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a month ago
You need to enter your contributions to a Private School Tuition Organizations, in your Arizona return. In the interview there is a question to select School Tax Credit, and mark the box for "I dona...
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You need to enter your contributions to a Private School Tuition Organizations, in your Arizona return. In the interview there is a question to select School Tax Credit, and mark the box for "I donated to an Arizona private school by April 15, 2026."
After this you will add the information for the school and at the bottom, you can enter the date and amount of the donation.
a month ago
@leckhart wrote: Merrill Lynch does not show as well as of 2/10/26 @ 10:50. HELP There is no "help" available. Suggestion is to call both TurboTax Support AND Merrill and complain. Other...
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@leckhart wrote: Merrill Lynch does not show as well as of 2/10/26 @ 10:50. HELP There is no "help" available. Suggestion is to call both TurboTax Support AND Merrill and complain. Otherwise, it appears this is a waiting game at this point which, hopefully, will be resolved this week.
a month ago
If the IRS has no record of your 2024 tax return being filed, than you would not amend it. You would have to file a tax return for 2024. . If you owe money, you may face penalties (up to 25% of unpa...
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If the IRS has no record of your 2024 tax return being filed, than you would not amend it. You would have to file a tax return for 2024. . If you owe money, you may face penalties (up to 25% of unpaid tax) and interest.
If you owe money and fail to file your taxes on time, you’ll likely be assessed what’s called a Failure to File Penalty. The penalty is 5% of your unpaid tax liability for each month your return is late.
If you are unsure or believe you filed a tax return for 2024, you should verify it. To verify if you filed your 2024 tax return, the fastest way is to access your online IRS Individual Account. You could also try using the Where's My Refund tool or call the IRS at 1-800-829-1040 to check if your return is on file.
You should be able to print your 2024 return from your TurboTax account (that says your return was accepted on April 07, 2025). You can file it by mail. Click here for How do I file my return by mail?
If you don't have your 2024 tax return, TurboTax can help you prepare it. Miss the deadline? File 2024 taxes. TurboTax also has a new program this year where you can file your 2024 and 2025 taxes together if you use TurboTax Full-Service.
Click here for What Happens If I Don’t File Taxes?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
a month ago
1 Cheer
I went through a lot of attempts to fix it too, before finding this community post. It’s very frustrating!
a month ago
It depends.
If you received a 1099-C (which you should not have) or reported the income on your federal return (which you are not required to do for PSFL), you would have to subtract the amount...
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It depends.
If you received a 1099-C (which you should not have) or reported the income on your federal return (which you are not required to do for PSFL), you would have to subtract the amount from your Minnesota income. If the amount was not reported on the federal return, you do not have to enter for Minnesota. For example, Americorps program tuition reimbursements would be included on the federal return, but PSFL is not.
See Cancellation of Education Loans.
a month ago
The additional deduction is automatically included in your tax return when you complete the personal information section of TurboTax and enter your date of birth and filing status.
You may prin...
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The additional deduction is automatically included in your tax return when you complete the personal information section of TurboTax and enter your date of birth and filing status.
You may print or view your full tax returns prior to filing. In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.
The total of IRS Schedule 1-A may be found on line 13b of the IRS form 1040.
The $6,000 Enhanced Deduction for Seniors is reported on IRS Schedule 1-A Part V lines 31 through 37. There are other qualifications. See here.
Deduction for Seniors
New deduction: Effective for 2025 through 2028, individuals who are age 65 and older may claim an additional deduction of $6,000. This new deduction is in addition to the current additional standard deduction for seniors under existing law.
The $6,000 senior deduction is per eligible individual (i.e., $12,000 total for a married couple where both spouses qualify).
Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers).
Qualifying taxpayers: To qualify for the additional deduction, a taxpayer must attain age 65 on or before the last day of the taxable year.
Taxpayer eligibility: Deduction is available for both itemizing and non-itemizing taxpayers.
Taxpayers must:
include the Social Security Number of the qualifying individual(s) on the return, and
file jointly if married, to claim the deduction.
a month ago
@TNGeist If the taxable amount of the IRA is not shown on your Form 1040 Line 4b then it is not being taxed.
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online e...
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@TNGeist If the taxable amount of the IRA is not shown on your Form 1040 Line 4b then it is not being taxed.
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.
a month ago
2 Cheers
I am also still getting that same message. They said that the 11th (tomorrow), it should be active. We shall see!
a month ago
I have a 1099-B that I need to enter manually and can’t find it in the forms.
a month ago
What sort of problem are you having?
a month ago
Hello. I took the paid medical leave (PML) in 2025 and received the payment from the state (WA). According to the state, they do not provide 1099 for PML. I understand PML benefit is taxable in...
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Hello. I took the paid medical leave (PML) in 2025 and received the payment from the state (WA). According to the state, they do not provide 1099 for PML. I understand PML benefit is taxable income for the employer paid portion. As I was searching for the information on how to calculate the taxable portion, I see below information and would like to verify if this is correct. "For Employers with 50 or more employees, the premiums are 0.92% of each employee’s gross wages (not including tips), up to the Social Security cap. The breakdown for 2025 is Employers pay 28.48% of the total, and Employees pay 71.52%. This suggests that 28.48% of your medical benefits would be taxable income. But Wait! That’s not the whole story. If you dig a little deeper into the calculation of premiums, it turns out that Family Leave premiums and Medical Leave premiums are not divided equally, even though they are paid together as part of the same tax return filed with Employment Security. In fact, the Family Leave portion of the premium comes entirely out of the Employee share. The Family Leave portion accounts for 48.22% of the total premium per employee, with the remaining 51.88% considered Medical Leave. We don’t really care about the Family Leave portion for our purposes here (it’s always taxable income), but suddenly the amount of Medical Leave benefits that are taxable just got larger. Instead of paying 28.48% of Medical Leave premiums, large employers in Washington are actually paying 55.00%!! That means 55% of Medical Leave benefits paid under this program should be considered part of a taxpayer’s gross income." If this is correct & hypothetically, if I received $10K for PML, then $5,500 is taxable income. And I can enter this as other income when filing with Turbo Tax program. Did I understand correctly? I'd appreciate very much for your comment & advice. Thank you.
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a month ago
I am also having issues trying to find a way to download my Merrill Edge CMA account transactions. I have hundreds and manual is not an option. Merrill Edge does now show up on the company list as ...
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I am also having issues trying to find a way to download my Merrill Edge CMA account transactions. I have hundreds and manual is not an option. Merrill Edge does now show up on the company list as it has for years. Merrill Lynch does not show as well as of 2/10/26 @ 10:50. HELP
a month ago
2 Cheers
Wish I saw this earlier, wasted a lot of time on it. I overrode to fix the error. That caused a problem on the Depreciation Report which I also overrode to fix it to the correct numbers. Just transmi...
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Wish I saw this earlier, wasted a lot of time on it. I overrode to fix the error. That caused a problem on the Depreciation Report which I also overrode to fix it to the correct numbers. Just transmitted it now. Would have prefered to have had the fix. Why doesn't TT list all the software errors in one spot so it can be easily reviewed. Very aggravating
a month ago
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a month ago
No. Merrill Edge is not an option for import. The only Merrill Trust Managed Account, which asks for tracking ID not on my forms. Also, when trying to import from Fidelity, it says to try again aft...
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No. Merrill Edge is not an option for import. The only Merrill Trust Managed Account, which asks for tracking ID not on my forms. Also, when trying to import from Fidelity, it says to try again after October 16, 2026!
a month ago
IRS Code 570 on a tax transcript indicates a temporary hold on processing and refund issuance. It is commonly triggered by discrepancies in credits (like EITC/CTC), identity verification issues, or i...
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IRS Code 570 on a tax transcript indicates a temporary hold on processing and refund issuance. It is commonly triggered by discrepancies in credits (like EITC/CTC), identity verification issues, or income mismatches. Usually, the IRS resolves this automatically, but it may delay refunds for weeks.
Have you used the IRS tool Where's My Refund to see if there is additional information available from the IRS?
a month ago
For a senior's 2025 Tax Return, it is not clear that the Enhanced Senior Deduction is applied. My understanding is that for single taxpayers, this $6,000 deduction starts to phase out at a MAGI of $...
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For a senior's 2025 Tax Return, it is not clear that the Enhanced Senior Deduction is applied. My understanding is that for single taxpayers, this $6,000 deduction starts to phase out at a MAGI of $75,000 and is reduced by $0.06 for every dollar of MAGI over the $75,000 until completely eliminated at $175,000. Can TurboTax confirm that this deduction is calculated in this manner in its software?
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a month ago
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms and schedules so click on ...
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Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.