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Your overtime pay may or may not be listed on your W2. If it is, you can usually find it on box 14. If not, you can look on your last pay stub for the tax year and calculate the correct portion of overtime.   You will then enter this information into TurboTax. This article below explains how you can enter overtime pay. How to enter overtime pay. You can also read our article explaining the New Tax Law for Overtime Pay. 

You are seeing this because the amount of Medicare taxes withheld in box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   DoninGA found that if you remove any cents for the Medicare wages (Box 5), this will clear the need for Form 8959.   Double check your entries for your W2s. You could have a Box 6 withholding error or misplaced decimal point in Box 5 (e.g., entering $50,000.00 as $500,000) will trigger the form. Go to Wages & Income and select Edit/Add next to your W-2. Check Box 5 and Box 6 for every W-2 entered. Ensure Box 6 is exactly 1.45% of Box 5. If it is off by a few cents (e.g., the W-2 shows $145.01 instead of $145.00), rounding it to the nearest dollar may remove the form requirement. If the amount in Box 6 (Medicare tax withheld) is more than 1.45% of the amount in Box 5 (Medicare wages), TurboTax must generate Form 8959 to claim a refund of that overpayment. Even a discrepancy of $1 due to employer rounding can trigger this.   If your W2 entries are correct, delete the form: Select Tax Tools from the left menu, then Tools. Select Delete a form. Find Form 8959 and click Delete. Note: If the data in your W-2 still points to an overpayment, TurboTax will automatically re-generate the form during the final review.

No.  After you enter it with your W-2 entries for box 14 and select Overtime, you will be asked additional questions after selecting continue for the W-2 screen.  When you answer the question asking if it is your total overtime premium pay, TurboTax will give you the deduction if you qualify.   To qualify for the No Tax on Overtime Deduction the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) Overtime must be paid at more than your regular hourly rate.   Only the amount that is over your regular hourly rate is deductible.  For example,  If you make $30 per hour and are paid OT at $45 an hour, you can only deduct $15 per hour as overtime deduction. The deduction is limited to $12,500 Your filing status cannot be Married Filing Separately Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly.  Remember, this is a deduction NOT a credit.  This means it will lower your taxable income, which can lower your tax liability.  You will  NOT see a refund in the amount of the OT you enter. The OT is reported on Schedule 1-a, line 14a with the total amount you are qualified for reported on line 21 of Schedule 1-2.   If you are getting the deduction and have income left to reduce, you will see the change to your income on line 11a of your form 1040.  If your AGI is lower than $12,500 your benefit from the deduction will be limited to your AGI before the deduction.  To see your form 1040 you can switch to forms mode if you are using TurboTax Online or if you are using the online version you can select Tools>>Tax Tools>> Preview my 1040.

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.

I am bumping this thread up with another piece of information. So even though he was eligible for marketplace at the time when the marketplace application was filed by the agent, he ended up having $0 income in the year he had marketplace. As indicated earlier, he is a medical student and that alone kept him busy and he had no time to work. Does he still have to repay APTC?

If you just want to compare numbers to last year and are in "Step-by-step" you can click Forms in the blue banner near the upper right.  On the left side menu, scroll down until you see "Two-Year Comp" and click on that.  This will give you the comparison of items you need.   If you still want a paper copy, click "File" on the black banner in the upper left and select "Print" from the drop down menu.  You can then select what to print, then select "Preview Print Copy"" on the Form Selection pop-up.  This form will open in Adobe Acrobat, so that program will need to be installed on your computer before the preview shows up - there is a link on the Form Selection pop-up  to download Adobe, if you don't have it installed on your computer already.  On the upper part of the Adobe screen that shows up after "Preview Print Copy" is clicked, you can select the small printer icon to print out your return.

In general, money or assets received after the date of death belong to the heirs, to be distributed according to the decedent's will. If, however, the income or assets were generated by investments or property owned by the Trust, they would belong to the trust and be distributed to the beneficiaries according to the trust documents.   The fate of any money or assets owned outside the trust would be governed by the decedent's will.   And, yes, you would complete the final trust return and include Form 1041 Schedule K-1 in the final Form 1040 tax return for the decedent.

Go to your TurboTax account. You may want to go back to your profile and review and update your name information from the beginning. Delete your name completely and then enter it again, and save it.     Try to clear out your browser's “cache and cookies”. Please see:   How do I delete cookies  How to clear your cache  If you still need assistance for help, contact us :   TurboTax Phone Number