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March 4, 2026
7:03 AM
Although you were terminated, the employer is still required to provide you with a W-2. Have you tried calling, emailing, texting or snail mailing the employer to tell them where to send your W-2?
March 4, 2026
7:02 AM
Topics:
March 4, 2026
7:01 AM
If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are...
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If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
March 4, 2026
7:01 AM
The IRS guideline is that refunds are issued within 21 days, provided they are
Electronically filed
With Direct Deposit,
And provided there are no other issues.
To check your tax re...
See more...
The IRS guideline is that refunds are issued within 21 days, provided they are
Electronically filed
With Direct Deposit,
And provided there are no other issues.
To check your tax refund status in TurboTax,
Sign in to your account and
Go to the "Tax Home" or "Order Details" screen
It will tell you if your return was accepted.
If you want to know the status of your tax return, you should use the
IRS Where's My Refund website.
You'll need
Your Social Security or individual taxpayer ID number (ITIN)
Your filing status
The exact refund amount on your return
March 4, 2026
7:00 AM
This is the Senior Tax Deduction for turning 65 in 2025 for $6000.00?
Topics:
March 4, 2026
7:00 AM
The FMV at time of death on rental property was determined by a licensed appraiser. Fair market value at the time of death was 820k. Sold 1 year later for 950k. Which generated capital gains. I’m thi...
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The FMV at time of death on rental property was determined by a licensed appraiser. Fair market value at the time of death was 820k. Sold 1 year later for 950k. Which generated capital gains. I’m thinking the appraisal was too low. The appraiser did state it was difficult finding similar properties for comparison. Should I file an amended return with a higher FMV to represent the higher value?
Topics:
March 4, 2026
7:00 AM
Do rental properties owned by both of us on the estate form or just on the 1040? Also when one property was just owned by one spouse but left to the surviving spouse, does the full amount go on the ...
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Do rental properties owned by both of us on the estate form or just on the 1040? Also when one property was just owned by one spouse but left to the surviving spouse, does the full amount go on the 1041 or split between the 1041 and 1040 when the deed was finalized into my name?
March 4, 2026
7:00 AM
Topics:
March 4, 2026
7:00 AM
My husbands ex claims their child as a dependent on her taxes. How do we claim the child’s medical and fitness expenses on our taxes? Do I just put it under my husbands name?
March 4, 2026
7:00 AM
You have to go through the process of filing your tax return. TurboTax is the software used to help you prepare your return, but we won't transfer the file to the IRS unless you direct us to through...
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You have to go through the process of filing your tax return. TurboTax is the software used to help you prepare your return, but we won't transfer the file to the IRS unless you direct us to through the filing process.
To check your tax refund status in TurboTax,
Sign in to your account and
Go to the "Tax Home" or "Order Details" screen
It will tell you if your return was accepted.
If you want to know the status of your tax return, you should use the
IRS Where's My Refund website.
You'll need
Your Social Security or individual taxpayer ID number (ITIN)
Your filing status
The exact refund amount on your return
March 4, 2026
6:59 AM
@bailumk8 When you say 'Account" do you mean you actually have a debit of $5,000+ on your bank account for this amount? Or is this a number you have seen on a website concerning this account?
March 4, 2026
6:59 AM
We can't see any of your details. Purchases over $2500 must be depreciated although there are a number of methods available depending on your situation.
Is this for 100% business use, and are ...
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We can't see any of your details. Purchases over $2500 must be depreciated although there are a number of methods available depending on your situation.
Is this for 100% business use, and are you using Turbotax Self-employment version for self-employment or a single member LLC, or are you using the Business program? If this is shared use (partly personal and partly business use), how did you calculate the business use percentage and did you enter it correctly?
March 4, 2026
6:59 AM
Currently, TurboTax supports the manual entry of IRS Form 1099-DA. We are in the process of enhancing our CSV import and upload features to make this process more seamless. Timeline: We expecte...
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Currently, TurboTax supports the manual entry of IRS Form 1099-DA. We are in the process of enhancing our CSV import and upload features to make this process more seamless. Timeline: We expected the new CSV import functionality to be available in February. At this time, no further timeline has been released. Supported Documents: Once live, the import/upload feature will support both 1099-DA and DigitalAssetGainLoss files. If you are ready to file now, you can still enter your information manually. Otherwise, thank you for your patience while we get these automated tools ready for you! The TurboTax Help titled How do I enter my crypto in TurboTax has been released. In TurboTax Desktop Home & Business, follow these steps for the manual entry of IRS form 1099-DA: Across the top of the screen, click Federal Taxes. Across the top of the screen, click Wages & Income. Click on I’ll choose what I work on. Scroll down to Investment Income. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Click Add investments. On the Let Us Enter Your Bank and Brokerage Tax Documents screen, select Skip Import. At the screen OK, let's start with one investment type, select Digital Assets. Click Continue. At the screen Let's get started typing in your digital asset info, enter the information. Click Continue. At the screen Did you get a 1099-DA from XXX?, select Yes. Click Continue. Answer the questions at the screen Tell us about the sales on your XXX 1099-DA. Do you have more than three sales, enter No. Did you buy every investment listed, enter Yes. Click Continue. On the screen Now, enter one choose how to enter your sales, select One by one. Select Continue. At the screen Next, we'll start entering sales from your 1099-DA, select Continue. You will likely have to select Long-term or Short-term for basis not reported to the IRS (noncovered). Enter the sale information. You will likely have to enter $0 in Box 1g Cost or other basis and select The cost basis is incorrect or missing on my 1099-DA. Select I have other boxes on my 1099-DA to enter. Enter Box 1a Code for digital asset and Box 3a Reported to IRS. Click Continue. At the screen Let us know if any of these situations apply to this sale, answer and click Continue. At the screen Let's find your cost basis, select Yes, I found my cost basis and the cost basis. Click Continue. You can add additional sales totals by selecting the Add another sales on the Review your XXX sales screen. @CHDUFFY1234
March 4, 2026
6:58 AM
Use 1040X and amend. Since you used desktop software, go to Federal>Other Tax Situations>Other Tax Forms>Amend a Return
Do not expect quick results from amending. It can take four months or m...
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Use 1040X and amend. Since you used desktop software, go to Federal>Other Tax Situations>Other Tax Forms>Amend a Return
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
March 4, 2026
6:57 AM
Yes, I am going to call the Oklahoma State Pension & Retirement System that issued the 1099-R and verify when they transmit the data to the Tax Commission. I always file in early February and have fo...
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Yes, I am going to call the Oklahoma State Pension & Retirement System that issued the 1099-R and verify when they transmit the data to the Tax Commission. I always file in early February and have for more than 30 years without issue until 2024. Next step after that is to talk to the Tax Commission and see where the breakdown is at, Turbo Tax e-file, Pension System, Tax Commission, etc. Side note: I use the Guided TurboTax function and always have. Data gets transfered into the Oklahoma Tax Return by Turbo Tax and I verify it is correct. I never have had to add anything, or change anything, to what TurboTax put into the Oklahoma tax return and TurboTax finds no errors in both the Federal and State returns. THX for helping..... will appreciate any further info....
March 4, 2026
6:57 AM
1 Cheer
@Odin1970
If you have used turbotax in the past and still have your files or access to your account, it would be easiest to do it in order.
To amend your MFS returns from 2023 to joint, you ...
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@Odin1970
If you have used turbotax in the past and still have your files or access to your account, it would be easiest to do it in order.
To amend your MFS returns from 2023 to joint, you pick one of the MFS returns, change the status to joint, and add all the other's spouse's income and deductions. When that return is submitted, it will automatically cancel the other MFS return. You have to be careful about how you report tax payments and refunds, so the adjustments come out correctly. See this FAQ.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/amend-tax-return/amend-married-filing-separately-returns-married/L4b2nRmI2_US_en_US
For 2024, you will not use the amended 2023 joint return as a base, you will again pick one of the MFS returns and amend it to joint. It would be best to use the same spouse as the #1 spouse on the amended return.
Then for 2025, you can start by using the amended 2024 joint return as the base.
March 4, 2026
6:55 AM
I maxed out my $4,300 HSA contribution in early 2025. I got married in early June & my wife has an FSA that I became automatically covered by. So my 2025 contribution limit was actually only $2,150 an...
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I maxed out my $4,300 HSA contribution in early 2025. I got married in early June & my wife has an FSA that I became automatically covered by. So my 2025 contribution limit was actually only $2,150 and thus I have an excess contribution of $2,150 + earnings on that to be removed.
I contacted my HSA custodian Optum Financial. That had me fill out an excess contribution removal form. They explicitly told me to leave the box for earnings on the excess contributions blank. Fast forward and they only returned the $2,150 and told me I was told incorrect information & that they do not calculate the excess earnings. They are now telling me I cannot remove the excess earnings because they cannot send them back alone, they can only do so if they are sent back along with an excess contribution.
So what do I do now? Has anyone had a similar situation and was able to get the earnings removed on their own?
I haven’t done the formula yet but the earnings is probably $300-400. If I can’t get that removed, how do I report this as income, and specifically as excess earnings that have not been removed, which will incur a 6% excise tax? The 1099-SA that I am going to receive is only going to show the $2,150 in excess contributions that was removed with $0 in earnings removed.
The issue is further compounded by the fact I continued contributing in 2026 even though my spouse still has an FSA (we are still on separate health plans; was unaware her FSA automatically covered me & made me ineligible for HSA until a few weeks ago). The $900 of YTD contributions in 2026 will be returned to me via payroll. There is still going to be earnings on that excess contribution in 2026. How can I get my custodian to send back the excess earnings by itself since the contributions are coming back via payroll? Seems crazy an HSA custodian can just refuse to do so.
Topics:
March 4, 2026
6:55 AM
Thanks @LeticiaF1 . I did the "fix it" thing and refiled (as I stated in my original post) and it was rejected again - several times. I'm very disappointed that the intuit quality control allo...
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Thanks @LeticiaF1 . I did the "fix it" thing and refiled (as I stated in my original post) and it was rejected again - several times. I'm very disappointed that the intuit quality control allowed that release with bugs in it. Hopefully those in intuit are keeping in mind the fact that software bugs and errors can have very serious consequences for your users, not to mention all the time wasted refiling and trying to determine whether a user entry error was made. Will there be a formal announcement to your users when the thoroughly tested fix has been implemented and released?
March 4, 2026
6:55 AM
This forum can not make phone calls.
To check the status of your refund:
The IRS guideline is that refunds are issued within 21 days, provided they are
Electronically filed
With ...
See more...
This forum can not make phone calls.
To check the status of your refund:
The IRS guideline is that refunds are issued within 21 days, provided they are
Electronically filed
With Direct Deposit,
And provided there are no other issues.
To check your tax refund status in TurboTax,
Sign in to your account and
Go to the "Tax Home" or "Order Details" screen
It will tell you if your return was accepted.
If you want to know the status of your tax return, you should use the
IRS Where's My Refund website.
You'll need
Your Social Security or individual taxpayer ID number (ITIN)
Your filing status
The exact refund amount on your return
March 4, 2026
6:55 AM
You should go back through the vehicle expense questions again, and remove any answers you've input with respect to the AMT. Pay attention to where it says, "If this doesn't apply to you, leave the b...
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You should go back through the vehicle expense questions again, and remove any answers you've input with respect to the AMT. Pay attention to where it says, "If this doesn't apply to you, leave the box blank," such as for 'AMT Basis' and other AMT-related questions. The Alternative Minimum Tax (AMT) generally only kicks in for taxpayers who have above $500,000 in adjusted gross income.
Make sure the acquisition date you enter for this vehicle is 08-16-2025; you will not be able to claim any loss on this business vehicle before you owned it, even if you worked in the line of business before you purchased the vehicle. The business loss does not extend any further back than the purchase date of the vehicle.
You'll want to double check your inputs for your business use of vehicle timeline as well. If you state that you drove the vehicle 100% for Uber in Jan - March and then totaled it, but you also enter the acquisition date of the vehicle as 08-16-2025, then that will kick up an error, because March predates August.
FAQ - TurboTax Business Use of Vehicles