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4 weeks ago
My AZ e-file was rejected because TT forced me to change the code to the wrong number. I still cannot input the correct code!
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4 weeks ago
When did you move out of CA? Did you live and/or work there for any part of 2025?
4 weeks ago
If there are amounts in boxes 18 and 19, ask your employer what goes in box 20
4 weeks ago
From reading similar posts, it appears that TT has had this issue for quite some time. TT states the value for Sched X Line A is being pulled from Federal Form 1040, line 4a (taxpayer amount) less f...
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From reading similar posts, it appears that TT has had this issue for quite some time. TT states the value for Sched X Line A is being pulled from Federal Form 1040, line 4a (taxpayer amount) less federal Form 1099R, line 1 where the type in box 7 is 6, 8, G, N or Q (except taxable amount for type 8)... However, Federal Form 1040 Line 4a includes ROTH distributions which are not taxable. The value for Sched X A should be pulled from Federal Form 1040 line 4b, the TAXABLE amount, otherwise Mass will be taxing any distributions from a ROTH IRA. Am I understanding correctly that the recommended action to fix this is to file FED taxes 1st, then change the Dist. Code to a Q to do Mass Taxes??
4 weeks ago
If you received taxable unemployment benefits, then your state and/or employer may issue you a 1099-G. TurboTax, both Online and Desktop editions, are accepting entries for the 1099-G for 2025.
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If you received taxable unemployment benefits, then your state and/or employer may issue you a 1099-G. TurboTax, both Online and Desktop editions, are accepting entries for the 1099-G for 2025.
In TurboTax Online:
Go to Wages & Income in the Federal section
Below the options in larger print, click the drop down arrow next to Unemployment
Click the Start button that appears next to "Unemployment and paid family leave"
Another page will appear with fields to fill in for Unemployment.
Please see this help article and this tax tips article for more information.
The Form 1099G tax document reports the total taxable income issued to you in a calendar year. The payments are reported to the Internal Revenue Service (IRS) and must be included on your federal tax return.
Total taxable unemployment compensation includes:
Unemployment benefits, including:
Federal Extensions (FED-ED)
Pandemic Additional Compensation (PAC), also known as Federal Pandemic Unemployment Compensation (FPUC)
Pandemic Emergency Unemployment Compensation (PEUC)
Lost Wages Assistance (LWA)
Mixed Earner Unemployment Compensation (MEUC)
Pandemic Unemployment Assistance (PUA) benefits
Disability Insurance (DI) benefits received as a substitute for unemployment benefits
Disaster Unemployment Assistance (DUA) benefits
Paid Family Leave (PFL) benefits
4 weeks ago
Did you install ONE thing or more than one thing? If you only bought one thing, just enter the cost under the 'most expensive' line. The Heat Pump also cools the home, so unless you bought ...
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Did you install ONE thing or more than one thing? If you only bought one thing, just enter the cost under the 'most expensive' line. The Heat Pump also cools the home, so unless you bought a separate AC-only unit, you did not buy an air conditioner.
4 weeks ago
Just to be clear, my understanding is that the IRA you inherited was the IRA that your spouse inherited from your spouse's brother. The spousal inheritance options are not permitted to be used by a ...
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Just to be clear, my understanding is that the IRA you inherited was the IRA that your spouse inherited from your spouse's brother. The spousal inheritance options are not permitted to be used by a successor beneficiary. For you to be eligible to use the spousal beneficiary options your spouse would have to have been the original owner of the IRA. The IRA that you inherited as successor beneficiary was your spouse's brother's IRA, not your spouse's IRA. Your spouse was the beneficiary, not the participant.
4 weeks ago
Accepting wasn't the issue. Originally, for me both fed and state were accepted but then a couple of days later, I received 2 separate emails saying they both were rejected. The S1 1040 080 03 was id...
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Accepting wasn't the issue. Originally, for me both fed and state were accepted but then a couple of days later, I received 2 separate emails saying they both were rejected. The S1 1040 080 03 was identified as the issue.
4 weeks ago
Contact the state
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
4 weeks ago
https://turbotax.intuit.com/tax-tools/calculators/taxcaster/
4 weeks ago
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4 weeks ago
It sounds like you may be getting an error due to rounding on your 1099-Q. My suggestion is that you round the amounts yourself before entering them. When you do this, is Box 1 still the sum of Box...
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It sounds like you may be getting an error due to rounding on your 1099-Q. My suggestion is that you round the amounts yourself before entering them. When you do this, is Box 1 still the sum of Box 2 and 3? If not, adjust Box 3 by $1 to make the math work. This will not change your income tax liability.
4 weeks ago
On your W-2, tips should be included in the wages in W-2 box 1, and shown separately in box 7. If your tips are included in box 1, but not shown separately in box 7, the W-2 is not filled out correct...
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On your W-2, tips should be included in the wages in W-2 box 1, and shown separately in box 7. If your tips are included in box 1, but not shown separately in box 7, the W-2 is not filled out correctly. You should first try to get a corrected W-2 from the employer.
If the employer refuses to correct the W-2 you will have to include a Form 4852 substitute W-2 in your tax return. When you enter the W-2 in TurboTax, enter the correct information instead of what's on the W-2 from the employer. That means you will subtract the amount of tips from box 3 and enter the amount of tips in box 7.
After you enter the W-2 information, you will get a screen that says "Let's check for uncommon situations." Check the box for "Didn't get a W-2" (even though that's not your situation) and click Continue. The next screen asks if you want to complete a substitute W-2. Select Yes. Proceed through the screens, entering the requested information to complete Form 4852. It will ask you to enter explanations of what you did to try to get a correct W-2 from your employer, and how you calculated the amounts that you entered. The prompts on the TurboTax screens assume that you didn't get a W-2 at all, but that's not what the actual Form 4852 says. The form says to explain your efforts to obtain an original or corrected Form W-2, and how you determined the amounts that you entered. TurboTax will include the Form 4852 substitute W-2 in your tax return.
After you complete the substitute W-2 TurboTax will ask you questions to determine if you are eligible for the deduction for tips.
4 weeks ago
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4 weeks ago
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4 weeks ago
Thanks, CatinaT1. That fixed it for me. I just had to go to box 6, round down to the nearest dollar, and then deleted the Form 8959 from the Tax Tools ⇾ Tools menu. My box 6 was at 1.45%, but it woul...
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Thanks, CatinaT1. That fixed it for me. I just had to go to box 6, round down to the nearest dollar, and then deleted the Form 8959 from the Tax Tools ⇾ Tools menu. My box 6 was at 1.45%, but it wouldn't take the requirement away without rounding down for some reason.
4 weeks ago
The government acquired a small portion of land from me to build a bridge. They sent me a 1099S for the payment they paid me for the land. Where d o I enter the transaction in turbo tax?
4 weeks ago
Depends who took it out. You enter it on the same screen as your W2 or 1099R. If from another form. To edit a W2 enter it under Federal Taxes or Personal (Home & Business) Wages & Income...
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Depends who took it out. You enter it on the same screen as your W2 or 1099R. If from another form. To edit a W2 enter it under Federal Taxes or Personal (Home & Business) Wages & Income Then Wages and Salaries- Click the Start or Update button Enter or Edit a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
4 weeks ago
That depends on what tax document you are entering. If you are entering a W-2, the federal tax withheld is in box 2. What kind of document are you entering?