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This $8,000 of additional taxable income caused an additional $6,800 (85% of $8,000) of Social Security income to become taxable, for a total change in AGI of $14,800.  This side effect is commonly r... See more...
This $8,000 of additional taxable income caused an additional $6,800 (85% of $8,000) of Social Security income to become taxable, for a total change in AGI of $14,800.  This side effect is commonly referred to a the "tax torpedo" and happens when your income is in the range where each dollar of other income causes an additional $0.85 of Social Security income to become taxable.  You continue to be in this range until fully 85% of your Social Security income is included in AGI.
Click on Tax Tools on the left side of the online program screen Click on Tools Click on Topic Search Type in form 8881.  On the result click on GO
What is Intuit doing about fixing this issue?  I have been having the same issue for over a month.  I've called customer support and they were not able to resolve the issue.  I've tried all other thi... See more...
What is Intuit doing about fixing this issue?  I have been having the same issue for over a month.  I've called customer support and they were not able to resolve the issue.  I've tried all other things people suggested and nothing works!!! Is Turbo Tax going to give us a refund for providing a desktop software that does not work?
That's your locality.  Different states have them numbered instead of named.  Go ahead and enter that number in box 20 and then when you open your state return it will be able to understand which loc... See more...
That's your locality.  Different states have them numbered instead of named.  Go ahead and enter that number in box 20 and then when you open your state return it will be able to understand which locality that is.
The Form 1099-R from DFAS is the standard 1099-R   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income... See more...
The Form 1099-R from DFAS is the standard 1099-R   To enter, edit or delete a form 1099-R - 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
Unable to get system to recognize my pension startup costs.
I had no mortgage loan and no mortgage interest of any kind to report, either for my primary home or for any other property. I made no entries in TurboTax related to any mortgage loan or any deductio... See more...
I had no mortgage loan and no mortgage interest of any kind to report, either for my primary home or for any other property. I made no entries in TurboTax related to any mortgage loan or any deduction for mortgage interest. 
@Shawnplybon  You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.int... See more...
@Shawnplybon  You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
I had to go back in delete everything because i tried 6 times to get taxes to go through it say need to file state but federal is done then when i do state it say need to do federal so i deleted it n... See more...
I had to go back in delete everything because i tried 6 times to get taxes to go through it say need to file state but federal is done then when i do state it say need to do federal so i deleted it need to give me me my money back
There is no tab when signed in with the expert's name. Every time a user signs in, there is no assigned expert, and opening the expert window results in a new chat being started. How are the messages... See more...
There is no tab when signed in with the expert's name. Every time a user signs in, there is no assigned expert, and opening the expert window results in a new chat being started. How are the messages OUTSIDE the chat accessed?
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days o... See more...
Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?
Yes, for 1099-Cs you can just add them together and enter them.  The IRS already has copies of the forms and knows the total and the actual forms don't need to be included with the return.
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns... See more...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
TurboTax could be modified to ask about deductible contributions made in or after the year one reaches age 70½, but I suspect that that would create a lot of question by those who do not know the law... See more...
TurboTax could be modified to ask about deductible contributions made in or after the year one reaches age 70½, but I suspect that that would create a lot of question by those who do not know the law.  TurboTax tracking basis in these deductible contributions would require much more, similar to what is done for nondeductible traditional IRA contributions.   "I’ve found that Turbo Tax doesn’t automatically create a Form 8606 each year when my prior year forms are in the system. "   This is correct behavior.  The IRS wants Form 8606 included in your tax return only if reporting one  or more of the transaction that instructions for Form 8606 indicate are required to be reported on this form.  With nothing new to report, your last-filed Form 8606 is still current.  For your own yearly tracking you can refer to TurboTax's IRA Information Worksheet (which each year you should check to verify that it still has the correct information).
The amount on line 2b of the medical expenses worksheet does not match the amount on my 1095-A.  I do not have a schedule 1 or a schedule C, and Part II of schedule 3 is blank.  The difference is onl... See more...
The amount on line 2b of the medical expenses worksheet does not match the amount on my 1095-A.  I do not have a schedule 1 or a schedule C, and Part II of schedule 3 is blank.  The difference is only $5, so I doubt it makes any significant difference, but I would like to understand why the numbers don't match.   Just had an epiphany, it looks like Turbo tax is calculating the amount on line 2b by adding the rounded amount of the 12 monthly premiums from the 1095-A instead of the Annual total from the 1095-A.  For example, my monthly premium was XXX.40.  The amount on the worksheet reflects XXX x 12 instead of XXX.40 * 12.  Seems like a bug to me.
I tried again on Friday as suggested and saw the Oregon state download was updated but still no fix to this problem. New ETA on the fix?