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Hi, thanks for the response.   We have the following forms: 1040, Schedule 1, Schedule 2, Schedule B, Schedule C, Schedule D, Form 8949, Schedule SE - spouse, Form 2555 - taxpayer and spouse, Form 8606 - taxpayer, Form 8959, Form 8960, and Form 8829 I've checked them all against the forms list and they're each listed as ready to e-file. The PDF from Turbotax also includes 1040ES and 1040-V - those are listed as unsupported. Could the system be trying to include those in the return and causing an issue?   AGI on our 1040 is positive.   We are using the bona fide residence test. We were out of the US for more than 330 full days so I just re-ran the FEIE section using the physical presence test, but that doesn't resolve the issue.

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

Did you enter self-employment income?  Investment income?   Rental income?   There are some kinds of income not supported by Deluxe, so if you entered one of those it upgrades you to Premium.     HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady  

This represents the new Overtime Deduction under the One Big Beautiful Bill Act (OBBBA). The following information will help with your federal return. Starting in 2025, Pennsylvania (pa) workers can benefit from federal tax deductions on tips and overtime under new legislation, allowing qualified individuals to deduct up to $25,000 in tips annually through 2028. This federal provision applies to Pennsylvania employees in tipped industries, reducing taxable income on tips and overtime pay.   The overtime description is as follows under the One Big Beautiful Bill Act (OBBBA):  'For tax years 2025 through 2028, individuals who receive qualified overtime compensation may deduct the pay that exceeds their regular rate of pay (generally, the “half” portion of “time-and-a-half” compensation) that is required by the Fair Labor Standards Act and reported on a Form W-2, Form 1099, or other specified statement furnished to the individual.' Your employer must meet specific Fair Labor Standards Act (FLSA) requirements to qualify.  If your employer doesn't meet these qualifications, then you do not have qualifying overtime. Qualified Overtime Deduction Rules Steps to Claim the Overtime Deduction   Verify Eligibility: You must be a non-exempt employee with a valid Social Security number, not filing married separately, with a MAGI below $150k (single) or $300k (joint). Locate Overtime Amount: Check Box 14 of your W-2 for "overtime premium" or "OBBB". If not listed, find the total overtime pay on your final 2025 paystub. Calculate the Deduction: You can only deduct the premium portion (the "half" in time-and-a-half). Time-and-a-half: Divide total overtime pay by 3. Double-time: Divide total double-time pay by 4. Enter in TurboTax Online or TurboTax Desktop: Navigate to the Federal tab and enter your W-2. After the W-2 screen, look for the "Let's check for uncommon situations" or similar screen. Check the box for Overtime. Follow the prompts to enter the calculated premium amount @tamicka-dollard01   

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

If you are itemizing deductions and your state is one of the states in which you can enter vehicle registration, you can enter the amount paid via the dealer for registering your car.  Unless you have enough other itemized deductions like mortgage interest, property tax paid, etc, car registration will have no effect.

If the original owner died in 2020 or later and you are not a surviving spouse (or another "Eligible Designated Beneficiary"), you are generally not required to take an annual RMD. Instead, the 10-Year Rule applies and you must empty the entire account by December 31 of the 10th year following the owner's death.   Even though Roth distributions are typically tax-free, TurboTax may incorrectly flag an "excess accumulation" penalty if the RMD questions are not answered specifically.   First, you must delete the erroneous Form 5329 that was already generated:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329   Next, to designate the entire distribution as the RMD amount from Form 1099-R, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made Note: Box 7 should have Code 4 (Death), as well as the IRA/SEP/SIMPLE box unchecked "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)*   *Note: If deleting only Form 5329 and following the above steps does not resolve the error message, it will be necessary for you to delete Form 5329 again, as well as the Form 1099-R entry and then re-enter the Form 1099-R, so that the RMD is properly calculated when applicable.