All Posts

It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:    From the left menu 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 add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     The instructions for TurboTax Download:    On your menu bar at the very top, click "Online" Select "Send Tax File to Agent"   Click "Send" The pop-up will have a token number Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.    

@scotthursh    1) if you are using the "Desktop" software, switch to Forms Mode, click on the 1099-R in  the left-side screen, then delete it in the rt-side main screen.  Then, if you need to enter that 1099-R for 2025 taxes, go back to the interview and recreate it, or skip it entirely if you have no 1099-R to enter for 2025..   2) if you are using the "Online" software, after you are actually in your tax file somewhere, go to the left side menu.. and in the <Tax tools<<Tools menu a pop-up will appear that will let you delete any 1099-R forms in your file.  Then you can return to the regular interview to either create any 1099-R you have this year, or skip it entirely if you have no 1099-R to enter for 2025.

Are you filing as a dependent (someone else claims you) or non-dependent? Do you have Form 1098-T and is that the issue (not being able to enter 1098-T)? Did you first enter income, such as a W-2?   The 1098-T is entered under: Deductions & Credits Education  Expenses and Scholarships (Form 1098-T)    START or UPDATE     

I think that you mean IRS form 1095-A and not 1095-C.   If so, the IRS believes that you (or a dependent listed on the tax return) should be reporting a form 1095-A Health Insurance Marketplace Statement on your tax return.   You may be able to find a 1095-A form by signing in to your healthcare.gov account and downloading it.    Perhaps the form has not yet been mailed out or was mailed to a different address.   This TurboTax Help may apply to your situation.

Yes.   The OBBA has introduced a new deduction for overtime pay from tax year 2025. You may deduct up to $12,500 of qualified overtime premium on your Federal tax return (up to $25,000 for MFJ). The deduction is gradually phased out if your MAGI exceeds $150,000 ($300,000 for MFJ). The deduction is for the overtime premium, which is the portion over your regular pay.   For tax year 2025, your employer may list non-taxable overtime in box 14 of form W-2 with a specific label like "FLSA OT Prem". You might also receive a separate year-end statement giving you the amount. Otherwise, you have to calculate the overtime premium to enter on your tax return.   In TurboTax Online, this is how you enter the qualified overtime premium: After entering your form W-2, you'll see a screen titled Let's Check for Other Situations Put a checkmark on Overtime and click Continue Follow the TurboTax questionnaire to enter your qualified overtime premium This deduction will transfer to Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.

The IRS database thinks you now have, or you (or a family member) has had Marketplace insurance in the past,   You can use the phone number listed by state ‌to call and confirm you , nor any of your dependents have the insurance.  The Health Insurance Marketplace. If your sure you don't have Marketplace Insurance, you can clear the1095-A from your return. Open TurboTax Select Tax Tools ( on the left margin menu) On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan?      Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan?      Answer No    

The online version produces the same result as the desktop version.  The issue with the online version is that you can't examine the details on the forms to figure out where you went wrong until you pay for TurboTax.   A backdoor Roth is nothing more than the entry of a traditional IRA contribution and a separate entry of a Roth conversion.  All versions of TurboTax handle each of these separate entries the same way.

Is the apartment number listed on your 1040?  Are you getting a refund and if "Yes" will the refund be a direct deposit into your bank account?   I did not have problems when testing in the program and adding an apartment number.  You might try closing the program and clearing Cashe and Cookies from the browser.    HERE is how to look at your 1040      To preview your Form 1040 Tax Return using TurboTax Online, please select Tax Tools on the left side bar, then TOOLS from the drop-down that opens (you may need to play with the scroll bar on the left side to see these options)  Next, select "View Tax Summary" on the Tools Center Screen On the left side bar you can find "Preview my 1040"  Select "Preview my 1040" If using TurboTax Desktop, simply switch to FORMS located at the top right corner (left on MAC)   

There are two different PINs entered in different places.   The 6 digit IP PIN is entered under Federal / Other tax situations  / Other Return Info / Identity Protection PIN.  The IRS issues an IP PIN to confirmed victims of identity theft.   The 5 digit e-filing PIN is required to electronically file your tax return.  You choose a 5 digit e-filing PIN the first time you e-file, and use it every year thereafter.   If you don't remember it, you can use your AGI (adjusted gross income) from last year's tax return.  

Thank you for replying   In 2024 the percentage of business use was around 30%. I've never take a section 179 deduction   But even if I had, why didn't the turbotax questionnaire as me about it instead of making me input it into the actual page on the form.