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Enter them in the interview.   Search for Schedule A and use the Jump to link to be taken to the itemized deduction entries - The first section is medical expenses.   There are several categories that get totaled up and entered on Schedule A.          For 2025, you can deduct medical costs if you itemize your deductions instead of taking the Standard Deduction. Like other medical expense deductions, you can only deduct what exceeds 7.5% of your adjusted gross income (AGI).   Go to to the Schedule A section in your return:   TurboTax Online/Mobile: Go to the Schedule A screen under Deductions & Credits. TurboTax Desktop:   Go to Federal Taxes.    Go to Deductions & Credits.    If asked How do you want to enter…?, select I’ll choose what I work on.   Under Medical, select Start or Update next to Medical Expenses.

You can enter your Form 1099-Misc as follows:   Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-MISC" in the search box. Click on the link "Jump to Form 1099-MISC" Your screen will say, "Did you get a 1099-MISC?" Click on Yes Your screen will say, "Let's enter the income from your 1099-MISC" Enter your details as shown on your form.  Enter it under Other Income as it is not Rents or Royalties and Continue Your screen will say "Describe the reason for this 1099-MISC" enter a brief description such as Transfer Balance Bonus and Continue Your screen will say," Do one of these uncommon situations apply?" Review this list and if none apply, check None of these apply. And Continue Your screen will say, "Did the XXX involve work that's like YOUR NAME main job?" Answer No if this was a one-time referral bonus and not related to your main  job.  Your screen will say, "How  often did YOUR NAME get income for XXXXX? Answer and Continue Your next screen will say, "Did the RXXX involve an intent to make money?" Answer No. It is likely your referral bonus will fall into this category. If Yes, your income will be entered on Form Schedule C as Self-Employed Income. Continue through your TurboTax screens and answer all follow-up questions regarding your income.   Click here for information on Form 1099-MISC.    Click here for "Where Do I Enter Form 1099-MISC?"    Please feel free to come back to TurboTax Community with additional information or questions.

Je teste Turbo Impot parce que on m'a dit que c'était mieux pour notre type de profil. J'ai moi aussi la surprise de découvrir que je vais devoir manuellement calculer ceci ce qui m'apparaît assez étrange en 2026. Je vais retourner a Impot Expert qui applique un taux moyen.

The client is my son and pro bono of course.  I am a retired EA, I refer to family as client through force of habit I used ProSeies when I was working,  I don't charge family or do any other returns now,  

In the year you turn 73, your first RMD is not due until April 1 of the next year.   In your case, you have satisfied both 2024 and 2025 RMDs in 2025 and you did not miss any RMD.   In TurboTax, after entering your form 1099-R,  answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.  

You are restricted to Netfile due to the override.   Go to Forms Mode, find Schedule 5, right-click the field you overrode, and select "Remove Override" (or "Undo Override").   Instead of overriding the form directly, ensure the child's address is correctly entered in the "Dependant Profile" section of the interview. Note: If the child lives with you, usually checking "Yes" to "Did [Child's Name] live with you all year?" automatically populates the required fields without an override.   If the address is an issue because the child lives in a different location (but is still dependent), make sure you use the specific boxes for "Address of Dependent" in the interview rather than typing text into the form. If the CRA requires an address format that the software will not accept without an override, this is considered a "restricted return." In these rare cases, you must print and mail your return.   CRA Official Guide: Line 30400 – Amount for an eligible dependant   If you need further help, we suggest you contact our Product Support team. They have access to tools we don't have here in Community, like screenshare, and can investigate this issue for you.  

Ces lignes sont remplies par l'entrée de feuillets T3, T5, T4PS ou T5013. Si vous n'avez pas de feuillets mais que vous avez reçus des dividendes, voisci comment les calculer:   Ligne 40425 – Crédit d'impôt fédéral pour dividendes   415 – Crédit d'impôt pour dividendes   Merci de choisir TurboImpôt

@lowebowski We understand your frustration. You cannot downgrade once you have chosen to upgrade to TurboTax. Your feedback is important, and I will forward it to our marketing team.   To return to the version you want to buy or prepare your return with TurboTax, please start over and select "Expert Help" when prompted. You can simply select "No Thanks" to decline the offer or proceed without it.

The line items on your CA Schedule X appear correct per the screenshot you shared.   The instructions for Line 11 state:    If you are entitled to a refund greater than the amount claimed or allowed on your original tax return, your Schedule X should show only the additional amount due to you. This amount will be refunded separately from the amount allowed on your original tax return. The FTB will figure any interest owed to you and include it in your refund.   Generally, you do not have to pay California nonresident taxes on income earned while working remotely from another state for a California company, provided you are never physically present in California while working. California taxes nonresidents only on income sourced from within the state, which is defined by where the work is performed.   As a nonresident, you pay tax on your taxable income from California sources. Sourced income includes, but is not limited to: Services performed in California Rent from real property located in California The sale or transfer of real California property Income from a California business, trade or profession Massachusetts residents are generally allowed a nonrefundable credit for income taxes paid to another state or jurisdiction on income that is also taxed by Massachusetts. This credit prevents double taxation and is claimed by completing Schedule OJC (Income Tax Paid to Other Jurisdictions) with the Massachusetts tax return.   If you claimed the credit on your Massachusetts return for taxes paid to California, and didn't report your wages for the remote job on your Massachusetts return, you will need to amend it as well.  

Without going back to bank statements yet, I had just put his start date as 1/1/2017.  Based on his 2016 1099-R and a letter he received from OPM at that time (Oct/Nov), he definitely rec'd an interim payment.   The calculator comes up with 260 months and does show his monthly exclusion at $12.14, which matches exactly with his current (and past) 1099-R's, so I'm happy!   After I'm done w/our taxes (and my Mom's) I'll go back and look at bank statements.  It would be nice to definitively know what year the exclusion ends.  I told him he just needs to stay alive to collect his whopping $12.14/mo and he laughed!

USER ERROR WITH SOCIAL SECURITY ENTRY We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.