All Posts

Not sure why you think it will be so costly to mail the amended return.   You only mail the 1040X, the documents such as additional W-2's or 1099's that support the change, and possibly the original 1040.    When you choose to print for filing by mail, it will print out just the pages needed to send in.   You will not be mailing in all kinds of worksheets, etc.

Thank you for the fast response. Unfortunately the recycle bin was emptied. Also unfortunately, New York State does not accept mail in returns. With respect- any other suggestions? Would it be possible to refile with a different software company's federal and state return? From what I understand the federal return would instantly be rejected as it has already been accepted. Would the rejection of the federal return bounce the NY state return also? Thanks again.

There may be several reasons that your return may be delayed.  If you filed for Child Tax Credit, or Earned Income Credit, there will be a delay. The IRS has also offered guidance on what may cause delays. Things that can delay a return  To check the status of your tax return and refund, you should use the Where’s My Refund Website.

@th0126  SAME!! No update to my transcripts and I still have the as of date 2/23… praying we get an update tomorrow morning!!! I am also Friday/weekly. I filed and was accepted 1/27… my stupid state is under review but they do this every year so I don’t expect an update from that one for a few weeks ugh. 

A bonus is taxed the same way as the base salary at the Federal or state level.   On your W-2, it is reported in box 1 just as your other wages and salary.   So there is no reason to separate it.

There are many types of 1099 forms, but TurboTax has input screens for all of them. There is a letter at the end of each 1099 form.  This determines what kind of income it is. Examples are: 1099-R 1099-INT 1099-B 1099-DIV And many others To enter or correct a Form 1099XXX in TurboTax, you can follow these steps              Select Tax Tools from the left sidebar. On the drop-down select Tools There will be 2 green boxes Select Topics Search Type  1099XXX Continue through the interview or post your corrections    

Since you mentioned a 1099:  Are you talking about entering a 1099-SA form for distributions that you took from your HSA?  That question would show up about entering that form right after you entered that you had an HSA.   The next page should be where you would enter your HSA contributions (as illustrated in the previous post) that you personally made to your account (and not the funds that were contributed through payroll deduction - those were entered on your W-2)

I have also spent many many hours on trying to get past the software activation with no success.  Two long sessions with expert help with screen sharing.  Both sessions ended with telephone call break.  When I called back I could not get to the person who was working with me earlier. It is extremely frustrating.  Since you have jumped into this issue why don't you take up the matter at a higher level and make a new build of the software that solve the problem of activation.  

You can enter multiple 1099-R's by selecting add a 1099-R in the summary screen after each one you enter.     If you enter $0 on line 2b that is telling the program that for some reason absolutely  none of the amount in box 1 is taxable.  So it is completely excluding all of your 1099-R income from your taxable income.  This is not likely correct.  If you do not have a number in your 1099-R box 2 and box 2b is checked, this is how you should enter it.  Generally, income reported on a 1099-R IS taxable.  For California, where are you looking that you do not believe it has been carried over?  What is the entry you have in the 1099-R box 2a when you see it not carried over?  

It depends.  The IRS has its own rules. There may be several reasons that your return may be delayed.  If you filed for Child Tax Credit, or Earned Income Credit, there will be a delay. The IRS has also offered guidance on what may cause delays. Things that can delay a return  To check the status of your tax return and refund, you should use the Where’s My Refund Website.  

I hope she gave you the right info- 1 more day to wait until this is fixed. I've used Turbo Tax for many years and never had the problem of it not exporting to the PDF- I won't be using it next year if it's not corrected pronto!

No, you should not list $0$ for his RMD. While the money was paid to you and your siblings, tax law considers the first dollars distributed from a deceased person's account in the year of their death to be "his" RMD first.   To determine what his RMD amount that should have been taken, you determine this by dividing the account balance as of 12/31/2024, and divide this by a Uniform lifetime Table amount. This can be found here.    The next question is how to report this in TurboTax. Here is how to report on your father' return. For an example, if your father died at age 75 and the account balance from his Thrift Savings plan was $50,000, his RMD requirement would be.   $50,000 divided by 24.6 (from the table)= $2033.   Total RMD: Enter the full calculated amount (e.g., $2033). when it asks what was minimum amount the RMD should have been taken Amount applied to RMD: Enter the $500 he actually received. The software  flag that he didn't take enough (the remaining $1533). The Waiver: The software will ask if you want to request a waiver of the penalty. Select YES. * The Explanation: In the explanation box, simply type: "Taxpayer passed away in March 2025. The remaining RMD was distributed to and reported by beneficiaries [Sibling Names] on their respective 2025 tax returns." This tells the IRS: "He didn't take it, but we did, and we are paying the taxes on it." If you used TurboTax software, you will go to the Forms mode in your return. You will select 5329 on the list of forms and then go to the Waiver of Smart Tax Worksheet toward the bottom and submit your waiver request there. On your return as well as your siblings.   Enter your 1099-R: You will receive a 1099-R in your own name/SSN. Make sure that  Box 7 has a distribution code  4. This indicates this was an inherited IMD Question: When TurboTax asks if this was an RMD, select "Yes, all or part of this was an RMD."   Then it will ask questions about what the required distribution should have been. This is determined by the formula I listed above.   Just enter the same information as steps 1 and 2 above to determine the taxable amount that should have been paid by your father but is now passed to you.