All Posts

No one can call you from the user forum; we do not arrange calls to users.   It is too soon to amend a 2025 return; the Form 1040X needed is not available yet.   It will be available in later February.     Did you use "Live Assist" to prepare your return?   If so, contact your expert later when you are ready to amend.         Or.....When your 2025 return has been fully processed if you want to pay to upgrade to "Live" assist to get help you can try to do that.   I am not certain if upgrading just to amend is allowed.   @GabiU Can a user who used "do it yourself" upgrade to Live to amend?       LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm  

If you itemized deduction on your federal tax return but TurboTax is choosing the standard deduction on your Maryland tax return, it's likely that the subtraction for state and local income taxes or the new-for-2025 phaseout of Maryland itemized deductions is resulting in the Maryland standard deduction being higher.  You are permitted to use the standard deduction on your Maryland tax return even though you itemized on your federal tax return.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

This is very misleading because these sections of the document don't seem to exist.  I checked the 1099-Q instructions thoroughly.   I read every word.  It does not say what you have quoted.   I checked the Form 970.  The part about not reporting non-taxable distributions only seems to apply to Coverdell ESA and not 529 QTPs.   I do not see any language that tells us not to include it.   So, I think Turbo Tax needs to fix the program to allow Room and Board as per IRS form 970 (as long as the student is enrolled half time)

In TurboTax Online, follow these steps to access previous years tax returns:   First, make sure that you are in the same Intuit account where the previous years tax return was prepared.  Down the left side of the screen click on Tax Home. At the bottom of the page, click to the right of Your tax returns & documents.  Select the year. Select Download/print return (PDF). Access your previous year’s tax returns to view tax information.  See also here.

It depends. Unreimbursed medical expenses incurred during pregnancy are deductible on your tax return if you have itemized deductions versus taking the standard deduction. And only those medical expenses over 7.5% of your adjusted gross income are deductible on Schedule A.   In your case, the challenge may be figuring out which expenses will remain out of pocket and which expenses will be reimbursed, since those are not deductible.   See this TurboTax article for more information: Tax Deductible Pregnancy Medical Expenses

If you continue to update TurboTax Desktop and open your TurboTax Online (automatic updates) and you still see the 'ready by February' message, it's not yet finalized. Sign up for the update so you will be notified the most efficient and timely way.  It is posted for convenience here.   Please use this link Sign up for email notification which will let you know when the depreciation/amortization will be ready to file with Schedule E. The target date is still February 11th, however the notification will let you know.   @mguerreroj 

Thank you for the response.  I was afraid you were going to say that.  I have 3 separate donations this year with probably 100 items in each donation.  I know Its deductible made it soooo easy as we could add the items and then import the grand totals.  Appreciate the input.  

If you did not receive any credits or discounts, nor did you qualify for help, then you do not need to enter the form 1095-A or fill out form 8962, so you can answer No to the "Do you need to report any 1095-A's"  This will stop the rest of the questions.   However, if you already answered yes, you may need to delete the form so that it is not hanging out asking for additional answers.     To do this select the following: Tools Tax Tools Delete a Form Delete next to form 1095-A If seen Delete next to form 8962 If using the desktop version you can simply switch to forms mode and delete form 1095-A and 8962 if it is there. 

Thanks! Does choosing "None of the above". also pertain to the lump sum distribution I took from my 401k?  Your response is not clear on that.   I want to get it right since the choice impacts my state tax obligation.  

@Stacey94 wrote: Is Turbo Tax updating It's Deductible and adding it back this month?  From all indications, it seems they were not adding it back.   It's not ItsDeductible from all indications. It sounds like a valuation tool built into the program, similar to what is present as a feature in H&R Block and TaxAct.

Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.    The software should be updated after 02/11/26, but our tech team is working hard to have those updates before that date.

Thank you @PatriciaV    I was successful with all of your directions. Thank you -- and I will look into Expert Assist Business.  I did have one question -- in the very first instruction you mention to remove overides as the values are from the day before the exchange was made (99.99).  That seems surprising to me -- why would that be?  It seems like it would make more sense for this to be the final value held at the end of the year (or after the election), which would be zero.  I just want to double check that.