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Single / Head of Household Phaseout     $150,000  --  $275,000   The deduction is reduced by $100 for every $1,000 your MAGI exceeds the threshold.      If your MAGI is 200K, that means your OT deduction is reduced by $5K (50 x 500).   Did you have more than 5K in OT?    If you had less than $5K, there is no deduction.   What is the new tax law for overtime pay?

Further research shows that MA does not follow the same methodology as IRS.  Form 8606 doesn't apply here.  Thus, all traditional IRA contributions should be included on this MA schedule.  Should Roth IRA contributions as well?  I've seen different posts where some say yes and some say no.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.    Please note that the amendment form 1040X will only be available in TurboTax after 2/25/2026.

You can ask your broker if there is a Required Minimum Distribution (RMD) for your retirement account if you do not see that information on the documents you received from your financial institution.   Here is a TurboTax article that may be helpful in determining whether or not you have an RMD this year: What are required minimum distributions (RMD)?

La declaración de impuestos puede ser rechazada por varias razones, sobre todo cuando se envía de manera electrónica. Las más comunes son:    Errores al agregar la información personal, como nombre, fecha y/o lugar de nacimiento, número de Seguro Social. Que otra persona haya reclamado, antes que tú, a un dependiente que intentaste incluir.              Errores en los ingresos agregados. Revise su correo electrónico ya que el aviso de rechazo va acompañado del motivo por el cual fue rechazada o un código de error. Responda en este foro con el código de error que recibió para brindarle más información.  

Your required minimum withdrawal for 2025 is based on your age and the account balance as of December 31, 2024.  There is a formula you can use to calculate it yourself, but the best place to get the RMD amount is to ask your broker.    Morgan Stanley says they provide the information in their quarterly statements. https://advisor.morganstanley.com/sana.bao/documents/field/r/ro/romano-catalano-group/understanding-rmd-locked.pdf

To find your smart worksheets and supporting details after filing your tax return, you can access the Print Center in TurboTax. Your worksheets are typically listed at the end of the return, with detailed calculations for your credits, deductions, and income.    If you used TurboTax Online you can:   Sign in to your TurboTax account. Scroll down to "Your Tax Returns & Documents" Select "2025" and then "Add a State" (You aren't actually adding a state, but this will get you back into the Print Center) From the left panel Select "Tax Tools", scroll down a little and select "Print Center" Select "Print, save or preview this year's return" Select the" 2025 Federal and/or State return" box Make sure to choose to "Include TurboTax and government worksheets" Click on "View or Print Forms" If you used TurboTax Desktop, you can:   Click on "Forms" in the top right of your TurboTax screen  This will switch you to "Forms Mode"  Select the desired worksheet from the list    If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

Yes.  It should have carried over to your Utah return as 'tax-exempt' but since it didn't you should go to your state return to the section for "Here is the income that Utah handles differently" and scroll down to investments to make sure that the interest is excluded from the taxable state income.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I had the same experience. Drove me crazy but clicking the button had no effect on selecting last years return and executing the import activity. Somehow along the way I pressed the return/enter key and wow the import operation executed. Unfortunately when it populated this years TT Mac it also brought over the forms, without the tax data, for the accounts that I imported in 2024. When I executed the import from the 2025 tax statements a second instance was created, with the tax 2025 data, but creating a new form and not populating the form imported. Had to review and manually delete each empty brokerage form instance from last year that was imported. What a waste of time. TT has had its issues in prior years but this is a worse start for tax season.