All Posts

First, if you have a SSA-1099 dated 2024, at the top of your Social Security Benefit Statement, that form must be filed on your 2024 tax return, even if an amendment is now required.    If you do not see Benefits for 2024 in box 3 for any of your SSA-1099s, then all of it is considered as 2025 benefits and the lump sum option  would not apply.   The remainder of the answer assumes all SSA-1099s are dated 2025 (not 2024).   Since all SSA-1099s are in your name you will treat all as if they are one in your name. Follow the instructions below to enter your social security income and the lump sum payments for 2024. Add them together as though they were all included in one form.   You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).    This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.   @gwbaker3  [Edited: 03/09/2026 | 9:42 AM PST]

The 1099-SA could only be for withdrawals made in 2025 for medical expenses.  It would not reflect the withdrawal in February 2026 -- that will be on a 1099-SA that you will receive in 2027.   There might be a workflow problem since the excess contribution could be removed from either spouse's account, the program might not know when to ask about the removal.

Yes, some of these do qualify for the 100% bonus depreciation while others do not. it all depends if the changes were structural or not. Any structural and permanent part of the building are not eligible for bonus depreciation and must be depreciated over 27.5 years. However, some 5-7 year property can is eligible for the 100% bonus deprecation. Here are some examples that is immediately eligible for this  depreciation and what can't.   These are not structural components of the building thus are eligible for 100% bonus depreciation.   Refrigerator  Cooktop Garbage disposal Some electrical work (if it is dedicated equipment wiring, not building wiring) Possibly recessed lighting fixtures (if they qualify as equipment, not building systems) If they do become part of the structure of the building and are not easily removed, then they are not eligible for the deduction. These are structural components and are not eligible for ‌bonus depreciation and are subject to the 27.5 depreciation convention.   Kitchen cabinets  Countertops Sink General building electrical wiring Anything considered part of the building’s “real property” For those items that i mention that are eligible, here is how to report these.   Open your rental property in TurboTax.  Go to Assets/Depreciation. Choose Add an asset. Select Appliances, furniture, or equipment (NOT “Residential Real Estate”). Enter each qualifying item separately: Refrigerator  Cooktop Garbage disposal Eligible electrical components When TurboTax asks whether the item qualifies for 100% bonus depreciation, answer Yes. TurboTax will then expense the entire cost in 2025.      

Pennsylvania and Maryland have tax reciprocity, which means that even though your work in Maryland, your W2 income will be taxed in your home state of Pennsylvania.   To include your W2 wages on your PA tax return in TurboTax:   1. Go to State Taxes and open the Pennsylvania tax return   2. Confirm your PA filing status, county and school district   3. You will see a screen called Compensation Summary, which should show your W2. Click on the pencil icon.    4. You will see a screen with detailed W2 information. Click on the box that says Make this income taxable in PA.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Thanks for the diagnostic token.   I've researched your particular situation and, while it appears that you should include the US Government interest from funds with under 50% US government interest as an add-back to Interest income on US government bonds that are usually exempt from state taxes, there isn't a way to decrease the Federal subtraction of this interest on the New York Non-resident return.  However, this can get added back as a negative subtraction for the New York state income, by using the following steps:   Go past several screens in your New York return, until you get to one titled "Changes to Federal Income" Scroll down to the bottom of the page to Nonresident and Pat-year resident adjustment allocations, then click Start or Update to the right of Addition and subtraction allocations. The second screen will have the subtraction for Interest Income on Us Government Bonds.  Enter the New York Portion as a negative number.   Once you finalized your New York return, it would be a good idea to delete your New Jersey return and run through it again.  You can delete the New Jersey return by clicking on the trashcan to the right of the New Jersey return and then adding it back.  This will help ensure that any credits you get for taxes paid to New York will get computed correctly.  

If a dependent mistakenly indicated no one can claim them and causes a rejection of the parent's return, the IRS now allows the first-listed (primary) taxpayer (such as the parent) to get an IP PIN and still successfully efile and avoid having to file a return on paper.   Your dependent will need to amend their return to indicate someone else is claiming them. See this TurboTax FAQ for help with amending.   The IP Pin will change each and every year. This is an Identity Protection Pin.      You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?" 

This is absolutely absurd. You are supposedly the supplier of a comprehensive tax filing software. This issue has now been going on for 3+ weeks with no resolution. I've used 2 of my 5 e-file attempts; and I am concerned about trying again, and that you wont have an issue resolution on 3/13. You are then allowing us only 30 days to file a return. This is a massive injustice to those who are prepared to file and creates an unnecessary stress. It is absolutely unreasonable for the next patch to be 3/13 - this should be a Tier 1 priority as your software is effectively useless at this point.  Completely unacceptable - and the shame is its clear this corporation doesn't care.  For those of us impacted, which is very easy for TT to tell, we should be provided a discount for this years filing.