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When you use desktop download software,your tax return is stored on your own hard drive or on any backup device you use like a flash drive.  It is not stored in online account with TurboTax.   Only returns prepared using online TT software are stored in that online account.

To clarify, did you miss your RMD? If yes, did you take the RMD in the correction window?   If answer yes to both questions and you had a RMD of $10,000 that you missed: Enter $10,000 on line 52a Enter $0 on line 53a (if you took no distribution) Leave 52b and 53b blank   If you didn't take the RMD during the correction window: Enter $10,000 on line 52b Enter $0 on line 53b (if you took no distribution) Leave 52a and 53a blank   If you are older than 73 then you can file Form 5329 without having a Form 1099-R: Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” Continue until the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen and select the type of account. TurboTax will walk you trough the questions and give you the option to fill out a waiver.

Looks like MT uses the Federal deduction amount to calculate the MT deduction.  So if you itemized there,  that COULD be the amount you will get on line 2 of MT Form 2 (adjusted federal itemized deduction).  Otherwise you get whatever the standard amount is for your filing status.  It is all calculated for you.

It sounds like you're having trouble adding a dependent to your TurboTax return. Here’s a step-by-step guide to help you: For TurboTax Online, go to the Personal profile screen. For TurboTax Desktop, open or continue your return and select Personal Info. Select Add another dependent/Edit if you need to add someone. Select the trash can icon next to the name of a dependent to remove them. We'll ask you to confirm before we take them off your return.' Reach back out if you meant something else.

You can upload documents to your TurboTax Online account after you sign into your account.   Click on Documents from the left side menu and upload your files.   You can upload receipts, forms and return copies, as a pdf and/or tax file.    You can upload 2025 docs at the end of the year.

For those who need to calculate QBI amounts of disallowed losses, my research indicates that if these are losses related to rental real estate, you need to back out mortgage interest paid in order to calculate the QBI amount.

I'm having the exact same problem.  I can't figure out why Line 4b is not zero.  I have not been converting every year, but sometimes every other year.  So while the previous contribution from 2023 is still sitting in the Traditional non-deductible IRA accumulating a little interest, which will be taxable, the majority of the contribution from the previous year should still not be deductible.  Anyone have any ideas what is going on?  This has worked perfectly fine in past years.  I'm using TT 2024 Home & Business.  

Thank you Amy! I read on IRS site on the lines if it is not regular and continued, but even though for example it may of been any chance of Bartering, and if it may of happened sometimes 4 or 5 times a year, not for sure but maybe partly was continued.   Not sure how to judge it.  I used a different software this year.  But I did file on my tax returns under Schedule C possibly I over reported the amounts.  Of course I can go back and Amend the returns for IRS and the State, but if there is a chance that I should have reported it would make me feel bad if I don't  leave it alone.  If there may be any mistakes regardless to what it may be, I don't know if IRS or NJ Taxation will notify me on their own, other than I did send an SS-8 to IRS today, but that was about a different tax topic mainly at least, and if I referred to Bartering at all it was indirectly.  

No.  You cannot deduct a tablet and a computer that you use for personal anything even if it is to manage your finances.  Unless it is for business finances, then you can add it as an asset and depreciate it

TurboTax calculates your excess based on what your HDHP coverage was (months and type), how much you contributed to your HSA in 2024, and if you had any carryover of excess contributions from 2023.   If the excess was created in 2024, then go back to the HSA interview and on the screen where TurboTax tells you you have an excess, then tell TurboTax that you will withdraw as much as you can.   Only the excess that is not withdrawn is carried over to the next year and you get a 6% penalty.   But it's possible that you made an error in input.   Please read the following:   One of the purposes of the HSA interview is to determine your annual HSA contribution limit.   As you probably know, the maximum limits in 2024 are: $4,150 - individual with self-coverage $8,300 - individual with family coverage If the HSA owner is 55 or older, then you add $1,000 to these amounts.   However, these limits assume that you were in an HSA all year. If you left the HSA during the year or started Medicare or had one of a number of change events, then the limit is reduced.    There are several major culprits for excess contributions (other than just actually contributing more than the limit).    First, if you did not complete the HSA interview - that is, go all the way until you are returned to the "Your Tax Breaks" page - the limit still might be set to zero, causes a misleading excess contribution message.    There are questions all the way to the end of the interview that affect the annual contribution limit.   Second, it is not unusual for taxpayers to accidentally duplicate their contributions by mistakenly entering what they perceive to be "their" contributions into the second line on the "Let's enter your HSA contributions" screen.   Normally, any employee who made contributions to his/her HSA through a payroll deduction plan has the contributions included in the amount with code "W" in box 12 on the W-2. This is on the first line on this screen (above). Don't enter the code W amount anywhere on the return other than on the W-2 page.   Third, if you weren't in HDHP coverage all 12 months, then the annual contribution limit is reduced on a per month ratio. NOTE, this means that you have to indicate when and under what type of HDHP plan you had. Be sure to answer the questions on the screen entitled "Was [name] covered by a High Deductible Health Plan in 2024?".   Fourth, if you had a carryover of excess contributions from 2023, then this carryover is applied to 2024 as a reduction to the 2024 HSA contribution limit, which could cause an excess condition in 2024 as well. But note: if you had an excess contribution in 2023 but cured it by withdrawing the excess in early 2024, then do NOT report an "overfunding" on your 2024 return.   Fifth, the Family limit ($8,300) is for the aggregate of contributions by both taxpayers, even if both taxpayers have their own HSAs. That is, one taxpayer can’t contribute $8,300 to his/her HSA and the other contribute $4,150 to the other HSA – the $8,300 limit applies to the aggregate of all HSA contributions credited to the family (in this case, the excess contributions would be $4,150.