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a month ago
You are in the wrong section of the program to enter a SSA-1099
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on...
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You are in the wrong section of the program to enter a SSA-1099
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
a month ago
Trying to submit my New Jersey state tax
Topics:
a month ago
Medicare is not considered a HDHP by the IRS..
You cannot contribute to a HSA while covered by Medicare but can still use the existing funds in your HSA tax-free for qualified medical expenses....
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Medicare is not considered a HDHP by the IRS..
You cannot contribute to a HSA while covered by Medicare but can still use the existing funds in your HSA tax-free for qualified medical expenses.
a month ago
To pay your TurboTax fees with a credit card, you need a US billing address.
You can change the billing address to a US address in Step 1 of the checkout process to pay the TurboTax fees.
...
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To pay your TurboTax fees with a credit card, you need a US billing address.
You can change the billing address to a US address in Step 1 of the checkout process to pay the TurboTax fees.
After you have completed Step 1, you can go back to the My Info section in TurboTax and change the address back to the address you want to be shown on your tax return as your mailing address.
a month ago
Topics:
a month ago
1 Cheer
@fanfare wrote:
OR
Just leave prior years and start with the original basis on 2025 tax return.
You still have the 8606 name: issue.
reply back if you want a workaround for that. ...
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@fanfare wrote:
OR
Just leave prior years and start with the original basis on 2025 tax return.
You still have the 8606 name: issue.
reply back if you want a workaround for that.
@frankharry
I am open to being corrected, but if the taxpayer has been making withdrawals since 2021, they can't use the 2019 basis in 2025. They have to account for the intervening years even if they didn't claim the exclusion.
a month ago
Directions are inadequate
Topics:
a month ago
Please respond to the numerous posters who have proven it is a glitch and a problem - thanks in advance
a month ago
@gtofvbatr Can you clarify if you are itemizing your Arkansas deductions or using the standard deduction? Thanks.
a month ago
Please, try these options to fix the issue you are having:
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check on your internet connect...
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Please, try these options to fix the issue you are having:
If you are using TurboTax Online
Check your browser's settings. (Clear your Cache and Cookies)
Check on your internet connection
Try using a different web browser
If you are using TurboTax Desktop
Make sure the software is updated.
If you haven't rebooted your computer, please do.
Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.
** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.
If you are still having issues after trying these options, contact Customer Support by clicking the link below:
TurboTax Phone Number
a month ago
1 Cheer
@manbeing wrote:
@VolvoGirl I have a W-2 wage job, so I think W-2 wages already covered the Social Security portion (12.4%).
that's why I just need to pay
1,995×0.9235=1,842
Medicare por...
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@manbeing wrote:
@VolvoGirl I have a W-2 wage job, so I think W-2 wages already covered the Social Security portion (12.4%).
that's why I just need to pay
1,995×0.9235=1,842
Medicare portion:
1,842×2.9%≈53 ?
That is true if your W-2 wages are more than the social security limit for the year ($176,100 for 2025). If your income is more than that, then your business SE tax will only be the 2.9% Medicare portion.
a month ago
Let's not let this thread get buried - we not have multiple confirmations that TurboTax has an error denying senior taxpayers their credit and gives them no agency to manage whether the age deduction...
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Let's not let this thread get buried - we not have multiple confirmations that TurboTax has an error denying senior taxpayers their credit and gives them no agency to manage whether the age deduction is taken. Perhaps the media should be contacted to give Intuit some motivation - this seems like a big deal and could be denying thousands $600-700 of a refundable credit - this should not be swept under the rug - I will be checking twice a day to see if Intuit doesn't respond - if this does not happen - I'll determine how to escalate this and make a spectacle of it
a month ago
If the mortgage interest you paid in 2025 is less than what you are seeing in TurboTax on Schedule A, it could be that an entry was made in more than place in the mortgage interest interview.
R...
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If the mortgage interest you paid in 2025 is less than what you are seeing in TurboTax on Schedule A, it could be that an entry was made in more than place in the mortgage interest interview.
Revisit the Mortgage Interest section in Deductions and Credits. For example, you may have entered deductible Points in addition to the amount on your Form 1098.
Please see this TurboTax tips article and this help article for more information.
a month ago
For an inherited IRA with basis, the names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN. TurboTax won't let you enter that name, You'll have to file on p...
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For an inherited IRA with basis, the names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN. TurboTax won't let you enter that name, You'll have to file on paper anyway so get the form in fillable PDF from IRS TurboTax will calculate the taxable part if you pretend the IRA is your own IRA with basis OR Just leave prior years and start with the original basis on 2025 tax return. You still have the 8606 name: issue. reply back if you want a workaround for that. @frankharry
a month ago
I won a jackpot in Mass and I live in MN so I need to file taxes in both states. The problem that I have run into is that I have Div and Int that Mass wants to tax that are coming from my federal ta...
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I won a jackpot in Mass and I live in MN so I need to file taxes in both states. The problem that I have run into is that I have Div and Int that Mass wants to tax that are coming from my federal tax. If I exclude them which I believe I should. I don't see them on my MN state tax. Can anyone help with this? Thanks.
a month ago
To file a new prior-year return for tax year 2024, 2023, or 2022, you'll need to purchase and download that year's TurboTax software for PC or Mac, as TurboTax Online and the mobile app are only av...
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To file a new prior-year return for tax year 2024, 2023, or 2022, you'll need to purchase and download that year's TurboTax software for PC or Mac, as TurboTax Online and the mobile app are only available for the current tax year. See additional information in the link below.
How do I file a 2024, 2023 or 2022 tax return?
As you work on your tax return you can add any question here and we will help.
a month ago
If you want to clear your return and start over, you can do that using the steps listed below:
Select Tax Tools from the left menu, then Tools.
Select Clear & Start Over.
Select Yes to...
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If you want to clear your return and start over, you can do that using the steps listed below:
Select Tax Tools from the left menu, then Tools.
Select Clear & Start Over.
Select Yes to confirm the action.
You can also access it from Switch Products in the left panel menu of your TurboTax screen.
Click here for How do I clear and start over?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
a month ago
Could the answer be that elementary and secondary tuition could be considered qualified education expenses if they were incurred *because* of someone attending a qualified post-secondary school?