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To change your answer to Schedule B, Line 7a regarding foreign accounts while amending in TurboTax, you typically need to navigate through the interview section rather than clicking directly on the form. Follow these steps:   Go to the Federal tab and select Wages & Income. Scroll to the very bottom and click Continue. TurboTax will lead you through a series of wrap-up questions. Watch for the screen titled "Tell Us About Any Foreign Bank Accounts". Update your answer to Yes and follow the prompts to enter your French account details.  

Since this is a Form 1099-B, the bank is reporting a transaction that the IRS views as a "sale". This usually happens during a merger, when a company goes bust, or a bond or preferred stock reached its maturity date and was called back by the issuer.   What to put under date sold will either be the date listed in Box 1c, "Various", or 12/31/2025.   If the bank did not provide you with the cost basis, it means the IRS does not have a record of what you originally paid for the investment. Therefore, if your Form 1099-B is showing zero (0) for cost basis, the IRS will assume you paid zero for the investment.   If the IRS assumes a zero basis, it means that you will owe taxes on the entire sale price, so it is worth looking into the real number and making an adjustment in TurboTax, if applicable, rather than inputting a zero.   There are several ways to look into this further. For example, you can:   Look for a Supplemental Statement/Information document for that account Locate your trade confirmations, or monthly statements Account for Exercises (premium you paid is added to basis) and Assignments (premium you received is subtracted from cost of stock) Check for Wash Sales in your Form 1099-B   If you need to make an adjusting entry for your Form 1099-B, scroll down below Box 1e - Cost or other basis. There, you will check the box that reads, "The cost basis is incorrect or missing on my 1099-B".   Additionally, if your Form 1099-B has data included in boxes not visible on the screen, check the, "I have other boxes on my 1099-B to enter", which will open more boxes.

An RV can be classified as a primary or secondary home for tax purposes if it has sleeping, cooking, and toilet facilities, which allows the  mortgage interest deduction.    It is likely listed as a "Primary home" in TurboTax due to a selection made when entering Form 1098.   You can return to those screens in TurboTax as follows: Click on Search at the top right of your TurboTax screen Type 1098 in the search box and  Click on the link Jump to 1098 Click on the down-facing carat next to the Form 1098 you are editing and Select Edit (blue button) Your screen will say Who is your Mortgage Lender? Enter it or just select Continue if it is correct Your next screen asks Do any uncommon situations apply? Answer and Continue The next screen asks for your 1098 details, verify and Continue Your next screen asks Is this loan secured by a property you own? Answer and Continue  The next screen asks What kind of property is this loan for? You can select Second home here for your RV Continue through your screens and answer any follow-up questions See also:   Publication 936, Home Mortgage Interest Deduction Please return to Community if you have any additional information or questions and we would be happy to help.

You can delete the forms/worksheets (3921, 6251, ESO worksheet, etc.) if you had no exercise and hold transactions in 2025.     Those get entered in the Investment Income >> ISO Exercise and Hold section - You may have started an entry accidentally and generated a form that is hung up.     How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop  

To change your answer to Schedule B, Line 7a regarding foreign accounts while amending in TurboTax, you typically need to navigate through the interview section rather than clicking directly on the form. Follow these steps:   Go to the Federal tab and select Wages & Income. Scroll to the very bottom and click Continue. TurboTax will lead you through a series of wrap-up questions. Watch for the screen titled "Tell Us About Any Foreign Bank Accounts". Update your answer to Yes and follow the prompts to enter your French account details.  

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)   @jmorrow338   

To enter the 1098-T select the following: Federal Deductions and Credits Education 1098-T If you are the student claimed as a dependent on someone else's return, and your scholarship in box 5 was not more than box 1, then your parents would be the one to enter this on their return to claim the education credit.  

Yes, if your daughter's earned income was more than half of her total support, then Form 8615 isn't required. According to the IRS, Form 8615 must be filed for any child who meets all of the following conditions:   The child had more than $2,700 of unearned income. The child is required to file a tax return. The child either: Was under age 18 at the end of 2025, Was age 18 at the end of 2025 and didn’t have earned income that was more than half of the child's support, or Was a full-time student at least age 19 and under age 24 at the end of 2025 and didn’t have earned income that was more than half of the child's support. At least one of the child's parents was alive at the end of 2025. The child doesn’t file a joint return for 2025. You can remove a form in TurboTax if it is not needed. If you are using TurboTax Online, see this help article and below for the steps to Delete a Form:    Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. (Look for any form or worksheet relating to Medical expenses.) Select Delete next to the form, schedule, and worksheet in the list and follow the instructions. If you are using a Desktop version of TurboTax, you can switch to Forms Mode (click on Forms at the top of the screen when you are in Step-by-Step Mode), review the list of forms on the left, then select the one you wish to delete. When the form displays, click "Delete Form" at the bottom of the screen.  

To enter, edit or delete Education Expenses - 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 Education On Expenses and Scholarships (Form 1098-T), click on the start or update button

The RMD is the amount that someone who has reached the age of 73 is required to withdraw from their retirement accounts.  It is based on a life expectancy factor and prior year-end account balance.  If this withdrawal is not taken, then the IRS may impose a penalty on the amount that should have been taken.  This primarily applies to accounts such as 401(k)s and IRAs.  If you have a pension, it counts too, but since you are getting a monthly withdrawal, that pension is meeting the RMD for that plan   What are required minimum distributions (RMD)?

The second W-2 indicates non-taxable disability payments. Box 12a Code J is (non-taxable sick pay), and  Box 14 (VDI) This income is not taxable.  You likely don't have to enter this W-2 into your tax return, as no taxable income is reported.  Or you can include it on the original W-2