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Official TurboTax article https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/file-irs-extension-form-4868-turbotax-online/L2rDBZJtx_US_en_US says type "Extend" into Windows desktop TurboTax search, but that just brings up choices like "extended family leave", etc. but nothing about how to extend personal tax return.  I even tried restarting TurboTax.   DoninGA's steps list in answer just above is the only place I ever found that gives the correct instructions, and I've been searching Turbotax community posts and official help for over an hour!

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Illinois does not tax retirement income.  Did you enter a 1099R for retirement income in the wrong place?     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  

If you used TurboTax to e-file your original 2025 tax return, you can likely e-file your amendment as well, rather than mailing it.    Also, since you are only adding Form 8938 and your total tax, income and refund are not changing, you generally do not need to file a state amendment.   TurboTax makes it easy for you to file an amendment. Here is a link on how to proceed with the amendment in TurboTax.   When you start your amendment, TurboTax will walk you through the section where you can add the missing account details to Form 8938.   Note: To prevent processing delays, if the IRS has not completed processing your original return, do not efile your amendment yet. The IRS recommends waiting until your original return is fully processed and the first refund is issued (if applicable) before filing the 1040-X.

Idaho Deduction for Military Retired Pay may be found at this Idaho website.  It states:   Idaho Retirement Benefits Deduction for Military Retired Pay: The Idaho Retirement Benefits Deduction for military retired pay has a two-part qualification. Retired service members must qualify for both parts to receive this deduction.   Part One - Age, or age and disability requirement: Taxpayer is 65 years old or older, or Taxpayer is 62 years old or older and   Wartime Veteran who has a service-connected disability rating of 10% or more Wartime Veteran who receives a non-service-connected disability pension Recognized as disabled by the Social Security Administration, the Railroad Retirement Board, or the Office of Management and Budget Has a permanent disability (certified by a physician) with no expectation of improvement Part Two - Qualified retirement benefit: Retirement benefits paid by the U.S. Government to a retired service member Survivor benefits paid to an unremarried surviving spouse of a retired service member The deductions for the 2024* tax year are:   Married Filing Jointly: 65 years old or older - $68,796 62 years old or older and disabled - $68,796 Filing Single: 65 years old or older - $45,864 62 years old or older and disabled - $45,864 *Updated deduction amounts be available when the 2025 Idaho Income Tax Instructions become available.   In TurboTax, in the Idaho state income tax return, at the screen Retirement Annuity, report the eligible amount.

Possibly.  If you have a tax liability and the AC  i s considered energy efficient, you will receive a tax credit on Form 5695.   Learn where to enter qualified energy-saving improvements in TurboTax.   It is a non-refundable credit, so you have to have a tax liability to benefit form the credit.      Can I claim energy-efficient appliances or energy-saving home improvements?   If you made energy-efficient improvements to your home like energy-saving roofs, windows, skylights, and doors, you may be able to claim the Energy Efficient Home Improvement Credit for 30% of amounts paid for qualified energy efficiency improvements, up to an annual cap of $1,200, or fixed-dollar amounts ranging from $150 to $600 for energy-efficient property, including:   Central air conditioners Water heaters Home energy audits Doors and windows

You can probably go to the lender's website to get a copy of your 1098, or you might be able to import it from them.   If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.    

@WIltonCT    I don't know if it's working properly or not. BUT The phaseout is based on a higher MAGI, not AGI. ___________________ MAGI for SALT phase-out purposes, is supposedly the following (from a Google AI search) ______________ Components Added Back to AGI for SALT MAGI: Tax-exempt interest: Interest income from municipal bonds, etc.. Foreign earned income and housing: Amounts excluded from income on Form 2555. Foreign housing deduction: Amounts taken on Form 2555. Student loan interest deduction: Amounts deducted on Schedule 1. IRA contributions: Deductible IRA contributions. Adoption benefits: Employer-provided adoption benefits excluded on Form 8839. U.S. Possession Income: Income from American Samoa, Guam, Northern Mariana Islands, or Puerto Rico

It depends. You can claim expenses if it is foreign earned self-employment income.  If you are an employee with foreign wages, there are generally not expenses allowed to be claimed relative to the income.  You may be able to take an additional exclusion for foreign housing  up to limits based on your foreign location.  

thank you - that did it!   also for Question B, i opted for Initial not Annual as my exchange was done in 2025.        Suggestion for TT - should create an error if user has F8824 and did not realize they need to initiate the outside of CA interview for F3840.. this will result in mistakenly filing CA without 3840.   (for following years, would be also great if TT remind user or prompts to keep filing F3840)   thanks!

Enter Form 1095-A exactly as it appears on your copy, even if Column C (Advanced Premium Tax Credit) is zero or blank. If there is no number in Column C, it just means you didn't receive advance payment of premium tax credit.    Do not enter zero if it is blank, as this can trigger errors; instead, leave it blank. If TurboTax requires an entry to proceed, use a tiny amount like $.01 as a workaround, which rounds to zero.   If you need to get a copy of the Form 1095-A that was issued to you, log into your HealthCare.gov or your state Marketplace account, select your 2025 application, and check the "Tax Forms" section to download a PDF. 

What code is in box 7 on the 1099R?   Did you get two 1099R, 1 from the 401K and one from the IRA?    It may be a rollover from the 401K to the IRA and then a conversion from the IRA to the ROTH IRA.   

You use 50% of all values for your reporting of the rental property:  cost basis when setting up the asset, rent, expenses, etc.   Make sure you allocate a portion of your cost basis to a separate land asset when setting  up.

Here's how to enter estimated tax payments for both federal and the state.   Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start or Update next to Federal estimated taxes for 2025 (form 1040ES) For state, Click on State estimated taxes for 2025 Review the information inputted for any errors.  

@flores-jamie2015 , if you are not filing jointly with the other 50% owner, then it is best  to declare the proeprty as 100% ownership on your  fifty percent  i.e.  it is as if you bought a  rental property for 50% of the cost including 50% of the improved structure and 50% of land underneath.  You then also have  rent  and costs  all allocated to you as 50% of the total for the property  ( but at 100% of your fifty percent -- as if  you had a rental property with two condos in the same building, you own one and your partner owns the other condo ).   Does his make sense ?  Or am I confusing you  more than I should ?   Is there more I can do for you ?