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You’ll see your refund or taxes by clicking the Federal Review section of TurboTax Online. This usually causes the refund and tax meters to appear in the top left corner of your screen. Another option: select Tax Tools near the bottom of the left-hand menu. Select Tools. Click View Tax Summary from the pop-up window to see a breakdown of your current federal and state totals. Keep in mind that Turbo Tax shows your totals only after you've added all your income, deductions, and credits. This keeps things simple and accurate, instead of updating them along the way.

It depends. When you entered the amounts from Schedule H, Lines 2 and 4 into that field, it told the IRS that you already paid these Federal Social Security and Medicare taxes to the State of California.     You were then given a credit for those amounts, lowering your tax bill. When you changed it back to zero, the software removed that credit, causing your "Tax Due" to jump back up to where it actually should be. The $2K increase isn't a penalty; it’s the software correcting a mistake where it thought you had already pre-paid those taxes elsewhere.   In California, you almost never withhold Social Security or Medicare to pay to the state. Those are Federal taxes paid to the IRS. The only time you enter something in that specific box is if you were required to withhold California State Disability Insurance (SDI) or Paid Family Leave (PFL) from your employee.   The mistake is entering Schedule H Lines 2 and 4 (which are Federal Social Security and Medicare).  To correct it, you should only enter the actual SDI/TDI amount withheld from the employee's check for California. Where do I find the correct SDI amount?   If you are a household employer in California, you are required to withhold SDI if you paid the employee $750 or more in a calendar quarter. To find the exact number:   Payroll Records: Look at the pay stubs you gave your employee. There should be a line item for CA-SDI.  Form DE 9 / DE 9C: If you file quarterly reports with the California EDD (Employment Development Department), look at your quarterly filings. The SDI amount is usually listed there. The Math: For 2025/2026, the CA SDI rate is 1.2% of gross wages. If you paid your employee $50,000, the SDI withheld would be $600. To summarize.   Do NOT enter Schedule H Line 2 or 4 amounts here.  DO enter the total CA SDI amount you withheld from your employee's paychecks throughout the year. If you didn't withhold SDI (e.g., if you paid it yourself as a benefit or didn't reach the $750/quarter threshold), then Zero is actually the correct answer, and your tax bill is simply reflecting the Federal employer taxes you owe.    

TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra that you need to do.    Taxpayers who are 65 and older may qualify for the additional deduction of $6,000 ($12,000 for MFJ).  To be eligible for the additional deduction, you must meet the eligibility criteria below:   Be 65 or older by December 31, 2025 File Married filing Jointly if married Modified adjusted gross income under $75,000 ($150,000 for MFJ).  The deduction phases out for taxpayers above this income Review the TurboTax articles Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.

Yes, you do need to complete an FBAR return since your foreign bank account balance exceeded $10,000 during the year. It doesn't matter where the income was generated. You don't need to report the income on the FBAR, just the maximum investment balances. You can learn more here in this IRS article.

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   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 You are filing married filing separately  

Follow the steps below to enter your Form SSA-1099: Go to the Social Security benefits screen under Wages & Income. On the screen Did you receive Social Security or Railroad Retirement benefits in 2025? answer Yes and select Continue. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided. Select Continue and follow the onscreen instructions. Refer to the TurboTax article Where do I enter an SSA-1099 for more information.

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

To enter Social Security benefits reported on form SSA-1099 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 Social Security (SSA-1099, RRB-1099), click the start or update button

To enter state income tax as a deduction on Schedule A in TurboTax Online, it appears under "Deductions & Credits" but may be listed as part of "Estimates and Other Taxes Paid." Here is how to enter it: 1. Go to the Federal Taxes section. 2. Select Deductions & Credits. 3. Scroll to or search for Estimates and Other Taxes Paid and select Start or Update. 4. Then select the option related to state and local income taxes you paid, such as estimated payments or payments with extension. TurboTax will calculate your state and local tax deduction and apply it to Schedule A if you itemize.

You have one W2 that has both CT and NY taxes withheld and another with only CT income tax withheld.   For the one with two state withholdings, did you move to CT while still working in NY?  If so, this would be fully taxable by NY state, but NYC taxes would only apply to the income earned while you were a resident of NYC.  Your TurboTax entry has this as 100% NY income, so I would assume that you worked in NY the whole time you earned this income.   A screen "Tell us about your New York resident income" shows your total W-2 income, but nothing allocated to New York state.  Here you would enter the amount of the one W2 that you earned while living in New York State.  Assuming your W-2 with two states withheld is correct, it would be the total of the W2 income minus the amount of CT income.   Your non-wage income shows allocations to New York that you calculated.    "Tell us about your New York nonresident income" would be the total wages you earned while living in CT - those amounts would be the amounts received while a CT resident which should equal the total amount of income attributed to CT on both W-2 forms.  This amount of CT resident income plus the NY resident income would be equal to your total wages.   For your New York City wages, if your W2 is correct, the city wages would be the total wages minus the CT wages on that W2 - this assumes that the amount of income attributed to CT was earned as a CT resident.  Also your interest and dividend income would be allocated to NYC for only the period you were a resident of NYC.   There are -2334 of adjustments to NYS income - these would also apply to NYC.  You are also unable to claim a capital loss greater than the allowable Federal limit of $3000, so the amount of capital loss attributable to NY will need to be adjusted.   Your CT return appears to have the correct wage allocations based on the information from your W-2 forms.  The allocations of other income will need to be entered for CT as well.  You should also get a credit on your CT taxes for income that you earned in NYS while a resident of CT.  You'll need the New York state and city liabilities which are on line 50 and 55 respectively of the New York IT-203 form.  The amount of income taxed by both CT and NY state would be the amount of CT income on the W2 with 2 state withholdings.  The amount of income taxed by both CT and NYC should be zero.  

Enter the six-digit IP PIN in the Other Tax Situations section. Open your return Select Other Tax Situations Select Other Return Info Select start by Identity Protection PIN TurboTax will guide you through entering your spouse’s IP PIN. Refer to the TurboTax article  How do I enter my IP PIN into TurboTax? for more information.