Follow these steps to add Form 8862 to your taxes:
Sign in to your TurboTax account and click Continue your return.
Click Search in the upper right-hand corner and search for 8862.
Sel...
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Follow these steps to add Form 8862 to your taxes:
Sign in to your TurboTax account and click Continue your return.
Click Search in the upper right-hand corner and search for 8862.
Select the first result: Jump to 8862.
Now you are at the beginning of the Earned Income Credit.
Continue on the first two screens and stop when you see Do any of these uncommon situations apply?
Check the box that says, I got an IRS notice saying that I can only claim the Earned Income Credit if I file an 8862 and Continue.
Select Done, but hang on, there are a few more steps to go.
Answer the question about your IRS notice.
How was your federal pension reported? On a 1099-R from the OPM? Was the reporting the same both years?
What was your AGI in both years? Kansas did make a change this year (Tax Year 2025) about...
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How was your federal pension reported? On a 1099-R from the OPM? Was the reporting the same both years?
What was your AGI in both years? Kansas did make a change this year (Tax Year 2025) about removing the income limitation on Social Security in Kansas, but I am not finding something for federal pensions.
I am not trying to take any advantage of tax system. Option 1 - take RMD on Monday. Then move money to ROTH on Tuesday. Perfectly legal. All is fine. Option 2 - Move money to ROTH on Monday...
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I am not trying to take any advantage of tax system. Option 1 - take RMD on Monday. Then move money to ROTH on Tuesday. Perfectly legal. All is fine. Option 2 - Move money to ROTH on Monday, and then take out RMD on Tuesday. That causes big problems and subject to 6% penalty. Here is the crazy part. The money involved is the same in both situations. Not tax advantage doing it one way vs the other. The RMD amount was FIXED back on Dec 31st.
The forms in your complete return are in numerical order after the Schedules (A, C, D, E). Look for the title "Passive Activity Loss Limitations" at the top of the page and Form 8582 in the top left ...
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The forms in your complete return are in numerical order after the Schedules (A, C, D, E). Look for the title "Passive Activity Loss Limitations" at the top of the page and Form 8582 in the top left corner.
I have proceeded to look at the tax forms. There is income being calculated for my husband in Part III of Form 8889. He does not have a separate HSA account, so I don't know why there is a form for h...
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I have proceeded to look at the tax forms. There is income being calculated for my husband in Part III of Form 8889. He does not have a separate HSA account, so I don't know why there is a form for him. My form has no income in Part III.
I have a one-time transfer from Traditional IRA to HSA (nontaxable transaction as I meet the requirements) and entered in Turbo tax to select the one-time transfer option. It shows up on line 10 of ...
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I have a one-time transfer from Traditional IRA to HSA (nontaxable transaction as I meet the requirements) and entered in Turbo tax to select the one-time transfer option. It shows up on line 10 of 8889 as qualified fund distribution. However, it is being put in as a taxable transaction (HFD) on the 1040 line 4b. I have another transaction from my spouse's traditional IRA to convert to Roth IRA. This transaction is being treated as non-taxable (not correct) and is not being put in line 4b. Note that when I change the input for the one-time IRA to HSA rollover as a regular IRA rollover (uncheck box indicating it is a rollover to an HSA) then the 2 transactions are treated properly (HSA is non-taxable and conversion is taxable). It doesn't make sense that these two transactions are impacting each other as they are two separate transactions (one on my HSA which has family coverage for both of us) and the other a Roth IRA conversion on my spouse's account. My only solution is to file with the box unchecked as an HSA distribution at this point (so it gets treated as IRA rollover) as that gets me the correct tax treatment. Please advise if there is another option or if this is a bug in TurboTax.
Yes, I do have the Open Forms button at the top. Scrolling down to State: The State does have the correct (+) and (-) toggles. A.I. suggested at least 12 remedies, each touted as the absolutely gu...
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Yes, I do have the Open Forms button at the top. Scrolling down to State: The State does have the correct (+) and (-) toggles. A.I. suggested at least 12 remedies, each touted as the absolutely guaranteed solution. I need the upload PDF button, which only appears at the "Federal" level. If I can't upload my PDF tax allocation statement, I'll have to type one out, then snail mail the entire return to IRS and the state.
To enter estimated tax paid in 2025
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates
Information flows from the federal return to the state return.
Yes, you can view the 1040 and Schedules 1. 2. & 3 before you pay for TurboTax.
On the left menu, scroll down to Tax Tools.
If necessary, click the side arrow and select Tools.
A box...
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Yes, you can view the 1040 and Schedules 1. 2. & 3 before you pay for TurboTax.
On the left menu, scroll down to Tax Tools.
If necessary, click the side arrow and select Tools.
A box will appear in the middle of the screen.
Select View Tax Summary.
A tax summary will appear.
On the left side menu bar, select Preview My 1040.
This will bring up a copy of your 1040 Tax return.
If you continue to scroll down, Schedules 1,2 & 3 are available if they are required.
Some key numbers on the form are:
Taxable income is line 15
Total tax is line 24
Federal Income Tax withheld is line 25d
Tax credits are listed on 27 - 30
If there was an underpayment, there may be a penalty
Refund is posted to line 34
Amount you Owe is line 37
Yes, if Box 14 of your W-2 lists "OT premium" you should enter it in TurboTax and select the "Overtime category" to make sure that you properly claim the 2025 tax deduction. This allows for the 50% p...
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Yes, if Box 14 of your W-2 lists "OT premium" you should enter it in TurboTax and select the "Overtime category" to make sure that you properly claim the 2025 tax deduction. This allows for the 50% premium portion of overtime pay to be excluded from your taxable income as the deduction provides.
Click here for How do I enter overtime pay in TurboTax Online?
Click here for No Tax on Overtime Calculator
Click here for No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025
Please return to Community if you have any additional information or questions and we would be happy to help.
if you can't itemize paying off the mortgage might make sense because you are getting no tax benefit from the interest. However, you do not want to leave yourself house-rich but cash-poor, which mean...
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if you can't itemize paying off the mortgage might make sense because you are getting no tax benefit from the interest. However, you do not want to leave yourself house-rich but cash-poor, which means that if a "cash" emergency arose, you would have to borrow at a much higher rate. The general recommendation is to have 3 to 6 months of cash available to cover emergencies. Tax laws are now much more complicated, so it's a question of what the tax consequences would be if you had a spare $100,000. For some taxpayers, not paying off would be economically better, while for others, the reverse would be true.
Does Smart Check present you with a sub-form displaying pink highlighted fields? This message usually appears when there are blank boxes in the passive loss table. Enter a zero each time Smart Check ...
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Does Smart Check present you with a sub-form displaying pink highlighted fields? This message usually appears when there are blank boxes in the passive loss table. Enter a zero each time Smart Check asks for a value. Or enter zeroes in all pink boxes.
After updating today, my tax file won't open and it says it is corrupt. I had no issues opening it before the update. I've tried restarting everything, opening Turbo Tax as admin, nothing has worked.
You can always preview Form 1040 or Schedules 1,2 or 3 with online. In order to see other forms or schedules before you file, you have to pay your TurboTax fees.
PREVIEW 1040
https://ttlc....
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You can always preview Form 1040 or Schedules 1,2 or 3 with online. In order to see other forms or schedules before you file, you have to pay your TurboTax fees.
PREVIEW 1040
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244
If you are looking at your 1040 tax return.
Line 24 is the total tax for all of the income that you had.
Line 25d is the total withholding from all income, including your W-2s
Line 26...
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If you are looking at your 1040 tax return.
Line 24 is the total tax for all of the income that you had.
Line 25d is the total withholding from all income, including your W-2s
Line 26 is estimated tax payments if you made any.
Line 32 shows any Credits you may have (Earned Income Credit, Additional Child Tax Credit ETC.)
Line 33 is the total of all three, and it represents the total amount that will go against the taxes you owe.
If Line 33 is bigger than Line 24, you will get a refund.
Line 34 r3presents the refund
If line 33 is less than line 24, you will owe taxes
Line 37 is the amount that you owe.
Sorry---Its Deductible was eliminated in October 2025. It has not yet been replaced with a different way to evaluate donations, although TurboTax says that eventually there will be a replacement. ...
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Sorry---Its Deductible was eliminated in October 2025. It has not yet been replaced with a different way to evaluate donations, although TurboTax says that eventually there will be a replacement. We do not know anything about what or when.
It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal informati...
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It would be helpful to have a TurboTax ".tax2025" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)
Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution.
