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When I arrive at the page where I can choose "pay by credit card" rather than having Turbo tax take it from my refund,  it will not continue forward.  I get told I can cancel or save- it has been sav... See more...
When I arrive at the page where I can choose "pay by credit card" rather than having Turbo tax take it from my refund,  it will not continue forward.  I get told I can cancel or save- it has been saved repeatedly as I try this- so how can I pay by credit card? 
Since you earned over $400, you will need to report your self-employment earnings on your tax return. You need to look in the Wages and Income section in the federal section of TurboTax and look for ... See more...
Since you earned over $400, you will need to report your self-employment earnings on your tax return. You need to look in the Wages and Income section in the federal section of TurboTax and look for Self-employment. Work though that section to set up your self-employment business. In the Business Income section you will see an option to enter your earnings. If you did not receive a 1099 form reporting your income, you can choose the "other income" category to enter your earnings. Otherwise, choose the entry category that aligns with the number on the 1099 form that you received. Keep working through the self-employment section and you will see an option to enter your business expenses, including Business Vehicle Expenses.
Same issues .. nothing importing from Merrill, or others.    Tried two different days.
Yes. These types of transfers can trigger capital gains, and impact net operating losses. In fact, changes in ownership are often scrutinized by the IRS for tax compliance. 
You cannot cancel or revoke your filed and accepted tax return.   If you have decided to switch to filing jointly, then you have to wait for your own return to be fully processed and then amend your ... See more...
You cannot cancel or revoke your filed and accepted tax return.   If you have decided to switch to filing jointly, then you have to wait for your own return to be fully processed and then amend your own return to change it to a joint tax return and include all of your spouses information---all her income, credits, deductions etc.etc.    Your own SSN is already in the system, so if your spouse tries to file a joint return using your SSN the return will be rejected.     Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return           When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.      
I'm stuck with this message and continue box, which routes me back to the fix error.
@user17731736324 wrote: It is second week in March , Merrill Lynch is still not available to allow importing  tax information. Bank of America is available and working This seems to be a bug wi... See more...
@user17731736324 wrote: It is second week in March , Merrill Lynch is still not available to allow importing  tax information. Bank of America is available and working This seems to be a bug with Intuit Turbo tax  on the desktop version.  You're not seeing this?:  
Yes I’ve been a bit confused with that especially with my logging onto the IRS site and it shows I don’t owe federal taxes 
Filing a 1040 for a dependent child with unearned income of $1600, less standard deduction of $1350 results in taxable income of $250. Yet, Turbo tax says Federal tax liability is "0".  Since $250 of... See more...
Filing a 1040 for a dependent child with unearned income of $1600, less standard deduction of $1350 results in taxable income of $250. Yet, Turbo tax says Federal tax liability is "0".  Since $250 of taxable income is subject to 10% tax rate, why is turbo tax not showing a tax liability of $25?? Any help would be appreciated. 
TurboTax does not round up on a Form 1099-R.  It takes the exact amount as entered in box 1 and box 2a.   Delete the Form 1099-R and re-enter the form manually.
I had more distributions from my HSA for 2025 than expenses. I was taking money out for prior year expenses. The NJ Medical worksheet is taking the amount from line 13b of the Federal Medical worksh... See more...
I had more distributions from my HSA for 2025 than expenses. I was taking money out for prior year expenses. The NJ Medical worksheet is taking the amount from line 13b of the Federal Medical worksheet (total of all HSA distributions) instead of line 12 minus line 13a (Total medical expenses minus insurance reimbursements) I can manually override this, but TT should not be using the HSA distributions for the NJ medical worksheet. NJ does not recognize HSA deductions or distributions.
I am former federal employee- retired.  I received a Form CSA 1099R from OPM for two annuity payments post retirement in 2025.  The taxable amount field (2a) shows UNKNOWN, and the federal tax field ... See more...
I am former federal employee- retired.  I received a Form CSA 1099R from OPM for two annuity payments post retirement in 2025.  The taxable amount field (2a) shows UNKNOWN, and the federal tax field (4) shows a dollar amount. My retirement booklet says that I have already paid Federal income tax on my retirement contributions and provides a total dollar amount. It also says that  I am entitled to receive an amount equal to those contributions as "tax-free income".  IRS Simplified General Rule.  It also shows a "specific dollar amount" that is tax-free for each monthly payment.    Question - Do I use that "specific dollar amount" that is tax-free and multiply it by the "number of checks I have received" (2 checks) and subtract if from the gross distribution field (1) and put this dollar amount into the taxable amount field (2a)?   Appreciate your thoughts.
You may download the form here. City Form W is the same as Form 5121.
Can you clarify what happened. Did the refund meter reset to zero? What did you change on the tax return? Did you add income? What state are you in?
It is not possible to use the desktop download on a phone or any other mobile device;  desktop software can only be used on a full PC or Mac.   If you mean that you used online TurboTax on your phone... See more...
It is not possible to use the desktop download on a phone or any other mobile device;  desktop software can only be used on a full PC or Mac.   If you mean that you used online TurboTax on your phone, you can use online software on any device that can access the internet.
In Oregon, you may need to make estimated tax payments if you expect to owe $1,000 or more when you file your return (the amount left over after you subtract your credits and any taxes already withhe... See more...
In Oregon, you may need to make estimated tax payments if you expect to owe $1,000 or more when you file your return (the amount left over after you subtract your credits and any taxes already withheld from your paychecks.).   You should consider making estimated payments if you have income not subject to withholding, such as: Self-employment or "gig" income. Significant interest, dividends, or capital gains. Rental income. Retirement plan distributions (if you didn't opt for Oregon withholding).   If the difference between your total tax liability and your withholding is less than $1,000, you don't need to make estimated payments.   Even if you owe more than $1,000, you are safe from penalties ("Safe Harbor") if your total withholding and timely estimated payments for the year equal at least: 90% of the tax shown on your current (2026) return; OR 100% of the tax shown on your prior year (2025) return. If your 2025 Adjusted Gross Income (AGI) was more than $150,000 ($75,000 if married filing separately), the "prior year" safe harbor increases to 110%. The program will automatically calculate if you met the "Safe Harbor" for last year.   During the Oregon state interview, Look for the "Underpayment Penalties" section.  If you are expected to owe for next year, the program will offer to print Form OR-40-V vouchers for you.   If you are required to pay, payments are typically due in four equal installments: April 15, 2026 June 15, 2026 September 15, 2026 January 15, 2027
@mfenske17363 If one of the TurboTax Tax experts on this forum do not reply back, then you need to contact a tax expert - See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/produc... See more...
@mfenske17363 If one of the TurboTax Tax experts on this forum do not reply back, then you need to contact a tax expert - See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US   Or maybe our forum expert on 1099-R distributions is available - @dmertz 
It depends. Even though you see the number on Line 2, the software is "stuck" because it believes a required field—usually the State ID Number or State Wages—is missing from the source entry. Why t... See more...
It depends. Even though you see the number on Line 2, the software is "stuck" because it believes a required field—usually the State ID Number or State Wages—is missing from the source entry. Why this is happening   On Schedule M1W, Line 2, Minnesota requires three distinct pieces of data to validate your withholding:   Payer’s 7-digit MN State ID Number  State Income Amount (even if it matches Federal) If you entered a 1099-R or 1099-INT in the Federal section and the "State ID" was left blank (or used a "dummy" ID like 99-99999), the MN form will pull the amount but fail the validation check for e-filing. Since browser clearing didn't work, the issue is within the data itself. Try these steps in order:   1. The Federal "State ID" Refresh (Most Likely Fix)  Go back to the Federal section (Wages & Income) and find the 1099s or W-2Gs that have Minnesota withholding.  Check Box 15/16/17 (or the state equivalent on your 1099).  The 7-Digit Rule: Minnesota state IDs are exactly 7 digits. If your form has a longer number (like a federal EIN) or "Applied For," the e-file will reject.  Delete the state ID, type it back in manually (do not copy/paste), and ensure the State Income box is not blank. If the form shows $0, enter $1.   Sometimes the state interview creates a "duplicate" blank row on Schedule M1W that you can't see on the summary page.   Desktop Version: Go to Forms Mode (top right) > Find Schedule M1W in the left list > Click Errors at the bottom. If a red exclamation mark appears on a blank line, right-click that line and select Delete.  Online Version: Go to Tax Tools > Tools > Delete a form. Find Schedule M1W, delete it, and then go back into the Minnesota "State" interview to let it recreate the form from your Federal data.
On my 1099R box 1 and 2a are the same but the program is rounding 2a up and then I get an error because 2a cannot be larger than 1.