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Thank you very much! 🙂     IRS has already accepted my taxes!  
Box 16 on a W-2 form is where your state wages are reported. If you live in a state that does not tax income, the box may be blank or missing. If so, you don't need to make an entry in TurboTax for i... See more...
Box 16 on a W-2 form is where your state wages are reported. If you live in a state that does not tax income, the box may be blank or missing. If so, you don't need to make an entry in TurboTax for it. Otherwise, you can enter the amount in box 1, which is the federal wages, if you know all of your federal wages are taxable on your state return.
You only enter the amount from box 5 of the SSA-1099 on your tax return. Box 5 is the result of box 3 minus box 4.   To enter Social Security benefits reported on form SSA-1099 Click on Feder... See more...
You only enter the amount from box 5 of the SSA-1099 on your tax return. Box 5 is the result of box 3 minus box 4.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf  
Here is where the refund advance option is.  When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, sel... See more...
Here is where the refund advance option is.  When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, select "No thanks". The next screen is "How would you like to receive your federal refund?" If you are eligible for the Refund Advance, you will see this as an option.   The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account
I am delighted that the HSA Reset worked for you.
Why isn't the $6000.00 bonus deduction for 65 and older on my 2025 tax filing in TurboTax? We file married filing jointly, use the standard deduction and were both over 65 throughout the year. TurboTa... See more...
Why isn't the $6000.00 bonus deduction for 65 and older on my 2025 tax filing in TurboTax? We file married filing jointly, use the standard deduction and were both over 65 throughout the year. TurboTax gives the standard deduction of $31,500 plus the additional $1,600 each but no $6,000 each.
If you have no income entered on the tax return, no taxes owed on the tax return and no tax refund on the tax return, it cannot be e-filed. There is no reason for you to file a tax return under the... See more...
If you have no income entered on the tax return, no taxes owed on the tax return and no tax refund on the tax return, it cannot be e-filed. There is no reason for you to file a tax return under these circumstances.
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   ... See more...
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.
 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     To enter your retirement income, Go to  Federal> Wages and Income>Retireme... See more...
 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.
Some customers are experiencing issues when trying to file and receive a saying the 2025 transmissions are not available yet.  We are currently investigating this issue. We will notify you once the p... See more...
Some customers are experiencing issues when trying to file and receive a saying the 2025 transmissions are not available yet.  We are currently investigating this issue. We will notify you once the program is updated.
The number you enter in box 14 will not typically have a direct impact on your tax return, so you can use the "other" option as mentioned by @DoninGA . Also, you may want to ask your employer what th... See more...
The number you enter in box 14 will not typically have a direct impact on your tax return, so you can use the "other" option as mentioned by @DoninGA . Also, you may want to ask your employer what the entry is for, as you may find a reference to it elsewhere in the program. So, it may be helpful to know what is being reported there.
My husband and I purchased a home in 2020 for our daughter. The deed was designated as a trust in her name. Unfortunately my daughter predeceased us and we sold the home in 2025. Are the capital gain... See more...
My husband and I purchased a home in 2020 for our daughter. The deed was designated as a trust in her name. Unfortunately my daughter predeceased us and we sold the home in 2025. Are the capital gains on the sale of this property handled in a differently because of the trust designation, or is it pretty straightforward?
I'm glad to hear that will be a replacement coming.  Unfortunately, this is too late for me.  I've purchased H&R Block tax software and Deductible Duck as the ItsDeductible alternative.  I'm just rea... See more...
I'm glad to hear that will be a replacement coming.  Unfortunately, this is too late for me.  I've purchased H&R Block tax software and Deductible Duck as the ItsDeductible alternative.  I'm just really disappointed that TurboTax killed ItsDeductible and then basically ignored all its customers for so long
Thanks for the idea, but that did not fix it. I did have popups blocked, so I undid that, and the problem persists. More info about my situation from another thread on here about importing: TurboTa... See more...
Thanks for the idea, but that did not fix it. I did have popups blocked, so I undid that, and the problem persists. More info about my situation from another thread on here about importing: TurboTax 2025 Deluxe, Windows 11, Edge, all fully updated In Edge, 3rd party cookies enabled, popups not blocked. I've been using TurboTax for about 40 years. This year's taxes are about the same as last year's. Never had problems importing before.   Trying to import 1099-DIV from Vanguard (Brokerage) Vanguard does a Consolidated 1099 form, so this usually gets all 1099s, not just DIV. That opens a tab in my default browser, with 3rd party cookies accepted, no ad blocking, no virus software. I entered the Vanguard account number and document ID from the Vanguard PDF I downloaded from Vanguard. It confirms I am human and then the web page says, "Connection complete! Success! We got your tax data. You can now return to TurboTax."   So, then I go back to TurboTax, and nothing has changed. I can close, restart, etc. and the data did not come.   But a clear question for you, which might help ... when you had the popups blocked, did TTax tell you it failed, tell you nothing, or did it tell you it succeeded, even when it did not?
There appears to have been an issue with the Online product recently where in some cases, taxpayers were not seeing the "Let's enter [your name] HSA contributions" screen, which is a required screen ... See more...
There appears to have been an issue with the Online product recently where in some cases, taxpayers were not seeing the "Let's enter [your name] HSA contributions" screen, which is a required screen since finding out your HSA contributions is a major reason for the HSA interview. You can enter your personal contributions made directly to your HSA administrator on the second line of this screen.   I recommend that you do an HSA Reset to remove all your HSA data, so that you can start over afresh, and avoid the mysterious situation that has you unable to see this screen.   Just remove all HSA data as shown below.    HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. go to View (at the top), choose Forms, and select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the screen.   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....