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Arizonans can Itemize their State taxes without having to Itemize on the Federal side.  And we can deduct medical expenses, without having to reduce it by a percentage like on the Federal side.   So in 2024 I did Itemize my Arizona state return and included the $168 as medical expenses.  Then in 2025 the physical therapy company credited my cc back $168.  I need to somehow show this on my Arizona return, don’t I?  For AZ, a Federal Schedule A is prepared (even though I’m not itemizing Federally) and it does flow through to my Arizona Form 140, Schedule A.   I don’t want to add this as Misc. Income on my Federal return as it reduces my refund, but I DO think I need to show it as income on my State return, because I itemized last year and included my medical.   Where in TT can I do this on my Arizona return?   Thanks so much for any help.   @DaveF1006 

Look for the box with the EIN/FEIN and a format XX-XXXXXXX.  This is the number you will need to enter in this section of Turbotax.   Alternately, you can call the provider and ask for or if it's a common company someone here may have it.  While there are some areas of TurboTax where this number is not required, the 1099R does require it.     @1mvirginia 

If you filed with TurboTax, to get back to your 2024 return, you can try our self-serve account recovery process. If you didn't file with TurboTax and you have a copy of your return, you can find your AGI on Form 1040 on Line 11.   You can also order a free digital transcript of your return from the IRS. You can view your online transcript immediately, while a mailed transcript takes 5–10 days to receive.   Once you get your last year's AGI, to enter it on the return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return Request to access your TurboTax Account How do I find last year's AGI?

It says on page 2 of Form 502 "Subtract Line 17b and Line 17c from Line 17a and enter amount on Line 17", so that's correct.    The instructions also state: You are not required to itemize deductions on your Maryland return because you have itemized deductions on your federal return. Figure your tax each way to determine which method is best for you. So it's possible TurboTax is pulling in your state standard deduction ($3,350/$6,700) (see here in the MD 502 Booklet), if it is higher than your phased-out state itemized.    Can you share your numbers here so I can get a visual idea of how the math is working/not working? This will help with troubleshooting.   Note: You can look at this page of the 2025 Maryland 502 booklet for the line 17c phaseout calculation worksheet.

Whatever you do, do NOT pay.   Military (active duty and reservists) can get free TurboTax online preparation product and filing IF you meet all the conditions.  If you do, then you can use any edition of Online TurboTax (Free, Deluxe, or Premium) for a free Federal return and free state return.  But add-ons like Expert Assist, PLUS upgrade, MAX, etc. are not eligible.   https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp   The free Military Discount is for E1-E9 active duty and reservists and excludes National Guard.  You have to have a W-2 from DFAS. Be sure to answer all the military questions in the MY INFO section. After you enter your W-2 and move forward,  you'll likely get a screen to again select that the W-2 was for active duty.   The discount is not applied until you are ready to file.  If it still tries to charge you at the end, do NOT pay.  You would need to resolve that issue first.   If it continues to show you are being charged, here's how to phone TurboTax Support.   https://ttlc.intuit.com/turbotax-support/en-us/contact/ Hours 5AM-9PM Pacific, 7 days/week

Is happening to me too, so frustrating, I called to the support and if I want a help have to pay $ 209 more, really?.  I have tried all the expert suggestions and still the problem, I never spend that much time tryingo to e-filing and  truly disappointed

The form may need to be filed if a child has more than $2,700 in unearned income for 2025, regardless of whether the parent is reporting unearned income.   IRS Form 8615, "Tax for Certain Children Who Have Unearned Income," is used to calculate the "kiddie tax" for children with more than $2,700 (for 2025) in unearned income, such as interest, dividends, or capital gains. It applies to children under 18, 18-year-olds with low earned income, or students aged 19–23 with low earned income.   Form 8615 must be filed for any child who meets all of the following conditions:   The child had more than $2,700 of unearned income. The child is required to file a tax return. The child either: Was under age 18 at the end of 2025, Was age 18 at the end of 2025 and didn’t have earned income that was more than half of the child's support, or Was a full-time student at least age 19 and under age 24 at the end of 2025 and didn’t have earned income that was more than half of the child's support. (Earned income is defined later. Support is defined below.) At least one of the child's parents was alive at the end of 2025. The child doesn’t file a joint return for 2025. See also IRS Topic 553 for more information.    

TurboTax does not call you to file your taxes, but once you login to your account you can request to have an expert assist you with your tax return.  Here are some options to get additional assistance:   TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.  Live Expert Assist, where an expert helps you do your taxes Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information: Compare TurboTax Online Products How do I get TurboTax Live?   To file your 2024 return visit:   File your 2024 taxes  

As xmasbaby0 mentions above, you must wait until your return is fully processed and you have received your refund before preparing and e-filing your amended tax return.     Also, if the IRS corrects your tax return to include this Form W-2 income, you will not have to amend it.  You will receive a Notice from the IRS if they make a correction (likely a Notice CP2000).  You only need to file an amended return if the IRS didn't catch the error and you need to pay additional tax, or if you disagree with the IRS's calculation.   You may be able to see beforehand if they are sending you a notice by accessing your IRS.gov Online account . You can use this link to access/create an online account Online account for individuals.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections, and make your corrections (add your interest income). Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.    The IRS has a tool to determine if you should amend your tax return that provides some valuable information  Should I file an amended return?   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

If your TurboTax 2025 is not loading, you can try the steps listed below: Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How do I delete cookies? Click here for How to clear your cache. If you are using a VPN, disable it. Try using incognito mode. Temporarily turn off antivirus/firewall software to ensure it is not blocking the application Open the Control Panel, navigate to Programs and Features, find TurboTax 2025, and select "Repair". Try a different web browser, such as Google Chrome or Firefox. Restart your computer, then try to reinstall the application from your download  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service. See also: Troubleshoot TurboTax Desktop for Windows issues  If you have additional information or questions regarding this, please return to Community and we would be glad to help. 

To enter a Form 1099-Q (for Coverdell ESA and 529 plan distributions) in TurboTax Online, follow these steps: 1. Go to the Deductions & Credits section. 2. Find the area for education expenses. 3. Select the option for ESA and 529 Distributions (Form 1099-Q). 4. Follow the prompts to enter the information exactly as shown on your Form 1099-Q. This form must be entered by the person whose Social Security Number is on the form.