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 In the Social Security section for entering a SSA-1099 there was a section that asked if you lived in any of the foreign countries listed.  If you indicated Yes then the SS benefits would not be taxed.  Go back and amend your tax return so that you select No.   See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   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

You mean they changed the taxable amout of Social Security on 1040 line 6b from 0 to an amount?   For the Social Security, you get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse.   Starting in 2024 there is a new question asking if you lived in a foreign country. People were answering it wrong or skipping it. Go back through the Social Security entries and check, check for each spouse if married. If the IRS adjusted your return you do not need to amend.   Check the top of the Turbo Tax Social Security Worksheet. There is a box to check if you lived in a foreign country.

Can you clarify your situation? Is this happening while you're still posting the W-2? Is there an error message? If it occurs after the posting of the W-2 What page are you on? Is a message displayed, and how?

Hi Susan, Thank you for your quick response. Just for clarification, is this correct? (AI) Method 2: Menu Navigation Go to Federal Taxes > Wages & Income. Scroll down to the Less Common Income section. Click "Start" or "Update" next to Miscellaneous Income, 1099-A, 1099-C. Select "Other reportable income". Follow the prompts to enter a description (e.g."Jury Duty""Activity") and the amount.

Only the IRS is in control.   TurboTax gets no information from the IRS after you file your tax return.   You need to watch the IRS refund site for information.  It often takes up to nine weeks after verifying identity to receive your refund.  Sometimes it will be sooner.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

It's not related to the IRS correction. It's related to turbotax software apparently not knowing how to do simple multiplication. As the original poster said, the software is populating line 29h with zero instead of the right number, which is 29g x 30%.

It is STILL not fixed as of 1 March, post 27 Feb update.  TurboTax online.  Last agent tried to pin it on tax changes - told them nope, nothing changed on this aspect, this is a turbotax software problem that has never been there in the past 3-5+ years.  Absolutely unreal with only 6 weeks to file.

A couple reasons could be saying you need to upgrade…… You might be seeing this because of form 8959, that goes to Schedule 2. The amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding. I read a post that said to try leaving the cents off of the Medicare tax on your W2 box 6. Box 6 has to be exactly 1.45% of box 5 or less. If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the Retirement Savings Credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.

If you were charged $89 for your TurboTax it is likely because your tax situation required more than the basic forms (for example, itemizing investments), you may have been upgraded to Deluxe or higher.  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    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? If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Yes, you can use the summary totals as long as you report the short-term or long-term totals separately.  This is because short-term and long-term holdings are taxed at different rates.  If you do plan to use the summary totals, you will need to double check that your cost basis is reported correctly.      When you file your return, TurboTax will generate Form 8949 that you will need to mail in when using the sales summary totals.  Please see Do I need to fill out or mail in Form 8949 for more guidance.   How do I import my digital asset transactions into TurboTax also has a lot of good tips to assist you as well.

I am having the same issue, plus it says I must have installed a new electrical panel in the enabling property?! Wood stoves don"t need electricity. I have no other credits, I meet all the requirements to get the credit, and my turbotax is up to date.

If your Box 2a is unknown, leave it blank when inputting your Form 1099-R information. This will automatically trigger TurboTax to ask, "Do you have info in Box 2a or Box 2b?" on the next screen.   Here, you will select "No" because you do not have an amount to input, then Continue.   From there, TurboTax will ask you additional questions to do the Simplified Method calculations.    By following the interview prompts, you will not need to do the calculations yourself.   To complete the questions successfully, you will need:   The amount from Box 9b of your Form 1099-R.  Annuity Start Date Plan Cost (Matches Box 9b of your Form 1099-R) If this is not your first year receiving these payments, you will need the total amount of tax-free money you already excluded in previous years. You can find this by reviewing your prior year tax returns and look for the difference between the gross distribution and the taxable distribution (the smaller amount reported as income)

Al's question: What does "the after-tax deductions ($5887 total) that were collected by my employer" mean?  Answer: $5887 is the total amount of after-tax deductions that my employer withheld from my paychecks in 2025.  They collected the taxes exceeding $5250 (max tax-free).  They prepaid my taxes every quarters and then collected these taxes back from my paychecks throughout the year.  BTW, $5887 is not itemized in W-2; it's the total after-tax deductions from all paychecks.   Al's question: Is $5887 the amount of reimbursement over $5250?  Earlier you indicated the amount was $17,161.  Answer: No, $5887 is the total after-tax amount withheld from my paychecks (See above for explanation). $17,161 is the "Tuition paid to school" that is included in Box 1 of W-2 (There is also Tuition Reimbursement = $643.7, but I don't understand what this is).  However,  Full Tuition = $31,743, that would indicate the taxable amount is 31,743 - 5250 = $26,493.  That's why I'm confused on whether to enter $17,161 or $26,493 into the place "Amount reported as income on a W-2".    Al's question: Did you get $22,411 (5250 + 17,161) in tuition assistance?   Answer: No, I got 31,743 from my employer.      

Is she paying you the Fair Market Value of rent in your area?  If not, then this would be considered personal use and although the income would be reported if you are considering it rent, the expenses would not be deductible.  You would report this as "Other income"  on Schedule 1 instead of schedule E.    If she is paying the Fair Market Value for rent?  If so, then the income and expenses would be reported on Schedule E. If she gets 1 bedroom and full use of the house, then you can use the bedroom method and say she is 25% of the expenses, or you can count the number of people in the home and allocate that way.  Another method is the square footage method.  The method that you use simply needs to be reasonable. You would not be able to allocate 90% of the home expenses to her when she has 1 bedroom.  Where do I enter income and expenses from a rental property?   If on the other hand, this is simply her paying her share of the expenses, then this is considered shared expenses and it is not taxable income to you.    Also, since you are providing caregiving services to her, if part of the $1,300 is for caregiving, then this could be considered self-employment income which would need to be claimed on Schedule C.    Do be aware, that if she is paying you to live there and providing over half of her own support, you would not be able to claim her as a dependent on your return.