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Open your 2025 tax return and select the Federal tab from the left menu.   1.Navigate to Deductions & Credits. 2.Scroll down to the section titled Estimates and Other Taxes Paid and expand it. 3.Select Start or Revisit next to Estimated Tax Payments. 4.On the following screen, choose Federal estimated taxes for 2025 (Form 1040-ES). 5.Enter the amount you paid and the date of the payment. 

When you file separately, you and your spouse generally must divide your home costs based on who paid them. If your spouse claims 100% of the mortgage interest and property taxes, you cannot claim them. If you paid from a joint account, you can split them 50/50, or you can agree to another split based on who paid them.    You must keep records showing who actually paid the expenses. If only one spouse is legally liable for the mortgage/taxes, only that spouse can claim them, regardless of who paid. If you didn't pay any of the expenses, then you will not be able to deduct them. you cannot claim them.  See also: How do we split our itemized deductions?   Publication 504 (2025), Divorced or Separated Individuals Publication 502 Medical Expenses Please return to Community if you have any additional information or questions and we would be happy to help.

This problem is now solved.  It was never a TurboTax problem.   It only appeared to me that the OID did not flow thru because the 1099-OID imported from Schwab had an incorrect amount in Box 6 Acquisition Premium of $771.99.  This amount subtracts off the Box 11 Tax-Exempt OID of 824.14 making it very little of it flow thru.  Instead of $771.99 the correct amount of Acquisition Premium that should have been in Box 6 was $94.19.  My paper copy 1099-OID from Schwab had the correct amount of 94.19 but the version of the 1099-OID imported from Schwab into TT had the incorrect $771.99 amount.  The number 771.99 never shows up anywhere in my Schwab 1099-Composition paper copy.  I know from my personal records that $771.99 is the bond premium I paid above the adjusted issue price in CY2018 when I purchase the bond.

One of my Inherited IRAs is from my dad who passed in 2021.  I have a 10 yr withdrawal window. The other is from deceased spouse; now using my life expectancy.   Seems like I would add the inherited 'spousal' IRA to this worksheet field. And maybe not the one from my dad, becasue of the shorter window.   Still, I can't tell how this info in this field is ultimately being used by TTax. That is, Why is TTax asking for this info at all? Where is it being used?   And if the 10 yr Inherited IRA is handled differently, where in TTax is that being tracked and managed?

Try this and see if this works.    Go to federal>wages and income Less common income>Foreign income and exclusion select start Next screen asks if you made any money outside the US.  Say no. Log or close your return and then open your return again. See if this error is still present. If it persists, try this method.   Go to Tax Tools (left side)  Select Tools Choose Delete a Form Look for any of these: 2555  2555‑T Foreign Earned Income Worksheet Foreign Income Tax Worksheet Foreign Employer Compensation Worksheet Form 1116 Comp Worksheet If you see any of them, delete them. Now if this doesn't work. Try this trick as this works surprisingly often:   Go to Foreign Earned Income and Exclusion.  Steps are included above. Say YES you had foreign income  Enter a fake employer and $1 of income Continue until TurboTax generates Form 2555 Return to the same section Delete the foreign income you just added This may force TurboTax to flush out the hidden 2555‑T and remove it.  If nothing else works Tax Tools → Tools → Clear & Start Over.  This is called the nuclear option and is only to be used as a last resort.   @user17742018438         

Follow these steps to find the QBI questions for your properties:   Navigate to the Summary: Go to Federal > Wages & Income > Rental Properties and Royalties (Sch E). On the Rental and Royalty Summary page, click Edit next to one of the properties missing the QBI entry. Do not look for a QBI button on the main property info page. Instead, scroll to the very bottom and click Done with Rental Property. After clicking "Done," TurboTax will cycle through a series of "wrap-up" questions. Look for a screen titled "Let's see if you're eligible for the QBI safe harbor" or "Is this Qualified Business Income?". Answer "Yes": Answer Yes to indicate the property is a trade or business. This will open the QBI input screens where you can confirm it qualifies. If this does not work, please post and we can try something else.

If you filed a joint return for 2024 your AGI is on line 11 of your 2024 Form 1040---you can find it on a transcript of your return if you do not have a copy of the tax return.   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

I have interest and dividends that are excluded on my State return, thus the Form 1, 1-NR/PY Schedule B Line 6, "Other Interest and Dividends Excluded Statement" is used to reflect that exclusion.  However ,ONLY the top part of the form should be used.  The bottom part of that form (in the box) Line A is being automatically filled in by TT with my total ordinary dividend and interest.  There should be NOTHING in that box since I am a full time resident.  Please advise.  This should be corrected as full time resident has been confirmed in the prompted questions.

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.    

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

I am assuming the options you exercised were Incentive Stock Options (ISOs).  If you exercised the ISOs in 2021 and held the stock until 2025 the sale is definitely a qualifying sale, because:   more than two years passed between the grant date and the sale date, and more than one year passed between the exercise date and the sales date. Because it is a qualifying sale, none of your profit is considered compensation.  You should report the sale on Form 8949 and Schedule D and the gain will be a long-term capital gain.  It should have been reported on Form 1099-B, but you can report it without the form.     As for the 1099-NEC, you can handle that a couple of ways.  You can enter it as a normal 1099-NEC, which will generate a Schedule C and report it as self-employment income.  You can then enter a Miscellaneous Expense for the exact same amount.  They will zero out and have no impact on your tax return.  Or, you can report it as miscellaneous income, which will allow you to report it without triggering Schedule C.  You will have to enter another miscellaneous income item with a negative amount to offset the income.  If it were me, I would put it on Schedule C.  It's a little more trouble, but it's my experience that the IRS is less likely to question a Schedule C as opposed to other income.   To enter as Other Income:   Go to Wages & Income Summary Locate "Less Common Income, Home sale, cancelled debt (1099-A, 1099-C") ... etc." Scroll down to "Other misc. income" Select Other "reportable income" and click on Start Answer Yes to "Any other taxable income?" Click on the blue Add button Enter a description and amount (e.g. 1099-NEC, and 1099-NEC offset).

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    

There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.    If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.       For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income.  If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65  

@mergleman wrote: Correct, all were payroll deductions in 2025. I entered $4300 in box 12 code W on my W-2. I would like to leave it at that and not touch anything else HSA-related, but I have to enter a 1099-SA for $360 in medical expense distributions. The 1099-SA workflow goes directly into asking me questions about whether I had an HDHP, etc. I don't check any boxes or enter any amounts, and at the end of that workflow TurboTax tells me I contributed an excess of $3800. I have no idea how it even knows that number. My W-2 does not separate out the $500 my employer contributed from the $3800 "I" contributed. I tell TurboTax I'm not going to withdraw any of the excess. On the breakdown page it shows $4300 in "tax free employer contributions." So which is it, am I getting taxed 6% on $3800 or not? I feel like you must have entered the $3800 somewhere.  You are required to answer the full HSA interview if you have contributions or withdrawals (to certify how many months you were eligible, etc.) so it is not the 1099-SA that is causing a problem.  And you are correct that Turbotax doesn't know how your work contributions are broken down unless you entered that information someplace (and in fact, the breakdown doesn't matter under the law, all workplace contributions are the same).  You may have something stuck in an internal program worksheet from your previous incorrect answers.  You need to go to Forms mode (in the desktop program) or tax tools (in the online version) and delete any form 8889-T or 8889-S, as well as any form 5329.  Then you will have to run the full HSA interview again.   If that doesn't fix it, you may need to call customer support and have them do a screen share with you to look at your file.