All Posts

jen-willis11

Add copy

rscrivener

In Turbo Tax 2025 Mac premier on 1099-R , If you input $0 for the RMD amount because the IRA was opened in 2025, the program ignores the distribution amount for that 1099-R and calculates a penalty. ...

In Turbo Tax 2025 Mac premier on 1099-R , If you input $0 for the RMD amount because the IRA was opened in 2025, the program ignores the distribution amount for that 1099-R and calculates a penalty. If you enter $1, it includes the distribution amount and no penalty is calculated.

carney_l104

ThomasM125

Yes, you should enter the FAMLI benefits you received when requested on your state tax return. They are included in income on your federal tax return but not taxable in Colorado, so you need to accou...

Yes, you should enter the FAMLI benefits you received when requested on your state tax return. They are included in income on your federal tax return but not taxable in Colorado, so you need to account for that when preparing your Colorado return.

xmasbaby0

TurboTax provides do-it-yourself tax software. TurboTax guarantees the calculations done by its software. The information entered into that software is data entered by you, the user. TurboTax ca...

TurboTax provides do-it-yourself tax software. TurboTax guarantees the calculations done by its software. The information entered into that software is data entered by you, the user. TurboTax cannot and does not check that information against any outside sources, so TT cannot know if you entered your information completely or correctly. It is up to you to enter all of your information correctly and completely, and to check your tax return before you file it. If you forget to enter some income, or enter it incorrectly, enter it in the wrong place, etc. then you may end up owing additional tax to the IRS and/or state. TurboTax does not pay the additional tax you owe. If TurboTax’s calculations were incorrect, and you owe penalties and/or interest, then TT will pay the penalties and interest. The tax due is always owed by you, and must be paid by you. If you need to enter a claim for the accuracy guarantee: https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/submit-claim-turb...

LindaS5247

Please clarify your question by adding some additional information so we may better help you. Such as: What screen are you on? What are you trying to do in TurboTax? What is is asking you? What vers...

Please clarify your question by adding some additional information so we may better help you. Such as: What screen are you on? What are you trying to do in TurboTax? What is is asking you? What version of TurboTax are you using? Are you using Online or a Desktop program? Are you getting an error message?

xmasbaby0

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software befo...

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import. If you want to enter it manually, click the option that says “I’ll type it in myself”

MelindaS1

Here are the instructions for removing your PA state return, for desktop and TurboTax Online. Follow these steps to delete a state return in TurboTax Desktop for Windows: With your ...

Here are the instructions for removing your PA state return, for desktop and TurboTax Online. Follow these steps to delete a state return in TurboTax Desktop for Windows: With your return open in TurboTax, from the File menu, choose Remove State Return. Select the return you want to delete and then select Remove. Choose Yes to confirm. Or You can delete your state return in TurboTax Online as long as you haven't paid yet. Note: If your TurboTax navigation looks different from what’s described here, learn more. Open or continue your return. Select State Taxes from Tax Home. On the Status of your state returns screen, select the trash can icon next to your state, then select Delete. Alternatively, you can skip this step of deleting the state, and just choose to e-file only the federal return on its own, as these can be filed separately.

xmasbaby0

Do I get a credit or deduction if my child is disabled? If your child is older than 12 and you need to pay someone to take care of him while you work, you can say he is disabled and you can sti...

Do I get a credit or deduction if my child is disabled? If your child is older than 12 and you need to pay someone to take care of him while you work, you can say he is disabled and you can still get the childcare credit on your federal return. Or if he is 19 or older you may still be able to claim him as a qualifying child dependent on your federal return. Aside from those things, there is no federal tax advantage to saying that your child is disabled. Your state tax laws might be different. And.....if your child's doctor recommended any sort of special education, tutoring, special needs classes, etc. those can be entered as a medical expense if you are itemizing deductions and incurred any out of pocket expenses.

JamesG1

In TurboTax Online, in the Indiana state income tax return, at the screen Take a look at Indiana credits and taxes, remove the value from the Neighborhood Assistance Credit.

MaxA1

No se puede enmendar la declaracion del 2025 hasta el 19 de Frebrero, 2026.

User17695587514

I paid for expert advice and would like some actual advice not the information that is available online that is the reason for reaching out for the advice for actual information on when the refund ad...

I paid for expert advice and would like some actual advice not the information that is available online that is the reason for reaching out for the advice for actual information on when the refund advance will be released being that the IRS has already accepted my return

sanrayone

mariohernandez1163

LeticiaF1

When this happens, you will receive multiple 1098 forms, you need to enter both into TurboTax. First need to enter your original loan information (the one that was sold): Open your r...

When this happens, you will receive multiple 1098 forms, you need to enter both into TurboTax. First need to enter your original loan information (the one that was sold): Open your return Go to the Did you pay any home loans in 2025? screen Select Yes Follow the steps There is a question that says "Is this 1098 the most recent for your loan?" screen, select No Continue the rest of the questions Enter the second loan: On the Your 1098 summary screen, select Add a new 1098 Follow the steps On the Is this 1098 the most recent for this loan screen, answer Answer the remaining on-screen questions about the details of your original loan. On Your 1098 summary screen, you will see both forms TurboTax's instructions on entering multiple 1098 form

mbendix8

MaryK4

No, you are not required to issue a 1099-INT to the trust. Because this is a mortgage between two entities that are not in the business of financing mortgages, neither you or she are REQUIRED to pro...

No, you are not required to issue a 1099-INT to the trust. Because this is a mortgage between two entities that are not in the business of financing mortgages, neither you or she are REQUIRED to provide the IRS with informational forms. If you decided you want to file with the IRS, it would be more appropriate for the trust to file a 1098 issued to you. However, you can enter in TurboTax to report on your individual tax return if you are itemizing deductions: Under Federal Taxes, select Deductions & Credits Go to Mortgage Interest and Refinancing (Form 1098) Click on Add a 1098. On the Let's Import your tax info screen, click on the Change how I enter my form On the How would you like to upload your 1098? click on the Type it in myself box on the bottom. Enter the Trust as the Lender's Name On the Do any uncommon situations apply? select The seller is financing this loan and I didn't receive a 1098. On the next page you can enter the Address and Tax ID Number for the Trust Continue with the rest of the information. Be sure that either you or the Trust prepares, and you both have a copy of the Interest Paid for the the Year and the Outstanding Balance so it matches if the IRS asks.

xmasbaby0

You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup...

You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb

MarilynG1

You could contact the IRS Taxpayer Advocate Service, or visit a local IRS Taxpayer Assistance Office. @sbhedman

MindyB

Yes, money you contributed on your own is deductible. I am assuming you earned money from the insurance company, and then directly contributed it on your own. If the insurance contributed it on your ...

Yes, money you contributed on your own is deductible. I am assuming you earned money from the insurance company, and then directly contributed it on your own. If the insurance contributed it on your behalf, it is not taxable, but do not enter it as a personal contribution. Here is how you can enter personal contributions to an HSA in TurboTax Online: Click on Federal Taxes, Deduction & Credits Choose "add/edit" HSA, MSA Contributions You will see a page titled "Your HSA Summary" which will show any deductions already computed from your W-2 Choose Edit, Check the box for HSA, Continue You'll now see a screen that says "Here's what we have so far" with the information from the 1099-SA, choose "Edit." After the entry screen for the amount distributed, double check the number is accurate, continue and when it asks "Did you spend your HSA money on medical expenses only?" answer "Yes", if accurate. Choose done and continue until you get to a screen that says "Let's enter your HSA contributions" In the box "Any contributions you personally made (not through your employer)" Here is where you enter the amounts you did NOT contribute through paycheck withholding.

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Add copy of 1095 a

Re: How do I report a problem to TurboTax?

Why won't it take my NY drivers license document number?

Re: Do I also enter the amount I was paid on Famli benefits on state return if it was on my 1099?

Re: My 2024 taxes had an error caused by turbo tax. What do I do?

Re: Need online assistance

Re: Import tax forms from Marcus Goldman Sachs failed in Turbotax 2025

Re: As a sr citizen in Pa I am not required to pay state taxes. How do I remove the PA tax form ?

Re: My son has severe autism, should I mark him as disabled on my taxes?

Re: delete the Indiana Neighborhood Assistance Program credit

Re: Porque no me deja enmendar

Re: Where do I see whether I was approved for the advance or not? It’s not showing on the site li...

i don't think i filed my taxes last year, and I am wondering if it is too late to file now

Why am I getting denied for my kids to be my dependents

Re: loan was sold to another bank. to enter 1098 for Bank 1, what to enter for 1) outstanding bal...

I keep getting looped back through the section of "Just three more steps and we'll file your returns". The program is not letting me complete filing.

Re: Land Contract Interest Paid to Family Member

Re: Refund Advance

Re: My 2024 Federal tax return was accepted on 3/9/2025 but I still have not received my refund. ...

Re: If I contributed to an HSA on my own can I deduct this as tax deductible? This is money I ear...

Do you have a TurboTax Online account?

All Posts