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Trying to file my 2025 taxes and it keeps getting rejected for incorrect AGI or pin. I verified both because I’ve used TurboTax for years. Why is it doing this and how do I correct this? NYS says I h... See more...
Trying to file my 2025 taxes and it keeps getting rejected for incorrect AGI or pin. I verified both because I’ve used TurboTax for years. Why is it doing this and how do I correct this? NYS says I have to efile but I can’t if the federal doesn’t go through. Running out of time and I’ve heard others are having the same issue.
IRS form 1099-SA reports the money you spent from your health savings account (HSA).   Do you mean to correct the form that you have previously entered?   If so, in TurboTax Online, follow th... See more...
IRS form 1099-SA reports the money you spent from your health savings account (HSA).   Do you mean to correct the form that you have previously entered?   If so, in TurboTax Online, follow these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions and credits. Click the down arrow to the right of Medical. Click to the right of HSA, MSA Contributions. Be sure to check the box that you have an HSA account. At the screen 1099-SA Summary, click the pencil to the right of the form previously entered. See this TurboTax Help.
Enter the first three characters AFTER the ID USA.  Do not include "IDUSA" or any spaces. 
how can I find my 2024 tax return?
 It’s applied per eligible spouse, not per return. So if only one of you is 65+, you’ll receive one additional amount, not two. As long as you meet the qualifications for this deduction, it is automa... See more...
 It’s applied per eligible spouse, not per return. So if only one of you is 65+, you’ll receive one additional amount, not two. As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  You can see the information for the Senior Deduction is reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.  
 It is automatic based on your birthdate.  You should get 6,000 unless your AGI is too high.   It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction... See more...
 It is automatic based on your birthdate.  You should get 6,000 unless your AGI is too high.   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 ….    
You should enter them as stated on your social security statement, on the line for Box 3.
TurboTax treats each of your Form 1099-Rs separately, so when when inputting your Form 1099-Rs from both UBS and Merrill Lynch, here's how to ensure that TurboTax knows you have taken your Required M... See more...
TurboTax treats each of your Form 1099-Rs separately, so when when inputting your Form 1099-Rs from both UBS and Merrill Lynch, here's how to ensure that TurboTax knows you have taken your Required Minimum Distribution from both accounts:   First, delete the Form 1099-R and also delete any Form 5329:    On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)   Next, if one of your 1099-Rs covers your entire RMD*, you can use it to satisfy reporting your full RMD as follows:   Return to Income, then click the down arrow to the right of Retirement Plans and Social Security Select IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section Click on +Add a 1099-R and input the 1099-R from which you took your entire RMD (If applicable. Otherwise enter only the portion of your full RMD that you took from this entry (not the full RMD amount) Click Continue as you complete the interview entries "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD portion you took from this account (no extras) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select, "The entire distribution applied", or "Some...applied..." enter your RMD portion you took from this account (no extras) that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   *If one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 5 above and just Continue through the remaining questions.
It was not necessary to fiddle with the distribution codes.  In the HSA interview, the question for contributions did not make it clear that I should not enter anything that flowed from a 1099-R.  Ev... See more...
It was not necessary to fiddle with the distribution codes.  In the HSA interview, the question for contributions did not make it clear that I should not enter anything that flowed from a 1099-R.  Even though you had pointed out to not enter the amount, I must have assumed that field was pre-populated when trying to figure out what I was doing wrong.  Anyway, blanked out the contribution amount, and everything looks great now.  Appreciate the help and the patience!
It's possible your return has already been accepted. There does seem to be a delay currently. Check the links below to see if your return might be at the IRS. IRS-Where's my refund? If your t... See more...
It's possible your return has already been accepted. There does seem to be a delay currently. Check the links below to see if your return might be at the IRS. IRS-Where's my refund? If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript Current Year Transcript Availability How do I track my state refund?
Do you include all RMD accounts in your taxes with no 1099R's? and where?
Can you clarify whether you're asking why no one else can claim her as a dependent, or why she isn’t eligible for the education credit if she is a dependent?
TurboTax no longer supports the software for 2020 nor are updates provided.   Any refund for a 2020 tax return has been forfeited already.   If you owe tax due for 2020, it is owed with late filing p... See more...
TurboTax no longer supports the software for 2020 nor are updates provided.   Any refund for a 2020 tax return has been forfeited already.   If you owe tax due for 2020, it is owed with late filing penalties and interest.      
federal income tax return prepared and submitted through turbotax.
it showed on my taxes that my parent qualifies as your dependent but didn't revive the credit
I would expect that an IRS form 1099-R with a 'code 4' in Box 7 would be taxable to the beneficiary unless the deceased owner had non-deductible IRA contributions on IRS form 8606.   In TurboTax On... See more...
I would expect that an IRS form 1099-R with a 'code 4' in Box 7 would be taxable to the beneficiary unless the deceased owner had non-deductible IRA contributions on IRS form 8606.   In TurboTax Online, at the screen Annuity Information, at the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, answer Yes.   This will make the amount in box 2a taxable.