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4 weeks ago
I lost my job in Sep 2025 and switched to my wife's HDHP Plan in Oct 2025. I had my own HDHP plan through my employer through Sep 2025 and switched to her employer's HDHP plan for Oct-Dec 2025. S...
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I lost my job in Sep 2025 and switched to my wife's HDHP Plan in Oct 2025. I had my own HDHP plan through my employer through Sep 2025 and switched to her employer's HDHP plan for Oct-Dec 2025. So when Turbo Tax asked the question "What type of HDHP coverage" did I have during 2025, I answered that I "had different plan types at different times of the year" as that answer seemed more appropriate than the choices of I was "covered by a Family plan every month of the year" or I was "covered by a Self only plan every month of the year". The next screen, "Tell us about High Deductible Health Plan (HDHP) coverage for 2025", then asks about monthly details for the year and has answer choices for each month of "None", "Self", "Family". It seems that I should choose "Self" for months Jan-Sep but I am not sure what to choose for Oct-Dec when I was covered through my wife's HDHP plan. Can someone please help with answering these questions when one has to switch HDHP coverage from their employer to their spouse's employer HDHP plan in the same year? Thanks.
4 weeks ago
The credit is limited to $50 per taxpayer or $100 for a joint return: the following comes from the instructions for Form AR1000TC:
"Line 1: A credit of up to $50.00 per taxpayer ($100.00 for ...
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The credit is limited to $50 per taxpayer or $100 for a joint return: the following comes from the instructions for Form AR1000TC:
"Line 1: A credit of up to $50.00 per taxpayer ($100.00 for a joint return) is allowed against your Arkansas Individual income tax liability for cash contributions made by the taxpayer(s) to one of the following:
A candidate seeking nomination or election to a public office of to the candidate's campaign committee . . .
. . . The contribution must be made by April 15, 2026 to be claimed on a 2025 tax return"
Here is a link for Arkansas tax forms . You can scroll down to 2025 Tax Year Forms, and look for AR1000TC Schedule of Tax credits and Business Incentive Credits to see the complete instructions.
4 weeks ago
No one in the user forum can see your screen or your tax return. We may be able to help if you post complete, clearly worded specific questions.
Or...
LIVE ASSISTED
https://turbotax.intui...
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No one in the user forum can see your screen or your tax return. We may be able to help if you post complete, clearly worded specific questions.
Or...
LIVE ASSISTED
https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm
FULL SERVICE
https://turbotax.intuit.com/personal-taxes/online/live/full-service/
4 weeks ago
Was your return rejected or what do you mean by getting errors from the IRS? Can you give us more information on what you are needing help with?
4 weeks ago
I figured it out....and IMO Turbo needs to flag this and provide feedback. Apparently in order to contribute to an IRA, you need to make income....not interest or dividends, but income. So, becaus...
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I figured it out....and IMO Turbo needs to flag this and provide feedback. Apparently in order to contribute to an IRA, you need to make income....not interest or dividends, but income. So, because I didn't earn anything I cannot contribute.
4 weeks ago
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4 weeks ago
1 Cheer
It is based on your date of birth in My Info
You will only see the Standard or Itemized deduction on line 12e of your tax return.
However, the Senior Deduction is reflected on line 13b ...
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It is based on your date of birth in My Info
You will only see the Standard or Itemized deduction on line 12e of your tax return.
However, the Senior Deduction is reflected on line 13b .
It is reflected on Schedule 1A, Part V, Line 37
There's a $6,000 deduction for individuals older than 65, and a $12,000 deduction would apply to couples who qualify.
For more information, see Deductions for Seniors.
4 weeks ago
1 Cheer
If one or both of those accounts were completely distributed to you, they would qualify as a lump sum distribution for purposes of the Lump Sum Distribution Credit and Lump Sum Retirement Credit. It...
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If one or both of those accounts were completely distributed to you, they would qualify as a lump sum distribution for purposes of the Lump Sum Distribution Credit and Lump Sum Retirement Credit. It is important to note that this credit is only available if your Ohio Adjusted Gross Income (AGI) (line 5 on Ohio IT 1040, is under $100,000).
Claiming the Lump Sum Retirement credit will disallow your being to claim the retirement income credit or another lump sum credit on a future return.
Claiming the Lump Distribution Credit requires an Ohio AGI under $100,000 and you are 65 or older and that you have never claimed another lump sum credit in a prior year. You will be disallowed from claiming the Senior Citizen Credit or another lump sum credit in future years.
The Ohio Retirement Credit is available if you have not claimed a lump sum retirement credit before and your Ohio AGI is under $100,000.
4 weeks ago
Print, sign and date the amended return in ink, and file it by mail.
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
...
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Print, sign and date the amended return in ink, and file it by mail.
Use a mailing service like certified mail to track so you will know it was received since you will have a long wait.
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
4 weeks ago
There are a few problems here. We moved during the year and our pension service issued me and spouse two 1099-Rs, one for each state. Software does not easily allow addtion of more than two 1099-Rs. ...
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There are a few problems here. We moved during the year and our pension service issued me and spouse two 1099-Rs, one for each state. Software does not easily allow addtion of more than two 1099-Rs. Greater problem is what happens if zero is entered in box 2a, and the box is checked for "Taxable amount not determined is checked." When box 2a is left blank, the 2b is checked, federal refund is much lower than if xero is entered in box 2a and 2b is checked. I have four 1099-Rs and have entered them all. If I enter a zero in 2a and check 2b for all of them my federal refund is 8799. If if blank out 2a in all four and keep 2b checked, the refund goes down to 5731. THAT IS A HUGE DIFFERENCE!!! But wait, there's more. On California, only the first 1099-R seems to be carried over.
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4 weeks ago
The import from Wells Fargo Advisors to turbotax premier (on my computer) is not working correctly. The import says it has got the forms and to return to turbotax, however the information is not upl...
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The import from Wells Fargo Advisors to turbotax premier (on my computer) is not working correctly. The import says it has got the forms and to return to turbotax, however the information is not uploaded to turbotax. Browser = MS Edge
4 weeks ago
1 Cheer
If you deleted the .tax file you can check their trash to see if you emptied it yet or not. If you did not you can restore it from your trash or recycle bin.
If not, you will need to recreat...
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If you deleted the .tax file you can check their trash to see if you emptied it yet or not. If you did not you can restore it from your trash or recycle bin.
If not, you will need to recreate your return using a pdf that you should have printed. If your federal return was accepted and you are trying to submit your state from a different tax file, you will need to print and mail your return. The state needs to have a federal attached to it that has been electronically submitted in order to e-file the state. You will not be able to submit the state electronically with a recreated file.
4 weeks ago
To help resolve this matter, you can find more details on how to get back with an expert by clicking the link below:
TurboTax / Contact with an expert
4 weeks ago
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if ag...
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If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
4 weeks ago
Yes, if it was paid to her prior to her death it would be reported on her estate return. If it was paid to a decedent after her death via probate or her will, they would report it on their return as ...
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Yes, if it was paid to her prior to her death it would be reported on her estate return. If it was paid to a decedent after her death via probate or her will, they would report it on their return as miscellaneous income like MaryK4 indicated. So it depends on when the income was received and who it was paid to.
4 weeks ago
Does Turbo Tax offer the enhanced deduction for seniors?
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4 weeks ago
You received an email that we cannot see that tells you why your tax return was rejected.
Some rejected returns can be fixed and re-filed. Some have “un-fixable” reasons for the rejection and ha...
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You received an email that we cannot see that tells you why your tax return was rejected.
Some rejected returns can be fixed and re-filed. Some have “un-fixable” reasons for the rejection and have to be mailed instead.
What is the rejection code or rejection message?
If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late. Try using zero instead.
If filing with zero is rejected then file again but select the option that you did not file last year. The IRS does not see that question and it will allow you to e-file with no AGI question.
https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311
If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
4 weeks ago
Assuming your father reached beginning age for RMDs, Step 0. Get IRA retitled with your name as beneficiary. Step 1. determine the RMD your father owed from his record or the custodian. If ...
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Assuming your father reached beginning age for RMDs, Step 0. Get IRA retitled with your name as beneficiary. Step 1. determine the RMD your father owed from his record or the custodian. If more than $500, the balance must be taken before current Tax Day by one or more siblings. Step 2. each sibling must calculate continuing RMDs based their age. The first RMD is required by Dec 2026. @user17708699379
4 weeks ago
TurboTax Desktop for prior years does not support E-file for amendments. You will need to print and mail your amended return per the instructions included when you print your return.
4 weeks ago
That’s great!! Mine are still blank w the same as of date of 2/23 my transcripts don’t update until Fridays!