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March 4, 2026
5:29 PM
HI I need help
March 4, 2026
5:29 PM
Not close the right answer. I am filing as a qualifying surviving spouse and I believe that the official IRS guidelines and federal tax law, as a Qualifying Surviving Spouse (QSS), you use th...
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Not close the right answer. I am filing as a qualifying surviving spouse and I believe that the official IRS guidelines and federal tax law, as a Qualifying Surviving Spouse (QSS), you use the $150,000 threshold for Line 32 of Schedule Internal Revenue Code (IRC) Section 2(a) and Treasury Regulation §1.2-2(a) mandate that a "surviving spouse" is entitled to the same tax rates and standard deduction benefits as those filing a joint return. My date of birth is 5/25/60 so this is not the issue. the issue is TurboTax sees only Surviving Spouse not QSS and it uses 75,000 not 150,000 which i am entitled to (I believe). So my question is does QSS on line 32 use 75,000 or 150,000?
March 4, 2026
5:28 PM
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March 4, 2026
5:27 PM
Sorry... read some more q&a on this topic and saw TT is supposed to issue an update on 3/6/26. Will patiently wait.
March 4, 2026
5:27 PM
The miscalculation comes from Intuit using the wrong factor to multiply for the age. Intuit is halving the factor, in this case from 24.6 to 12.3 (if you follow the math, you will see the problem). ...
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The miscalculation comes from Intuit using the wrong factor to multiply for the age. Intuit is halving the factor, in this case from 24.6 to 12.3 (if you follow the math, you will see the problem). This doubles the RMD requirement and results in a reporting of a substantial penalty. I hope that does not affect all RMD calculations for those filing returns. I hope that it is only my return. Be aware of this issue if you have RMD's to report and check your numbers! Do not rely on the Intuit calculation unless you confirm manually in your case that it is accurate. There are IRS charts to determine the divisor based on your age to apply to your balance as of December 31, 2024 for your 2025 RMD.
March 4, 2026
5:26 PM
IHAVE A 5 DIGIT FILING PIN THAT I HAVE USED SINCE 2016. IS THAT STILL GOOD?
March 4, 2026
5:24 PM
When you use 'Preview My 1040' are you seeing the Standard Deduction amount or the Itemized Deduction amount? Your return may be correct, but the program messaging is incorrect.
Choose Tax ...
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When you use 'Preview My 1040' are you seeing the Standard Deduction amount or the Itemized Deduction amount? Your return may be correct, but the program messaging is incorrect.
Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
Choose Tools
Choose View Tax Summary
See the Preview my 1040 option in the left menu bar and click on it
Scroll down to to Line 12E on Form 1040
@user17708317711
March 4, 2026
5:24 PM
Yes both state returns are filed as part time resident. The Oregon income was filed and accepted. The California income was added on my amended return. Now I owe money in Oregon. Two separate W2s as ...
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Yes both state returns are filed as part time resident. The Oregon income was filed and accepted. The California income was added on my amended return. Now I owe money in Oregon. Two separate W2s as a part time resident in each state. Now the Oregon state taxes are saying I owe even though it was fully filed and accepted and no more earned income from Oregon was added in the amended return.
March 4, 2026
5:24 PM
for Montana
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March 4, 2026
5:23 PM
1 Cheer
I am assuming the filing status for your federal tax return is Married Filing Joint. Since you husband does not have any income I don't see any reason not to file your New Jersey tax return as Marri...
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I am assuming the filing status for your federal tax return is Married Filing Joint. Since you husband does not have any income I don't see any reason not to file your New Jersey tax return as Married Filing Joint. For Illinois, you should be filing separately. If you are filing a joint Illinois return (which you shouldn't) you are going to owe Illinois income tax since your husband is an Illinois resident.
March 4, 2026
5:23 PM
Thanks for the response, but this is not an option. Form 8938 is not visible for deleting when going to Tools > Delete Forms.
March 4, 2026
5:23 PM
I am entering the info for an energy efficient home improvement where directed by the instructions, but it is including the amount as a deduction and not showing it as a credit. What do I need to do?...
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I am entering the info for an energy efficient home improvement where directed by the instructions, but it is including the amount as a deduction and not showing it as a credit. What do I need to do? Please help.
March 4, 2026
5:22 PM
No. If you contributed to a Roth 401(k) or a traditional 401(k) through your workplace, you should not enter that information in the IRA section. The contributions would have already been properly a...
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No. If you contributed to a Roth 401(k) or a traditional 401(k) through your workplace, you should not enter that information in the IRA section. The contributions would have already been properly accounted for in your W-2.
Here is some more information you may find helpful: IRA vs 401(k): Which Should I Invest in First?
March 4, 2026
5:21 PM
A 1099-R form should always have a distribution code in Box 7 to identify the tax treatment of the distribution. If Box 7 is empty, the form is likely incomplete, and you should contact the financial...
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A 1099-R form should always have a distribution code in Box 7 to identify the tax treatment of the distribution. If Box 7 is empty, the form is likely incomplete, and you should contact the financial institution for a corrected form to avoid potential IRS issues. Steps to Take if Box 7 is Blank:
Check Again: Ensure you aren't confusing the code "7" (representing a normal distribution) with the box number "7" itself.
Contact Issuer: Reach out to the bank, brokerage, or retirement plan administrator to request a corrected Form 1099-R with the code filled in.
Review Prior Years: If you had a similar distribution in a prior year, you might find the appropriate code from the prior year's form, but a corrected form is still the best solution.
Without a code, you can't properly report the income, which may result in tax return rejection, errors or delays.
March 4, 2026
5:20 PM
Hello all. Thanks for the guidance. I’ve filed my 2025 taxes already. In 2025, I’m over the income limit for Roth Contributions, I didn’t check the limit, I thought it was higher than $150K, and ...
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Hello all. Thanks for the guidance. I’ve filed my 2025 taxes already. In 2025, I’m over the income limit for Roth Contributions, I didn’t check the limit, I thought it was higher than $150K, and I stupidly contributed the max $7,000 to my Roth IRA for backdated 2025 year. it’s sitting as cash in the Roth but it seems like I should be doing a backdoor IRA now to fix this, and leverage this method going forward. i have some stupid questions I hope to get answered: - I now have to reclassify my over contributed Roth $7,000, into a newly opened traditional IRA (I don’t have one now), and then re-classify back to the Roth IRA to avoid penalties, is this the best method to avoid withdraw penalty? - does this mean now I will receive 2, 1099-Rs from my broker because I’m moving non-deductible to deductible, back to non-deductible? - do I have to amend my federal return now? - do I also have to fill out form 8606 in addition to the 2, 1099-Rs? - if I use the backdoor IRA method every year going forward, do I have to file the 1099-R every year? some help and guidance would be appreciated. Thanks for those helping a tax newbie and his stupidity.
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March 4, 2026
5:20 PM
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March 4, 2026
5:19 PM
TurboTax shows my Colorado state return as accepted, but Colorado's revenue website shows they haven't received it. It's been 4 weeks. What do I do next?
March 4, 2026
5:19 PM
March 4, 2026
5:18 PM
With regard to Roth conversions, Form 8606 Part II is required to be completed for all conversions from a traditional IRA to a Roth IRA. Part I (which this question is about) is required to be compl...
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With regard to Roth conversions, Form 8606 Part II is required to be completed for all conversions from a traditional IRA to a Roth IRA. Part I (which this question is about) is required to be completed only if the taxable amount of the Roth conversion cannot be determined on Part II alone because you have basis in nondeductible traditional IRA contributions and you still had funds in a traditional IRA at year-end.
March 4, 2026
5:18 PM
IND-031-04
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