All Posts

If you did not file a 2024 return then there is no 2024 AGI in the system for you to use when you e-file 2025.  Choose the answer that says you did not file a 2024 return, or try using zero as your AGI.   If neither of those remedies work, then print, sign and date your 2025 return in ink, and mail it in.   As for your rejected 2024 return---what attempts did you make last year to fix it or re-file it?   If you did not do anything to file it after it was rejected, the only way to file it now is by mail.  You will need to print, sign and mail it in.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

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. 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?

HC-125(S) in Box 14 of your W-2, is a type of employee benefit plan under Section 125 of the Internal Revenue Code (often called a Cafeteria Plan).  The "(S)" usually indicates a "Simplified" or "Small Business" version of the plan.   Enter HC-125 in the description box, and then enter the amount.  You can simply use "Oher" as the category.

-W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in   Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

I have had the same thing happen to me. I was overcharged for the Expert Online Assist Premium. Which I did NOT use, nor was it on the invoice before I payed. TurboTax is refusing to refund me the $159. I feel like I have been scammed and it is extremely frustrating. I have spent the past few days waiting on hold to hear from representatives who are not able to assist. It is unethical and I will never use TurboTax again. 

SSN #'s are correct for both. I can't seem to get into the documents. I have a printed copy. I don't see any question regarding the ssn "not valid for employment." Since we are retired, I replied thinking that it was asking if we were employed. So I would have answered 'No.' I also see a box under our SSN #'s on the printed copy that asks if our "main home....was in the US for more than half a year."  That box is unchecked, but the answer is yes.   

If you would like to apply your state tax overpayment to next  year, you can easily get to those screens in TurboTax using the steps listed below:   Click on your State Taxes Tab Select Edit next to your state tax return or you may see Take a Look at XXXX credits and taxes will show Select Done with credits Your TurboTax screen will say You just finished your XXX state Return Scroll down to Other Forms and select Update Your screen will say Additional Tax Situations Under Other Forms You May Need  Click on Start next to Prepare Estimates or Apply Your Refund to 2026   If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.  

Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

This is a bug and is still not fixed as of Feb. 23. The bug is that 2025 Do It Yourself Premium Online TurboTax is trying to use the "Last-Month Rule" because it incorrectly thinks I did not have a HDHP in January 2024.   100% confirmed that if you switch HSA in January from "self" to "none" that the extra income is not applied.   If I switch my January 2024 HDHP coverage from "none" to "self", it applies extra income plus 10% penalty thinking that I broke the "last-month rule"     My Setup:  I had a HDHP every month of 2024 and contributed the max amount of $4,150 to my HSA in 2024.  In 2025 I had a HDHP for 10 of the 12 months.  During the 2 months of not having a HDHP I did not contribute to my HSA.     Some people have been saying just to leave January 2024 as "none" to trick the software, but I will not be making false statements.  I should not have to lie to the tax software that I am paying $99 for to get it to work.   Since TurboTax has known about this bug and have not fixed it in over 3 weeks, I will be switching to another tax software that has earned the $99 fee.   I have been using TurboTax for over 8 years and I am very disappointed that they are de facto forcing me to switch to another company.

Follow the following steps to make sure you answered the foreign account question correctly:   Go to Other Tax situations Go to Other Tax forms Select Prepare a report on foreign financial assets You will be asked Do you have any foreign financial assets? Answer No. This should tell TurboTax that you don't have any foreign accounts and you will no longer be asked to upgrade because of that.

The returns are calculated correctly. The Schedule NR on the Illinois (IL) return is completed correctly and exemptions are allowed  before taxing the income.    The IL return reduces the wage income by an exemption allowance on Schedule NR and so the actual income being taxed is lower than your wages as you discovered. When you go to the Indiana (IN) return the lower income is being used to determine if the tax to IN is below the tax charged in IL.    The calculations are correct on both tax returns. The credit may be less than you were expecting.   State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state Please update here if you have additional questions.   @Mikes20222022

I have had similar income YoY over the last 3 years and my state return has been consistent and quite positive (it usually offsets my federal amount due). This year, it s almost nothing. The rate applied is also much higher than what i can find online as applicable tax rates for NY and NYC (i.e. it over-estimates my state tax owed by a meaningful amount)