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If the contribution is being treated as nondeductible, verify that the “covered by a retirement plan at work” box is marked No for both spouses in the IRA contribution section of the software. Also, ... See more...
If the contribution is being treated as nondeductible, verify that the “covered by a retirement plan at work” box is marked No for both spouses in the IRA contribution section of the software. Also, confirm that your net Schedule C earnings (after the deductible half of SE tax) exceed the contribution.    Contributions to Individual Retirement Arrangements (IRAs)    
Because in the Social Security section of the program, after you entered the information from the SSA-1099, you were asked if you lived in one of the foreign countries listed, you must have indicated... See more...
Because in the Social Security section of the program, after you entered the information from the SSA-1099, you were asked if you lived in one of the foreign countries listed, you must have indicated YES. Go back and review your entries -   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
In my case, my 2025 AGI is above the MFJ limit for the Previously Owned Clean Vehicle Credit, and my 2024 AGI is below the limit. So 2025 income is in fact the reason I don’t qualify under the curren... See more...
In my case, my 2025 AGI is above the MFJ limit for the Previously Owned Clean Vehicle Credit, and my 2024 AGI is below the limit. So 2025 income is in fact the reason I don’t qualify under the current year test.   That’s why I expected TurboTax Online to open the prior year AGI input and populate Form 8936 Part I line 3a, but I’m not seeing that option in the interview.   Are there specific conditions or screens in the Used Clean Vehicle section that trigger the prior year income test? @AnnetteB6
Information for your name, you will need to change that in the federal section of the return, under My Info.  To fix the rest of the information that applies to Illinois, please follow these steps ca... See more...
Information for your name, you will need to change that in the federal section of the return, under My Info.  To fix the rest of the information that applies to Illinois, please follow these steps carefully:   Make sure you have entered the previous year's AGI correctly Verify your PIN Make sure to enter all 8 digits (This is not your 5 digit federal PIN) Verify your drivers license or state ID number is entered correctly If it is your first year filing with your state, you will have to enter your Drivers License or state ID information Enter each field exactly as it is on your Drivers License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight You may not use an out-of-state or expired drivers license You may need to print and mail your return if the reject continues after re-transmitting @dvorak42 
@doobmonkey  The problem has been fixed. If you are using the TurboTax Desktop software make sure that you have updated your software. Then go back through the entire Sale of Home interview from th... See more...
@doobmonkey  The problem has been fixed. If you are using the TurboTax Desktop software make sure that you have updated your software. Then go back through the entire Sale of Home interview from the beginning.  
@CatinaT1 recommends this process.   Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet.... See more...
@CatinaT1 recommends this process.   Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet. So click the trashcan and go right back to Federal Review.   Also, consider using Delete a form in TurboTax Online.  Follow these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right. @DanaJW 
To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work ... See more...
To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button
The 2024 tax return can only be amended using the 2024 TurboTax desktop editions.   To complete and file a 2024 amended tax return, started with the online editions, you will need to download the... See more...
The 2024 tax return can only be amended using the 2024 TurboTax desktop editions.   To complete and file a 2024 amended tax return, started with the online editions, you will need to download the 2024 tax data file.  Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions.  Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download .tax file   To complete and file a 2024 amended tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 amended tax return can only be printed and mailed, it cannot be e-filed using TurboTax.
I made a 2025 estimated tax payment.  Where in TurboTax Premium can I make the entry?   Karen
Has anyone been successful in e-filing after receiving Reject Code TY25_WI_Retirement_TT?
No, you should not change that back. The "Lump Sum" for 2024 benefits paid in 2025 can be taxed at your 2025 rate OR your 2024 rate. The TurboTax program is trying to decide if you would have pai... See more...
No, you should not change that back. The "Lump Sum" for 2024 benefits paid in 2025 can be taxed at your 2025 rate OR your 2024 rate. The TurboTax program is trying to decide if you would have paid less tax on that 2024 amount if it had been paid in 2024.    The taxable amount on the worksheet would exceed 85% of what you actually received in 2024 because the extra was not received until 2025. The program is adding it to the 2024 taxable amount to get the amount of tax that it would have generated in 2024.    Regardless, you'll report and pay any tax due on that amount on your 2025 tax return, but the tax applied could be the 2024 tax if that would have been less.         
Update applied on 2/13 and resubmitted. Still rejected. Please fix the efile for Wisconsin.
Very unhappy with Intuit that ItsDeductible was discontinued!
@gksd777    And you "should" Edit that uploaded W-2 to make sure everything went in properly. There have been some disasters with the A.I. putting State income into state  withholding instead. An... See more...
@gksd777    And you "should" Edit that uploaded W-2 to make sure everything went in properly. There have been some disasters with the A.I. putting State income into state  withholding instead. And Box 12 and box 14 entries could get messed up too. Check EVERY box against what is on your PDF.  
I don't understand what this worksheet is doing. I have over $100k in investment and other income, and about $30k in social security benefits. Line 1b counts a benefit exemption for living in a forei... See more...
I don't understand what this worksheet is doing. I have over $100k in investment and other income, and about $30k in social security benefits. Line 1b counts a benefit exemption for living in a foreign country - but I have never lived outside the US (the program has my correct address and state and knows I live there all year).    Why is it deducting all of my SS?  Why is it assuming I live overseas?
Best action is to attach your log or other document showing your buys and sells with Form 8453, since you likely made summary totals on your return. Check Form 8949 on the form.   If you are e-fi... See more...
Best action is to attach your log or other document showing your buys and sells with Form 8453, since you likely made summary totals on your return. Check Form 8949 on the form.   If you are e-filing your tax return, then mail your statements along with Form 8453 to:    Internal Revenue Service Attn: Shipping and Receiving, 0254  Receipt and Control Branch  Austin, TX 73344-0254   If you need a blank Form 8453, you can download this pdf, enter your address information and check the box for Form 8949 (this form is really just a cover sheet).  How do I mail Form 8453?    @Aminy