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@Dougster1    Find it yet...it's on the Other Tax Situations, down towards the bottom of the page at the menu item for "Form W-4 and estimated taxes".   When you start in there, they let you skip the W-4 stuff.  

This does not really answer the question   I can use Override to report the amount on the Misc Dedn worksheet so they will flow into Schedule A, Line 16. But what I want to try to do is avoid the error warning that says you shouldn't electronically file because it can't error check where there is an Override.   Does TT Premier allow you to use EasyStep to enter this data without having to override and thus allow you to error check and file electronically - or is it the same as Deluxe? In other words, should I upgrade to Premier for this one item?  

I think you will have already paid your $$ before it tells you. So last year I efiled the state without the proper form and immediately sent in a paper amendment with supporting documents. And the check I included with the amendment was short paid from the efile amount due by the matching amount of the credit. 

Thanks Amy....I am no Tax Expert and I know enough to be dangerous....lol...so I am trusting TurboTax.  The Line Item I noticed that I can't get a straight answer is that on the new TAX Summary Form I noticed that there is 12,000 under Qualified business Income Deduction that was not on the original filing.  Is that something new with Idaho?  Why would that show up?

@georgep4055    You enter the 1099-DIV just as it come form the Brokerage. Then as you step thru the entries on that form ("Edit it if it was imported), on one of the pages after them main form there is a checkbox that you check  for "A portion of these dividends is U.S. Government interest"   Then on a page later they allow you to enter what sub-amount of Ordinary dividends came from US Govt securities....but if box 1a contains other dividends, you need to supply the exact sb-amount yourself.  Then that amount won't be used as taxable income on your state taxes  (it may be combined with any box 3 $$ on a 1099-INT form....if any)

"I never got ....any documentation...."   Really----why did you not print out a copy of your own tax return for your records?   Your 2024 AGI is on line 11 of your 2024 Form 1040.     The five digit PIN is a self-select five digit number that YOU make up for yourself.       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    

You can report the Like-Kind Exchange on Form 8824 without designating two properties.  When you set up your Rental Assets (two properties) you will then need to allocate a % of the sale price to each property when you assign a Cost Basis to each property for proper depreciation and cost basis when you sell.    Here's more detailed info on Reporting Assets Acquired in Like-Kind Exchange.   @user17751043387         

Where did the 2,300 come from? This is the first I am heard of it.   OK, let's start again. You are under Family HDHP coverage, right? For all 12 months? Did you have an excess contributions carried over from 2024? What were your employer contributions (code W in box 12 of your W-2)? What were your personal contributions (i.e., not through the employer). Same questions for your spouse.   This should tell us what your excess contributions are. Ignore the 1099-SA with a code of '1' - this will not affect the contribution limit for 2025.

Hi Amy,   thanks for your reply!   As my income falls under the 'wages/general income' category, it looks like it should apply, doesn't it? I did indicate that Germany and the US have a tax treaty. What else could I do to 'use the treaty income to claim this'? It seems as though my foreign earned income and foreign paid taxes are not being linked.   I am mainly wondering because my tax liability increased after I reported the German income, but it doesn't decrease when I enter the taxes paid. The income from Germany is not high, so it seems like it should be taxed at a much lower rate here in the US, or even below a threshold. Alternatively, my taxes paid in Germany should at least be credited.   FEIE does not apply to me, as I lived in the US for more than half of last year.   Thank you so much for your help, Theresa

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       As for the child tax credit----did you claim a dependent child under the age of 17 and enter income from working? https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u  

As I mentioned previously, Form 8606 has ALWAYS been included in my TT tax return owing to my non-deductible basis. I finally did something right (no idea what), and Form 8606 suddenly appeared in my return. Go figure!

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

@aazuber    Most users do not use SBTPG to pay their software fees. BUT I continue to tell people to NEVER have their software fees paid by the "expected" refund....that way leads to too many disasters.   ALWAYS pay the software fees up-front with a credit or debit card.