All Posts

If money was taken out of a retirement plan, it would be reported on a 1099-R.   If you remove the 1099-R, it should go away.   Under Federal Wages & Income Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit] Did you get a 1099-R in 2025? [yes] A list of all of the 1099-Rs you've entered will show up. Use the trash can on the left to delete the one in error.

Yes, you could amend the return to 1040 NR, but there are considerations to make. First of all, you lose the Standard Deduction. Most people take the First-Year Choice specifically to claim that deduction for the "resident" portion of their year as this is more advantageous to them tax-wise.    You are correct. If you amend to a 1040 NR, you do not have FBAR or FATCA filing requirements.        

See this TurboTax support FAQ for transferring the prior year tax information to the 2025 tax return when using the desktop editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US   For a Mac, scroll down the page to Transferring from TurboTax Desktop for Mac

I'm aware of the $20k. This is $90k and is getting grouped in with "government pensions" in the summary. I've beat the 2025 file against the 2024 file and all the components of the 1099-R are entered as they were last year (with slightly different numbers obviously). It is coming up with 401k RMDs and a private corporate pension as exempt from NYS taxes. Having read the tax code I also confirmed this is incorrect. I believe this is a bug. Apparently, there isn't a place to report suspected bugs.

YES!  My State and Federal amounts are EXACTLY the same on the Turbo Tax webpage. EXACTLY. They "total" return is just them added together. However when I did our taxes it was THOUSANDS of dollars more than what it is displaying now. I checked our 1040, and that shows our original return amounts, so the IRS has not changed them, and they were accepted.  I really hope this is a glitch. It has to be with this many people having the same issue. 

 Update: While all I wrote was true, they reached out to me and took the time to go over everything and make it all right! I was very thankful for the woman I spoke with today, she was in my opinion outstanding! Anyone in a situation, reach out to them. Five Star Review for Sure for the Agent that called me today. Thank You Very Much!

I have tried to reboot, and get updates but still no luck to e-file.  I do not have Norton, I have Webroot which I tried turning off and looking for updates in turbo tax, but still no luck.  Any ideas I can try?  

This is now fixed but you will need to follow these steps to generate the form and fix your rejection:   Sign in to your TurboTax Online account and select Fix my return. Select Federal from the left menu, then Deductions & Credits. Scroll down to Charitable Donations and select Revisit next to Donations to Charity in 2025. You must review each non-cash donation entry. For any donation or group of similar items over $500, ensure you have provided: The organization's name and address. A description of the property. The date you acquired it and how (e.g., purchase, gift). Your cost or basis and the Fair Market Value (FMV). Once you provide these details, TurboTax will automatically generate Form 8283.   If the form still does not appear in your Tax Summary: Go to Tax Tools > Tools > Delete a form. Check if there is a "ghost" Form 8283 or Charitable Contribution Worksheet that is blank. Delete it. Go back to the Donations section and re-enter the details for the specific high-value items. This forces the software to re-trigger the form creation. Once corrected, proceed to the File section to resubmit your federal return.

I have a similar issue with Turbo Tax Desktop. During Smart check of my federal 1040-SR form, a "check this entry" popped up with Form 5329-T. Under Part IX Additional Retirement Accounts Smart Worksheet, its showing an incorrect total in the "RMD for accounts" column and the "Undistributed RMD", but the CORRECT total in the "Distributions" column. Should I ignore this smart check?  The form does say "Complete this part if you did not receive the minimum required distribution..."

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.