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I'm seeing the same behavior.  All other fields on Form 7203 populate. Why isn't TurboTax auto filling such despite such an explicit instruction from IRS regarding handling the D code in box 17? This... See more...
I'm seeing the same behavior.  All other fields on Form 7203 populate. Why isn't TurboTax auto filling such despite such an explicit instruction from IRS regarding handling the D code in box 17? This is not a case where additional information is required. 
I had my Foreign Tax Paid amount as an itemized deduction, and out of curiosity, I let the software change it to a credit to compare the different between the deduction vs the credit.  Now the progra... See more...
I had my Foreign Tax Paid amount as an itemized deduction, and out of curiosity, I let the software change it to a credit to compare the different between the deduction vs the credit.  Now the program has it recorded as a credit and I can not find a way to change it back to a deduction.  Is this a software glitch?
It looks like you didn't start a return in TurboTax Online.  You need to enter a bit of info, name, address, etc. since your 'Tools Center' menu doesn't show the option to 'Save your 2025 return to y... See more...
It looks like you didn't start a return in TurboTax Online.  You need to enter a bit of info, name, address, etc. since your 'Tools Center' menu doesn't show the option to 'Save your 2025 return to your computer'.    Go to the Investments section, choose 'Add Investments',  'Enter in a Different Way', 'Upload'.  Then your 'Tools Center' pop-up will have the 'Save to computer' option.  Make sure your desktop program is closed, and click the 'Open File' link at the upper right corner and the file will open in TurboTax Desktop.   I just tested this, so hope it works for you!   @dasrust         
contributions/recharacterizations can be backdated to the prior tax year but the subsequent conversion back to Roth as part of a backdoor process is reported in the calendar year it is done, so next ... See more...
contributions/recharacterizations can be backdated to the prior tax year but the subsequent conversion back to Roth as part of a backdoor process is reported in the calendar year it is done, so next year you will get a 1099-R for the conversion for tax year 2026, which will have a finalized market value for whatever was converted.   this backdoor conversion split across tax years is normal situation when backdating the contribution, referred to in the Backdoor Roth page you referenced: If you'll receive a 2026 1099-R in 2026, wait to report it on your 2026 taxes. In this case, only complete Step 1 below for your 2025 taxes. You’ll complete the second step next year when filing your taxes for 2026.     so for 2025 taxes - you would report the contribution & recharacterization only, and the end result will be a non-deductible contribution to your Trad IRA (for the original amount of the contribution), reported on Form 8606 Lines 1 & 14 which will carry forward the basis for 2026 when you report the conversion.   when you enter the recharacterization you will provide the market value that was moved back to Trad IRA and an explanation statement, but the market value of the Trad IRA doesn't matter until you convert it (and you will be taxed on any gains thru this whole process).  I'm not 100% certain if there is any other issue if the final market value changes a bit but I don't think it affects your 2025 return.   perhaps @DanaB27 or @dmertz can confirm any other issues.
Today I tried to efile my Federal and State taxes.  The Federal was accepted, the State was rejected. I filed jointly and was within the $250,000 income limit and I listed the $20,000 exclusion on CA... See more...
Today I tried to efile my Federal and State taxes.  The Federal was accepted, the State was rejected. I filed jointly and was within the $250,000 income limit and I listed the $20,000 exclusion on CA 540, Part 1, line 5, B for subtractions. The Reason for the state return rejected was they wanted to know when I am deployed.  I retired from the US Air Force and 1980, I deployed to the Vietnam in 1968.  Is that the answer they are looking for. If I elect to file a paper copy and mail, that will also rejected by the state of California.  No one seems to know how this works.  Where would I put the info when I was deployed. Any answers.  Don 
PART #1 of your reply is correct, I do not need to re-enter the already entered 1099-R, as this was correctly entered on the original return. I did need to amend it for a 1099-B for dividends, interes... See more...
PART #1 of your reply is correct, I do not need to re-enter the already entered 1099-R, as this was correctly entered on the original return. I did need to amend it for a 1099-B for dividends, interest, and stocks sold via a broker. I have no question about this part, but I do show $5,000.00 owed which is incorrect because it did allow the $5,000 credit for the adoption. I do not use Intiut for the state as my state allows free e-filing and has no issue processing an amendment without corrupting the adoption credit. PART#2 of your response mentions no amendment is required, which is NOT correct. The amendment is required so that it will include the late 1099-B. It is when attempting to amend the return Intuit disallows the $5,000.00 of the adoption credit which the IRS does still allow. This is in complete contradiction to their 100% accuracy guarantee. THE 1040-X AUTOMATICALLY CHANGES THE ADOPTION INFORMATION AND FOR NO VALID REASON. IT WILL NOT LET ME EDIT IT BACK TO WHAT IS SAYS IN THE ORIGINAL RETURN. IT WILL NOT LET ME CHNAGE IT TO MATCH THE ORIGINAL RETURN IN FORM MODE OR STEP BY STEP MODE.
I joined a company in Dec 2024 and received a signing bonus that same month (Dec 2024). I resigned from the company in April 2025 and returned the unvested bonus (9-months worth) back to the company ... See more...
I joined a company in Dec 2024 and received a signing bonus that same month (Dec 2024). I resigned from the company in April 2025 and returned the unvested bonus (9-months worth) back to the company (bonus was vested monthly for 12 months). My federal and CA tax were withheld for the entire 12-months worth of the bonus. I should be able to get the credit back for the 9-months worth of withheld federal and CA taxes (since I returned the 9-months worth of unvested bonus). I figured out how to claim the credit back from the IRS, but I have trouble finding the correct line to enter the credit (of IRC 1341 "Claim of Right") for either Form 540 or Form 540 CA . Can anyone help?  Thanks.
I have a letter saying I need to include a completed 8936 and a 8936 schedule A to report the transfer election
Thanks for the reply Vanessa!   How would I input the reasons that my income fell through so that they know it was unexpected and not intentionally miscalculated? And how will I know if I owe the $... See more...
Thanks for the reply Vanessa!   How would I input the reasons that my income fell through so that they know it was unexpected and not intentionally miscalculated? And how will I know if I owe the $375 or $0?   And will this be true for next year as well? I should already be on track to meet the income requirements, but if not is it true that this same Treasury Regulation § 1.36B-2(b)(6) will not apply anymore for 2026?
Sorry not anymore.  You need a separate email address for each account.   But wait,  you have a License Code?  For the Desktop download program or some stores are also selling a code for the Online v... See more...
Sorry not anymore.  You need a separate email address for each account.   But wait,  you have a License Code?  For the Desktop download program or some stores are also selling a code for the Online version.   Did you install the program on your computer?  The Desktop program can do unlimited returns and efile 5.
I entered a foreign corporate pension and a foreign brokerage dividends in a 1099-R and 1099-DIV, respectively.  What dummy EIN can I use for both so that I can e-file??
Hello, When I tried to create another account, it says that my email is already taken.  I also tried to select the option of using a different account, entered a new user ID, but since it’s the same... See more...
Hello, When I tried to create another account, it says that my email is already taken.  I also tried to select the option of using a different account, entered a new user ID, but since it’s the same email address, it continue to say my email address is already taken.     Can 1 license code be used with different 5 email accounts?  Thanks!!
Is it under the same rule of " you can deduct unreimbursed, qualified medical expenses that exceed 7.5% of your Adjusted Gross Income (AGI)"? 
To report income on a 1099-Misc as Business Income, go to Wages & Income > Business Items > Business Income & Expenses, Schedule C.  Give some info about your business, and Continue to 'Any Income on... See more...
To report income on a 1099-Misc as Business Income, go to Wages & Income > Business Items > Business Income & Expenses, Schedule C.  Give some info about your business, and Continue to 'Any Income on a 1099-Misc?'.   Enter the info from your 1099-Misc and Continue and enter any Expenses associated with this income (vehicle, home office, phone).  If you enter your occupation as 'Sales' you may qualify the QBI (Qualified Business Income) deduction.   Schedule C (business) income is taxed the same as ordinary income.     @Doug1948 
I was able to download financial institution information/data, however it changed from the method of previous years.  This year there was an input summary but some of the amounts were totals of  1099... See more...
I was able to download financial institution information/data, however it changed from the method of previous years.  This year there was an input summary but some of the amounts were totals of  1099 data and I had to find the correct numbers by hit or miss and the numbers on the summary were not identified (i.e. for stocks sales proceeds, cost, gain or (loss).  
State and local taxes paid are: -any state withholding from your paychecks, retirement checks, unemployment checks, etc. -a state tax due you paid last year -any state estimated tax payments you m... See more...
State and local taxes paid are: -any state withholding from your paychecks, retirement checks, unemployment checks, etc. -a state tax due you paid last year -any state estimated tax payments you made during year including an overpayment applied from last year -any local taxes withheld on your checks like SDI in box 14 or 19 on your W2
@localhero wrote: .....with no personal days, it doesn't matter... any idea as to why that's even on the form then?  Because although Congress wrote the Tax Code, the IRS develops the tax for... See more...
@localhero wrote: .....with no personal days, it doesn't matter... any idea as to why that's even on the form then?  Because although Congress wrote the Tax Code, the IRS develops the tax forms and, honestly, they're not too bright. I believe that the inclusion of personal days (only once on the Schedule E) is primarily due to those who have Vacation/Short-Term Rental property (look at the form) and who typically also use that property as their vacation homes as well as for rental use.   I further believe they didn't know how to segregate that from the scenario where long-term rentals sit unoccupied for any period of time. It would really clarify matters if they just asked for the number of personal use days and the number of days the property was ready and available for rent (the latter of which is the actual law). Just my opinion.