All Posts

It has been fixed. You may need to update.    For more info, about 529 distributions, see: https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831

After answering yes to that question, you will be asked (3 screens later) how many times you claimed it.  Read the screen carefully. If first asks how many times you claimed the Hope Credit. The 2nd box asks how many times for the American Opportunity Credit.

This is a required input that can be found on the back of your NY license.  You can find the number after (not including)  "IDUSA." There should 8 or 10 digits, of which you enter the first 3 to satisfy the requirement.   For more information, see Where do I find my document number so that I can e-file my New York return?

If you need to amend your tax return to add a Form 1099-R that was not included on your original tax return, you must wait until your return is fully processed and you have received your refund before preparing and filing your amended tax return.   If you mailed your tax return, you will have to mail your amended return as well.   You can use the IRS tool, Where's My Refund  to track your refund. If you mailed your tax return, it could take 6 to 8 weeks for your tax return to process.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. Then you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections (add your Form 1099-R information). Make sure to review your return before filing and then  follow the prompts to e-file (if you e-filed your original return only) or print and mail Form 1040-X to the IRS.    You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

You can follow the guidance from @baldietax for state-tax-exempt interest dividends once you receive any or all of your Forms 1099-INT, 1099-DIV, 1099-OID, or 1099-B from your brokerage. Until you receive those year-end tax reports, you should not enter anything into your tax return related to income from this investment or others. You may need to log into your account online and download the tax forms manually to begin tax reporting.    Learn more: Guide to Investment Bonds and Taxes

A health insurance plan you are covered by as a retiree can qualify as self-employed health insurance, as long as the coverage wasn't paid by nontaxable retirement distributions. You could not use the insurance for an active employee as that would be an employer plan.   Medicare premiums you voluntarily pay to obtain insurance in your name that is similar to qualifying private health insurance can be used to figure the deduction. Amounts paid for health insurance coverage from retirement plan distributions that were nontaxable because you are a retired public safety officer can’t be used to figure the deduction.   But, don't include amounts for any month you were eligible to participate in a health plan subsidized by your employer or your spouse's employer or the employer of either your dependent or your child who was under the age of 27 at the end of 2025. This is discussed in the Instructions for Form 7206.   See this TurboTax tips article for more information about the self-employed health insurance deduction.   @hereinhelena   

How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund

The cause of this is often cookies/temporary files on your computer. Since these  files can interfere with how the software loads, cleaning them out usually fixes the issue.   If you are using the web-based version, try these three troubleshooting methods: Clear out your stored  cache and cookies  Use an Incognito or Private window Try logging in through a different web browser (for example, moving from Chrome to Firefox or Edge)   If you are using Desktop, manually update: log into your program and select Online, Check for updates in the top menu.

Arizona does make this determination based upon each taxpayer's circumstances.  You mentioned renting an apartment and changing your insurance to Arizona while you lived there. This indicates an intent to move to Arizona permanently.  But if this is not accurate and your move was only on a temporary basis, then you would be considered a nonresident of Arizona.     Per Arizona residency status guidelines in this link, if you reside in Arizona and intend to make it your new residence, you would be considered a resident, or part-year resident in your case.  However, if your move was only intended to be temporary, then you would be taxed in Arizona as a nonresident and would only be taxed on income that was earned from Arizona sources.