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I was just advised that the work on the Form 1099-Q box 4b for Qualified Tuition Program (QTP) transfers to Roth IRAs is still in progress, and that the updated target date for completion is March 19th. Update and check TurboTax on the 20th for releases from the 19th. @nikkiwags

No, you would only check the "Paid Family Leave" box if the payments you received were specifically for Family Leave, and not medical leave. If you have taken medical leave for your own health issue, this is not considered to be "Family Leave".  Washington state generally does not issue Forms 1099 for medical leave. Per the State of Washington's Department of Revenue· "We are not providing 1099-Gs for medical leave, even if you took both family leave and medical leave".    Box 14 of Form W-2 usually shows premiums paid, not income that you received. It is your employee contribution. Benefits tied to an employee's contributions are generally not taxable.   You should enter your Form W-2 as it is shown, unless you think it is in error. If you believe your Form W-2 contains incorrect information or if you need to determine what Box 14 represents such as employee contributions vs employer contributions, you should contact your employer to discuss it and get a corrected form W-2 if necessary.     Click here for What's box 14 on my W-2 for?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

You can Clear and Start Over to remove all of the 2024 information.    Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?  

Thanks for the reply! I've tried deleting all IRA contributions and the 1099-R to start with a clean slate. Then I entered my wife's IRA contribution and the 1099-R info and checked the final return again but still have the same issue.  To clarify, the 8606 looks good (as far as i know). The issue is on the "Recharacterization Explanation" form which looks like this right now:   It seems like "The Amount Recharacterized" should pull from my answer to "How much of [Wife's] contribution to this Roth IRA did [Wife] switch, or "recharacterize", to your traditional IRA?" which I put $7000. The rest of the info in this form comes from my answers to the next question "Enter your recharacterization information". Is it possible this is just a bug? Or am I doing something wrong?

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

I was just advised that the work on the Form 1099-Q box 4b for Qualified Tuition Program (QTP) transfers to Roth IRAs is still in progress, and that the updated target date for completion is March 19th. Update and check TurboTax on the 20th for releases from the 19th.   @jbeanm  @user17717739820   

OK, I kept getting messages that taxes had been rejected because of 5695.  I was told by TT that a fix would be ready by 13 Feb.  I waited until 14 Feb, deleted the form 5695 & answered the questions.  When I went to forms, the form was still not correct.  From previous TT conversation I learned I could change the answers on the form by clicking "Quick Access".  I did that & everything looked good.  I ran the review and everything came up good.  I filed the taxes and got a response from TT that they had been accepted by federal and state.  Here it is 3 weeks later & I check the IRS website Refund Tracker and they say they have received but it still hasn't been approved.  IRS website says it could take up to 3 weeks to get a refund even filing on line. Just wondering if anyone else has filed and still waiting for a refund for 3 weeks?? I filed other taxes without a 5695 on 20 Feb and had a refund on the 27th.

It depends on the state you are filing, some states require that you use the same filing status as you did on your federal return. If your state allows it, we recommend that you use TurboTax Desktop to do this.  You will need to create a mock return as married filing separate for each person ( you will not need to file these returns), and then create a state return for each that you will have to mail in.   See the following TurboTax help article for more information:   How do I prepare a joint federal return and separate state returns?

Have you checked the IRS website to be sure it was filled, and if so, what the status is?   You can check the IRS Where's My Refund website.    You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

I have the same issues with rental property depr. recapture.......I thought I knew how it's supposed to work, etc.  Counts whole gain (in the principal pay-downs) over the remaining cost basis as capital gain rather than apportioning recapture.  Moveover, I get the QBI deduction on the whole amount.  You'd think IRS would catch it, as it is clearly laid out on Form 6252......but they don't........least not these past 9 years.........Treasury Secretary "Turbo Tax" Tim Geitner avoided prosecution of non-payment of payroll taxes on house maid by claiming ignorance and reliance on Turbo Tax software, so I follow his lead.   I've entered all sales through Rental/Asset page.   Since not all assets get the same depreciation/recapture treatment, I figured I'd entered the rental building wrongly way back when purchased.......but I've been getting the 27.5-year depreciation schedule treatment, so I don't know how I could have screwed it up at square one if TT knows it's an asset subject to recapture.

If you want to know the status of your tax return,  you should use the    IRS Where's My Refund website.    You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

If you rent your property to a relative and do not charge fair market rent, the IRS does not consider the property a rental.  According to the IRS, a property is considered a personal residence if the owner or certain family members use it for personal use for 14 days or 10 percent of the days it is rented out.  In addition, if the property is rented to anyone, related or unrelated, for less than fair market rate, it will be considered a personal residence.   Payments received for below-market rent are considered "Other Income." Depending on which version of TurboTax you are using.  Go to Wages & Income >> Less Common Income >> Miscellaneous/Other Income.   You can offset the income with the expenses necessary to maintain the property (report the net income).  The mortgage interest and property taxes can be deducted as Itemized Deductions if you itemize.

Start in Tax Home > Your tax returns & documents > pick the year > Amend (change) return > Amend using TurboTax Online. This loads the amend flow and its questions; if you don’t enter through here, parts of the interview won’t appear.   If screens still look incomplete, refresh the browser or clear cache/cookies and reenter via the Amend link.

Can you clarify what a voided 1095A is? Did someone in your household have Marketplace insurance? Did you get a corrected copy after the first was voided? Who voided it? Why did they void it?