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To access your USPS (OPM) 1099-R form, log in to the OPM Retirement Services Online portal to view or print it directly. Alternatively, use the 1099-R Express Request tool (no password needed) to have a link emailed to you, or call 1-888-767-6738. Forms are generally available online in January   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Form 8615 will be in your child's return.   You will need to start a new, separate tax file for each child.  You can then find it under Less Common Income -Child's Income (Under Age 24).  You are correct that you should delete the UTMA 1099 from your return because the income in a UTMA account legally belongs to the child and is tied to their Social Security number. If it remains on your return, you will be taxed on it at your higher rate unnecessarily.   NOTE: Form 8814 is used if you elect to report the child's income on your return. This is generally only allowed if their income is solely from interest and dividends and stays below a specific threshold (e.g., $13,500 for 2025).  Form 8615 is required when the child files their own return. It calculates the "Kiddie Tax" by taking information from your parent return (like your taxable income) and applying it to the child's unearned income over $2,700.    

@rkasch    Your situation still is not clear....though you do seem to imply that no OH taxes were withheld   ...were MI taxes withheld from the Ohio Job W-2?   Or were OH taxes withheld? ...or perhaps no state taxes withheld at all?   If the proper forms were filled out with the OH employer, then only MI taxes would be withheld (or perhaps no state taxes at al)....and if only MI taxes were withheld for the OH job, you do NOT indicate that anyone worked in OH, and you would only file MI taxes on all your joint income.   Then you would just delete the entire OH tax return.   Hmmm...does the state line on the W-2 show up as MI income??? even if no MI withholding? ...or no state listed at all?

You would have to enter the child, under the age of 17, as a dependent on your tax return.  The dependent child must have a SSN or an ITIN issued by the IRS.  You must have at least $2,500 of earned income to be eligible the CTC.   To be a Qualifying Child - 1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them. 2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled. 3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you. 4. The child must not have provided more than half of his or her own support for the year. 5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child. 6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year. 7. The child must be younger than you unless disabled.

TT does not even mention 1098Q does not need to be reported if expense is <= to qualified expense.  It asks to enter 1098Q w/out providing ways to enter qualified expenses.  That needs to be addressed.  

No, you do not offset the $9,475 by the same amount. This is the price paid for the land they will keep and are using for the circle. The cost basis for this will be a portion of the price you originally paid for the land.  How to arrive at the price of the land sold: Use the tax assessment you had before the land was sold and ask the county or city for a new tax assessment after the sale. Take the original assessment land portion divided by total assessment (land and building) to determine the percentage of your cost that was for the land at the time of purchase of the property and multiply by the original purchase price. Take the new assessment land portion and divide it by the total new assessment (land and building) to determine the percentage of the new assessment that is for land only and multiply by the original purchase price. Take the result in 2. above and subtract the result in 3. above. This result is the cost of the land you sold to NC DOT. This will be used as the cost basis to offset your sales price. Keep in mind that if there were any sales expenses that will also factor in to reduce gain. To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales? @dallasjh89 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) or Download .tax file   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Only qualified charitable organization are included for charitable donations.  If the university is not a 501(c)(3) organization you cannot deduct any contributions to the university.   Charitable donations are entered on Schedule A as itemized deductions   To enter charitable donations - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Charitable Donations On Donations to Charity, click on the start or update button

@VolvoGirl, @DawnC and @ThomasM125 . Please let me know if you got chance to look at it. And if you need any other information from me. Please do not hesitate in asking any thing. I want to finish this thing before the 2025 tax deadline so that I can file my 2025 return with correct basis. This bug is blocking that. Will appreciate your help in fixing the issue. Thanks.

There are some requirements that must be met for the LTC premiums to be deductible as part of your self-employed health insurance deduction.  The deductible amount may be limited based on the age of the insured person.   Take a look at the following information from IRS Instructions for Form 7206 for more details:   Qualified long-term care insurance

my state is California - I did a test by changing box 3 =0 ( instead of $4128) and the result is: 1. Federal tax : The refund increased === Make sense since the income is lower ( box 3 is not included in box 1) 2. Ca state:   CA refund increased! It means turbo tax does not subtract the interest income from box 3!! and it appears we have to go to CA state to deduct the interest from box 3.