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March 18, 2026
4:39 PM
Hi, I have about $105,000 of foreign (UK) income from 2025. I would like to exclude $98000 of it so that I can contribute $7000 to my IRA. I entered the total $105, 000foreign income in the income s...
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Hi, I have about $105,000 of foreign (UK) income from 2025. I would like to exclude $98000 of it so that I can contribute $7000 to my IRA. I entered the total $105, 000foreign income in the income section, but I am not sure how to prevent it from excluding $7000. I saw this screen in the foreign income exclusion screen for wages adjustment. Is this where I enter $7000? I am using TT Deluxe desktop product on Windows. Thanks in advance Turbotax Deluxe Screenshot
March 18, 2026
4:38 PM
2 Cheers
I’ve taken a look at your return and I see why this caught your attention; it does look like a Child Tax Credit at first glance. The good news is everything is working as it should. There's no Child ...
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I’ve taken a look at your return and I see why this caught your attention; it does look like a Child Tax Credit at first glance. The good news is everything is working as it should. There's no Child Tax Credit on your return, since your son was 17 at the end of the year.
What you’re seeing is the Earned Income Credit (EIC), which is separate and still allowed based on your income. You can confirm this in Forms view, Lines 19 and 28 are $0, and the credit showing on your refund is coming from the EIC section of your Form 1040.
March 18, 2026
4:38 PM
Is there a penalty on 1040 line 38? If there is then the refund on line 35a should be less than line 34. Or where are you seeing a penalty? How much is the penalty? I would wait and see if th...
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Is there a penalty on 1040 line 38? If there is then the refund on line 35a should be less than line 34. Or where are you seeing a penalty? How much is the penalty? I would wait and see if the IRS sends the refund on line 35a or reduces it. Or wait for the IRS to send you a bill . If you have the Desktop program switch to Forms mode and check the actual 1040 and see if there is form 2210 for penalty. If Turbo Tax calculates a penalty on 1040 line 38…..You might be able to eliminate it or at least reduce it. You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you. It's form 2210. It's under Federal or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button
March 18, 2026
4:37 PM
If you need additional assistance here are some options:
TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.
Live Expert Assi...
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If you need additional assistance here are some options:
TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.
Live Expert Assist, where an expert helps you do your taxes
Live Expert Full Service, where an expert does your taxes for you. See the links below for more information:
Compare TurboTax Online Products
March 18, 2026
4:37 PM
I, too, was having the same issue. I just tried it and successfully submitted both Federal and California forms. I just receive notification from the state that the return was accepted. Whatever was...
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I, too, was having the same issue. I just tried it and successfully submitted both Federal and California forms. I just receive notification from the state that the return was accepted. Whatever was wrong appears to be fixed.
March 18, 2026
4:37 PM
Thank you, MinhT1, for the response. Does it matter that I have no basis, as have never made nondeductible contributions to any IRAs? So, form 8606 will get populated but it will show that my IRA t...
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Thank you, MinhT1, for the response. Does it matter that I have no basis, as have never made nondeductible contributions to any IRAs? So, form 8606 will get populated but it will show that my IRA to Roth conversion is fully taxable. And assuming that is true, I am thinking there is no need to wait for another tax form nor report balance. Thanks for any further insight.
March 18, 2026
4:36 PM
Thank you @AnnetteB6.
Token number for the file is 313101611-86514144.
March 18, 2026
4:36 PM
Because States handle Pass-Through Entity Tax (PTET) payments differently, the best option to report the tax paid on your behalf is as an additional estimated tax payment. The payment should appear a...
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Because States handle Pass-Through Entity Tax (PTET) payments differently, the best option to report the tax paid on your behalf is as an additional estimated tax payment. The payment should appear at some point in the state interview where you can identify the amount as applied to your state tax liability.
Assuming you received Schedule K-1 (Form 1065), report the PTE Tax Paid by the partnership as follows:
During the K-1 interview, enter for Box 13 Code ZZ as "Taxes and State Income Tax Withheld."
Go to Deductions and Credits >> Estimates and Other Taxes Paid >> Estimates.
Click Start/Update, then Start beside State estimated taxes for 20XX.
Choose Add another payment.
Select the state from the drop-down menu.
Enter 1/1/20XX as the payment date and enter the amount paid on your behalf.
When you work through the State income tax section, look for questions about how your state handles income differently or business income adjustments.
This process will apply the PTE payment against your state income taxes due. Look for a Tax Payment Worksheet that should display the State tax withholding on Form K-1.
March 18, 2026
4:36 PM
TurboTax File your own taxes may be found here.
In TurboTax Online, you may be able to Switch Products or Clear and Start Over.
Switch Products or Clear and Start Over may be found in the...
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TurboTax File your own taxes may be found here.
In TurboTax Online, you may be able to Switch Products or Clear and Start Over.
Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.
See also this TurboTax Help.
As long as you:
have not submitted payment,
deducted the TurboTax fee from your refund, or
registered your product,
you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.
March 18, 2026
4:35 PM
And Only the first three characters !
March 18, 2026
4:35 PM
The IRS does offer First-Time Penalty Abatement (FTA) for taxpayers that have not been assessed any penalties (except for underpayment of estimated tax) for the three years preceding the penalty year...
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The IRS does offer First-Time Penalty Abatement (FTA) for taxpayers that have not been assessed any penalties (except for underpayment of estimated tax) for the three years preceding the penalty year. The abatement applies to failure-to-file, failure-to-pay, or failure to deposit penalties for a single tax year (or period). It does not apply to under payment of estimated tax, which is essentially just interest on tax owed which cannot waived.
March 18, 2026
4:34 PM
@Ryanmichaeloslak New York?? IF so: FIRST...make sure you are using the right number ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents ...
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@Ryanmichaeloslak New York?? IF so: FIRST...make sure you are using the right number ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ______________________ And then...for NY they want ONLY the first three characters...not the whole munber _____________________ If for a different state...you'd have to tell us which state before anyone could see if they have the answer
March 18, 2026
4:34 PM
It depends. You can obtain assistance if you like and if you are not ready to go forward yourself. Use the information below if you would like to let us review your file.
If you would like to s...
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It depends. You can obtain assistance if you like and if you are not ready to go forward yourself. Use the information below if you would like to let us review your file.
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
@user17733491813
March 18, 2026
4:33 PM
Agent responded about 3 hours after buying assistance. Found answer online and corrected error in TT. So, never needed live assistance.
Topics:
March 18, 2026
4:33 PM
The expanded instructions for the 2025 IA 1040 Line 2 states: Enter your federal taxable income as reported on federal 1040, line 15. If the amount of federal taxable income is zero, subtract the ...
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The expanded instructions for the 2025 IA 1040 Line 2 states: Enter your federal taxable income as reported on federal 1040, line 15. If the amount of federal taxable income is zero, subtract the amount reported on IA 1040 lines 1d and 1e, and federal form 1040 line 13b from the amount reported on IA 1040, line 1c and report this amount (this amount can be negative). Turbo tax does not appear to subract the federal form 1040 line 13b amount. This results in tax due when the amount on federal form 1040 line 13b is large enough to make IA 1040 line 2, 0
March 18, 2026
4:32 PM
You can go to this link to find all of your accounts and locate the account that you used to prepare your 2024 return.
Request access your Intuit Account
March 18, 2026
4:30 PM
1 Cheer
Generally speaking, a single member LLC would be considered self-employed and would file a Schedule C. None of those categories would apply to that.
However, an LLC can elect to be taxed as an...
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Generally speaking, a single member LLC would be considered self-employed and would file a Schedule C. None of those categories would apply to that.
However, an LLC can elect to be taxed as an S Corporation (by filing Form 2553 with the IRS) or C Corporation (by filing Form 8832 with the IRS). These elections would not allow you to file a Schedule C and would require a separate Form 1120-S for the S Corporation or Form 1120 for a C Corporation.
You may want to contact Walmart to discuss if you are able to participate in their Marketplace without being one of the entities you mentioned. It may just be that they have stricter rules than does Amazon for participating as a Seller on their website.
March 18, 2026
4:29 PM
@IMCABANA You don't need to go thru those calculations... The taxable amount has already been calculated for you, and is in box 2a. ___________________ Unfortunately, there is a follow-up ...
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@IMCABANA You don't need to go thru those calculations... The taxable amount has already been calculated for you, and is in box 2a. ___________________ Unfortunately, there is a follow-up question in the interview that is misleading you for your situation... If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES). Answering YES will use the box 2a $$ amount on your for 1040. Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a. (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your CSA-1099-R first and re-enter it from scratch...not sure of that though) ______________________________
March 18, 2026
4:28 PM
In TurboTax, in the Pennsylvania state income tax return, at the screen What kind of retirement income do you have from Pennsylvania, select the retirement distribution that applies to your income.
...
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In TurboTax, in the Pennsylvania state income tax return, at the screen What kind of retirement income do you have from Pennsylvania, select the retirement distribution that applies to your income.
Pennsylvania Personal Income Tax Guide, page 48, states:
Exempt Distributions from an Employer Provided Retirement Plan
Under Pennsylvania law, payments commonly recognized as old age or retirement benefits are not subject to tax. In order to be considered exempt retirement benefits, the payments must come from an eligible Pennsylvania retirement plan and must be paid to persons retired from service after reaching a specific age or after a stated period of employment.
Plan other than Employer Provided Retirement Plan
If a taxpayer receives distributions from a plan that is not an employer provided plan, such as an Individual Retirement Arrangement (IRA), the department will consider the distributions exempt retirement income so long as the taxpayer is not required to pay a penalty for early withdrawal. For example, if a taxpayer received a distribution from an IRA after retirement, death, disability, separation from service unforeseeable emergency or attaining the age of 59½ and a penalty is not paid, the distribution is not included in the taxpayer’s compensation.
March 18, 2026
4:27 PM
Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters. If you continue to experience issues, you can try the following and then enter...
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Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters. If you continue to experience issues, you can try the following and then enter the number again: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. Also if your state does not require you to enter your driver's license number, you can skip it and continue with your return.