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a month ago
OK, that worked! Thanks!!
a month ago
When you were entering the 1099-R did you mistakenly select the box IRA/SEP/SIMPLE? If so, go back and uncheck that box.
a month ago
You can fill out the form in the California tax return if you don't have coverage for 3 consecutive months. If you need a different exemption for other months, such as affordability (because you didn...
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You can fill out the form in the California tax return if you don't have coverage for 3 consecutive months. If you need a different exemption for other months, such as affordability (because you didn't have income in those months), you would need to request it through the Covered California website.
@GolfPlayah
a month ago
Yes, it is asking if you received any distributions from your HSA. This would be reported to you on a 1099-SA not your W2 (the W2 has your contributions through payroll). If you did not use your HS...
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Yes, it is asking if you received any distributions from your HSA. This would be reported to you on a 1099-SA not your W2 (the W2 has your contributions through payroll). If you did not use your HSA, you can indicate no and continue. If you did have any distributions, you will want to enter the amount of qualified medical expenses; otherwise it becomes taxable income.
a month ago
Bravo! Thank you very much Dave.
a month ago
This did allow me to enter the RMD value again, but the calculation that turbo tax comes up with for RMD is incorrect. It would result in a tax penalty for me. I am doing the returns by hand to avoid...
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This did allow me to enter the RMD value again, but the calculation that turbo tax comes up with for RMD is incorrect. It would result in a tax penalty for me. I am doing the returns by hand to avoid being hit with a penalty.
a month ago
It's February 11th. I'm trying to go back in and enter a 1099 Div that I just received, and I get that message "Hmm, looks like we've hit a snag. We recommend you revisit the last topic you were wo...
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It's February 11th. I'm trying to go back in and enter a 1099 Div that I just received, and I get that message "Hmm, looks like we've hit a snag. We recommend you revisit the last topic you were working on to make sure all your info's correct". How do I know where the last topic I was working on? The system didn't come up there when I opened up Turbotax.
a month ago
You would be a part year resident.
In the My Info section of the program when entering your information, you were asked to enter your resident state as of 12/31/2025. And you were asked if you liv...
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You would be a part year resident.
In the My Info section of the program when entering your information, you were asked to enter your resident state as of 12/31/2025. And you were asked if you lived in any other states during the year, you should have answered Yes and then chose Georgia as the state, then the date you moved to your current resident state.
a month ago
Will someone check me e file
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a month ago
I tried adding an IRA.
Topics:
a month ago
To access prior-year TurboTax returns,
Sign in to TurboTax
You'll have to use the same user ID,
Go to Tax Home
Scroll down to Your tax returns & documents
Choose the desired year ...
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To access prior-year TurboTax returns,
Sign in to TurboTax
You'll have to use the same user ID,
Go to Tax Home
Scroll down to Your tax returns & documents
Choose the desired year
Download or print the PDF.
a month ago
Hi Marilyn, To clarify, I'm self employed with no employees and I set up a solo 401k plan with eligible automatic contribution arrangement. Per section 45T I'm eligible for the $500 credit for 3 yea...
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Hi Marilyn, To clarify, I'm self employed with no employees and I set up a solo 401k plan with eligible automatic contribution arrangement. Per section 45T I'm eligible for the $500 credit for 3 years. Section 45T does not include the requirement that there be at least one no-highly compensated employee. In TT 2025 doesn't seem to be an option to select the auto enrollment per the link to the post from last year: "Under Wages & Income: Scroll down (or Add) to Other Business Situations. Choose Business Credits >> Pension plans - Startup Costs, Auto-Enrollment… TurboTax will confirm you are eligible for the Auto-Enrollment Credit, subject to limitations." If I go to to Business Credits this is what I get: And If I got Profit and Loss, there is no section for Pension Plans. How do I access the interview section for Form 3800 or Form 8881? If I go to forms and link my sch C to form 8881 and check Part II auto enrollment it auto-completes line 9 for $500, but then I get the error on form 3800. Thanks
a month ago
1 Cheer
If this was strictly a rollover, you do not need to report your 1099 Q. You would keep the 1099 Q for your records. Delete the 1099Q by going to:
Tax Tools
Tools
Delete a form
Dele...
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If this was strictly a rollover, you do not need to report your 1099 Q. You would keep the 1099 Q for your records. Delete the 1099Q by going to:
Tax Tools
Tools
Delete a form
Delete form 1099Q
If working in Desktop, go to the forms mode. Locate form 1099Q, select it, and then delete it at the bottom of the form when it appears in the right pane of your screen.
a month ago
Thanks, here are some more details! Clarifying information: Married living separately. Filing jointly (most likely) For one spouse home, seeking both Residential Clean Energy Credit and Ener...
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Thanks, here are some more details! Clarifying information: Married living separately. Filing jointly (most likely) For one spouse home, seeking both Residential Clean Energy Credit and Energy Efficiency Home Improvement Credit. For other spouse home, seeking only Residential Clean Energy Credit. In TT deductions and credits, home energy credit section, TT asks if spouses live separately. An answer of 'yes' leads to a window that says TT cannot handle energy credits for spouses living separately. Question is: Can TT handle energy credits for spouses living separately if filing status is married filing separately?
a month ago
If you inadvertently switched to Deluxe while completing your tax return and you haven't paid or filed your return yet, you can remove a TurboTax Deluxe upgrade.
You must use Clear & Start Ove...
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If you inadvertently switched to Deluxe while completing your tax return and you haven't paid or filed your return yet, you can remove a TurboTax Deluxe upgrade.
You must use Clear & Start Over to do this, as follows:
Click on "Tax Tools" in your left panel of your TurboTax screen
Click on "Tools"
Click on "Clear & Start Over"
Select "Yes"
Select a lower price edition
The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.
You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You can review your fees in TurboTax online as follows:
Go to the left side on your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees
Click here for How do I review my fees in TurboTax Online?
Click here for How do I downgrade to a different TurboTax Online product?
Click here for How do I clear and start over?
Click here for Why am I being charged for TurboTax Free Edition?
Click here for How do I request a refund for my TurboTax product?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
a month ago
You are correct that Rhode Island should only be taxing the income you earned while you were in the state. The TurboTax entry has two options based on manual entry, which you should use because your...
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You are correct that Rhode Island should only be taxing the income you earned while you were in the state. The TurboTax entry has two options based on manual entry, which you should use because your employer provided that on your W2; but Rhode Island also allows allocation based on time and they go atomic calculating in holidays, paid time off, etc. It seems this may be the discrepancy. @BenSkiRideNH
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
a month ago
4 Cheers
when I go to enter depreciation and amortization for 2025, I get this note in Turbotax - Depreciation and Amortization will be ready by February, but likely sooner. it says BY FEBRUARY...but does not...
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when I go to enter depreciation and amortization for 2025, I get this note in Turbotax - Depreciation and Amortization will be ready by February, but likely sooner. it says BY FEBRUARY...but does not seem to be available. Do others have access to depreciation and amortization? how do I get an update from Turbotax as to when I might be able to enter this information for my 2025 taxes?
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a month ago
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