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We are filing MFS, California residents. I'm using TT Premier, Desktop for Mac. The problem: We both have 1099-INT and 1099-DIV forms. I imported the data from our brokerage into the respective se... See more...
We are filing MFS, California residents. I'm using TT Premier, Desktop for Mac. The problem: We both have 1099-INT and 1099-DIV forms. I imported the data from our brokerage into the respective separate TT returns. I also have W-2 and 1099-B income (cap gains). These were imported in my return only. I calculated an AGI amount we need to arrive at since CA is a community property state (add both AGIs, divide by 2 and determine the plus/minus amount to enter on the Community Property Income Adjustments page). This way I was able to get our AGIs to match. I would've expected that TT will total (separately) our dividend, interest, wages and capital gains, then split equally for the purposes of determining our due taxes. Surprisingly, that's NOT the case. TT kept everything separately (form 8958) and calculated vastly different amounts of tax on our MFS returns. If everything is split 50:50, I expect that taxes to be the same too... Reverse-engineering a bit, it seems like TT is treating the adjustment income which we added to the return with lower original AGI as general income... and taxing it that way instead at the preferential rates for cap gains (for example). How can I fix this? I spoke with Cust Support multiple times and they weren't able to help. Splitting the various amounts by sources of income in TT doesn't help. There's a note in the app stating that changes on those pages (community property related) won't affect the tax calculations and the listings are for informational purposes only. I purchased the TT desktop app specifically to be able to file MFS :-(.
Need to talk to an agent thanks
I am ready to file my return but noticed that I am being charged basic service on my federal return, I was never charged for the federal return only the state!
Thank you for this comment. It is helpful as I am in a similar situation.   The consulting work I did was also subject to local withholding taxes. I believe I should be able to claim some foreign t... See more...
Thank you for this comment. It is helpful as I am in a similar situation.   The consulting work I did was also subject to local withholding taxes. I believe I should be able to claim some foreign tax credit for this withheld income. However, when I try and file form 1116, it appears only to apply to income coming from 1099-DIV or 1099-INT, and I cannot see how to enter taxes that were deducted from consulting contracts. Any tips for how to handle that? Thank you! 
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?  What exactly do you mean by "cancel"?  Have you already filed your return?
Turbo Tax shows "Needs Review", I went to the forms view and the charitable amount and name of charity was already on the form, I entered the date and the address of the charity and Turbo tax still s... See more...
Turbo Tax shows "Needs Review", I went to the forms view and the charitable amount and name of charity was already on the form, I entered the date and the address of the charity and Turbo tax still shows "Needs Review". In previous versions of Turbo Tax the step by step instructions would ask me for the date and address. I believe there is a software issue. I cannot figure out how to remove the "Needs Review" indication.
Go to Deductions and credits, and revisit the Home Energy Credits section.  Remove any unwanted info so the software no longer populates Form 5695.  You can also delete the form entirely.  See the fo... See more...
Go to Deductions and credits, and revisit the Home Energy Credits section.  Remove any unwanted info so the software no longer populates Form 5695.  You can also delete the form entirely.  See the following link for instructions on how to delete a form in TurboTax; How do I view and delete forms in TurboTax Online?
Thank you @DaveF1006 for your response. I have followed the instructions you sent and a token number has been created. It was not clear from your message if you want me to paste that token number in ... See more...
Thank you @DaveF1006 for your response. I have followed the instructions you sent and a token number has been created. It was not clear from your message if you want me to paste that token number in the thread and if it is safe to do so. Let me know. Thanks.   PS: I had followed these instructions earlier and sent email to the Intuit support email address with the sanitized .tax2025 file attached. But no one has responded to that email.
My refund should have been $ 3,147.00 federal, but the issued refund was $1,411.88 after fees. My IRS account shows a refund of $3,147, and that I do not owe any balance from any other year, but almo... See more...
My refund should have been $ 3,147.00 federal, but the issued refund was $1,411.88 after fees. My IRS account shows a refund of $3,147, and that I do not owe any balance from any other year, but almost $ 1,735 is missing from the deposit.  I am very confused.  IRS and TurboTax say the same amount, but not what was issued.    
After the last time I closed TT 2025 Premier, I started getting the following error message as I moved from screen to screen in interview format - "We recommend you revisit the last topic you were wo... See more...
After the last time I closed TT 2025 Premier, I started getting the following error message as I moved from screen to screen in interview format - "We recommend you revisit the last topic you were working on to make sure all your info's correct.'" After several tries the message box closes  and I could then move on, but that is unacceptable.  Also, I do not keep track of the last topic I worked on ( a ridiculous request for the software to make) so cannot go down that path either.    How do I resolve this?
Yes, the Adjusted Cost Basis in the supplemental information section of your Form 1099-B should be the correct cost basis.  The amount you paid plus the amount that was included in your income on you... See more...
Yes, the Adjusted Cost Basis in the supplemental information section of your Form 1099-B should be the correct cost basis.  The amount you paid plus the amount that was included in your income on your Form W-2 is your cost basis, and should be the same amount as the "Adjusted Cost Basis" in the supplemental information.  Your Qualified Stock Ownership Plan (QSOP) shares are taxed the same way that Restricted Stock Units (RSUs) are.
Hello, I cannot access the .pdf.    It looks like i can get to the .tax file. how to I upload it?   I used CDs.  
Instead of entering the total number from Box 14 for Overtime, select "Help me calculate my eligible overtime" in the interview for this section.  TurboTax will ask for your total overtime pay from y... See more...
Instead of entering the total number from Box 14 for Overtime, select "Help me calculate my eligible overtime" in the interview for this section.  TurboTax will ask for your total overtime pay from your final pay stub and perform the division for you.   @thinkoflaura   
set the default pdf reader to Adobe Reader and form displays (although it says there is an error in the form and contact the form creator).  Still better than a blank page  
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  
I made two contributions in 2025, one for 2024 and one for 2025 with both rolled over to Roth in 2025. How do I enter this to avoid excess tax.
Did you choose to pay your TurboTax fees by having them deducted from your federal refund?   If you chose "refund processing" your refund will be less than your Form 1040 and the IRS show you, becaus... See more...
Did you choose to pay your TurboTax fees by having them deducted from your federal refund?   If you chose "refund processing" your refund will be less than your Form 1040 and the IRS show you, because your fees came out before the refund posted to your account.     How can I see my TurboTax  fees?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   What is Refund Processing Service?         Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.    You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com   
Correct.  Without a QMID, you will not qualify for the Energy Efficient Home Improvement credit.  Check with the manufacturer to see if they've registered with the IRS.  If they're in the process of ... See more...
Correct.  Without a QMID, you will not qualify for the Energy Efficient Home Improvement credit.  Check with the manufacturer to see if they've registered with the IRS.  If they're in the process of registering, you may want to wait to file until they provide it.