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February 23, 2026
3:56 PM
My wife and I file jointly, and are both over 65 years old.
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February 23, 2026
3:56 PM
@PatriciaV Also filing in CA.
February 23, 2026
3:56 PM
Thanks for taking the time to reply. None of the suggestions worked, but I figured out how to do it in the event someone else has a Trust that received a PTET credit from a LLC for Virginia taxes. ...
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Thanks for taking the time to reply. None of the suggestions worked, but I figured out how to do it in the event someone else has a Trust that received a PTET credit from a LLC for Virginia taxes. The only way to do it is to go to Forms for Virginia Fiduciary Return (770). In Schedule 1 Line n you enter the credit. Later when it's time to file you are prompted to attach a pdf copy of Virginia's Form 502 Schedule VK-1 from the LLC which shows the credit to the Trust member in on page 2 Part III line 10. There is no Form CR when you search for available forms for Virginia in TT for Business.
February 23, 2026
3:55 PM
The Deductions and Credit tab does not show a line to enter state incomes tax. How do I enter state income tax for 2025?
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February 23, 2026
3:54 PM
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February 23, 2026
3:54 PM
You can't contribute more than your compensation from working. That means wages, or 92% of your self-employment income. If your wages are only $4800, that's all you can contribute. If you have not...
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You can't contribute more than your compensation from working. That means wages, or 92% of your self-employment income. If your wages are only $4800, that's all you can contribute. If you have not entered all your wages, the error will clear when you enter the rest of your wages.
Also, the maximum for ALL IRA contributions of any kind is $7000, or $8000 if you are over age 50. So you will have an excess even if you correct your wage issue.
Note that a Roth IRA is a separate account you set up with your own broker. A qualified workplace plan, like a 401k or 403b, is not an IRA, and your contributions to a workplace plan are captured from your W-2. Do NOT enter contributions to work place plans in the IRA section.
February 23, 2026
3:54 PM
1 Cheer
This is beyond frustrating. My T Rowe Price brokerage account has been listed on the website for over a week. I know I can enter everything manually, however there's an extensive amount of paperwork ...
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This is beyond frustrating. My T Rowe Price brokerage account has been listed on the website for over a week. I know I can enter everything manually, however there's an extensive amount of paperwork involved which is why I purchased the software as I do every year since they first began selling TurboTax. I can understand if it was an obscure brokerage firm. But we are talking about T Rowe Price one of the largest in the world. My brother and some friends purchase tax cut. They had no problems importing that T Rowe Price brokerage accounts. Intuit is selling higher priced software with the promise of completing your taxes as easy as possible. This is not been the case.
February 23, 2026
3:52 PM
@DaveF1006 Thanks a lot for your help. So I only need to amend 2024 not 2023, correct? I contributed and did conversion both in March 2024 and reported for my 2023 return as it happened in the year ...
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@DaveF1006 Thanks a lot for your help. So I only need to amend 2024 not 2023, correct? I contributed and did conversion both in March 2024 and reported for my 2023 return as it happened in the year 2023. Is that correct? I got confused because in another reply, it was mentioned contribution should be on 2023 but conversion on 2024. I guess this way I need to amend both 2023 and 2024. I appreciate your help.
February 23, 2026
3:51 PM
No. You do not have to file an AZ return because federal law prohibits any state from taxing the pension income of a non-resident.
Enter both Form 1099-Rs as they appear.
During the MO s...
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No. You do not have to file an AZ return because federal law prohibits any state from taxing the pension income of a non-resident.
Enter both Form 1099-Rs as they appear.
During the MO state interview, the software will ask if you resided in a different state. Because you were a resident of MO for the entire year, it will automatically allocate the AZ income to MO.
Note: Be sure to look for the MO Pension Exemption in the state section. For the 2025 tax year, MO allows a deduction for pension income that might eliminate any tax owed for the AZ portion.
February 23, 2026
3:50 PM
If you have a mortgage, the interest is only deductible if it is used to buy, build, or improve the home that secures the loan.
So if you took out a loan to buy or build house #1, and the con...
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If you have a mortgage, the interest is only deductible if it is used to buy, build, or improve the home that secures the loan.
So if you took out a loan to buy or build house #1, and the construction loan turns into a mortgage when the home is complete, then the answer would be yes. If you took out a loan on house #1 so you could use the money to build house #2, the answer is no.
You also can't claim any portion of the loan that is not used to buy build or improve the home, such as using a HELOC to take a vacation or pay off other debt.
February 23, 2026
3:49 PM
1 Cheer
We confirmed that the developers have tested the issue. Though "Available Now" displayed in your return, all of the data entered was there in the return. The display error could not be duplicated in ...
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We confirmed that the developers have tested the issue. Though "Available Now" displayed in your return, all of the data entered was there in the return. The display error could not be duplicated in other returns.
The issue was confirmed as a display error only, so you can continue to file your return and be assured the information you entered is there.
February 23, 2026
3:49 PM
I was told that I would receive a call within an hour and a half. The "expert" called me half an hour AFTER the expected time. She huffed and puffed from the start of the call and throughout my proce...
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I was told that I would receive a call within an hour and a half. The "expert" called me half an hour AFTER the expected time. She huffed and puffed from the start of the call and throughout my process to enter my information. She did not offer insight or guidance. She left me to navigate and figure out issues on my own. When I asked her questions, she huffed and then responded in a short, frustrated tone. One question she didn't answer at all, so I brainstormed a possible solution. She responded, "You can do that" in a high-pitched, snarky tone. She was incredibly impatient. I felt very uncomfortable on the call, so I decided to end the call and try to file my taxes another time. I am trying to figure out how to go back to the version of TurboTax where I am NOT charged for "expert" help because the person did not exhibit expertise and was not helpful AT ALL! I will not pay to deal with frustration and impatience, let alone while I am entering my own information.
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February 23, 2026
3:48 PM
I did check it but that does not put anything in the taxable box. 4b continues to be zero! I have deleted and reentered twice! I did not import the information but manually typed it in.
February 23, 2026
3:48 PM
The return has not been efiled yet. I realized the error after entering the information and wanted to go back and review or change it.
February 23, 2026
3:48 PM
Hello, In 2025 I bought a used van from out of state. In registering it, in addition to the Vehicle License Tax, I had to pay $413.40 in City VUT and $890.40 in State VUT. (Vehicle Use Tax). Aren...
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Hello, In 2025 I bought a used van from out of state. In registering it, in addition to the Vehicle License Tax, I had to pay $413.40 in City VUT and $890.40 in State VUT. (Vehicle Use Tax). Aren't these amounts deductible? If so, I can't find where to deduct them in TT Home and Business. Thank you for your assistance. Yvonne Ochse
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February 23, 2026
3:48 PM
1 Cheer
@jwelch115 Using a Mac click on the TurboTax menu in the upper left of the desktop program screen.
February 23, 2026
3:47 PM
I don’t see that on the Mac menu screenshots I took from my friends Mac a couple years ago. I don’t see Online or updates. For Mac you have to close and relaunch the program to update.
February 23, 2026
3:47 PM
help
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February 23, 2026
3:47 PM
Once you have said no to both your husband and you having not rolled over an amount to a SIMPLE IRA does the NJ tax return show that you had twice the amount of rollovers that the federal return show...
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Once you have said no to both your husband and you having not rolled over an amount to a SIMPLE IRA does the NJ tax return show that you had twice the amount of rollovers that the federal return shows? It seems likely that the system is asking two questions about the same amount just to be careful and if the amount is not doubled on the NJ return then this is not an issue.
February 23, 2026
3:47 PM
When I call the Intuit phone number for support, it does account validation. Because I use the online service, it wants to validate via email; spelling out the username portion and saying the domain ...
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When I call the Intuit phone number for support, it does account validation. Because I use the online service, it wants to validate via email; spelling out the username portion and saying the domain name. Unfortunately, despite trying 6 times, I have yet to have it come close to recognizing my domain name, and it doesn't like it when I spell the domain. I can't get any phone support because the system isn't smart enough to validate me, but there isn't any other way to validate as far as I can tell. Any suggestions for getting around this Catch-22?
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