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Form 2210 is the form used to calculate the Underpayment of Estimated Tax penalty. Did you have a penalty last year? TurboTax only generates this specific form in your return if one of the following scenarios applies to you:   You did not pay enough tax throughout the year via withholdings or estimated payments, and the software calculated a penalty. You owe a penalty but are asking the IRS to waive it due to a casualty, disaster, retirement, or disability. You are using the Annualized Income Installment Method to reduce or eliminate the penalty because your income was uneven throughout the year (e.g., you made most of your money in the winter). Since you are asking about your tax liability, you can find this on your 1040 form.   You can find your 2024 tax liability by: Looking at line 24 on page 2 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

The taxable amounts paid as disability payments before the normal retirement date for the plan are required to be reported on line 1h, not on line 5a/b.  If this was not a disability payment received before the normal retirement date, either edit this 1099-R and correct your answers to the related questions or delete and reenter the 1099-R, making sure to answer the follow-up questions correctly.

@susanpbutler wrote: $60,000 capital gains after capital improvements, acquisition, closing costs, etc.,  and it looks like I then have to go back and get tax 25% for depreciation I took over the years on the house?  That is a hefty amount.  I live in Florida. Yes.  Depreciation is essentially a deduction for "lost" value due to wear and tear.  It devalues the property on paper.  If you are able to sell for more than the adjusted value, that means you are getting the depreciation back.  If you deducted it before, you have to pay it back.  Recapture is not necessarily taxed at 25%, it is taxed as ordinary income with a cap of 25%.  So if your only income this sale, you get a standard deduction depending on your filing status (single, married, head of household, etc.) and then your ordinary income is taxed at 10% or 12%.   You can create a backup account in Turbotax 2025 version, and enter your data to get an estimate of the tax (which assumed the tax law won't change this year, which seems like a safe assumption at this point.  Or try this estimator. TaxCaster tax calculator

The IRS generally allows you to aggregate foreign income under specific labels to avoid listing every single country, especially when it comes from managed accounts or mutual funds.   For the 8 RICs: You do not need to list the individual countries inside those funds. When TT asks for the country, select "RIC" (it is usually at the top or bottom of the alphabetized country list). You can group all 8 RIC dividends and their taxes into one entry under the "RIC" country designation.  For the 19 Countries: If these are individual stocks (not funds), the most efficient way to bypass the "1116 hung up" error is to use the "Various" country designation. Some believe you must list every country for individual stocks. While technically the IRS likes detail, in a consolidated brokerage setting, aggregating them under "Various" is a widely accepted practice for passive dividend income to make the math on Form 1116 work.  

If you are experiencing issues with saving or printing your business return, please install Adobe Reader. You may see a warning message in Adobe for the PDF files, but it can be ignored. The documents should be complete and ready to be printed if necessary.   This is a known issue with no estimated resolution date.

You won't have a penalty provided you make the same payments (Line 33) that you made in 2025, plus the quarterly payments reflected on the 1040-ES form.   The IRS has ‌a safe, quick, and easy way to pay estimated taxes. It's the  electronic payment options    Turbotax uses these guidelines to avoid the underpayment penalty: The amount you owe is less than $1,000, after subtracting withholding and refundable credits. You paid 90% of the tax that you owed for the current year. You paid 100% of the previous year tax, (110% for higher incomes). If your previous year's adjusted gross income was more than $150,000 you will have to pay ‌110% of your previous year's taxes to satisfy the "safe-harbor" requirement. Underpayment of Estimated Tax by Individuals PenaltyYes, You can still make a payment for last year.      

If you use the "standard" method, your sales tax deduction is calculated from your income and where you live.  Then you have the option of adding sales tax you paid for specific purchases -- motor vehicles, aircraft, or a home or major home renovations.  You should just be asked for the dollar amount of your vehicle sales tax and you can enter that amount even if it was paid to a different state. 

As of last night, this issue has been updated. You will now see in the NJ section a statement that says NJ does not tax Code Q distributions. Although you entered it as a T, this is because the fund isn't committing to code Q which makes it nontaxable. Once you answer some of the questions in the federal section after entering your 1099-R, TurboTax is then saying yes you qualify and making the income nontaxable in NJ as well.  @BhSe 

Look at Part III of the IRA Information Worksheet to if it shows $4,000 there.  Any amount there would either have been transferred in from line 3 of the 2024 IRA Information Worksheet or an amount that you entered into 2024 TurboTax.  You might try answering Yes when TurboTax asks if you made nondeductible traditional IRA contributions and then altering or deleting any amount that TurboTax show as the amount.   If you made no traditional or Roth IRA contributions for 2025, make sure that your tax return does not include any IRA Contribution Worksheet.  Delete the IRA Contribution Worksheet if present.

Yes. A partner who receives guaranteed payments reports the amount as ordinary income on his/her/its tax return. Since guaranteed payments are not treated as distributions, there is no effect on the recipient partner's capital account or tax basis in the partnership interest.

$60,000 capital gains after capital improvements, acquisition, closing costs, etc.,  and it looks like I then have to go back and get tax 25% for depreciation I took over the years on the house?  That is a hefty amount.  I live in Florida.

The answer to the insurance question is "none" for the entire year because you were not considered eligible -- although you were in an HDHP, you were ineligible for other reasons.   You need to remove the entire $2486 if there is that much money in the account, even if you withdrew some.  But if the $2440 was the only funds and you emptied the account, that will also satisfy the situation.   When you answer none, the program will ask something like "will you remove the excess" and you will say yes.  That should take care of it.  If the $2440 included interest, that is reported separately.  For example, if you removed $2435 of excess funds and $5 of interest, you would report the removal of $2435 and report the $5 as bank interest. 

The IRS matches EINs by comparing the submitted 9-digit number and a 4-character "name control" (derived from the legal business name) against their master database, primarily via the e-file system and TIN Matching program. If the name control and EIN don't match, the return or form will likely be rejected.    Can you go back to all forms (W2s, 1099Rs, etc) and check the name entered? That's the only other thing that may cause this reject. If this can't be resolved, your only option is to paper file.