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a month ago
Thanks, here are some more details! Clarifying information: Married living separately. Filing jointly (most likely) For one spouse home, seeking both Residential Clean Energy Credit and Ener...
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Thanks, here are some more details! Clarifying information: Married living separately. Filing jointly (most likely) For one spouse home, seeking both Residential Clean Energy Credit and Energy Efficiency Home Improvement Credit. For other spouse home, seeking only Residential Clean Energy Credit. In TT deductions and credits, home energy credit section, TT asks if spouses live separately. An answer of 'yes' leads to a window that says TT cannot handle energy credits for spouses living separately. Question is: Can TT handle energy credits for spouses living separately if filing status is married filing separately?
a month ago
If you inadvertently switched to Deluxe while completing your tax return and you haven't paid or filed your return yet, you can remove a TurboTax Deluxe upgrade.
You must use Clear & Start Ove...
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If you inadvertently switched to Deluxe while completing your tax return and you haven't paid or filed your return yet, you can remove a TurboTax Deluxe upgrade.
You must use Clear & Start Over to do this, as follows:
Click on "Tax Tools" in your left panel of your TurboTax screen
Click on "Tools"
Click on "Clear & Start Over"
Select "Yes"
Select a lower price edition
The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.
You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You can review your fees in TurboTax online as follows:
Go to the left side on your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees
Click here for How do I review my fees in TurboTax Online?
Click here for How do I downgrade to a different TurboTax Online product?
Click here for How do I clear and start over?
Click here for Why am I being charged for TurboTax Free Edition?
Click here for How do I request a refund for my TurboTax product?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
a month ago
You are correct that Rhode Island should only be taxing the income you earned while you were in the state. The TurboTax entry has two options based on manual entry, which you should use because your...
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You are correct that Rhode Island should only be taxing the income you earned while you were in the state. The TurboTax entry has two options based on manual entry, which you should use because your employer provided that on your W2; but Rhode Island also allows allocation based on time and they go atomic calculating in holidays, paid time off, etc. It seems this may be the discrepancy. @BenSkiRideNH
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
a month ago
4 Cheers
when I go to enter depreciation and amortization for 2025, I get this note in Turbotax - Depreciation and Amortization will be ready by February, but likely sooner. it says BY FEBRUARY...but does not...
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when I go to enter depreciation and amortization for 2025, I get this note in Turbotax - Depreciation and Amortization will be ready by February, but likely sooner. it says BY FEBRUARY...but does not seem to be available. Do others have access to depreciation and amortization? how do I get an update from Turbotax as to when I might be able to enter this information for my 2025 taxes?
Topics:
a month ago
Topics:
a month ago
1 Cheer
Three weeks ago I and a few others posted about this issue - pathetic that it's still not resolved. Pretty darn discouraging that a software fix has not been made available. The depreciation section...
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Three weeks ago I and a few others posted about this issue - pathetic that it's still not resolved. Pretty darn discouraging that a software fix has not been made available. The depreciation section is STILL not available and am wondering if that issue is also a Turbo Tax "problem" or is it the fault of the IRS? I ask because I'm ready to say goodbye to TT after 20+ years. However, I will say that I do appreciate the help of TT Employee Experts.
a month ago
Any luck anyone
a month ago
Any luck anyone???
a month ago
Here are the instructions to view prior-year tax forms.
How do I view, download, or print a prior-year tax return?
a month ago
It depends. You can claim your parents as your dependents if you provided more than half of their support in 2025 and their gross income (for each of them) does not exceed $5,200. Their SSI benef...
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It depends. You can claim your parents as your dependents if you provided more than half of their support in 2025 and their gross income (for each of them) does not exceed $5,200. Their SSI benefits do not count as income. Please read this TurboTax article on Who Can I Claim as a Tax dependent? However, if your support increases their total income beyond the SSI limit, they may lose eligibility for these benefits. You should make an informed decision that balances tax benefits with the need for continued public assistance.
a month ago
1 Cheer
Yes, New York state income tax is not allowed to be used as an itemized deduction on the New York return- this is on the theory that it does not make sense to deduct the tax that you are paying to Ne...
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Yes, New York state income tax is not allowed to be used as an itemized deduction on the New York return- this is on the theory that it does not make sense to deduct the tax that you are paying to New York. New York does allow the deduction of Real Estate taxes though - TurboTax will calculate the amount based on your federal taxes.
a month ago
1 Cheer
If you notice, there is an asterisk beside *Intl/Fnl % on Sch K-1 Wks. The footnote at the bottom of the form notes that these percentages are those that existed immediately before termination (outgo...
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If you notice, there is an asterisk beside *Intl/Fnl % on Sch K-1 Wks. The footnote at the bottom of the form notes that these percentages are those that existed immediately before termination (outgoing partner). This is per IRS Instructions for Form 1065 Schedule K-1 Part II Line J.
a month ago
To call TurboTax customer support
https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
a month ago
The Trump account question comes up in the final File section.
It shows up after entering direct deposit information and reviewing filing choices.
It is triggered by claiming
A depe...
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The Trump account question comes up in the final File section.
It shows up after entering direct deposit information and reviewing filing choices.
It is triggered by claiming
A dependent under 18
With a valid SSN,
Typically for children born between 2025 and 2028.
If you've filed your taxes, you can't go back and change them, but there's a website under construction that you can go to:
Trump Accounts jumpstart
You can request updates from this site.
a month ago
Yes. This is the way that works. Thanks.
a month ago
TurboTax will use the deduction on your NJ return that is more advantageous for you. TurboTax transfers data from your federal return to your state return and to calculate your NJ deduction you will...
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TurboTax will use the deduction on your NJ return that is more advantageous for you. TurboTax transfers data from your federal return to your state return and to calculate your NJ deduction you will need to enter your property taxes on your federal return. Make sure that you entered your real estate property taxes on your federal return, under itemized deductions.
Before you begin troubleshooting your state return, go back through your federal return and make sure everything is correct. After you review your federal return, select the State Taxes tab and review the state section. Pay close attention to the information, especially if you have made changes to your federal return. There might be new sections that need to be completed.
Troubleshooting common federal to state transfer issues
Property Tax Deduction/Credit for Homeowners and Renters
a month ago
Instead of uploading the form, enter it manually. The "Household too large" error happens when the import tool reaches its limit on how many dependents or forms it can connect to one tax file at onc...
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Instead of uploading the form, enter it manually. The "Household too large" error happens when the import tool reaches its limit on how many dependents or forms it can connect to one tax file at once. It also doesn’t identify which household member the 1098-T belongs to.
A 1098-T needs to be tied to a specific person on your tax return—it can’t be left unassigned. If you’re claiming your child as a dependent, you’re the only one who can take the American Opportunity Tax Credit (AOTC) or Lifetime Learning Credit (LLC) for their education expenses.
If the names or Social Security numbers don't match, or if the dependent isn't marked as a student, the 1098-T import won't work. If you have more than one student at the same college, separate 1098-T's would be required for each student.
a month ago
I talked with 3 members of your support team and have done all that is suggested. i have spent 4 Hrs on the phone with no solution. i cannot purchase or process payment to EF state? I was told th...
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I talked with 3 members of your support team and have done all that is suggested. i have spent 4 Hrs on the phone with no solution. i cannot purchase or process payment to EF state? I was told this is internal on your end. When is this going to be fixed???
a month ago
Look at the worksheet in Forms Mode. There should be some sort of checkbox indicating you want that information to carry to the K-1s.