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March 5, 2026
2:06 PM
1 Cheer
When you log into your TurboTax Online account, you will see a bell icon in the top right corner. That is where you will find notifications, including emails from your tax expert.
In TurboTax D...
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When you log into your TurboTax Online account, you will see a bell icon in the top right corner. That is where you will find notifications, including emails from your tax expert.
In TurboTax Desktop, the notification bell is in the top right corner when you are in your tax return.
March 5, 2026
2:05 PM
4 Cheers
@MarilynG1 So you’re saying TurboTax will definitely refund me due to this, including state purchases? What about making up for lost early pricing discounts? Online is not the best for me b...
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@MarilynG1 So you’re saying TurboTax will definitely refund me due to this, including state purchases? What about making up for lost early pricing discounts? Online is not the best for me because due to Virginia law I need to prepare a separate mock MFS return for Non-Resident Virginia. Online doesn’t support multiple returns. This still doesn’t excuse the lack of functionality in desktop that is not made anywhere clear at time of purchase, and lags behind other products. Why does everyone at TurboTax refuse to answer the question - why is this functionality so lacking in desktop? And why isn’t it made clear and why is nobody addressing that disparity? ”You’ll use what we feel like giving you” is not a great customer answer, especially when competing software seems to handle it. The approach you guys are taking is a bit lacking and comes off as dismissive.
March 5, 2026
2:03 PM
I've been using a mock return in TurboTax and have been working with several scenarios with varying amounts of Federal itemized deductions and the only time it switched to a standard deduction for Ma...
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I've been using a mock return in TurboTax and have been working with several scenarios with varying amounts of Federal itemized deductions and the only time it switched to a standard deduction for Maryland was when it was more beneficial to do so.
While Federal deductions for state and local income taxes are allowed, they must be subtracted out of the Federal itemized deductions to arrive at the Maryland itemized deduction. If your only Federal itemized deductions were state and local income taxes, this could be why you are getting the Maryland standard deduction on your return.
It would be really helpful if you followed the instructions for sending the diagnostic file (as outlined in AmyC's post, earlier), so that we can take a much closer look at your particular situation to see if we can figure out why you might be getting a Maryland standard deduction when itemizing Federal.
March 5, 2026
2:03 PM
@jamckenna @jmax0910 You need to update your TurboTax software to the latest release.
Click on Online at the top of the desktop program screen. Click on Check for Updates.
March 5, 2026
2:02 PM
I have tried all of these steps but, it still thinks I have an HSA account and is trying to make me pay to file which is unnecessary. Please help.
March 5, 2026
2:02 PM
Yes, she was still 18 at the end of 2025. So are you saying that even though the Schedule EIC, line 4a, is Unchecked for her being a student, she still "counted" towards my EIC due to her age?
March 5, 2026
2:02 PM
Exactly. I have calculated and entered the pension exclusion amount on line 11 in form 502R, but wit won't carry over into form 502 and won't let me manually enter it into form 502.
March 5, 2026
2:01 PM
I did not enter it as a negative value in a 1099 yet I have a subtraction on Schedule 1, Line 8 of my Form 1040. I assume this is because I selected Code II for Box 12 of the W-2 form. So based on w...
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I did not enter it as a negative value in a 1099 yet I have a subtraction on Schedule 1, Line 8 of my Form 1040. I assume this is because I selected Code II for Box 12 of the W-2 form. So based on what you're saying, if I keep the value in Box 1 of W2 and Box 12 then the negative value in the 1099 would have to be double (the total of Box 1 and 12), to prevent being inappropriately taxed. I think that's also what the IRS website says below. [If box 1 is not zero]..."report the box 1 amount on Form 1040 line 1a, and the box 12 Code II amount on Form 1040 line 1d. Then, on Schedule 1 (Form 1040), line 8s, enter the total amount of the nontaxable Medicaid wavier payments reported on Form 1040, line 1a and 1d, in the entry space in the preprinted parentheses (as a negative number). " https://www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income
March 5, 2026
2:01 PM
2 Cheers
It would not allow me to remove expert assist. I did not use it, Every time it said chat with expert, I chose "dismiss". So in order to file my taxes I had to pay for Expert Assist. I have used turb...
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It would not allow me to remove expert assist. I did not use it, Every time it said chat with expert, I chose "dismiss". So in order to file my taxes I had to pay for Expert Assist. I have used turbo tax for over 10 years. I will not be using them in the future!!!
March 5, 2026
2:00 PM
I have tried all of these steps but, it still thinks I have an HSA account and is trying to make me pay to file which is unnecessary. Please help.
March 5, 2026
1:59 PM
The 8606 is part of the PDF. It is NOT, however, in the list of FORMS in VIEW FORMS. The Form 8606-T is in the "Forms in My Return" column, but the Form 8606-S is not in the list. I kept looking i...
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The 8606 is part of the PDF. It is NOT, however, in the list of FORMS in VIEW FORMS. The Form 8606-T is in the "Forms in My Return" column, but the Form 8606-S is not in the list. I kept looking in this list of forms and did not think to look in the PDF.
March 5, 2026
1:59 PM
I file state 2/08 got my federal early
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March 5, 2026
1:59 PM
I had two different IRA events occur in the same year. I converted an amount from a Traditional, SEP, or SIMPLE IRA to a Roth IRA. My 1099-R from Vangard shows this as a gross distribution with...
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I had two different IRA events occur in the same year. I converted an amount from a Traditional, SEP, or SIMPLE IRA to a Roth IRA. My 1099-R from Vangard shows this as a gross distribution with $0 taxable amount, total distribution is checked, distribution code G, and IRA/SEP/SIMPLE is checked. This account was an IRA for years and has both contributions and earnings before I converted it. The taxable amount was not determined (however, the taxable amount not determined is NOT checked on the 1099) I completed a backdoor Roth transaction. My 1099-R from Vangard shows this a gross distribution with the full amount as taxable. Taxable amount not determined is checked, total distribution is checked, distribution code 2, and IRA/SEP/SIMPLE is checked The software appears to be generating one combined Form 8606, but only the $3k backdoor portion is appearing in Part I, while the $22k conversion is being treated as fully taxable and bypassing the basis calculation. I am getting an error that for the conversion, box G is incorrect (it expects code 2 or 7). I do not know if completed the conversion incorrectly in Vangard and need a corrected 1099-R OR if I am entering this incorrectly into TurboTax.
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March 5, 2026
1:58 PM
On my W2 Line 14 Other it has listed: DIP.P.# $51.29 UI/HC/WD - $5.70 OST $29.38 OT PREM $894.47 What do these mean?
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March 5, 2026
1:58 PM
To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ...
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To enter, edit or delete estimated taxes paid (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button
On State estimated taxes for 2025, click on the start button
March 5, 2026
1:57 PM
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March 5, 2026
1:57 PM
1 Cheer
Why do you think it is wrong? The deduction is subject to a Modified Adjusted Gross Income (MAGI) phaseout. It begins phasing out for taxpayers with MAGI over $100,000 (single filers) or $200,000 ...
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Why do you think it is wrong? The deduction is subject to a Modified Adjusted Gross Income (MAGI) phaseout. It begins phasing out for taxpayers with MAGI over $100,000 (single filers) or $200,000 (married couples filing jointly) and is completely phased out at $150,000 and $250,000 respectively. You can look at Schedule 1-A Part IV to see if your deduction was limited. What is the vehicle loan interest deduction?