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New York Form IT-398 reconciles state and federal depreciation amounts. TurboTax has recently updated this state form.     If using TurboTax Online, please resubmit your return. If using TurboTax Desktop, please update the software as updates are not automatic, and then proceed to submit your return.    If your return continues to be rejected, please let us know and we can assist you further.    @MONSHY 

@user17683423020 wrote: My advice is you can file the final Trust return to close them, and open just 1 Trust for 4 beneficiaries.  Sorry, but that's poor advice. The beneficiaries (grandkids) may not now be similarly situated or may become dissimilarly situated in the future, Further, one trust for all four grandkids may not be what @csbarbero's mom envisioned (or were her wishes).   Although four trusts would be more of an administrative burden, that setup also provides more flexibility.

Thank you so much. One more question if I may,   If I get my school bill separate from my property bill but both (when added together) equals exactly the amount shown on 1098 Box 10, I would include the property and school taxes combined into the amount for 'property taxes'?   Thank you again.

It doesn't matter how you get there.  The RMD information isn't reported on your tax return unless you indicate that you did not meet your Required Minimum Distribution.   So if you met your RMD and the information you input into TurboTax doesn't result in the program thinking you did not meet it, then all is well and good.  

The text message you received wasn't from the IRS. The IRS doesn't contact taxpayers by text, or use third party “mediation” agencies, so this was likely a scam.   If you forgot to include 1099-INT income on an already e-filed return, the correct fix is to file an amended return (Form 1040-X).   To file an amendment using TurboTax, you should follow these guidelines.    You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.    Amend TurboTax Online  Amend TurboTax CD/Download 

1. To determine the taxable portion. 2. State retirement plan are usually a defined benefit pension (or annuity). You get a guaranteed income based on years of service, salary and some multiplier. If this is your case, you have an annuity. You will see the cost on your 1099-R.  Box 1 has the distribution Box 2 has the taxable amount possibly box 2b is checked with unknown basis Box 5 shows the amount that is not taxable this year based on your contributions. Box 9b  - if any information at all -has the total you contributed. Your taxable income should be box 1 minus box 5 = box 2 taxable amount

Thank you for the quick response.  I did remove the $777 excess HSA contribution + 19 cents earning from Health Equity in May 2025.  I filed Amended tax return (by mail) in June 2025 with a heading "Filed Pursuant to Section 301.9100-2" on the front page of Form 1040-X and paid the additional tax ($186) attributed to the $777 income .   I had to manually entered $777 on the Form 8889 smart worksheet to make the numbers work on that form. I MAILED the Amended tax return + the $186 check for the additional tax in June 2025 to the IRS because Turbo Tax couldn't file it electronically probably due to the manually entered Form 8889. The IRS cashed the check within 2 weeks, I received a letter dated 9/15/2025 stating that "We made the changes you requested to your 2024 Form 1040-SR to adjust your other income.  As a result you don't owe us any money, nor are you due a refund".  I logged onto the IRS website and checked my account and found that my 1040X was accepted and completed. Therefore, I will disregard the 1099-SA that has the $777.19 distribution, code 2.   Should I disregard the 1099-R that shows the $8,461.45 Excess ROTH contribution removal, distribution  codes J & P because that was accounted for when I e-filed my tax return on 3/24/2025?  I haven't done anything yet regarding this 1099-R because I am waiting for 1099s from my other brokerage accounts.  

If you are a first time filer in the state of Illinois, you need a valid Illinois driver's license or Illinois ID card. Since you are not a resident of Illinois, you will have to file your nonresident return by mail.    @kimdalene 

If you are being asked to pay taxes on your pension in PA it is likely because you didn't answer the one question regarding the plan eligibility.   Go back through the PA return where it is asking about your pension.  Look for the question that asks what type of plan you have and select "I'm eligible; plans eligible"    This will remove your tax liability for PA if all of your income is from qualified pensions in PA. 

Yes, school taxes are generally included with property taxes for federal itemized deductions, provided they are based on the assessed value of your property.   If the tax is on your property tax bill, it is generally included as deductible real estate tax.  

Yeah this will be the last year. I use TurboTax. I always use tax free, USA I’ve never had a problem once I submitted it gets accepted within a couple of hours every time and also I noticed when I did it on there I even got a bigger refund and I didn’t have to pay TurboTax, as much as they would’ve charged me. This is the first time I used it and the last

If you have Form 8959 on your return and you are not over the threshold for your filing status for additional Medicare tax, please check your W-2 entry and ensure that Box 5 and Box 6 matches your W-2. Box 6 cannot be less than 1.45% of Box 5.    If your W-2 agrees with your input, try deleting the form. Please see How do I view and delete forms in TurboTax Online? for instructions on deleting a form.   

@ocfootballknut folks reply to old threads for similar issues/topics.  if you don't want notifications you can turn it off overall or unsubscribe from specific threads under "My Settings" for your account.

mine was confusing. I put a wrong number and I had to resubmit so after that, it took about 72 hours three days and it went from pending to accepted and now we’re just waiting for approved who knows how long that will take if I hear anything I’ll keep up and keep posting time frames