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a month ago
Hi - On an inherited Roth IRA, box 7 has code Q, but Turbo Tax is asking me for RMD information. I cannot get past this 'needs review'. I did enter the RMD from another account we inherited in 2025, ...
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Hi - On an inherited Roth IRA, box 7 has code Q, but Turbo Tax is asking me for RMD information. I cannot get past this 'needs review'. I did enter the RMD from another account we inherited in 2025, but that doesn't help (and made my tax owed higher). Any suggestions?
a month ago
There isn’t a cycle code yet or any other codes on the transcript, it just has a note on the bottom that indicates no return was filed.
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a month ago
estimated taxes paid
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a month ago
The rate is the issue and easy to misunderstand. I had tested this earlier and here is the solution for your return. When asked to put in your sales tax rate for your state you must enter it as a per...
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The rate is the issue and easy to misunderstand. I had tested this earlier and here is the solution for your return. When asked to put in your sales tax rate for your state you must enter it as a percentage and not a decimal.
Example: 7.8 versus .07800
Once this is completed your sales tax is calculated correctly and used as a deduction. Please update if your conclusion is different once the change is put in place.
@user17705932340
a month ago
Topics:
a month ago
Nothing about Social Security has changed. It can still be taxable. For 2025 there is a new Enhanced Deduction for Seniors of $6,000 for each spouse 65 or older if you qualify. It will be on 1040 l...
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Nothing about Social Security has changed. It can still be taxable. For 2025 there is a new Enhanced Deduction for Seniors of $6,000 for each spouse 65 or older if you qualify. It will be on 1040 line 13b and is separate from the Standard Deduction or Itemized on line 12e. What's on line 13b?
a month ago
Debería recibir una carta del IRS explicando el ajuste en su reembolso. TurboTax no tiene información al respecto.
a month ago
1 Cheer
Turbo Tax didn't tell me that Depreciation for Schedule E rental properties wasn't ready. It was telling me to finish my return and file. Fortunately, I noticed the information is missing. This is ...
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Turbo Tax didn't tell me that Depreciation for Schedule E rental properties wasn't ready. It was telling me to finish my return and file. Fortunately, I noticed the information is missing. This is unacceptable.
a month ago
I have a Massachusetts 529 to 529 rollover where the funds went directly to new 529. Turbo tax is still taxing the funds I never touched and checked the boxes as you suggested. Are you saying we d...
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I have a Massachusetts 529 to 529 rollover where the funds went directly to new 529. Turbo tax is still taxing the funds I never touched and checked the boxes as you suggested. Are you saying we dont report? what about massachusetts? Thanks
a month ago
@noclue1040 We all draw our lines in different places. For me, transparency is just the starting point. Intuit has changed significantly over the years, and TurboTax now plays a major role in drivi...
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@noclue1040 We all draw our lines in different places. For me, transparency is just the starting point. Intuit has changed significantly over the years, and TurboTax now plays a major role in driving Intuit’s debt-related products. That shift explains why advertising feels so aggressive within TurboTax—and, in my view, sometimes misleading. H&R Block has its own issues, but Intuit operates on a different scale. You'll get your taxes done just fine sticking with Intuit. I'm simply sharing that I personally find it a relief to break free. I also think they'll only get worse as time goes on.
a month ago
I found the problem.. TT does not permit a Mac user to launch the program from the Desktop, if one is going to use the auto loading feature for 1099s. The error message gives the name of the program...
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I found the problem.. TT does not permit a Mac user to launch the program from the Desktop, if one is going to use the auto loading feature for 1099s. The error message gives the name of the program and its location in Application. This is an incorrect message. If I delete the program from the Desktop and launch from Applications, it works fine. I can launch from the Desktop, and the program works well if I do not use the auto feature. This problem does not exist, if I use my wife's Windows platform. Go figure. The coding for the Mac needs to be updated. Thanks for your response.
a month ago
May I ask why you are using both Mac and Windows? Maybe just download the second state on one computer and use that computer for the kid's returns.
a month ago
Feb 13 was yesterday.
a month ago
It's still not ready! This is unacceptable.
a month ago
I did a charitable deduction directly from my IRA account but am having trouble finding where to enter it.
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a month ago
(deleted)
a month ago
1 Cheer
BTW, don't bother with other providers, like H&R Block because Block's is not complete either and their next scheduled update is February 20th.
a month ago
You cannot delete it, but you can choose whether to fix it and re-file or just abandon it. Although he is a dependent, if he has any tax withheld in boxes 2 or 17 of his W-2(s) e can still file a t...
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You cannot delete it, but you can choose whether to fix it and re-file or just abandon it. Although he is a dependent, if he has any tax withheld in boxes 2 or 17 of his W-2(s) e can still file a tax return to seek a refund. His return must be marked in MY INFO that he can be claimed as a dependent.
a month ago
Retorno incorrecto
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a month ago
1 Cheer
The latest is this (from an Intuit employee): "We are hoping the update will be by this weekend, if not before. We don't have a specific date."