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@oneserve000 From the 2025 IT-511 Individual Income Tax Booklet page 17- https://dor.georgia.gov/document/document/2025-it-511-individual-income-tax-booklet/download   Note: For all taxpayers (full year, part year, and nonresident), if state & local income taxes were limited on the Federal return to $10,000 ($5,000 if married filing separately)

Yes, mostly.  You can go back and amend your returns for the prior 3 years to claim the Self Employed Health insurance deduction.  You have three years after the date your filed your original return or 2 years after the date you paid the tax, whichever is later, to amend your return. So if you filed all of your returns on time, you would not be able to do the one from 2021 or before to claim a refund.    For your 2022 return, assuming it was filed and paid on time, you would need to Amend it by April 15, 2026 in order to claim a refund.    However, prior to amending, be sure you did not claim this deduction  without knowing it.  If you entered your SSA-1099 into TurboTax, and it included Medicare Premiums, it may have transferred to your business.   You would find this on Schedule 1 Part II line 17 for 2024 if you were given the deduction. This does NOT show on Schedule C.  It is an above the line deduction on Schedule 1.  You may also see form 7206 for 2023 and 2024. Medicare B may have been transferred, but your Medigap premiums, you would have had to enter.    Also note, that your self-employed health insurance deduction is limited to your profit.  It cannot create a loss.     Deducting Health Insurance Premiums If You're Self-Employed   How to file an Amended Return

@kmanred  IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech.  If that is not the case, try the following: Try running Turbotax as Administrator if using desktop CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser. All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized. Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information. RUN SMARTCHECK Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software. Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously. Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account. If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.

Thank you.  I thought I had purchased business, but its Home and Business. So I think that is the problem. I do see now that there is yet a different product.  That is likely my problem       We did have expenditures related to incorporation.  Although, they were minimal. 

  This is a high-volume period for the IRS. If you're trying to check on what can delay your refund: Things that can delay a refund: and  Why Is My Tax Refund Taking So Long? 7 Reasons for Delays   “The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Thank you for your response. I was in error when I said line 13 on form 140. On form 140, it’s actually line 15 I’m talking about. Line 13 is from my 1099 – DIV.   After much reading and your response, I think I have figured out the problem.   Thank you

As @xmasbaby0 has said several times in this thread:  We are seeing lots of users who made a user error that caused their SS to be not taxed correctly.   Right after the screen where you enter the SSA1099, the next screen has questions about whether you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly on that screen, your SS was not taxed correctly and you ended up with "zero" on line 6b instead of the amount of SS that should have been taxed.   It is so important to take your time and read every screen top to bottom.

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.