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If you have mortgage interest and paid property taxes, it can be posted to Your Home   Your home will be included in your Itemized deductions. To post your home Log into TurboTax Under Federal (on the left sidebar) Select Deductions & Credits On the center screen Scroll down to Your Home Choose Mortgage Interest and Refinancing (Form 1098) Follow the interview  

@norman16 If you created a 2024 TurboTax online account, the tax return will be available to download as a PDF.  You Must sign onto the 2024 online account using the exact same User ID you used to create the account.   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)   See this for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx

@goransonlexi do you have contributions to your HSA listed on Box 12 / Code W of your W-2?    if yes....there was a question later in the HSA section asking if you contributed money directly to your HSA.  DO NOT include the dollars already indicated on your W-2 in your response.   Is that the problem? (it's a common error).    

If you mean you have to amend the return, here are the steps. Login to TurboTax Select Tax Home from the left sidebar. Scroll down to Your tax returns & documents and  Select the year you want to amend. Click on the Amend (change) return dropdown,  Then Amend using TurboTax Online.   Continue the interview, make the changes you need, and answer the rest of the questions to finish changing your return.  An amended return can make a change to a tax filing that has already been accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment   Amend TurboTax  

@user17754359160  You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

@Rosefelix  Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203 Are you also receiving a state tax refund? If so, the state refund is sent directly to you based on how you chose to receive the state tax refund, it does not go through the third party processor. 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_US_en_US?uid=m7ulm2n7 Have you factored in the TurboTax account fees and the TPG service charge of $40 plus any applicable sales tax? Review your TurboTax account fees - 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 View Order Details   If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

Yes 2024 8606 looks wrong, seems the conversion was missing (line 13 in your screenshot shows $0 not $7004) it just shows a contribution.  I think your understanding of what it should look like is correct, similar to 2023.  you'll need to file an amended return for that, it may affect your 1040 as well as 8606 if the 1099-R was not reported.   Note on your 2023 Form 8606 you see the asterisks this indicates the calculation is happening on a separate IRA worksheet which should be in your PDF with all forms and worksheets (or in Forms mode if using desktop).   For 2025 you'll need to make sure you have the right basis carryover from your revised 2024 8606 Line 14 to 2025 8606 Line 2.  After you enter the contribution or 1099-R you will be asked to confirm the basis tracked for 2024 or before and can adjust it there.   If you still have a residual balance/basis I would suggest converting the entire balance and clear it out to $0 this year and going forward.  I assume you're picking up some interest inbetween settlement of the contribution and conversion which can happen at brokers like Vanguard etc.   see this thread on suggestions how to file - technically you could wait and do it in sequence but as suggested by @dmertz you probably don't need to wait to amend 2024 to file 2025 - as long as you are certain of the basis carryover for 2025 so you don't have to amend 2025 later. https://ttlc.intuit.com/community/taxes/discussion/what-s-the-best-sequence-timing/00/3871012

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

The senior deduction of $6,000 is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.   Married couples filing separately are not eligible for the senior deduction.   The senior additional deduction is not included in the standard deduction but appears on line 37 of Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.   But you can preview your form 1040 and check line 13b of your form 1040 which includes the senior deduction among other deductions if applicable, such as the tip deduction, the overtime or the car loan interest deduction.   To preview your form 1040 in TurboTax Online, follow these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 13b  and you should see the amount of this deduction included in this line.

You have to enter your dependent son's form 1095-A on your tax return. It does not matter whose name appears on the 1095-A as long as it is for someone in the tax household. If your son has income, you'll be asked to report it during the 1095-A interview.   The form 1095-A shows premium tax credit received in column C, and form 8962 will calculate the premium tax credit for the whole household.

That is not an option.  You can change the date, it wont accept letter, or you can choose something other than a date and that option is only various.  The sales are all long term.  I just cant go into each transaction and manually change 840 of them.  Any other suggestions, unless I group the whole cluster as one manual input of costbasis and proceeds.  Do i have to mark it as inherited?