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I have run into this issue with the dealership. They told me that they just chose not to send in the Clean Vehicle Seller Report because they wete unsure if the vehicle was able to qualify for the deduction. I got them to finally submit the Clean Vehicle Seller Report on January 28, original sale date was 04/30/2025. Is this sufficient? And how long does it take for the IRS to recognize the paperwork?

I couldn't find any option for HY, MQ, etc. I wasn't thinking it thru when I first asked so it isn't really an issue with at this point.  However, it is not calculating right.  1st year was 22. , mid quarter 2.  Cost was $65,150.  Total depreciation prior to 25 is $34,204.  25 depreciation should be $13,030 (20%) but TT is making it $12,378 (18.9%).  I don't like to override but it is looking like the only option?  Any other way to fix this?

To revisit the health insurance election on your Illinois return, please follow the steps below: Open your Illinois return. Continue through the screens until you reach, A few things before we wrap up your state taxes. Click on Other situations. Click Start/Revisit next to Health insurance information. Answer No to the question Would you like to allow the Illinois Department of Revenue to share your income information with other state agencies in order to determine your eligibility for health insurance benefits? Resubmit your state return. 

It depends if your wife made a non-deductible contribution, conversion or took a distribution. If not, there is no 8606 generated this year, thus last year's 8606 remains the same this year. The software tracks her basis in the background so it's ready for the year she finally takes a distribution, makes a non-deductible contribution, or makes a conversion.    Form 8606-T (You): Generated because you had active movement or a new contribution. Form 8606-S (Spouse): Not generated because she had no "taxable event." This is normal and follows IRS rules. You simply carry forward your 2024 Form 8606 for her as your proof of basis until she has a year with activity.

You enter your information in the 1099-R interview. In that interview, TurboTax should ask you "Do any of these situations apply to you?" Check off "I moved some or all of my money to my HSA". This will bring up a subsequent screen asking how much of the 1099-R distribution was directed to your HSA.   After this, when you do the HSA interview, do NOT enter this amount again. You must do the HSA interview, in order to describe your HDHP coverage so that the distribution will be allowed.   Note that this 1099-R contribution to your HSA is in addition to any other HSA contributions, so it is easy to accidently overcontribute.

Thank you for the comprehensive response, that is very helpful. Just a followup question. In the "Sales of Business or Rental Property" section of Turbotax, it states "If you used the property partly for personal purposes, be sure to compute the amounts of your sales price and property's cost that relate to the business portion only"  What is the definition of the term "business portion" above?  Does it refer to (a) the time period rented, (b) does it refer to the physical area/portion of the property that was used for business purposes or (c) something else entirely? Thank you in advance for your assistance.

The 1099-G for the New York State Inflation Refund Check can be entered as a New York State refund in the TurboTax program. Income Other Common Income State and Local Tax Refunds on Form 1099-G   START or UPDATE Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received which is reported on that 1099-G   Select NO for the "Let's check if your 2023 New York refund is taxable" screen Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G.   If you also receive a 1099-G for a 2024 state tax refund, that can be entered separately from this 1099-G.  You will attribute the "inflation refund" check to tax year 2023 and the State refund (if you received one) to tax year 2024.   This is the first year New York has issued a payment like this. There is no one dedicated screen to enter this 1099-G in the TurboTax program. Technically the New York State Inflation Refund Check is NOT a refund of tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income, regardless of whether they itemized or used the standard deduction. It is not taxable on the state return, but is taxable on your federal return. Some answers you give the program are answers to make the program put the numbers where they need to go, they are not answers that are transmitted to the IRS. The amount of the New York State Inflation Refund Check will be reported on Schedule 1. The total on Schedule 1 is carried forward to Form 1040 line 8.     Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check

If you were self-employed with a dependent child for tax year 2025, you can enter that information into the tax return. Your self employment income and expenses will be recorded on ‌Schedule C.   If you would like expert assistance while preparing your return, you can select that option from within the tax return. Let us know if you have any questions. 

I just discovered the lack of It's Deductible today while doing my taxes. I am seriously annoyed and feel very ripped off to discover that I've paid more again this year for an inferior product. This is one of the features that has caused me to be an Intuit customer for at least 20 years despite the year-over-year price increases. I will be looking for an alternative for my 2026 taxes. !@#$%.

New York 414(h) retirement contributions, sometimes labeled as EERETIREDED, would be classified in Box 14 as New York IRC 414(h) Subject to NY tax. Generally, this amount is deducted from your Box 1 (Wages) and must be added back to your NYS income. This amount will flow to Line 23 of your IT-201. 

I'm trying to use the federal ID listed above to claim the Lifetime Learning Credit as I'm a US citizen working on my Master's degree at the University of Galway. However, even after adding a leading zero to the number so it fits the expected format, TurboTax's software is telling me that the number isn't valid and it's blocking me from submitting my tax return.    Can anyone advise? University of Galway is an eligible institution abroad so I wouldn't want to miss out on a significant tax credit that I'm eligible for just because of a software issue.  

How old are you?  You might have to be taking the RMD from your regular IRA  accounts.   What code is in the 1099R box 7 on the non -inherited IRA?  The inherited IRA should by Code 4.  Do you get any other 1099R like from a pension or 401k?    @dmertz   

From what I can find online, the NYS inflation refund checks appear to be taxable at the federal level, for everyone.  Per the NY.gov site, link below, the refund was based on your income and filing status, not whether you itemized deductions.   Per several articles online, two links below, the state could have structured the refund program differently to potentially avoid federal taxation, but they didn't do so for whatever reasons.   I may be mistaken, but that's how I'm interpreting it.   https://www.tax.ny.gov/pit/inflation-refund-checks.htm https://www.syracuse.com/politics/2025/10/ny-inflation-refund-checks-are-taxable-what-you-need-to-know.html https://www.wxxinews.org/new-york-public-news-network/2025-10-01/you-should-report-gov-kathy-hochuls-inflation-refund-checks-on-your-taxes

If you do not know the exact date of your non-cash charitable contribution, you can use your best estimate of the date donated.    Here is a TurboTax article that discusses Do I need a receipt for my donation?