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Estimated tax payments you made in 2025 have nothing to do with a Standard Deduction.   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

If you filed your 2024 return with education information from a 1098-T rather than claiming a deduction for student loan interest on 1098-E, you can amend your 2024 return and correct it. See  How do I amend my federal tax return for a prior year? If your return for 2024 is correct, it may be a labeling error. As long as you have your records and the return is correct, no worries.

Thank you so much for your very helpful answer. Yes, I am the legal personal representative. I have one more question, if I may.  The decedent received a 1099-R for the gross distribution of final payouts from two annuity contracts plus an RMD payment from a retirement account; it also reflects federal and state income taxes withheld.  I am the named beneficiary of all of the accounts. The distributions occurred after death, so the payments were made to me. I don't know what to do with the 1099-R issued to the decedent.    Thank you!   (P.S. I tried for 3 months to find a tax expert to handle this stuff, to no avail. Hence my questions.)

Hi @AmyC , Thank you for your response.   Looking at their Federal 1040: 2025 - AGI on Line 11a is NOT below $75k. 2024 - AGI on Line 11 - my Mom and Dad’s 2024 income was NOT above $150k.   Regarding the enhanced senior deduction on Schedule 1-A, she is not getting the full $6,000 deduction, but is getting $3,163.   Thank you.  

@AnnetteB6 says: > If your tax return is not being rejected, then the IRS processing system > understands and accepts the entry put on the form by TurboTax.   Do you have evidence that 2=Married Filing Jointly (as is shown when I click on the "2" that is shown by TT) is correctly interpreted by the IRS as MFJ? Since the table to the left on the form has MFJ on Line 4 of the table, the TT setting for "2" as MFJ certainly looks wrong.    I agree with you that the IRS is not rejecting the returns - whatever TT is putting on Line 5 is not causing an error for the IRS - but I believe if they interpret "2" as the second line of the table (MFS), the credit could be disallowed (at a later time, when examined closer by the IRS) since the MAGI limits for MFS are half of the MFJ limits.   By not fixing this, Intuit is causing unnecessary stress for your users. I don't see why this is seen as a difficult item to mark for fixing, rather than causing this stress - and potentially opening us to losing this tax credit or being audited. Instead I see a defensive stance of "it's fine - trust us", when the IRS Form instructions and the TT filled-in value is clearly not in sync and your users are clearly stating this is causing unnecessary stress and uncertainty.

Tax software often caches "bad" math. If the form is stuck:   Delete Form IT-360.1 entirely from your return.  Go back to the Federal section and confirm your adjustments (like Student Loan Interest, HSA contributions, or IRA deductions) are correct. Re-initiate the New York State interview. When it asks about your residency, re-enter the dates carefully. When you reach the City section, it should now pull those adjustments into the allocation screen for Line 19. To delete the form IT-360.1:   For Online:   In the left menu, select Tax Tools, then Tools.  In the pop-up window, select Delete a form. Scroll down the list until you find Form IT-360.1. Click Delete next to it and confirm. Click Continue at the bottom to go back to your return. For Desktop:   Click the Forms icon (usually in the top right corner).  In the list of forms on the left, find and click on IT-360.1. Once the form is open on your screen, click the Delete Form button at the bottom of the window. Click Step-by-Step in the top right to return to the interview mode.

You do not actually "claim" or "report" the CCB amount on your tax return. Because the CCB is a tax-free benefit, it does not count as income, and there is no line on the T1 General form to enter how much you received. However, you still need to set up your Dependant Profile correctly in TurboTax to ensure your other credits (like the "Amount for an Eligible Dependent") are calculated correctly.  The software estimates your tax refund, but the CRA calculates your CCB entitlement separately after they receive your filed return.   Is there shared custody of a child?     

@AmyC thank you again! About to hit submit on the file...one last thing to double check: from my new shares I received a dividend on Jan 2 2026 - I do not report this dividend income until I file my 2026 taxes next year, even though the "ex-dividend date" is Dec 11, 2025 - correct?

"Occupation" is only used by the IRS for statistical purposes, so you can enter whatever you want -- "retired", "domestic goddess", "Unemployed", whatever.    Your refund or tax due are not affected in any way.

It would be helpful to have a TurboTax ".tax2025" file to research this experience further. If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." On a Mac computer, choose Share or Help >> Send to Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.

Your federal return looks good, but there are some adjustments to make on your Ca return.    California does not allow a "tax credit" in the same way the IRS does for Section 1341. Instead, California requires you to take a deduction from your income.   The Correction for Schedule CA (540) Your plan to enter $5,000 on Schedule CA (540), Part II, Line 16, Column B is correct. This effectively subtracts the $5,000 from your California taxable income. Note: You use the amount of the repayment (the actual dollars paid back), not the "federal credit amount." If you paid back exactly enough to result in a $5,000 federal credit, ensure the number in Column B represents the gross repayment amount. The Correction for Form 540, Line 78 This is where your plan needs an adjustment.. Do not overwrite the total on Line 78. California handles the "Claim of Right" differently than the Federal government.   In California, if you are following the "Claim of Right" rules: Do not add the $1,000 to your withholding/payments line. Instead, you calculate your tax based on the lower income (after the Schedule CA deduction). If you still believe you are owed a specific credit amount based on CA's version of the IRC 1341 credit, it is typically handled by recomputing the tax for the year the income was included and taking the difference as a reduction in current  year tax. [!IMPORTANT] California Specifics: Unlike the IRS, the CA FTB often prefers you to simply take the deduction on Schedule CA. Adding manual text like "IRC 1341" to the dotted line is a common practice for federal returns, but on a CA Form 540, it can trigger a manual review and delay your refund if it doesn't match their automated system.

Correct. You can not take both actual expenses and the standard mileage deduction. A portion of the standard mileage rate is for depreciation.    The standard mileage rate includes: average costs for fuel, maintenance, insurance, and depreciation and are built into the rate.   Standard Mileage vs. Actual Expenses: Getting the Biggest Tax Deduction