All Posts

It is too soon to amend your return.    Use this tool to check availability of forms, including Federal Amended Tax Return, Form 1040-X: Tax form availability.  This tool will have the most up-to-date estimate of availability.

If you itemize deductions on Schedule A instead of taking the Standard Deduction, you may deduct gambling losses up to the amount of your winnings.   You will not be able to deduct gambling losses if you lost more money than you won (excess losses) or if you are taking the Standard Deduction. For example, if you have $5,000 in winnings but $7,000 in losses, your deduction is limited to $5,000.   Gambling winnings and losses can be reported Wages & Income.  To report gambling losses In TurboTax Online, follow these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & Income. Click the down arrow to the right of Wages & Salaries. Click to the right of Less Common Income. Click Add/Revisit to the right of Gambling Winnings. Select We didn't receive a W-2G.  Click Continue. At the screen Let us know if you had any gambling losses in 2025, enter the losses.

To delete a form, it's best to do it from within your return.   Open or continue your return. Search for the form name in the search bar (2210) select the Jump to link in the search results to get to the summary screen. From here, you can select the trash can icon to delete.     How do I view and delete forms in TurboTax Online?  

@henlin06    "probably"  Qualified Overtime.   Then, on the first page after you enter your main W-2 entries, there is a page with a whole list of checkboxes...there is one near the top about Overtime...that takes you into the calcs for getting some or all Qualified overtime exempted from being Federally taxed.

TurboTax does not ever update to show that you received your refund or to show that you paid tax due.  TT only shows that your tax return was accepted.  The IRS and states do not share any information with TurboTax after you file your tax return.

There are three other deductions that might be on Schedule 1-A besides the deduction for seniors. The total of all the deductions on Schedule 1-A will be on Form 1040 or 1040-SR line 13b. The deduction for seniors is on Schedule 1-A line 37. How do I preview my TurboTax Online return before filing?  

I agree that this has been the most frustrating and worst experience with TT ever!!  I am using the online version and i don't see a way to do this manually...is that what you're doing?   But in thinking about it-i shouldn't have to!   It should populate...after I check the box for "additional expenses...".   so ridiculous-and my taxes/refund are on hold until this gets figured out/fixed or I switch companies.  I'm investigating that now...

For tax year 2025, the 50% premium on overtime is not taxed. This information is in Box 14.   To get credit for the deduction of Overtime pay. Post your W-2 exactly as it appears. Continue through the interview. You will reach the screen Let’s Check for Uncommon Situations Select the box that says Overtime. There are alternatives on how to enter this information This information is NOT on your W-2 It may be on your final pay stub, You may be able to find the stub online, or Contact your employer Qualified overtime isn't taxable in 2025.  This doesn't apply to the straight-time portion of ‌earnings.   The straight time portion of the overtime hours is still taxed. However, the additional 50% incentive is not. Your full W-2 wages (including overtime) are reported on 1040 tax return. The deduction is applied on line 13b of the same tax return. Details of the entry can be found on Form 1A in Part III.  For more information on the topic, see No tax on Overtime  Employers may include Qualified Overtime in Box 14 of the W-2.  

Ductless mini-split heat pumps do qualify for the federal Energy Efficient Home Improvement Credit. You can claim 30% of qualified, energy-efficient, installed improvement costs up to a total maximum of $3,200 per year through 2025.   It is not a Federal tax rebate. It is a nonrefundable tax credit. Which means it will reduce your federal income tax due on a dollar-for-dollar basis up to $3,200 annually for qualified improvements  made through 2025. Because it is a nonrefundable credit, it can lower your tax bill to zero, but it will not provide a refund for any excess credit over the amount of your tax due.   You would enter these in TurboTax under "Deductions & Credits,"  "Your Home," and then "Home Energy Credits." Answer "Yes, we made energy efficient improvements or have a carryforward." And follow the TurboTax screens to answer any follow-up questions.   For the energy efficiency home improvement credit, the home must be: Located in the United States An existing home that you improve or add on to, not a new home Generally, the home must be your primary residence. You You can't claim the credit if you're a landlord or other property owner who doesn't live in the home.     Click here for Where do I enter qualified energy-saving improvements?   Click here for Energy Efficient Home Improvement Credit Click here for 2024-2025 Energy Tax Credit: Which Home Improvements Qualify? Please return to Community if you have any additional information or questions and we would be happy to help.  

Which tracker?  The only one that matters is the one on the IRS refund site.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     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   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

It's impossible for a QCD to be greater than the gross amount distributed.  If more was contributed to charity than the amount distributed, the amount beyond the gross amount distributed had to come from some other funds.  A charitable contribution made using funds that did not come from an IRA would have to be claimed on Schedule A.   If QCDs were made from more than one IRA such that you have more than one Form 1099-R from IRAs, you must enter the QCD amount made from each IRA separately.