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Thanks so much for your reply.  That's exactly what I ended up doing. 🙂
2024 gross income
It could be the program does not like the zeroes and wants blanks instead. Please change the zeroes to blank and try again.
Yes, possibly.  Without seeing your return, it is normal to owe a small balance to Delaware like $35, but this is only because your employer likely already withheld taxes from your paychecks througho... See more...
Yes, possibly.  Without seeing your return, it is normal to owe a small balance to Delaware like $35, but this is only because your employer likely already withheld taxes from your paychecks throughout the year.    Because Maryland and Delaware do not have a reciprocity agreement, Delaware requires you to file a non-resident return and pay tax on the $37,250 you earned within its borders, while Maryland requires you to report your full $48,000 income because you live there.    To prevent you from being double-taxed, Maryland will give you a "Credit for Taxes Paid to Another State."    You can read more about living and working in different states here: Multiple States—Figuring What's Owed When You Live and Work in More Than One State
Hello! I was having the same issue. I read somewhere to delete all military info (I went to my husband's info and answered NO to the military question) and then save it, then go back in and add the m... See more...
Hello! I was having the same issue. I read somewhere to delete all military info (I went to my husband's info and answered NO to the military question) and then save it, then go back in and add the military info again. Once I did that, it is no longer making me pay.
What benefit does TurboTax Max provide me when doing my 2025 taxes?
I have the same issue for Heat Pump Hybrid Water Heater from Rheem (K3A8) not getting added to credits.  Note that I also have 30% energy credits coming from Battery Storage which can be significant ... See more...
I have the same issue for Heat Pump Hybrid Water Heater from Rheem (K3A8) not getting added to credits.  Note that I also have 30% energy credits coming from Battery Storage which can be significant amount.  However I have tried several times by deleting the form 5695 and starting over with Home Energy Credits section trying different combinations; whether I include the Battery Storage or not, the credit for Heat Pump Water Heater remains zero.
You should have the info for Foreign Dividends paid in your broker statement.  Enter the total amount of Foreign Dividends under Country 'RIC' in the Foreign Tax Credit section.  The amount of Foreig... See more...
You should have the info for Foreign Dividends paid in your broker statement.  Enter the total amount of Foreign Dividends under Country 'RIC' in the Foreign Tax Credit section.  The amount of Foreign Tax paid on your 1099-DIV entry transferred over, but the credit needs to know the amount of Foreign Income the tax relates to.   Here's more info the Foreign Tax Credit.     @user17722588450 
If you successfully e-filed your amended federal tax return using the TurboTax software, you generally do not need to mail in any physical forms. The software transmits all necessary documentation el... See more...
If you successfully e-filed your amended federal tax return using the TurboTax software, you generally do not need to mail in any physical forms. The software transmits all necessary documentation electronically.    However, if you owe taxes and chose to pay by check, you must mail a check with a 1040-V payment voucher.   Also see this information regarding printing a TurboTax return.How do I fix issues while printing my return? Click here for Form 1040-V.
Dividends: Box 1a - ordinary dividends -list the full amount and enter the nominee amount. Goes to Sch B The nominee portion will go to the estate return -Form 1041, line 2a. Box 1b - qualified d... See more...
Dividends: Box 1a - ordinary dividends -list the full amount and enter the nominee amount. Goes to Sch B The nominee portion will go to the estate return -Form 1041, line 2a. Box 1b - qualified dividends -only enter your father's share in the program for his return. The remainder goes to the estate return. Boxes 2a and 2b - capital gain and unrecaptured 1250 gains - report your father's share on Sch D. The remainder goes on the estate return. Boxes 11 and 12 - tax-exempt and AMT - report your father's share. The remainder to the estate return. The tax exempt items do need to be reported as they affect the distribution deduction. See 1041 Sch B, line 1.   CA: your federal tax exempt dividends are only tax free in CA if they come from CA municipal bonds. The supplement will show CA and federal amounts that can be exempted. Use those percentages to get the taxable amount. Prorate as best you can between the personal and estate.
Thanks for trying to help! Same issue, deleting cache or  using a different browser where turbo tax was never used. Summary of what happens: • Depreciation does not show under the rental Expenses su... See more...
Thanks for trying to help! Same issue, deleting cache or  using a different browser where turbo tax was never used. Summary of what happens: • Depreciation does not show under the rental Expenses summary. • Under Assets, I add/select “Rental property,” and it correctly pulls prior accumulated depreciation and calculates the current-year amount. • The asset screen shows the correct placed-in-service date, cost basis, remaining basis, and annual depreciation amount. • I complete the entire asset interview and click “Looks good.” • However, when I return to the Rental summary page: The asset still shows as “In Progress.” The total expenses remain unchanged. No depreciation line appears. The depreciation amount is not included in the Schedule E total. The depreciation calculation engine appears correct, but the depreciation does not attach to Schedule E. This looks like a linking or recalculation issue between the Asset module (Form 4562) and Schedule E in TurboTax Online.   Any help/tips really appreciated.
For a couple of years, I owned a percentage of a partnership created to pursue litigation. During that time, the partnership spent its funds on legal costs. None of those costs were deductible for me... See more...
For a couple of years, I owned a percentage of a partnership created to pursue litigation. During that time, the partnership spent its funds on legal costs. None of those costs were deductible for me due to 'passive activity' limitations. Finally, the partnership was dissolved and the remaining funds were distributed among the owners. I was under the impression that all suspended losses would be deductible because it is the final year. And yet, they are not (at least when selecting the most obvious choices in TurboTax). The only way to make those losses deductible is by checking box 1a in Part II (Disposition of Partnership Interest), selecting option (1) 'Check if sold partnership interest,' and entering '0' on lines 5, 6, and 7 (Sale price, Selling expense, and Basis of partnership interest). In reality, however, the partnership was terminated and had zero assets once the funds were distributed; nothing was actually 'sold.' Is this the correct way to handle this situation?
TurboTax is saying that you have too many days entered for the year. Revisit the input areas for any section of the return in which you may have entered a date:   If you are using a Desktop versi... See more...
TurboTax is saying that you have too many days entered for the year. Revisit the input areas for any section of the return in which you may have entered a date:   If you are using a Desktop version of TurboTax, go to Forms mode by clicking on Forms at the top menu (when you are in Step-by-Step mode), click Open Form above the list of forms, and enter Tax and Interest Deduction Worksheet to bring up the Worksheet.   That form shows "date lived in state from" at Line 1b(2). Check to make sure you don't have a date prior to 1-1-2025 entered.    In either Desktop or Online, you can also go over the state return interviews to see what you entered for the dates you lived in the state.   This error can also be related to the "Sales Tax" topic. If  you entered information for the sales tax deduction, revisit the topic and review/edit the dates input for each state.    Wherever a period of time is involved, be sure you don't have an overlap (so that the ending date of residency in one state is the same date as the beginning of residency in the other state) which would cause TurboTax to count that date twice.  
The enhanced deduction is “below the line” so it doesn’t affect AGI. Wisconsin tax starts with your unaffected AGI so no correction is required. 
1099-R box 7 is a "7" and should be a 6. Money (partial dist) was rolled over from an Annuity to an IRA. A 5498 was issued for the correction. Do I simply change box 7 to a 6?? How do I correct this ... See more...
1099-R box 7 is a "7" and should be a 6. Money (partial dist) was rolled over from an Annuity to an IRA. A 5498 was issued for the correction. Do I simply change box 7 to a 6?? How do I correct this in turbo tax since you can't submit a 5498
You would need to report the business income for each spouse separately. If you are reporting the income on a schedule C for self-employed income, you would need two separate Schedule C's, one for ea... See more...
You would need to report the business income for each spouse separately. If you are reporting the income on a schedule C for self-employed income, you would need two separate Schedule C's, one for each spouse. If you are reporting income on a Schedule K-1, you would need two separate K-1 entries, one for each spouse. Also, if you are entering other types of income, make sure you entered it under the correct taxpayer name.
If your dad's tax return is showing him owing when he is expecting a return, it could be due to how certain areas were inputted that will need further review.   First, let's look for any housing al... See more...
If your dad's tax return is showing him owing when he is expecting a return, it could be due to how certain areas were inputted that will need further review.   First, let's look for any housing allowances, because if your father is receiving a housing allowance as part of his retirement, this is generally excluded from federal income taxes.   If TurboTax is treating his annuity as fully  taxable, it could be that the housing allowance exclusion was not properly accounted for during the inputting process.   Navigate to the 1099-R section under Income Enter your 1099-R details as they appear on the form If Box 2b (Taxable amount not determined) is checked, enter the amount in Box 1 and subtract your documented housing expenses in Box 2a (Taxable amount) If Box 2b is not checked, enter the 1099-R exactly as shown Note: If the box is not checked, checking the box will often prompt TurboTax to ask follow-up questions to help you calculate the taxable portion If the prompts do not appear after checking the box, you can go to Other Reportable Income under the Miscellaneous Income section Choose Yes for Any Other Taxable Income and enter "Clergy Housing Allowance" as the description Enter your documented housing expenses as a negative number to exclude the nontaxable portion   This method allows you to exclude the portion of your retired clergy pension designated as housing allowance from taxable income.   Next, you mentioned that he, "shouldn't be taxed on annuity". It is important to separate the after-tax contributions and tax-exempt distributions.   For example, if he made contributions to his 403(b) with after-tax dollars, those contributions aren't taxable upon withdrawal. However, the earnings are typically taxable.   If his Form 1099-R shows the full distribution as taxable in Box 2(a), TurboTax will default to taxing all of it. Therefore, you will need to manually indicate the "cost basis", or the amount of after-tax contributions, so that TurboTax only taxes the earnings. You can review Box 5 of his Form 1099-R to look for "Employee contributions". Or, you can contact the plan's administrator to ask for a history of after-tax contributions.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refu... See more...
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
MAGI was over 200,000, but less than 250,000.  The allowable deduction should have been around $6200.  Only had about $1500 in interest, but Turbo Tax said it was $0.  Refund change should have been ... See more...
MAGI was over 200,000, but less than 250,000.  The allowable deduction should have been around $6200.  Only had about $1500 in interest, but Turbo Tax said it was $0.  Refund change should have been around $360.