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You can delete a dependent by following these steps:   In TurboTax Online, open your tax return Click on My Info in the left-hand column Follow the interview until you arrive at the page titled Here's an updated summary of your Situation On the Summary of your situation page, scroll down to locate the name of the dependent you want to edit Click on Delete below the name of the dependent you wish to delete.  

MILITARY DISCOUNT https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp   (There are no military discounts on “Live” versions, the desktop download or on add-on features)   When you enter your W-2:   There is a question "Is this W-2 for work you did as active duty military?" before the screen with checkboxes.

OK, for choosing the category for entering this NY State subtraction, you said;   "One of the items on that list is "Taxable refunds (not included in line 4 of IT-201/IT-203)"."   I did see that listed among the various options to choose from, however, this NY State stimulus payment is NOT technically defined as a tax refund, as well as, you had also previously advised the following;   "... we are recommending that the special New York Inflation Refund NOT be entered as a tax refund."   So, this appears to be a contradiction ... is it? What happens if a tax return filled-out as you have suggested is not accepted by NY State, then what?

If you can be claimed as a dependent and did not say so when filing your tax return, then you should amend it as your parents would not be able to claim you on their return.   When amending, revisit the My Info section by clicking on My Info on the left of your screen. Read each question carefully.   On the page titled Let's check for some other situations, put a check mark on  Another taxpayer can claim me as a dependent on their tax return.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.   

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.          

Yes, you have two options to pay the taxes you owe if you mail your return. During the filing process, you can choose the TurboTax Direct Debit to pay from your bank account. You can use the IRS .gov/payments system to pay directly to the IRS.

Do you mean that you used the current online software program and entered 2024 information and entered 2025 information to the same return?   That was a big mistake.    Online can only be used for 2025---no other year can be entered using online.     If you have not paid, registered or e-filed, you can clear it and start over and enter only 2025 income and information.   CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost     Or----did you go too far----did you try to e-file?   What happened with the e-file?   Was it accepted or rejected?    

Sorry, I don't work for TurboTax.  I'm a fellow user--not a tax person.  I don't know why TurboTax waited until the final check to inform you of the upgrade.   Are you a US citizen?   You said you are living abroad, but didn't mention your citizenship. TurboTax can only prepare returns for US citizens and "resident aliens for tax purposes."     Merely indicating that you had a foreign bank account will trigger the Schedule B because that question appears on the Schedule B.    But the Form 2555 and Form 1116 would make you upgrade anyway.   Schedule B also asks a followup question when someone has a foreign bank account.  It asks if you are required to file a FinCEN Form 114.  I'm a fellow user--not a tax person. I'm going to ask TurboTax Expert @CatinaT1 to jump back in here and explain whether or not you need to report such a FinCEN form, what it's requirements are, what exceptions there are, and how to do it, if required.   Otherwise, I can't help you prepare your return.  You hadn't mentioned of those circumstances in your first 2 postings.  So after my questions a lot more is now known about your situation, so armed with that, perhaps @CatinaT1 can help you further.   Also, since you can't use TurboTax Free Edition, be aware there are other free products which may be available to you.   Look at the free products offered at the IRS website below.  There are 8 IRS partners that offer free filing if you meet the guidelines.  Some include a free state return, if needed. https://apps.irs.gov/app/freeFile

Yes, you should file for an extension and use your wife's and son's SSN to file your tax return.   An extension will allow you to file until October 15, 2026.   This is an extension to file your tax return, not an extension to pay your taxes. You must estimate your taxes due and pay them by April 15, 2026 to avoid penalties and interest.   You can use TurboTax to e-file an extension by clicking here.

RobertB4444 AnnetteB6   Guys, Revisiting this from last year because i need help.   So I have $2380 this year ( 2025 ) from this same income category ( box 3 income ) and its triggering the self employment tax and charging me $490   now, i just found a way to upload this to the other income section because this is not a business for me and i think i am now paying like $300 ( miscellaneous income - other income )... which is more correct.   but possibly still inaccurate - i might not owe taxes at all because the services are not taxable - i'm not an employee, its not my business, and they are reimbursements for time spent in zoom meetings. the people i work for say its not taxable but their same corporate finance team issues these tax forms.    thing is - some non-employees here with the same position i have got their 'income' recharacterized as a 1099-NEC with $0.00 income, or 1099-MISC with 0.00... they did so by talking to the organization's finance team and the IRS   i tried to get the organization to do the same for me but they won't respond. one person responded and she just offered softwares / services that offer tax advice.. but no specifics. i seem to remember them telling me that my services are reimbursed and not taxed   let me say more about what i do there - i attend zoom and teams meetings and sometimes in person meetings. i vote on things for the community, and i write and make presentations about the board members' works and report any news. i get paid a stipend in the form of an ACH transaction to my checking account. it is characterized on this monthly 'paystub' as a stipend. doesn't mention taxes. I AM NOT AN EMPLOYEE. I am part time ( less than 10 hours per week ) and stipended and contractural only. i get no benefits. its small like a few hundred dollars per month.    what do i do to save that $300 on taxes? do i ask them to recharacterize the income to 1099-misc? does box 3 still make sense? do i tell corporate to redo my tax form? i already have the 1099-misc recharacterized as box 3.    is the kind of work i described taxable? please advise!

I clicked the "recharacterization" button before reading this discussion and of course got flagged for excess contribution to my IRA. Now I can't "unselect" by revisiting the topic on the online version of TurboTax. What should I do? 

I live outside of the US and no longer make any US income or have ties to any US money. I have a foreign bank account because I live in a foreign country now which is why I have checked that on turbotax. While I understand this is a reason to pay for turbotax, what I am trying to explain is that I had clicked File 10 times prior to that and not been prompted to switch to the paid version. Having switched nothing, suddenly the software seemed to decide it wanted to make up reasons for me to pay to file despite me not oweing any money or getting any refund as I do not associate with US money anymore. Turbotax literally estimates my refund and amount owed to be $0 as well.   As for the schedule B, this was just the first reason it created before it switch and said it was because I have foreign income. It is my understanding I do not actually need a schedule B nor has one been added on to my account. Thanks for your response and if you have any further insight please let me know! I have since started the process by hand and completed a 2555 and a 1116 as well as a schedule 1 and obviously a 1040. Do you know of any other forms?