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Thank you so much!   My hubby is working on an agreement with his sister. It sounds like we need to ensure that the agreement covers the release of the escrow funds. He was hoping for a simple agreement to divide the remaining assets with her keeping the remaining house and him keeping the cash and dividing the sale proceeds in half. So I can run a back of the envelope calculation of what the taxable income should look like and factor that in. But it sounds like it will not be an issue for the 2025 tax return.

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   Local estimated taxes for 2025    

You need to delete the duplicate RMDs (which are reported via Form 1099-R).   Enter/Edit/Delete 1099-R: Open or continue your return. Search for "1099-R" in the Search box. Click on "Jump to 1099-R" link. When you find "Your 1099-R Entries" or "Review your 1099-R info" screen, Click on the trash can icon (or the Delete button) next to it, and Confirm that you want to delete the form. Continue through the rest of the 1099-R "interview" questions until you reach the end of that section (to make sure the program recalculates your total RMD correctly). If your Refund/Owed meter still looks too high, you may also have a duplicate "RMD Worksheet."     Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online: Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.  TurboTax FAQ: How do I view and delete forms in TurboTax Online?

Since the instructions to Form MO-TC do not specify parameters for splitting the credit between spouses, I suggest you allocate it based on the purpose of the credit. If the credit applies to both of you, it would be reasonable to split it 50/50. If the purpose of the credit is only beneficial to one of you, then allocate to that person. For instance, if you have a work credit and you are the only one working, then you would take 100% of that credit.

Try these:   Reduce the zoom in the settings of the browser until the "Submit" or "Place Order" button is visible. Return to the File section and verify that the billing address exactly matches the one on your credit card, to avoid submission errors. Clear your browser’s cache and cookies from your computer to prevent browser's issues. Follow the instructions below: How do I delete cookies  How to clear your cache  If the issue persists, please refer to help at: TurboTax Customer Service  

@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