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If you do not have a Marketplace health policy then you do not have form 1095-A.   To remove this form from your tax return, you need to delete it.   To delete it in TurboTax Online, please f... See more...
If you do not have a Marketplace health policy then you do not have form 1095-A.   To remove this form from your tax return, you need to delete it.   To delete it in TurboTax Online, please follow these steps: Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center  page, click on Delete a form  A list of forms will appear. Locate Form 1095-A and click Delete next to it. On the next screen, click Delete Form   Form 1095-B is for information only and does not need to be entered on your tax return.   See this TurboTax Help article.
The IRS issues most refunds within 21 days, assuming that there's no delay and nothing is holding your return.    Some returns are subject to an automatic hold when certain credits are claimed.  ... See more...
The IRS issues most refunds within 21 days, assuming that there's no delay and nothing is holding your return.    Some returns are subject to an automatic hold when certain credits are claimed.    You should track your refund directly from the IRS or a Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.    Open the link below: Where's my Refund  
It's been a couple weeks since I posted my question and still no answer on whether/how my issue can be addressed. Can you please provide clear and detailed instructions on how to do this in Desktop D... See more...
It's been a couple weeks since I posted my question and still no answer on whether/how my issue can be addressed. Can you please provide clear and detailed instructions on how to do this in Desktop Deluxe for Mac so I can file my taxes? 
You charged me without my consent 
for 2025, Form saying dependent isn't qualified
@msailer On your Form 1099-R if the box 16, state distribution, is either a 0 or empty, that is what is causing the problem.  You need to enter the amount from box 1 into box 16 to resolve the proble... See more...
@msailer On your Form 1099-R if the box 16, state distribution, is either a 0 or empty, that is what is causing the problem.  You need to enter the amount from box 1 into box 16 to resolve the problem.  The state distribution amount does NOT flow or get entered on the state tax return.
Generally this TurboTax error code 4-530-582 is related to Form 8962. You will have to reconcile your Form 1095-A with your tax return. This means there are missing or incorrect marketplace health in... See more...
Generally this TurboTax error code 4-530-582 is related to Form 8962. You will have to reconcile your Form 1095-A with your tax return. This means there are missing or incorrect marketplace health insurance data on your tax return. You can correct this by reviewing your Form 1095-A entries. Make sure all monthly columns (A, B, and C) are filled out correctly.   You can also try deleting your Form 1095-A and re-entering it. Make sure to leave any spots that have zeros blank.   Form 8962 is not supported in the free edition. You may need to upgrade to TurboTax Deluxe or higher to file this form. To delete your Form 1095-A if you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1095-A" if you have one listed. To delete Form 1095-A if you are using TurboTax Desktop: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1095-A" In your right panel at the bottom of Form 1095-A click on "Delete Form" Click on "Yes" to confirm the deletion To get back to your screens in TurboTax where you enter this Form 1095-A information you can: Click on "Search" at the top right of your TurboTax screen, Type "Form 1095-A" into the search bar and Click on the link "Jump to Form 1095-A".   Click here for I'm on my parents' 1095-A form. What do I do on my return? Click here for additional information regarding entering your Form 1095-A.   Click here for additional information on Form 1095-A and the Premium Tax Credit.
Since the state return pulls info from the Federal section should I enter in other investment expense?
I installed the manual update, reloaded the form, checked the box, skipped the smart check (which seems to happen automatically since I received the error again), asked to submit, paid all the fees, ... See more...
I installed the manual update, reloaded the form, checked the box, skipped the smart check (which seems to happen automatically since I received the error again), asked to submit, paid all the fees, and now I get the message that I cannot e-file because of the error. The PDF of the form looks OK
I suggest you go back through the lump-sum payment screen entries in the Social Security section under Retirement Plans and Social Security in the Wages and Income area of TurboTax. Look for a screen... See more...
I suggest you go back through the lump-sum payment screen entries in the Social Security section under Retirement Plans and Social Security in the Wages and Income area of TurboTax. Look for a screen that says Review your Lump Sum Payment Information and make sure you answered all the questions in that section correctly.   If that does not resolve your issue, use the delete option on the screen that says Review your Lump Sum Payment Information to delete the lump sum payment entries. Then, check to see if you still have an error. Then you can re-enter the lump sum payment entries, making sure you answer the questions accurately.
My son submitted a 1040-x today to fix the issue.  When I went to resubmitted my return, it got rejected for the same reason.  His return was accepted with the amend.  Do I need to wait longer to ref... See more...
My son submitted a 1040-x today to fix the issue.  When I went to resubmitted my return, it got rejected for the same reason.  His return was accepted with the amend.  Do I need to wait longer to refile or am I required to mail in?
My husband receives monthly (i.e., periodic) payments from the Wisconsin Retirement System (a Qualified Plan). He has since 2020. For every year of those payments, the Gross Distribution amount (Box ... See more...
My husband receives monthly (i.e., periodic) payments from the Wisconsin Retirement System (a Qualified Plan). He has since 2020. For every year of those payments, the Gross Distribution amount (Box 1) does not match the Box 2a Taxable amount due to an entry in Box 5 Employee Contributions. That is always a very small amount, less that $25 dollars. Box 2a & Box 5 added together match Box 1. There are no checkmarks for either entry in Box 2b. Starting this year, TurboTax asks why Box 1and Box 2a don't match, asks how it was calculated and how long have you been receiving these funds. It never did this before. Because of this, I'm truly ready to discontinue use of Turbo Tax for good and use a CPA. What is so different this year? 
I am using the online edition. I have tired Chrome, Firefox and Safari.  Cleared cache and history on all three of them.  No difference.
Yes. The IT-182 will hold the loss. 1. IT-182 does require a federal PAL be recomputed based on your NY modified AGI. Your entire $5,000 NY loss is allowed for NY purposes. 2. Yes, you will have ... See more...
Yes. The IT-182 will hold the loss. 1. IT-182 does require a federal PAL be recomputed based on your NY modified AGI. Your entire $5,000 NY loss is allowed for NY purposes. 2. Yes, you will have a negative income and allow any NY tax withheld on the RSU to be refunded to you. 3. The $2,000 loss is a net operating loss. You can carry it forward to offset future income.   Reference: NY Nonresident
Those fees are not deductible on your federal return but may be deductible on your state return subject to restrictions. If the fees are paid within a retirement plan they are not deductible by eithe... See more...
Those fees are not deductible on your federal return but may be deductible on your state return subject to restrictions. If the fees are paid within a retirement plan they are not deductible by either. 
You are probably referring to the Form 1040-ES for making 2026 estimated tax payments.  Those form are optional and are for your use only if you choose to use them.  They are NOT sent to the IRS with... See more...
You are probably referring to the Form 1040-ES for making 2026 estimated tax payments.  Those form are optional and are for your use only if you choose to use them.  They are NOT sent to the IRS with your 2025 federal tax return.
I get this error "For electronic filing, New York State withholdings can not be greater than or equal to gross distribution or state distribution."  The amount in Box 14 is far smaller than thedistri... See more...
I get this error "For electronic filing, New York State withholdings can not be greater than or equal to gross distribution or state distribution."  The amount in Box 14 is far smaller than thedistribution amount.
The most recent (2025) version calculates the depreciation with 27.5yrs