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I have a simple return but TurboTax is calculating a blended tax rate of over 16% for my total wages (<$10K) and total capital gains ($<30K). That is all the income I have (<$40K), there is no other ... See more...
I have a simple return but TurboTax is calculating a blended tax rate of over 16% for my total wages (<$10K) and total capital gains ($<30K). That is all the income I have (<$40K), there is no other income and my total capital gains came from 1 LT investment that was a gift, where I "inherited" the long-term cost basis from my parents providing the gift. I completed form 8615 ("Kiddie Tax") as I am a dependent (student). In this scenario, I received and sold in 2025. Total market value of <$31K, total LT gain of about $27K, so total of earned and unearned income is about $37K. There is no other income. This looks to clearly be an error in TurboTax applying the 15% LTCG rate. I use the online version. How do I correct this or who do I talk with to fix?
how to download this program to my desktop? I do not have internet all the time
I contacted TurboTax support about a refund for the $79 Expert service because I did not select that option when filing my taxes. They told me the refund would take about 2–3 weeks, but it has already... See more...
I contacted TurboTax support about a refund for the $79 Expert service because I did not select that option when filing my taxes. They told me the refund would take about 2–3 weeks, but it has already been more than 3 weeks and I have not received the money yet.
Schedule E Worksheet: QBI Passive Op Loss must be entered for a rental property that had a loss in 2024 and again in 2025. I've used TurboTax both years.
TurboTax has never had a provision to enter each country separately on a single 1099. The only way to report accurately is to create a separate 1099-DIV for each country and 1 for all RICS. Do you re... See more...
TurboTax has never had a provision to enter each country separately on a single 1099. The only way to report accurately is to create a separate 1099-DIV for each country and 1 for all RICS. Do you really want to do this?  Hint. Not saying it's right, but I use various. 
I need help to e file my state return
You must mean the identity protection pin (6-digits and not the filing pin self-selected 5 digits)  which changes every year. You should have gotten a notification from the IRS but you can find it he... See more...
You must mean the identity protection pin (6-digits and not the filing pin self-selected 5 digits)  which changes every year. You should have gotten a notification from the IRS but you can find it here. IP PIN     
1) line AJ is for excess business losses which TurboTax does not handle IRS Form 461. TurboTax entry not needed . Who Must File File Form 461 if you’re a noncorporate taxpayer (including a trust... See more...
1) line AJ is for excess business losses which TurboTax does not handle IRS Form 461. TurboTax entry not needed . Who Must File File Form 461 if you’re a noncorporate taxpayer (including a trust subject to tax under section 511) and either (i) your net losses from all of your trades or businesses are more than $313,000 ($626,000 for taxpayers filing a joint return), or (ii) you would report a loss of more than $156,500 on any one of Form 461, lines 1 through 8. so you may not have to file this form  and thus can still e-file IRS FORM and INSTRUCTIONS  if required, then your return will have to be mailed since there is no way to attach the form to the TurboTax return.    code N - entry not needed for info purposes only Code N. Business interest expense (BIE). For tax years beginning after November 12, 2020, the partnership will report your share of the partnership’s deductible BIE for inclusion in the separate loss class for computing any basis limitation (defined in section 704(d) and Regulations section 1.163(j)-6(h)). This information is necessary if your losses are limited under section 704(d). Deductible BIE is reported elsewhere on Schedule K-1 and the total amount is reported here for information only and was already included as a deduction on another line of your Schedule K-1. Included in the code N information is a statement providing the allocation of the BIE already deducted by the partnership by line number on Schedule K-1. Any EBIE not deductible under section 163(j) will be included in box 13, code K, for inclusion in the basis limitation and isn’t reported here. See Worksheet for Adjusting the Basis of a Partner’s Interest in the Partnership for additional information about computing the loss limitation.     20Z enter just the income or loss. This is so that TurboTax will later prompt you to re-enter the numbers to compute any QBI/199A deduction or loss carryover.
I am running into an issue with Pensions, Annuities, and IRAs WKs of my NJ return (TP: Part D, Line 2 is too small). For context, I had a 401k started for an internship I did and when it ended after a... See more...
I am running into an issue with Pensions, Annuities, and IRAs WKs of my NJ return (TP: Part D, Line 2 is too small). For context, I had a 401k started for an internship I did and when it ended after a couple of months I rolled that money over to an IRA. I tried to input zero in the field and I double checked to ensure my 1099-R was labeled as a rollover in Box 7, but I still can't proceed. Any thoughts on how to remedy this issue?
The website keeps asking me to continue my return, whwn I've already filled in everything, paid and downloaded documents. How do I know they've been filed? I have a confirmation for payment but not ... See more...
The website keeps asking me to continue my return, whwn I've already filled in everything, paid and downloaded documents. How do I know they've been filed? I have a confirmation for payment but not filing.
I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B.  I tried to correct it through Edit, but there's no option to change it either.  Only way to change it seems to b... See more...
I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B.  I tried to correct it through Edit, but there's no option to change it either.  Only way to change it seems to be updating it directly on Capital Asset Sales Worksheet selecting under the Forms.
The date of "place in service" in state tax return isn't correctly imported from the federal tax return.
Try on Monday. Their servers may be down for maintenance. 
TurboTax does not allow pennies in estimates. Why fool around with pennies in the first place?  However, after printing, you can cross out what was printed and enter anything you want.  You also have... See more...
TurboTax does not allow pennies in estimates. Why fool around with pennies in the first place?  However, after printing, you can cross out what was printed and enter anything you want.  You also have the option of signing up for Direct Pay, where you can have the IRS automatically deduct from your bank account or charge a credit card (fees mnay apply for CC) for the amount specified on the date you specify. 
If it's your adjusted gross income that is the issue, did you file after 10/15/2024? - then try zero. if you amended the IRS requires the AGI from the original return.  This is a public forum, so for... See more...
If it's your adjusted gross income that is the issue, did you file after 10/15/2024? - then try zero. if you amended the IRS requires the AGI from the original return.  This is a public forum, so for a different issue we would need the reject code or message. Some versions of TurboTax online do not include support. You would have to pay.     TurboTax support 5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848
I'm a NY State resident (unfortunately) and my W2 has in box 14 for IRC125 $5034 listed.  But I only contributed $3300 in my 2025 employer FSA account (used it all by the way in year 2025).   What ... See more...
I'm a NY State resident (unfortunately) and my W2 has in box 14 for IRC125 $5034 listed.  But I only contributed $3300 in my 2025 employer FSA account (used it all by the way in year 2025).   What could the additional difference of $1734 be for?   If FSA is supposed to be tax free for medical expenses (Feds not taxing apparently), why does NY tax it?   I want to make sure that I don't submit an amount for IRC125 that will tax me, when maybe I shouldn't be taxed for some or all of it?   Thank you.   Frank S. Avayatech
as long as you can't or don't claim the FEIE, the compensation counts for purposes of a ROTH contribution.  You can also claim any foreign tax credit.