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Yes.  Depending on your combined income, you may have taxable social security of $0.  "Combined Income" is calculated as your Adjusted Gross Income (AGI) + Nontaxable Interest + 1/2 of your Social Security Benefits.  If this amount is less than the threshold for your filing status, you could have $0 taxable social security. As long as line 6a shows your social security benefits, if line be says $0, then this would be correct.  Now, if you are not done with your return and you add more income, this could change and more of your SS could become taxable.    Taxability of Social Security & SSDI General Rule: Social Security benefits are not fully taxed. Depending on your "combined income," up to 85% of your benefits may be taxable. SSDI Treatment: SSDI (Social Security Disability Insurance) benefits are treated exactly the same as regular Social Security benefits for tax purposes. Thresholds for 85% Taxable: Single: Combined income above $34,000. Married Filing Jointly: Combined income above $44,000. Married Filing Separate: Benefits are taxable at 85% regardless of income level. Thresholds for 50% Taxable: Single: Combined income between $25,000 and $34,000. Married Filing Jointly: Combined income between $32,000 and $44,000. Why did the taxable amount of my Social Security benefits change so much from last year?   If your income is over the amount that would keep your benefits from being taxable, go back through the social security section and double check your answer to did you live in a foreign country while receiving your SS benefits. 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Hi, thank you for the response.    1) You stated that in the home sale section towards the end, not to input a depreciation amount as this will be done in the sale of business property section  to account for the room rental.   So this along with the AMT part should then be left  blank, yes?       2} You mentioned that if i wanted to use the depreciation for the tax year 2025, that a form 3115 must be used in order to do so.   For clarification: If i dont want or care to use for 2025 and just calculate the cumulative depreciation.and use this figure on the sale of business property, is Form 3115 still required?     3)  In the rental section,  If i choose rental  property converted back to personal use and sold  (renter left at end of 2024 ) , will i still be able to input business use percentage, the date put in service,  improvement cost minus land for that data to calculate the total amount of depreciation - so that willl feed to schedule 4797?  

Lorsque vous terminez une déclaration, il y a une case à cocher pour indiquer si oui ou non cette déclaration fait partie des 8. Voici une image en anglais mais vous avez la même chose en français. Cahque logiciel peut produire 20 déclarations sur un ordinateur qui est la limite autorisé par l'ARC. Si vous avez besoin de plus que 8 déclarations, alors vous payerez les supplémentaires une à une.      Si on vous demande une mise à niveau, c'est parce que le logiciel DeLuxe ne contient pas les fonctionnalités / situations que vous demandez. Par exemple, on ne peut pas déclarer un travail autonome dans DeLuxe, ni déclarer des revenus de location, etc....   Regardez le tableau sous les logiciels pour voir ce qui est pris en charge.   Choisissez votre logiciel TurboImpôt

I'm sorry, I don't understand the statement   "If you filed separate returns with T-Rowe Price, "   I don't file returns with TRP, I file it (one for me &wife) with the IRS. Maybe i'm missing something. 

Yes.   The CA Franchise board says in this document:   For taxable years beginning on or after January 1, 2025, and before January 1, 2030, California allows qualified taxpayers to exclude from gross income up to $20,000 of retirement pay from the federal government for service in the uniformed services or annuity payments received pursuant to a U.S. Defense Department Survivor Benefit Plan.

Hi Dave, A quick follow up to this. I am also trying to file using Turbo Tax and understand the information you provided above- but the IRS states there are exceptions to needing an EIN- and my case happens to fall into that. It should be possible to override the incorrect assessment of Turbotax that I must have the number. Is anyone aware of how that can be done?   Thanks

If you are unable to upload your Form 1099-MISC from your bank, you can enter it manually using the instructions listed below.   Income reported on Form 1099-MISC is generally considered self-employment income if it represents payment for services provided as an independent contractor or freelancer.  It is usually reported in Box 3. It requires filing a Schedule C with your income tax return and paying self-employment tax. TurboTax will guide you through the process of entering your miscellaneous income.    Income reported on Form 1099-MISC is not considered self-employment income when it represents passive income. Such as; prizes, awards, or legal settlements rather than payment for your services rendered. This income is reported on Schedule 1 (Form 1040) as "Other Income" rather than Schedule C. It is likely that your referral bonus falls into this category.   To manually enter your Form1099-MISC:   Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-MISC" in the search box. Click on the link "Jump to Form 1099-MISC" Your screen will say, "Did you get a 1099-MISC?" Click on Yes Your screen will say, "Let's enter the income from your 1099-MISC" Enter your details as shown on your form.  Enter it under Other Income if it is not Rents or Royalties and Continue Your screen will say "Describe the reason for this 1099-MISC" enter a brief description such as Referral Bonus and Continue Your screen will say," Do one of these uncommon situations apply?" Review this list and if none apply, check None of these apply. And Continue Your screen will say, "Did the XXX involve work that's like YOUR NAME main job?" Answer No if this was a one-time referral bonus and not related to your main  job.  Your screen will say, "How  often did YOUR NAME get income for XXXXX? Answer and Continue Your next screen will say, "Did the RXXX involve an intent to make money?" If No, your entry is complete. It is likely your referral bonus will fall into this category. If Yes, your income will be entered on Form Schedule C as Self-Employed Income. Continue through your TurboTax screens and answer all follow-up questions regarding your income.   Click here for information on Form 1099-MISC.    Click here for "Where Do I Enter Form 1099-MISC?"    Please feel free to come back to TurboTax Community with additional information or questions.

You get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse. Go back though the Social Security entries and double check the questions. There is one that asks… Are you a U.S. citizen who lived abroad in one of these countries in 2025? Should pick NO.   Or maybe your SS is not taxable.  Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0

@mary - Excellent summary - thanks!   I did go through the F8829 line 11 Worksheet, and ended up with direct excess RE taxes.   Of interest, the 8829 instructions do say that that Sch A RE taxes should of course not include what's allocated here (line 6) of the Line 11 Worksheet.   HOWEVER - TT only picks up the real estate and not excess real estate from the 8829's. I tried overriding the value on line 2f of the TT Tax and Interest Deduction Worksheet ("less real estate taxes deducted on Form 8829) but that caused an error.   TT bug/feature or do I get to deduct it twice ....

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, 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.