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On page 7 is the worksheet to calculate how much you can use for Schedule A line 5e. https://www.irs.gov/pub/irs-pdf/i1040sca.pdf   Based on this worksheet it looks like TurboTax is using a negative value for line 8. Instructions says to subtract line 7 from line 1. Line 7 should be larger than line 1, so this should be a positive value (as your AGI is bigger than 500,000).   How you can check? Fill out the worksheet above. Verify in TurboTax Desktop version by: Click on Forms in upper right. Select Schedule A, and it will show how TurboTax calculated the same worksheet. Mine shows a negative value on line 8...

Thanks. I had the same exact issue. Even with the workaround, you'd think TurboTax would give you the option to select "None" for the whole year, rather than having to enter it on every month. Even better would be fixing the error in their tool for this sort of situation.

Wait to file your amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.    Follow the steps below to amend your 2025 tax return to change your filing status:   Open TurboTax. Scroll down to Your tax returns & documents and select the year that you want to amend Select Amend (change) return, then Amend using TurboTax Online Follow the prompts on the next screens and answer the questions On the screen Tell us which 2025 return(s) you want to amend, select the 2025 federal and/or state return that you want to amend Follow the prompts to amend your tax return.   Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?  

I had to group transactions off the 1099B into similar groups with similar sold dates.  I could not edit 500 plus individual transactions especially when the software takes you back to page one after every update.....TurboTax you need to do better!!!!  I sold my entire inheritance because the JP Morgan investments were garbage and could not be transferred to another brokerage account.  I did not want my money in JP Morgan after the horrible experience dealing with their foreign beneficiary department.  Every security had multiple lots and I had to group them in sections to make this feasible.  There is no drop down menu to convert them all at once to inherited, purchased or received as a gift.  This was so time consuming.  It should not have been this difficult especially since I answered the 3rd question before editing the download that these were not purchased by me.  

I've tested your scenario by entering a Form 1099-G for agriculture payments in box 7 and the amounts did transfer to both lines 4a and 4b for both TurboTax Online and TurboTax Desktop.   Follow the steps below:   Add your Farm: Select Wages & Income Select Rentals, Royalties & Farm and Continue When you reach the screen Tell Us About Your Farm, select I have income from operating a Farm (Don’t select I received a payment on 1099-G for my Farm Rental) Add Farm Income and Select Payments from Government reported on 1099-G On the next screen complete the information and make sure that the box IS NOT checked that says Federal or state income tax was withheld on this payment Continue to answer the questions in the interview screens When you run your federal review, you will see a screen that says Check This Entry. You should see your agricultural payment in box 4a and you can enter the taxable amount in box 4b. If this doesn't work for you, reply back with your diagnostic file.  

@wes-sliwowski   For tax years 2025–2028, most seniors (65+) pay no federal tax on Social Security due to a new $6,000/$12,000 deduction, provided income is below $75,000 single/$150,000 joint. While not fully eliminated for all, this deduction significantly reduces tax liability, aiming to exempt 88% of seniors.   Review FORM 8582 to see the calculations TT did for you. The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to  your 1040SR line 13b. The vast majority will have no tax on their social security,  which once again is not a benefit to the richest.   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, or You are filing married filing separately.