All Posts

Try deleting the 1099-SA Form following these steps:   Open your return On Tax Home, in the left menu, select Tax Tools and then Tools In Tool Center, choose Delete a form Select Delete next to the form 1099-SA Then go back and enter your forms again.  To get to the part where you report your HSA contributions and distributions:   Navigate to the 1099-SA section: TurboTax Online/Mobile: Go to the 1099-SA screen under Wages & Income. TurboTax Desktop: Search for 1099-SA. Follow the onscreen instructions. What is a health savings account (HSA)? What's Form 8889? If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.   @travisttax

To fix this issue, sign in your Intuit Account, go to Tax Tools, and click “Delete a form” box. Then, remove the existing form and add it back by clicking “Deductions & Credits - Education” section.    Select “someone else not listed here" to avoid the issue caused by a mismatch between the recipient and the beneficiary's information on the tax return. To see more information, open the link below: How do I view and delete forms in TurboTax Online?  

The entry is required to be corrected.   In TurboTax, in the Michigan state income tax return, at the screen Contribution to MESP, MI 529 Advisor Plan and/or Michigan ABLE Account, I am able to enter $11,000 as a contribution for a married filing joint income tax return.   When I select Let's check it over, I receive the screen Check This Entry.    The screen states:  Schedule 1:  Line 17 - Michigan Education Savings Program (MESP) and MI529 Advisor Plan should be less than or equal to $10,000.   I must change the payment to $10,000.   Michigan Schedule 1 line 17 reports $10,000.      

It is true that if you use the Standard Deduction on your Federal Return and then get a state tax refund for that tax year, the refund is not taxable.  The reason is this, if you took the Standard Deduction on your 2024 tax year Federal Return, you did not deduct state tax, therefore any state tax refund attributed to tax year 2024  (which is received in 2025) is not applicable. The refund is not reported, it is not taxable income.    Even when a state refund IS taxable, that taxable refund has nothing to do with Schedule A. The taxable amount of the state refund would be reported on Schedule 1 and flow to your 1040 line 8.   Now getting back to your original question concerning Schedule A.  Schedule A will pick up the amounts of Estimated Tax Payments you list as made for 2025 AND paid in 2025. The payment for 2025 Quarter 4 will not be included since that was made in 2026.  If you had a 4th quarter 2024 payment made in 2025, you need to enter that on different screen from the payments for 2025.    Deductions & Credits Estimates and Other Taxes Paid  Estimates     START or UPDATE   State estimated taxes for 2025     START or UPDATE Enter the payments made Only Quarters 1 through 3 will count for your 2025 Schedule A   Return to Estimated Tax Payments 2024 state estimated taxes paid in 2025     START or UPDATE Choose the state and enter the amount     This total should show on your Schedule A line 5a since you did not pay a state tax liability with your 2024 state return filed in 2025.    If the amount does not match, is the box checked on Schedule A line 5a indicating State Sales Tax rather than State Income Tax?       

If your overtime is not reported in box 14 of the W-2 but you have your total overtime for 2025 from your empoyer, then after you have completed entry of the W-2, on the following screen check the Overtime box and continue.    

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. However, no information on when it is going to be available yet.

Try reporting that the assets were converted to personal use rather than sold. Selling at zero sale price will usually remove the asset from your return without reporting a gain or loss. But converting to personal use will by-pass the sale calculation.

Always print a copy of your completed tax return for your records, and review it carefully before e-Filing. You will need it if you are audited by the IRS, to contact the IRS, or to amend if a TurboTax update changes your return or for any other reason, SUCH AS, .... to observe that your have marked the proper filing status. AND, to find your AGI next year. @user17712181140 

TurboTax Free Edition is designed for simple returns that only require Form 1040.    If your return includes additional forms or schedules, you’ll need to upgrade to Deluxe or a higher version.   

Form 4562 is available, however the rental section depreciation area is still in process.   It is expected to be available later this week with the end of the week updates (which typically occur on Thursday nights), so please check back at the end of the week.  

Yes, there are still updates for assets that are associated with Schedule E. It is expected to be available later this week with the end of the week updates (which typically occur on Thursday nights), so please check back at the end of the week.     We understand the importance of these forms, and the developers are working hard to roll out the updates.

Contact your employer and confirm the California Employer ID is correct in your W-2. Another option is to print and mail your CA return.    Here is how you can do that in TurboTax:   Sign in to TurboTax. To open your return, select Continue or Pick up where you left off. Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step. Note: You’ll need to pay any tax balance due by check when you file by mail. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print.  

I would look for the form and any worksheets related to this form and delete them.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

TurboTax can only give you an estimated date for receiving a tax refund.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. However, no information on when it is going to be available yet.

Are you referring to the "Pay With my Refund"  program?   In the FILE section of TurboTax Select "Pay With my Refund" This will deduct the TurboTax fees and a $40 charge for an independent bank to process the transaction. There are several reasons that could cause this problem.   You must have a refund large enough to cover the TurboTax fees plus an additional fee for an independent bank to do "refund processing" fee ($40, or $45 in CA). You must make a direct deposit to a single account. The name on the bank account must match the name on the tax return. You can't request a paper check. You must E-file the return. You must use a U.S. address. You can't use the Allocation of Refund (Form 8888)    

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. However, no information on when it is going to be available yet.