the sale of investment property as follows:   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Other as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis. Choose Land (other investment purpose) as the type of investment sold. You will get capital loss treatment on form 8949.      

What country? There might be a tax treaty between the foreign country and the US that affects how the foreign pension is taxed by the US   if taxable  method one - list under line 8z on schedule 1 Federal>wages and income less common income>show more Miscellaneous Income, 1099-A, 1099-C>start Other reportable income>start Answer yes to the first screen Next will be a dialog box asking for the description of the income. Type in My Foreign Pension Income and report the amount.   meiod 2 create  1099-R -however, certain additional payer info is needed like 1) foreign address 2) payer id number try 36-1234567      

Ok. So I can get to my printable file. I will ignore the messaging, sign and mail. Now, I just want to save the final .Tax file My issue now is that when I go back into the return, it gives me an option that says ,~Open your return after you mailed or e-filed? OR 'I have not yet mailed or e-filed this amendment'  I selected the option 'I haven't mailed yet'. However, it still Zeroes out my state return like I'm making a new amendment. I just want to save the final .Tax file, so I can import into the 2023 Desktop product (where I need to make another amendment.) is that possible?

I did some AI research and found this: Query: My tax error was that I reported my estimated tax payments under "withholding not already entered under a W2 or 1099" instead of reporting them under "Federal estimated taxes for 2025 form 1040ES" and "State estimated taxes for 2025". AI Response In this specific case, you  do not necessarily need to file an amended return right away, although it is the "cleanest" way to fix the record.  While you reported the payments on the wrong line (withholding instead of estimated payments), the total amount of tax you claim to have already paid remains the same. The IRS frequently identifies and corrects this type of misclassification during the initial processing of your return.      IRS (.gov) +1   How the IRS Handles This Error Automatic Matching: The IRS matches what you report on your return against their internal records of your estimated tax payments. Automatic Correction: If they see your estimated payments in their system but see you claimed them as "withholding" on your return, they will often automatically move the amount to the correct line. Notice of Change: If they correct it for you, they will send a notice (usually a CP11 or CP12) explaining that they adjusted your return.      IRS (.gov) +3   When You MUST Amend   You should proceed with an amended return (Form 1040-X) only if:  Refund Delay: The IRS flags the return as a "mismatch" and stops processing it until you provide clarification. Incorrect Total: If the amount you entered as "withholding" does not exactly match the total of your estimated payments, resulting in an incorrect tax balance. State Requirements: State tax agencies are often less automated than the IRS; you may need to file a state amendment even if the IRS fixes the federal portion automatically.      IRS (.gov) +3

It is possible to have a refund and an underpayment penalty but the safe harbor would prevent the penalty. Letting the IRS calculate the penalty is the best option since the program was calculating one. There may have been a dollar in rounding that created the penalty. I suggest you leave feedback where it will be read and acted upon. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

Thx. End of 2025 I was 66 Filing single Income less than threshold   I was using Tuebotax online, then downloaded to finish on desktop.  The amount was correct after switching.  Suddenly today the $2k was gone.  Nothing changed, my birthdate is correct, fi,ing is still Single and income did not increase,,it is still below the threshold.

You can enter out of pocket medical expenses.  If you are getting Social Security, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       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)

See this for how to transfer tax files when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US