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If you haven't filed your income tax return, to edit your Employer Identification Number (EIN), follow the next steps:    Open or continue your return in TurboTax. Locate your W-2 and select the Jump to link in the search results. Click the Edit button next to the employer with the incorrect EIN. Correct the 9-digit Employer ID Number from your W-2 (do not enter the hyphen) to match your physical W-2 form, then continue to save. If you filed your income tax return and the Employer Identification Number (EIN) is wrong, you will probably get rejected. You can fix it.  In case your return was already accepted by the IRS, you will need to file an amended return to change the EIN.  

If you receive your pension in monthly payments then all payments are considered RMDs.   In TurboTax, you can answer that the whole sum received is RMD and that your RMD is equal to the total received.    This way, TurboTax will know that you have satisfied all RMD requirements.

Yes.   You are considered a full-time student if you are enrolled for the number of hours or courses that your institution considers to be full-time attendance, for at least five full or part-months in the year.   Please see this IRS document.

Check Schedule D line 6 and 14 and the  2 worksheets…. Capital Loss Carryover worksheet showing the carryover from the prior year and the current amounts. Capital Loss Carry Forward worksheet showing the amount transferring over to next year. In the Online version you have to save your return with all the worksheets as a pdf file to your computer to see the Capital Loss worksheets. You need to use Online Premium to enter a Capital Loss Carryover and investments. Or any of the Desktop programs. In the Desktop program you can switch to Forms Mode and open the worksheets.

Q. Do I qualify as a full time student if I was enrolled full time from August to December last year? A. Yes. You meet the (parts of) 5 months rule.    Being a full time student is not necessary for the tuition credit.  The primary purpose is for being a dependent.   There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year    

@cwr64 wrote: I took my taxes to a well-respected Pro and she did my taxes for $150 and I am getting $700 back.   That's a good deal and depending on the complexity it could be a great deal. You're likely much better off sticking with that preparer at that price in the future.

If you can not file your tax return and it keeps redirecting you to the beginning, you can try the steps listed below to correct this. This issue is often caused by old data or browser extensions blocking the final steps. Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try using incognito mode  Temporarily disable antivirus or firewall software that might be blocking data transmission If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  It may be a temporary server issue. This requires you to wait and try again later. Please return to Community if you have any additional information or questions and we would be happy to help.

No, you cannot file as "Single." If you are legally married, the IRS requires you to file as a married person, regardless of where your spouse lives.   Since your spouse is a nonresident alien (NRA) living abroad, you have two main paths. Here is how to handle the SSN/ITIN hurdle and your filing options.     1. The Default: Married Filing Separately (MFS) This is usually the most straightforward option if you want to keep your spouse's foreign income completely out of the U.S. tax system.   The SSN Issue: Since your spouse doesn't have an SSN, you cannot e-file with TurboTax. You must paper file your return. In the space for "Spouse’s SSN," simply write "NRA" (which stands for Nonresident Alien). MFS is often the least favorable status. You’ll have a lower standard deduction, higher tax brackets, and you lose eligibility for several credits (like the Earned Income Tax Credit or certain education credits). 2. The "Election": Married Filing Jointly (MFJ) You can choose to treat your nonresident spouse as a U.S. resident for tax purposes. This allows you to file a joint return, which usually results in a lower tax bill. If you do this, your spouse’s entire worldwide income becomes subject to U.S. taxation. You may be able to use the Foreign Tax Credit to avoid double taxation. The ID Requirement: Your spouse must have an ITIN (Individual Taxpayer Identification Number) to file jointly. You apply for this by attaching Form W-7 to your tax return. Here is a link for a download for Form W-7. Here is the link for the instructions for Form W-7. You won't be able to efile with this option without an ITIN or SSN. If you choose the second option, here is how to file in TurboTax.   In the Personal Info section, set your marital status to Married. When asked "Do you want to file together with your spouse?" select Yes. Spouse's SSN: TurboTax will not let you proceed with a blank SSN. Enter a "placeholder" or "dummy" SSN (e.g., 999-00-9999). Note: You will manually white this out or cross it out on the printed copy later. Income: You must report all of your spouse’s worldwide income for the entire year, even if it was earned outside the U.S. before they had any connection to the country.   Step 2: Prepare the Mandatory Election Statement The IRS requires a formal, written statement attached to your return. TurboTax does generate an election statement for you but you both must physically sign the form, making it impossible to efile. In the details of the form, you will mention that one spouse was a nonresident alien and the other was a U.S. resident on the last day of the tax year. Make sure that it states that you both choose to be treated as U.S. residents for the entire tax year. Be sure it has the The name and SSN/ITIN of both spouses. (If your spouse doesn't have an ITIN yet, write "Applied for ITIN"). Signatures: Both you and your spouse must sign this statement. For this year, since it is late in the filing season, you may wish to consider filing Married Filing Separate this year.  in the meantime, I would suggest filing a W-7 to have this ready by next year so you can file Married Filing Jointly.  Read the two links I have included above, especially the instructions for filing the form.   You can also file an extension to your return this year.  You have until October 15 to file your return with this option if that will give you enough time to sign the election statement as well as the W-7.   @dsd89         

You're doing the math correctly!   Let's go back to the 1099-MISC that you received from your Oklahoma source.  When you entered that 1099 into TurboTax did you make certain to fill in boxes 16, 17 and 18?  If any of that information is missing then the system will not carry the full amount over to the Oklahoma return.

Form 4562 is generated when required. You need to review your asset section and verify the depreciation you are claiming. Sch E line 18 will show depreciation from assets placed in service in prior years without filing form 4562.   Form 4652 instructions state: Except as otherwise noted, complete and file Form 4562 if you are claiming any of the following.  • Depreciation for property placed in service during the 2025 tax year.  • A section 179 expense deduction (which may include a carryover from a previous year). • Depreciation on any vehicle or other listed property (regardless of when it was placed in service).  • A deduction for any vehicle reported on a form other than Schedule C (Form 1040), Profit or Loss From Business.  • Any depreciation on a corporate income tax return (other than Form 1120-S).  • Amortization of costs that begins during the 2025 tax year.

I have no after-tax, since in previous years, during my 401ks moved to a single account (IRA rollover}, I separated these amounts out of the IRA during the rollover process.    My 2025 tax bill is much, much higher than my 2026 tax bill, I cannot do the 110% of 2025. So, am I incorrect in thinking I can pay the 110% of 2026 tax for the safe harbor? Although, it sounds like I need to go ahead and calculate the tax at that next level and divide by four then ensure each quarter I pay at least that 1/4 amount (although will likely not need to pay anything in the 2nd qtr. and I do not have to use the 110% amount)   In the near future I will calculate how much less tax I will pay if I convert the remaining IRA balance over 3-4 years with 2028-on keeping my total income under the IRMAA penalty level for when I start Medicare in 2030.

Horrible customer service.  I am in the same position.  It never had any options for multiple coverages.  Same price as year before, receipt looks exactly the same.  I have used turbo tax for over 20 years!  NO CUSTOMER SUPPORT - trying to talk to a real person there is impossible.   I am posting multiple concerns and complaints with their product.  I need the president of TT to contact me!  

You can convert your Online purchase to Desktop following the instructions below and in this help article:   Install and/or open your 2025 TurboTax Desktop. If you haven't purchased TurboTax Desktop software, select the product you need to complete your return. Important: If your return includes a state, make sure you also install the corresponding state program(s) in order to proceed. Select Continue From TurboTax Online. Sign in to your Intuit Account. Your data will be imported into TurboTax Desktop, and your return will open once data transfer is complete.  

No, it used it up.  Each year you get to first offset the carryover loss against any and all gains you have each year so that can use more of it up. Then after applying the loss to the current gains if there is still a loss, you can take a max loss of 3,000 per year.