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To delete a form: Windows instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove. After the form is generated in the right pane, select the Delete Form button. Follow any onscreen instructions to remove the form or forms. Mac instructions Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name]. Follow any onscreen instructions to remove the form or forms.

Thanks for the response. I missed the deadline since I did not get the entire 401k closed in the 2024 tax year. Part of it was closed in 2025; I thought I had a calendar year. That's what I got for being my own "tax advisor" for this literally once in a lifetime event!   I will try your suggestion later in the day.   Thanks again!

The key is that you have to use the same ID and password as last year   If you forgot your user ID or password, but still have access to your phone or email on file, you can still access your account. This is the fastest way to access your account if you lost or forgot your credentials. Go to the sign-in help page. Enter the phone number, email address, or user ID for your account. If you enter a phone number or email address, we’ll send you a text or email with a verification code. If you enter a user ID, choose the method you prefer. Enter the verification code we sent, or follow the instructions in the message. We may ask you for more info to make sure it’s really you. When prompted, reset your password or select Skip. If you’re still unable to recover your account, select Sign in a different way.

The Clean Vehicle Credit comes with income limitations for who can claim it. Eligibility is based on the lesser of your modified adjusted gross income (MAGI) for the year that the new clean vehicle was placed in service or for the preceding year. The limits are: if your filing status is Married Filing Jointly: Your MAGI can’t exceed $300,000 if your filing status is Head of Household: Your MAGI can’t exceed $225,000 if your filing status is Single or Married Filing Separately: Your MAGI can’t exceed $150,000 The qualified energy-saving equipment covered by the Residential Clean Energy Credit includes: solar-powered equipment that generates electricity or heats water solar power storage equipment with a capacity of at least 3 kilowatt hours (kWh) is required. qualifying installation and labor costs The tax credit doesn't apply for systems that you lease or for systems that you use to heat a swimming pool or hot tub.   This tax credit is non-refundable.  It can offset your income tax liability dollar-for-dollar, but any excess credit won’t be refunded.    However, if the credit exceeds your tax liability for the year, you can deduct the unused portion in future years so long as the credit remains in effect   For more information, please read this TurboTax article: Federal Tax Credit for Residential Solar Energy   "If you purchase EV charging equipment for your principal residence, you may be eligible for a tax credit for the charging station.    This credit is 30% of the cost of 1) the EV charging port, 2) components and parts that are essential to the operation of the charging port, and 3) labor for constructing and installing the charger, up to $1,000.    A credit in the same amount is also available for energy storage associated with the home charger."   U.S. Department of Energy - Alternative Fuels Data Center   Entering Energy Home Improvements: Open your return (if not already open). Enter "energy improvements" in the Search box. Click on "Jump to energy improvements" link. Enter "Yes" to the question, "Did you make any energy efficient improvements in 2024 or have a carryforward from 2023?". Click on Continue. Enter energy improvements information, and Continue.   TurboTax FAQ: Where do I enter qualified energy-saving improvements?  

To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

Actually, Line 33 should be the smaller of Line 20 (total tax amount) or Line 32.  This line should not be blank, as it's the amount of tax TurboTax calculated on Form 1040, Line 16, plus any amount on Line 17.    If you're using TurboTax Desktop, if there's no amount on Form 1116, Line 20, check Line 16 and 17 on your Form 1040 and enter that amount.  Then Line 33 on Form 1116 will have that amount also.   If you're using TurboTax Online, clear your Cache and Cookies first.  Then you could delete Form 1116, and step through the interview for Foreign Tax Credit again to repopulate it.  Here's How to Delete Forms in TurboTax Online.   I haven't encountered this same error, but with TurboTax Online data can get 'stuck', which is why you clear your browser.      @lindahlb        @        

This is not correct for 2024 taxes. if you enter an amount turbotax simply asks you if you overcontributed. It does not calculate what your contribution limit is. This is very frustrating because Turbotax has all your info. It seems like Turbotax should inform you AFTER preparing your taxes (but before actually fillinig) what your contribution limit is, and at that time allow you to contribute and adjust your taxes. At that point Turbotax has enough info to tell you what your contribution limit is and you can make the decision.

Thank you for the response, but it doesn't explain the dramatic increase in the calculated penalty the second time around. And if nothing else, the use of the word "still" is incorrect if the penalty amount is changing.   TT: You owe a $25 penalty Me: Enter data to try to reduce the penalty TT: That doesn't reduce it, you still owe $293 Me: Reenter the exact same data a second time TT: That doesn't reduce it you still owe $464   So I'm letting California calculate it since their answer is definitive anyway, but I still don't trust TurboTax's calculation.   

DITTO regarding BigHomeTax(NGUYEN DIHN DUY). Not responsive to my rerquest for a code. I believe their codes are temporary. I'll go back to Amazon or another respctable retailer. BEWARE A PURCHASE FROM THEM!

I am flagging this thread to bring to the attention of management. We are here to respond to your concerns. Though the information below was shared earlier, I believe it warrants repeating:   We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.    Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.   If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab: