All Posts

If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies   If you are still having trouble, you might also try these steps:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. If you have tried ALL of the troubleshooting steps and the issue is still not resolved:   See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.  

It's important to double check all of your entries for your parent. The link below will provide the details for a Qualifying Relative. If your parent does qualify, you may get the 'Other Dependent Credit'. Who can I claim as a dependent? What is the Other Dependent Credit?

Yes.  You can manually enter the quarterly payments you made for 2025.   To enter your estimated tax payments made to the IRS in 2025 for your 2025 taxes select the following: Federal Deductions and Credits Estimates and Other Taxes Paid Estimates Federal estimated taxes for 2025

IRS form 1099-SA reports the money you spent from your health savings account (HSA).   Do you mean to correct the form that you have previously entered?   If so, in TurboTax Online, follow these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions and credits. Click the down arrow to the right of Medical. Click to the right of HSA, MSA Contributions. Be sure to check the box that you have an HSA account. At the screen 1099-SA Summary, click the pencil to the right of the form previously entered. See this TurboTax Help.

 It’s applied per eligible spouse, not per return. So if only one of you is 65+, you’ll receive one additional amount, not two. As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  You can see the information for the Senior Deduction is reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.  

 It is automatic based on your birthdate.  You should get 6,000 unless your AGI is too high.   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. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 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? See the 1040 ….    

TurboTax treats each of your Form 1099-Rs separately, so when when inputting your Form 1099-Rs from both UBS and Merrill Lynch, here's how to ensure that TurboTax knows you have taken your Required Minimum Distribution from both accounts:   First, delete the Form 1099-R and also delete any Form 5329:    On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)   Next, if one of your 1099-Rs covers your entire RMD*, you can use it to satisfy reporting your full RMD as follows:   Return to Income, then click the down arrow to the right of Retirement Plans and Social Security Select IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section Click on +Add a 1099-R and input the 1099-R from which you took your entire RMD (If applicable. Otherwise enter only the portion of your full RMD that you took from this entry (not the full RMD amount) Click Continue as you complete the interview entries "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD portion you took from this account (no extras) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select, "The entire distribution applied", or "Some...applied..." enter your RMD portion you took from this account (no extras) that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   *If one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 5 above and just Continue through the remaining questions.

It was not necessary to fiddle with the distribution codes.  In the HSA interview, the question for contributions did not make it clear that I should not enter anything that flowed from a 1099-R.  Even though you had pointed out to not enter the amount, I must have assumed that field was pre-populated when trying to figure out what I was doing wrong.  Anyway, blanked out the contribution amount, and everything looks great now.  Appreciate the help and the patience!