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Thanks for the guidance, however, I am not presented with that page. I see what you are referring to if I mark my wife as having an HSA that screen comes up but I cannot get it to present for me (she does not have a separate HSA).

@CatinaT1 Thanks and your answer is fair. I went through these steps. Still have a doubt why two softwares produce different taxable social security benefits. Do you know IRS only uses 50% and 85% to calculate the taxable amount, or there is other % and how it is determined?

@Jampard wrote: Is there a way that the IRS can find out what my cost basis is for some stock that I sold last year? Nope, but then you are the one who has the burden of proving the basis you report on your return if ever questioned by the IRS.

Find the source: Instead of trying to type on the worksheet itself, you need to find the specific section that feeds it. Capital Losses: Go to the Investment Income or Stocks, Mutual Funds, Bonds section. Look for "Capital Loss Carryover." Charitable Contributions: Check the Deductions & Credits section under "Charitable Cash Contributions" or "Donations." General/Business: Look for a section labeled Other Business Situations or Net Operating Loss.   Delete and try again: If the form is carrying over corrupted data from a previous year's import, deleting the underlying form often forces the software to let you re-enter the data manually. If the form refuses to delete, it is holding something. Take a look at the form to see what is stuck in there and let us know more information to help you.   Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again in the correct area listed in source area. Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again in the correct source area.

Key Troubleshooting Steps for Error 590: Clear Browser Cache/Cookies: Clear your browser's data to remove outdated session information. Update Security/Browser: Disable antivirus temporarily, enable pop-ups, and ensure your browser and Windows/MacOS are updated. Check Financial Institution Security: Log into your bank website to ensure your account security settings allow third-party connections (e.g., check Schwab for "verify on all devices" settings). Re-authenticate Connection: Disconnect your bank account within the software and re-connect it to refresh the connection token. Wait and Retry: As Error 590 often stems from the bank’s end, waiting 24–48 hours for the server issue to resolve is often effective. Remember that the IRS already has copies of all your 1099's.  A Category Summary Total is acceptable in a tax return.   @COFan 

It does not - I get these responses: Does your other income [$" amount redacted"] include tips not on a 1099-K, NEC, or MISC because: You got a statement showing your tips, but not a 1099-K (common for Uber). (Other reasons were listed as well, but this is the one that applies to me - I got a statement from Uber, it's not separated out but included in my income.) to which I get this response:  Thanks for that info Right now, you can’t deduct tips unless they’re included with your income on a 1099-K, NEC, or MISC. This rule could change as early as this tax year. We’ll contact you with the next steps if it does. In the meantime, it’s okay to go ahead and file your taxes. So, I did not get the deductions even tho I have a statement from Uber which should be allowed according to my first messsage inquiry.  

If you had been using TaxAct and these questions look to be unfamiliar to you, then it very likely that you were using the Taxable amount shown on the 1099-R as the amount you were being taxed on.  If you select Yes for using the total amount taxable on previous returns, then you won't enter any of the other information you listed here.   However, if any of the amounts contributed to the pension were made "after-tax" - either contributions the church made to the pension that you paid taxes on, or your personal contributions that had taxed paid on them - then any of these amounts included in the pension can be withdrawn without being taxed.  Simplified method would be the correct selection.  But this is going to require some research and digging on your part to get this information - the two hardest items to determine will be if any pension received in prior years was non-taxable and also the Plan cost which would be the already taxed contributions made to the plan.  Knowing this information can reduce your tax burden, but it's up to you if you want to spend the time researching everything needed to make this determination.  

When TT crashed I had just hit save, it PinWheeled then crashed.  I will search again but I have already tried that. I've gone in to settings to check auto save interval but could not find that either in TT. For a product that has been out there for a zillion years this should be a no brainer   Thank You 

If you use Turbotax to prepare your return, that is a service you must pay for, no matter whether you owe tax or get a refund.  You are not paying for your refund, you are paying for preparation of the document.  You can pay this fee with a credit card and nothing further to do with Turbotax.   Turbotax has two additional offers you may be thinking of.  One is "have your fees deducted from your refund" and the other offer is "get my refund up to 5 days early."  Both of these services have additional fees.  You do not need to use these services, they are option.  If you can pay your fees from a credit card, and want to get your refund on the normal IRS schedule then do that, and you pay nothing extra. 

Line 12 shows the 179. CA limits ($25,000 max) are lower than the federal ($2.5M) Line 12 col b is federal amount, col c - the CA adjustment, col d- allowable amount under CA law.   In California, once your business spends more than $225,000 on equipment in a single year, your ability to take any Section 179 deduction is completely phased out. Any amount you can't deduct because it exceeds your business income can be carried over to future years. Form FTB 3885A will track and carry.

When you work through the sales tax deduction section, you come to a screen that says Let's find your biggest deduction. On that screen you need to choose the option that says State and Local Income Tax Deduction. Then your itemized deductions should reflect that option.   That section is under Deductions and Credits, then Estimates and Other Taxes Paid, then Sales Tax.

Yes. Switching from a foreign tax deduction to a credit is likely the best option here. A deduction only reduces your taxable income by a percentage, but a credit lowers your tax bill dollar-for-dollar. Form 1116 must be filed because you are $10 over the single-filer threshold.   If your investments are primarily in standard mutual funds/ETFs and your AMT is "far below" your regular tax, the simplified method election is usually a safe time-saver. It won't prevent you from getting your full credit; it just simplifies the math used to prove you haven't exceeded the legal limit.   Even when you import 1099s, TurboTax cannot automatically calculate your Foreign Source Income. This is because 1099-DIV forms only report Total Dividends (Box 1a) and Foreign Tax Paid (Box 7). They do not have a standard box for "Foreign Source Income."   You must manually enter this amount using the supplemental data from your brokerage (the "Foreign Source Income Percentages" you found).   For the countries, "various" is the best option to use since you have a mix of ETF and standard mutual funds.