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Thanks, @MaryK4 !  Yes, form 8814 came up in the interview and both of my kids' income is above that threshold. Just to confirm- I still list them as dependents? The interview doesn't ask whether they are filing their own returns. On my return, there is no linkage to my kids' returns or reference to the fact that they are filing separate returns.  Is that valid?  The only linkage is through each kid's return having form 8815?

Your total Federal estimated tax payments that were entered will be reported on your Form 1040 on line 26.  This amount will also include any 2024 tax refund that you applied to your 2025 tax return.   If you made state estimated payments, there will be a similar line on your state tax return toward the end of the main form showing your estimated payments.

I agree, the tips should be included in income in order to claim a deduction.  Generally this means the tips will be included in Box 1 of the employer provider W-2.     The point of my post, however, is even if the employer did not also report the tips in Box 7, a taxpayer is still entitled to deduct them from taxable income.  In other words, a taxpayer should not be unnecessarily burdened just because his or her employer made a reporting error.   This issue arose as I was helping my daughter with her tax return, which were reported incorrectly.  I’m a recently retired CPA with 42 years of high level tax planning experience.  Early in my career I dealt with a  multitude of errors on information returns (W-2s, 1099s, etc).  In cases where an information return was incorrect, and the person who prepared it was not willing to correct it, a taxpayer should sill be able to report the properly taxable amounts.   When I encountered this situation in  my work life, we prepared reconciliations and attached them to the filed return.  I’m accustomed to using professional tax prep software, however, and find TurboTax a bit (actually, a lot) clunky as far as flexibility.  Oh well.

Ran into this today in 2026. This address is listed incorrectly on the Missouri side- on their tax returns as well as their most up to date website (still, 4 years later lol). I don't even use TT but came searching for someone else who had this issue come up. There is no way for TT to have the correct address if MO has the wrong one listed everywhere. We have to go by what is on MO's tax forms for cases of penalty safe harbors. It is the first 5 of the zip code which is incorrect; hopefully MO will fix this one of these years lol

Employers try to provide correct W-2s, however sometimes assistance is needed to enter these wages.   Enter the same amount in box 1 as there is in box 14. Once you do this you will be able to select that these wages were 'Nontaxable Medicaid waiver payments not reported on a W-2 or 1099'. How do I enter my tax exempt Medicaid waiver payments from IHSS in TurboTax? No, since your income is not taxed, then you are not allowed to reduce other income by the amount of qualified overtime. You generally cannot use the federal 'no-tax on overtime' deduction if your Medicaid Waiver (IHSS) wages are already excluded from gross income under IRS Notice 2014-7. The deduction only applies to taxable federal income, and you cannot double-dip by excluding income and then taking a deduction on that same income.

To input the year of birth for your inherited IRA in TurboTax, you will need to revisit the Form 1099-R entry by doing the following:   Go to Wages & Income in the Federal section of your tax return Select Update to the right of Retirement Plans and Social Security Select the pencil to the right of your Form 1099-R to edit your entries You will reach, "When was the original retirement plan owner born?"

@m_williams0864 , not knowing the  whole situation, I would still say if you have a  1099-S, you would need to file return, even if  the  gain is totally excludable ( main home sale meeting the eligibility criteria ).   Does this make sense ?

Very appreciative of everyone in this forum chat. I noticed the same thing where the routing/account number on my California 8453-OL was not my account number and was for Cross River Bank. Unfortunately, it looks like it is a waiting game with Cross River bank probably trying to make money off interest by holding everyone's money.   As an alternate solution, if you did not file yet, you can select to pay your fees by Credit Card (instead of through your return). This will avoid dealing with CRB all together and everything will go directly to your personal bank account. Hopefully others can catch this too before dealing with what seems to be a very shady process.

Make sure you check off that it completely ROLLED OVER into a new retirement acct. That seems to be what the issue was! There is some section where it asks you that so keep going through all the screens.

Hi thank you so much for your help!   I called Fidelity last week and it is now reported as a contribution not as a rollover for my 2025 Form 5498.   Another question: I was able to find 'Other reportable income' and have this amount listed in that box. However, my employer is working with my 401k provider to see if I will receive a 1099-R. My 401k provider is moving slowly on this. Say I do receive a 1099-R but it comes after I file, what changes (if any) would I need to make on my return? Would I need to file an amendment?