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I experienced the same problem. Retired last year but had a small amount of earned income that wasn't paid to me until early this year. I entered the tax withheld from that amount for 2026 but TT is using the much higher withholding from 2025. So I'll just ignore the estimated payment amounts it generated, as they are obviously far short of the mark. Appreciate seeing prior user comments that confirm this glitch.

An inherited home will be entered  as a Second Home in the correct section. You’ll have to use TurboTax Premium to report the sale of a second home,  You will enter this in the investment section of TurboTax. The total Cost Basis is the value on the date your Mom passed. it will be entered in this section. Open or continue your return. Under Federal  Wages & Income Investments & Savings [+ Add Investments] Save time and connect your financial accounts [Enter a different way] [Type it Myself] Select the box Other [Continue] Follow the interview. Review the IRS answer at How do I report the sale of my second residence?

You don't have to post a 1095 B or C to your tax return.  Keep it with your tax information.   If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.   You should Confirm that you and no one else got a 1095-A You can use the phone number listed by state at  The Health Insurance Marketplace. If you're sure you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

We can not make phone calls from this forum, but we are very human. I am an enrolled agent with the IRS.  We have tax attorneys and CPAs here also.  We can answer questions online at no fee. However, you can establish a video conference with a representative. There's an additional charge.  You can establish a video call by subscribing to TurboTax Live or Full Service.  In these sessions, you can see  the TurboTax representative, but they can't see you.  In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. How to Connect Sign in to TurboTax  Select ‌ Live Help or Help Choose  Contact Us or  Connect with live help. Follow the prompts to select your preferred method, which may include One-way video,  Phone call Or live chat. Or reach out at What's the TurboTax phone number?

Possibly,  If you had taxes withheld, that's good, but I can't tell if I haven't seen your tax return.   The underpayment may be avoided if: You paid 90% of the tax that you owe for the current year. If the current taxes paid are equal to 100%, (110% for higher incomes) of your taxes owed the prior year. The IRS also says you can probably avoid the penalty if the amount you owe is less than $1,000. For more information, see Guide to IRS Tax Penalties: How to Avoid or Reduce Them.   You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax.   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required. Some key numbers on the form are: Taxable income is line 15 Total tax is line 24 Federal Income Tax withheld is line 25d Tax credits are listed on 27 - 30 If there was an underpayment, there may be a penalty Refund is posted to line 34 Amount you Owe is line 37  

@mkmoore588 it should not be taxable.  what code is in Box 7?    Did you move the money to the current Bank within the last 5 years? if so, the bank would not know you meet the condition of having a Roth open for at least 5 years.  Delete the 1099-R and re-enter, following the questions very closely.  Is the code in box 7 a "J"?    

@dan_hyman what you are describing is false in some manner.  I have the exact same scenario as you describe and the software provides the correct calcuations.  I am using the Desktop version.    Overriding fields invalidates the Turbo Tax guarentee and may prevent efiling.  Not the recommended approach.    what is on your W-2, box 10?    On form 2441, Line 27 is the number of qualifiying children times $3,000 (maximum $6,000) Line 28 is pulled from the W-2, Line 10. Line 29 is the difference.    if you have one child ($3000) but Box 10 exceeds $3000, there is no child care credit available. 

  This shows the header and response for each screen in order that the 1st (COPY 1) F1116 will be “general category income” instead of the default “passive category income” which is the result of the initial screens focusing on dividends. To ensure a clean start, delete any F1116’s. TT by default will want to process the DIV first, so we go thru the initial screens with minimal entries until we reach the back section to process the earned income under "general category".   1. Foreign Tax Credit.      Continue 2. Tell us about your foreign taxes.      This screen may or may not appear for various reasons.     If displayed, click on Continue. 3. Foreign Taxes       Continue 4. Do you want deduction or credit?      Credit 5. Reporting foreign taxes paid     Continue. 6. Where did you receive dividend income?     Not used at this time, so just select the first one then Continue 7. Income from foreign countries     Done 8. Need to report income     No 9. Simplified limitation election for AMT     This screen may or may not appear for various reasons.     If displayed, will assume YES is selected 10. No other income or expenses       No 11. Completing forms 1116         Continue 12. Foreign tax credit worksheet       Continue 13. Choose the income type      This screen starts the back section. Select      General category then Continue 14. Country Summary      Click on Add a Country. 15. Select Country from the list. 16. Other Gross Income-Country        Enter the description and the amount even if entered elsewhere. 17. Definitely related expenses     Enter any applicable amount. 18. Foreign Losses.      Enter any applicable amount. 19 Foreign taxes paid.       Enter the amount in box for other income. 20. Country Summary         Done 21. Continue thru the next several screens until you reach: 22. Foreign Tax Credit Summary.       You should see displayed Copy 1 General Category Income.      Click Done. 23. Go thru a few more screens and complete the interview.   Now re-enter the interview and work through the screens for the dividends to generate COPY 2, passive category F1116. TT may ask for paid or accrued and the date paid. The default is “Paid” and the date 12/31/2025  

@robertrose25  asked:  "Why have I been unable to print my state return which I have completed?"   You haven't described the roadblock, and we don't know where and how you are trying to print or whether it's before or after filing.   If you've already filed, you might be able to get the state return in a PDF at the Tax Home.   It would be in the same PDF after the Federal return pages.  If it's not there, I've outlined below how you should be able to get it, including additional summary pages and worksheets.   You said "completed", but I don't know if that means you've also paid for and already filed the state return.   In any case, hopefully the following will work for you.   If you haven't yet paid for your product, it will ask you to do so during the process.   When you follow my steps below, you should be able to get a choice of PDFs, including Federal, State, and even the worksheets.   If your return interview is closed at the Tax Home, then you have to open your return interview back up and go to the Print Center as I'll explain in detail below.   NOTE:  When you open your return interview back up, do not make any changes in it if it's already been filed.  If it has already been filed, and if you later have to amend the return, it has to start off exactly as it was when it was originally filed.  If the returns have not been filed, you can make whatever changes you need to before filing.   The following steps assume your return interview is closed at the Tax Home.   Log in, and at the Tax Home if your return has been closed, scroll down near "Your Tax Returns & Documents" for 2025, look for a link/button "Add a State." Click on "Add a State."  (You don't really add one; that's just to open your return back up.) After the return interview is open, then you should have a full left-column menu.  Click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." If you haven't yet paid for your product, it will ask you to do so.  You will need to pay by credit/debit card.  You cannot use the "pay out of refund" method. Ifyou have already paid for your product previously,  you won't be asked the payment question. The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

OP has a point here.  As recently as last year, when entering a 1099-Q, TurboTax would ask if all of the distribution was spent on qualified educational expenses.  If the answer was Yes then none of the amount was added to taxable income.  That doesn't happen in 2025, and I just spent an hour trying to debug what was happening before finding this thread and deleting the 1099-Q's from my return to fix it. I'd recommend updating the process to again ask the user if the distribution was used for qualified educational expenses.  If so, then either tell the user to delete the 1099-Q, or properly record the distribution as fully qualified so it doesn't increase taxable income.  It's a terrible user experience right now.