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If you have not registered, paid or e-filed already you can use "Clear and Start Over" to clear out the information you have entered and just walk away from the account without actually starting over.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost  

Yes, I had capital gains and qualified dividends. After I posted the question I researched online using Google and learned that TurboTax used a Qualified Dividends and Capital Gain Tax Worksheet which I was finally able to find. 

Did you choose to pay your TurboTax fees by having them deducted from your federal refund?   Or --- before you e-filed --- did you pay your fees using a credit or debit card?      If you chose "refund processing" then you agreed to pay for a third party bank to receive your federal refund, extract the amount owed to TurboTax for the use of the tax software, and keep a $40 ($45 in CA) processing fee for itself.   Then they send what is left of your federal refund to your account.   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   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com     

Not sure what you are asking.  Are you saying that your children are not qualifying as dependents?  Or are you asking about the dependent care credit?  Please clarify.   TurboTax software will ask you simple questions and give you the tax deductions and credits for which you are eligible based upon your answers. Please review the questions and answers if you think that the children should be reported as your dependents.   If you are asking about whether your children are qualifying as dependents, a dependent must meet the requirements of a qualifying child or a qualifying relative in order for you to claim them on your tax return.    The tests for a qualifying child are:   Relationship: Must be your child, adopted child, foster child, brother or sister, or a descendant of one of these (grand or nephew). Residence: Must have the same residence for more than half the year. Age: Must be under age 19 or under 24 and a full-time student for at least 5 months. They can be any age if they are totally and permanently disabled. Support: The dependent must not have provided more than half of their own support during the year. Joint Support: The child cannot file a joint return for the year.  The tests for a qualifying relative are:   Qualifying Child: They are not the “qualifying child” of another taxpayer or your “qualifying child.” Gross Income: The dependent being claimed earns less than $5,200 in 2025. Total Support: You provide more than half of the total support for the year. Member of Household or Relationship: The person (a friend, girlfriend, non-blood relative) must live with you all year as a member of your household or be related to you. TurboTax software will ask you simple questions and give you the tax deductions and credits for which you are eligible based upon your answers.   See also this TurboTax Help.  

If you included all of the 1095-A information on your return and it was accepted, you don't need to amend it.   If a child is not a dependent but was on the parent's policy, a shared policy allocation is required, where the child files Form 8962 to allocate 0% of the premium tax credit to themselves. Since your daughter's return was rejected, it needs to be corrected (not the same as an amendment; it's just to clear the e-filing error).   You could share a Marketplace policy with any of the following people who are not on your taxes: Someone with whom you share custody of a child A former spouse A person who now claims your child as a dependent on their taxes A person you used to live and file taxes with A parent or an adult child Please see this help article for information regarding how the non-dependent child should complete the Form 8962 on their own tax return so that they do not allocate any premium tax credit to themselves.  

You received a copy of Form 5498 for your records so that you can keep track of your contributions and year-end fair market value of your IRA.   Yes. Although you do not enter the information from Form 5498 into your tax return, the IRS does receive a copy from your financial institution.   Required Minimum Distributions (RMDs) are mandatory withdrawals from retirement accounts starting at the age of 73.   If you are now at the age:   You must take the distribution to minimize penalties, which are 25% of the shortfall, or 10% if corrected within two years The first RMD must be taken by April 1 of the year following the year you reach age 73 Subsequent RMDs are required by Dec 31 annually   Since your form explicitly lists an RMD amount of $195.00 for 12/31/2026, the financial institution believes you are legally required to withdraw at least that much from that specific IRA by the end of the year.   Here is more information: What are required minimum distributions (RMD)?

Even if your 1095-A shows a -0- as the enrollment premium for that month, you need to enter a number.  For the months that you had insurance, you shouldn't enter $0 in Column B.   If your form has $0 on Column B, you should contact Marketplace and find out what the Second Lowest Cost Silver Plan amount was. You can also go to the Department of Health and Human Services tax tool.   

Tax Home State Taxes New York > select Revisit Navigate through the prompts and questions; the modification options for New York state income reported on Form IT-225 will be on the screen labeled "Items New York handles differently" Select Start on the sections that are applicable to your items of income and state reporting, these will flow to the IT-225.

@jkreit70 wrote: What’s most frustrating is the lack of clarity. Support articles and forum responses keep saying that “something will replace ItsDeductible,” but there’s no concrete detail on what that actually means. It is purportedly a valuation tool for donated items, the same as is present in software from H&R Block and TaxAct. So, it's not the same as ItsDeductible but then neither is anything offered by the other tax prep software providers.