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Having trouble figuring out how to enter a back door roth conversion with desktop version of turbo tax.  I made no contribution in 2025 and only did a conversion. 1099r received does not know taxable... See more...
Having trouble figuring out how to enter a back door roth conversion with desktop version of turbo tax.  I made no contribution in 2025 and only did a conversion. 1099r received does not know taxable portion but i have 8606 from last year to use.  Turbo tax did not prompt me for traditional value as of 31 december so it does not know my traditional value.  Is this something I need to enter manually and over write the current draft 8606 for 2025 to get pro rated non taxable portion considered.  If yes tell me where and how to do this
Just uninstalling Bitdefender will fix this issue. Bitdefender is a third-party anti-virus software, which is nothing to do with Window 11.  The built-in antivirus/firewall software on Windows 11 is... See more...
Just uninstalling Bitdefender will fix this issue. Bitdefender is a third-party anti-virus software, which is nothing to do with Window 11.  The built-in antivirus/firewall software on Windows 11 is Microsoft Defender Antivirus. It is part of the broader Windows Security app, which comes pre-installed and active on every Windows 11 system from the moment you start the PC. Therefore, you do not need Bitdefender on your PC.
Perfect! I fixed the double counting of the heat pump/AC/gas furnace replacement equipment from the Home Energy   that would have been a disaster.   Thank you
If it’s not ready by the end of the weekend there needs to be a discount code offered to mitigate the damages to at least the users in this thread. It should have been a warning on the main page sayi... See more...
If it’s not ready by the end of the weekend there needs to be a discount code offered to mitigate the damages to at least the users in this thread. It should have been a warning on the main page saying “if you have a rental you will not be able to do your taxes for an extended period and we don’t know how long that will be”. Because people spend hours importing the data to just find out later that it can’t be completed.
I already checked and made sure it was logged in to the same acct I used last year. I am trying to use the app on my phone
Yes, you can deduct certain energy improvements on a second home for the 2025 tax year, but eligibility depends strictly on the type of improvement and whether you rent out the property.  Here's ... See more...
Yes, you can deduct certain energy improvements on a second home for the 2025 tax year, but eligibility depends strictly on the type of improvement and whether you rent out the property.  Here's more info from the IRS on Residential Clean Energy Credits.   @EdMC 
For what it's worth, the tips ARE included in income.  They're just not included in 1099s, either because the income doesn't reach the minimum required to generate the 1099, or say in the case of Ube... See more...
For what it's worth, the tips ARE included in income.  They're just not included in 1099s, either because the income doesn't reach the minimum required to generate the 1099, or say in the case of Uber drivers the tips aren't included in the 1099-NEC they receive (it only includes incentives).  In this case the income is entered as cash, and it triggers the exception that disallows taking the deduction on tip income earned but not reported on a 1099.
... Or, 3) they entered the "Paid by check or Direct deposit" amount from the description box on the left side of the SSA-1099 instead of the amount from box 5.  
I've deleted it 3 times and then entered it again. That screen is not showing up. I had a rep cobrowse with me and he couldn't get it to work with the workarounds either. 
That's not how the PTC is calculated in TT, it applies a credit even if you weren't given an advance credit, and from my research in how the PTC works is correct.   What is NOT correct is that anyo... See more...
That's not how the PTC is calculated in TT, it applies a credit even if you weren't given an advance credit, and from my research in how the PTC works is correct.   What is NOT correct is that anyone using an HRA should get ANY PTC.   TurboTax never asks about an HRA, AT ALL, it is calculating the PTC incorrectly for anyone using an HRA.    Intuit really, REALLY needs to fix this in the program, it should not to be up to the user to catch this error, research the solution, and modify values on a government provided form to TRICK the program into calculating the PTC correctly ($0).  I've called, chatted and even inquired in Facebook Messenger, spent hours trying to get a correct response (fix the program), but to no avail, I've gotten varying responses, the best response is below.  I'm told that the IRS does get information about a taxpayer's HRA, even if the taxpayer does not get a form to report the information.   FYI, in my case, I reduced the values reported on Form 1095-A, in Column B, by your average monthly HRA value, and it calculated the PTC to $0.  I was told the "keep my paperwork in case the IRS audits".       Per the IRS.....   Individual coverage HRAs. Starting in 2020, employers can offer individual coverage HRAs to help employees and their families with their medical expenses. Under an individual coverage HRA, employers can reimburse eligible employees for medical expenses, including premiums for Marketplace health insurance. If you were covered under an individual coverage HRA for 2024, you are not allowed a PTC for your 2024 Marketplace health insurance. Also, if another member of your tax family was covered under an individual coverage HRA for 2024, you are not allowed a PTC for the family member's 2024 Marketplace health insurance. If you or a family member could have been covered by an individual coverage HRA for 2024, but you opted out of receiving reimbursements under the individual coverage HRA, you may be allowed a PTC for your, and your family member's, Marketplace health insurance if the individual coverage HRA is considered unaffordable.
You enter that the same way you would enter interest reported on Form 1099-INT.  To do so:    Enter "1099-INT" into Search  Click on the jump-to link. Select Yes to "Did you have any int... See more...
You enter that the same way you would enter interest reported on Form 1099-INT.  To do so:    Enter "1099-INT" into Search  Click on the jump-to link. Select Yes to "Did you have any interest income?". On the screen with "Let's import your tax info", click on Enter a different way at the bottom. Select Interest 1099-INT. On the screen with "Type it in myself", enter the payer's name (e.g., bank name) and the interest amount in Box 1.
Unfortunately the web version is still not fixed.    But as suggested by some here, it is not necessary to input the 1099-Q if the 529 distribution was all for qualified expenses.  In fact, I am al... See more...
Unfortunately the web version is still not fixed.    But as suggested by some here, it is not necessary to input the 1099-Q if the 529 distribution was all for qualified expenses.  In fact, I am also running my taxes through FreetaxUSA as well just for fun.  In their 1099-Q section, the interview question is something like..'were all your 529 distributions used to pay for qualified education expenses...Y or  N.   If Y, next is 'Good news. you do not have report you 1099-Q, so can just skip it.'
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date,... See more...
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds