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@RB287a This thread began with a question about the requirements to file if you are retired.    You are confusing that issue with your standard deduction.    If you file Married Filing Separately, you are required to file a tax return if you have Social Security benefits, even if the SS is your only income.  No one said you do not get your standard deduction.   You should take note of the fact that if you are 65 or older and file MFS you will not get the extra senior deduction of $6000.

If your child is between 19 and 23, you can find this question in the My Info section. Navigate to My Info on the left of your screen, Your household, select your child's name to expand, then choose "Revisit" to go through the interview questions.    If your child is under 19, the box should not be checked, because they automatically meet the age test for a qualifying child.

What type of form do you have? A form 1098 for mortgage interest paid? A Form 1099-INT for interest income? It is not typical for the form not to show a name of an institution or person who issued it.   In TurboTax, you enter the 1099 issuer's name (payer) in the "Wages & Income" section under the specific 1099 type (e.g., 1099-NEC, 1099-MISC) by selecting "I'll type it in myself" if prompted to import. The name and address of the payer appear on the form in the "Payer's name, street address" box.   Assuming you know which payer or lender provided you the form, enter that company or individual's name in TurboTax when you enter the mortgage interest paid or interest income received.   Enter Interest Income in the Wages and Income section, and the name in the Received From space. Enter Mortgage Interest paid under Deductions and Credits, and the name in the space for Lender name.    

@user17759568078 wrote: I have the same issue. It looks like big messup on turbotax's part. fidelity login and password, which is all that I have, does not work.  If you have a Fidelity Investments account, then in the Investment Income section of TurboTax choose "Fidelity Investments" as the financial institution.  Then you should see this screen in Online TurboTax.   1.  Sign in to your Fidelity Investments account and give consent to share your data. 2.  Review your data sync settings. 3.  Sit back and relax while we bring in your Fidelity Investments data.   On that screen when you click the CONTINUE button, you should get a popup asking for your Fidelity User ID and password.    

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.  

You should list the Blended Overtime Premium, not the total overtime pay to use in your input of qualified overtime. The law only allows you to deduct the "extra half" of your time-and-a-half pay.   Overtime usually represents the total amount paid for those hours (the full 1.5x), while overtime premium usually represents only the 0.5x portion that exceeds your regular pay.   If you earned different rates of pay during the same week, the Fair Labor Standards Act (FLSA) requires employers to calculate a "Blended" or "Weighted Average" rate to determine overtime. Even if you don't, the employer may choose to report it this way.   To double-check the math on the letter, make sure that the overtime premium is roughly 1/3 of the total overtime.

You don’t need to repay your excess Premium Tax Credit separately—it’s already included in the total tax you owe on your Form 1040. If you were getting a refund, it's deducted from your refund.  If you have a balance due, it's added to your balance due.   When your income ends up being higher than expected, you may have to repay part of the credit. The amount shown on line 29 of Form 8962 is carried over to Schedule 2, line 2, and then included in your Form 1040 total tax.   TurboTax will automatically fill out Form 8962 once you enter your Form 1095-A.    For more information, refer to the TurboTax articles: What is the Premium Tax Credit? and When should I include Form 8962 with my tax return?  

Wow! There it is on page 84 of 128 pages of the Turbotax worksheets file! Turbotax removed it from the smaller 58-page Gov worksheets file.  What I would give to spend 10 minutes with the product team that keeps making this report harder and harder to find! lol. FWIW, Texas (and 9 other states) do not require a state income tax return.  So there is no reason for anyone in those states to realize you have to add a state return to find the Tax Tools menu option. Just Wow!

To get help from the user forum you have to post very clearly worded, complete and specific questions for us---we cannot see your tax return.   Or...do you want to pay for help from an "expert?"   EXPERT ASISSTANCE   https://ttlc.intuit.com/turbotax-support/en-us/contact/    

It depends. NYC co-op owners generally do not directly own a percentage of the land. Instead, they purchase shares in a corporation that owns the building and land, granting them a "proprietary lease" for their unit. The corporation holds the title, and shareholders (owners) possess stock certificates rather than a deed, though in some cases, the corporation itself holds a long-term ground lease instead of ownership, in which case the land value would be zero. Check with your owning corporation for more information about your particular property.   To determine the land value for a Manhattan co-op, if appropriate, you would apportion a share of the building's total land assessment, as indicated on the NYC property tax bill, based on your percentage of shares. Use the NYC Department of Finance Property Market Value Review for assessed land value, or apply the percentage of land value from the tax bill to your purchase price.   See this thread for another discussion of this issue, in which users were advised that land value would be zero.   @skygirlfly21 

Can you clarify if you already filed your tax return?  Also, what penalties were applied.  If you already filed, you will need to amend to make the corrections.   If you have not filed yet, you can go back through the Retirement Income section.  Check your 1099-R Box 7 Codes and the questions in the TurboTax interview.   If TurboTax is showing a penalty on Form 5329, it might actually be for a "missed" Required Minimum Distribution (RMD) rather than an "early" withdrawal. Ensure you have answered the RMD questions correctly. When asked "How much of this distribution was an RMD?", you must indicate that you met your requirement.