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To enter your dad's 1099-R for Military Retirement Pension income in TurboTax Online, go to the Wages & Income section. Scroll to the Retirement Plans and Social Security section and select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter the 1099-R information exactly as it appears on the form. TurboTax allows entry for pensions, not just withdrawals. If box 2b (Taxable amount not determined) is checked and your dad has a military pension, TurboTax will prompt you to enter details including any nontaxable portions such as disability or housing allowances, which can adjust taxable amounts. This method accurately reports military retirement pension income disclosed on 1099-R and helps calculate the correct taxable amount.

Just confirming - my situation has no Medicare and no spousal HSA.  We were covered by my employer's HDHP and only my one HSA the entire year (and the prior year). I did have to remove (delete) an 8889 related to a non-existent spousal HSA about 6 rejections ago (as suggested by TT help line).  I'm wondering if there may be some vestige of that incorrect HSA entry somewhere (?)  There's no entry in the workflow that would explain it, but if there may be some other internal table not visible to users (that's isn't resetting correctly)...  

Yes, you can deduct your expenses for metformin.    IRS Publication 502 (2025), Medical and Dental Expenses: Medicines You can include in medical expenses amounts you pay for prescribed medicines and drugs. A prescribed drug is one that requires a prescription by a doctor for its use by an individual. You can also include amounts you pay for insulin. Insulin is also the only medical expense that can be deducted whether or not you have a prescription for it.   Learn more: TurboTax - What Medical Expenses are Tax Deductible?

A noncustodial parent can claim a child as a dependent if the custodial parent signs Form 8332 or a similar written declaration releasing the claim. This allows the noncustodial parent to claim certain tax benefits related to the child. However, the noncustodial parent generally can't claim the Head of Household filing status, the Child and Dependent Care Credit, or the Earned Income Credit for that child. For 2025, the noncustodial parent can claim the Child Tax Credit or the Credit for Other Dependents (up to $500) if requirements are met. These credits are reported on Form 1040, line 19, and you may need to attach Form 8862 if the credit was previously denied or reduced. There are no special deductions specifically for noncustodial parents in 2025 beyond these credits related to dependents

You should use the shares reported on your Form 1099-B (11.124) because that is the official information reported to the IRS.   Your employer typically calculates the discount and adds it to your total wages in Box 1. They sometimes will list it in Box 14. If you cannot find an item labeled ESPP or Disqualifying Disposition on your W-2, check a final paystub to see if you can find it there.    It is important to determine your proper cost basis so that you are not double taxed.   How to enter this in TurboTax:   When inputting your Form 1099-B in TurboTax, ensure you select Yes, when asked, "Do these sales include any employee stock?" If you do not have a lot of entries to make, select Enter one by one In the Review this sale section, ensure you select ESPP from the drop down menu next to, "What type of investment did you sell?" Enter the 1099-B information exactly as it appears and check the box, "The cost basis is incorrect or mission on my 1099-B", then Continue On the next screen, you will reach, "Adjust your cost basis to ensure your best outcome" Select whether you found your basis or need help, then Continue TurboTax will next ask if it is related to an employer that has an existing W-2 on this return, or not, as well as the number of shares sold On the, "Let's enter your ESPP sale details", you will be able to use your Form 3922 data to finalize the math

@Wedding5500    Yeah...the edits I showed in my posted picture, changes the question to what they showed for that question in 2024.   For 2023 & earlier years  (at least back to 2021 software)...they asked if the "...taxable annuity...." amount was what was taxed in prior years....(referring to the taxable amount in box 2a ), and does not use the "total amount shown"  text that they changed to this year.   I think 2024 text is the clearest way to state the question's intent.

To check your state tax payment method:   Sign into your TurboTax account and click "Add a state" (you are no adding a state. This is just a step to open your return.) In the Print Center screen, select Tax Tool, then click Print Center. Select print or view the current return, making sure you select the option to include government and TurboTax worksheets. On the State Filing Instructions part, see if a direct debit (bank info shown) or check/manual payment was chosen. To see more detailed instructions, open the link below: How do I review the tax payment method I chose after filing with TurboTax Online?  

Yes, a taxable grant reported on a 1099-G for a child is generally considered to be unearned income.  If his total unearned income is more than $2,700 he will be required to file a tax return and attach a Form 8615 (Kiddie Tax) to calculate the tax at your higher tax rate.    What's the Kiddie Tax? What is IRS Form 8615: Tax for Certain Children Who Have Unearned Income   Please return to Community if you have any additional information or questions and we would be happy to help.