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I just figured out solution - if you click on line 20 of form 1041, a magnifying glass will show up and if you click on it, a Form 8995 (and a QBI Ded Summary) will be added to your form list, and it will be populated with any REIT dividends, and the relevant deduction will appear on the 1041

Hi @RogerD1 ,   Here is a screenshot of what I was referring to. I don't know how to fill out (1) "What type of investment did you sell?" (none of the options were valid) and (2) "How did you receive this investment?" (My sister does not remember purchasing this; she does receive 1099-DIV every year but not in 2025). Is the information below appropriate?     Thank you, Tulane

The refund meter at the top of the screen may not always keep up with your entries as soon as they are made.    This may have to do with your Internet connection. A hardwired connection works best. You might try logging out of TurboTax and back in again, or changing browsers. Also, the refund meter may disappear and reappear. Clicking on the " <  " symbol next to the display causes the refund meter to disappear: Clicking on the reversed " > " symbol should bring the refund meter back up again. You can still preview your return before filing to find out how your taxes were calculated. See here for details. You can also view the Tax Summary under Tools on the left-side menu in TurboTax Online.  

Thanks sincerely. I will keep this info in the event it is necessary later. I may have tried your solution previously. My difficulty was deleting/cleaning turbotax download info prior to re-download. I would always find something after I deleted. Thanks again!

A $40 fee sounds like the "refund processing fee" that is incurred if you choose to pay your TurboTax fees by having the fees deducted from your federal refund instead of paying with a credit card or debit card before you file your return.   If you chose to pay from your refund, that extra $40 went to the third party bank that received your refund from the IRS, paid TurboTax from your refund, and sent the rest of the refund to you.   That $40 fee could have been avoided by paying before you e-filed.   How can I see my TurboTax  fees?      https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k     What is Refund Processing Service?  

Include your ambulance fees as part of any section of your medical expenses except health care premiums. You will have your records should you ever need them if you actually itemize your deductions. The key is to have all of your medical expenses accounted for.   The standard deductions are listed here for you should you want to review that after entering your itemized deductions.   For single taxpayers and married individuals filing separately, the standard deduction is $15,700 in 2025 For married couples filing jointly or a Qualified Surviving Spouse, the standard deduction  is $31,500, and For head of household, the standard deduction is $23,625   If you're at least 65 years old or blind, you can claim an additional deduction in 2025 of: $2,000 for single or Head of Household $1,600 for married or Qualified Surviving Spouse. If you're both 65 and blind, the additional deduction amount is doubled.    Furthermore, the "One, Big, Beautiful Bill Act" introduced a new, separate deduction for seniors:  An additional $6,000 deduction for individuals age 65 and older, or $12,000 for married couples if both spouses qualify. This new deduction is available to both itemizing and non-itemizing taxpayers, but it phases out for those with a modified adjusted gross income (MAGI) over $75,000 for single filers ($150,000 for joint filers). For more information, see What's my standard deduction for 2025?

The Second Lowest Cost Silver Plan (SLCSP) premium in column B of your form 1095-A is incorrect if:   Part III, Column B has a “0” or is blank for any month someone in your household had the Marketplace plan You had changes in your household that you didn’t tell the Marketplace about — like having a baby, moving, getting married or divorced, or losing a dependent   If either applies to you, you’ll use the government's tax tool to get the premium for your second lowest cost Silver plan and fill that cost in column B of form 1095-A. Failure to do this will result in a wrong calculation of the premium tax credit.

If your 2026 quarterly estimates are not showing, you can try the steps listed below. The 2026 vouchers are for your own planning and are not submitted to the IRS with your 2025 return. If the software continues to show "something went wrong," you can also manually fill out Form 1040-ES using your 2025 tax data as a guide.    Clear you browser's cache and cookies and log back in. Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. If you are using TurboTax Desktop, check for any updates. 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." Sometimes going away from the screen and going back to it or deleting and re-entering can fix the error. Try going back to Other Tax Situations, Other tax Forms, Form W-4 and estimated tax forms and click start or update and go through the screens again. If you are self-employed, you may have to complete your 2025 Schedule C (E, F) for these to generate.   Please return to Community if you have any additional information or questions and we would be happy to help.

If you separate from service during or after the year you turn 55, your early 401(k) distribution is exempted from the 10% penalty (but not from income tax).   Please read this TurboTax Help topic.   In TurboTax Online, please follow these steps: After you have entered all your forms 1099-R, on the 1099-R summary page, click Done Follow the interview until you arrive at the page titled Let's see if we can lower your tax bill. Click Continue On the next page, click the pen icon next to your name Continue the interview to the page These situations may lower your tax bill Enter the amount of the distribution in the box next to Separation from Service and click Continue Your early withdrawal penalty will be waived.

It sounds like a Form 8915-F, which is used for disaster distributions, was somehow triggered and will need to be deleted.   To delete Form 8915-F in TurboTax, do the following:    In TurboTax Desktop, select the form on the left panel, then click Delete Form at the bottom left In TurboTax Online, on the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete Form 8915-F  Next, re-visit your 1099-R entry to review and/or edit, follow the instructions below:   Go to Income on the left panel within your TurboTax account Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on the pencil to the right of your 1099-R to review/edit it Ensure you select "None of these apply" when you reach "Do any of these situations apply to you" (The top box is for qualified disasters) Once you reach the Review your 1099-R summary screen, click Continue You will see a screen that asks, "Have you ever taken a disaster distribution before 2025?" Select "No" if it does not apply and Continue   Note: If deleting only Form 8915-F above does not resolve the error, you will need to also delete your Form 1099-R by following the same steps above you took to delete Form 8915-F and then re-entering your 1099-R, ensuring you answer the qualified disaster questions as shown above.

Thank you so much for looking into this!   This was the clue I needed: If you answer the question No to the following question you will not be able to enter your asset in the second business: Was this home office the primary place where you work? Since you entered 35% of time used for business, I assume you answered this question 'No'. If so, the depreciation of home or additional assets does not come up.   I appreciate your help!    

Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.

Report the interest on Sch B. In TurboTax, use 1099-INT to enter the income. List the name of the Indian bank and the interest amount in U.S. dollars. Note: You must convert the Indian Rupees (INR) to USD using the exchange rate effective on the date the interest was credited. You can use the IRS yearly average exchange rates for simplicity if the interest was received evenly throughout the year. Schedule B, Part III: You must check "Yes" on Line 7a indicating you have a foreign account and identify "India" on Line 7b.   Report the foreign tax paid: If your total foreign taxes paid are less than $300 ($600 if Married Filing Jointly), you can often claim the credit directly on Schedule 3 (Form 1040) without filing the complex Form 1116, provided all your foreign income was passive.   Form 1116 for all other scenarios: Category of Income: Passive for interest Part I: Calculate the taxable income from India. Part II: Report the taxes paid or accrued to India using the USD equivalent. The Treaty Limit: Under the U.S.-India Tax Treaty, the credit is typically limited to 15% of the gross interest.    Reference:  Treaty US- India Where do I enter the foreign tax credit (Form 1116) or deduction?  Note: The majority of people find the credit more helpful than the deduction. You can try it both ways- if you are a high itemizer.

Thank you for the detailed info; however, I forgot to mention that this was my 1st payment & I paid it before the 1st of Apr 2026 deadline (I'll pay taxes on it in 2026) so I assume it's not considered a missed payment.  Given that I did it properly, do I have to indicate on my 2025 taxes that the RMD was properly paid?  Again, I truly appreciate your help.