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When I input my property taxes into TurboTax, it increased the deduction from the amount input up to the max of $40,000.  This would lead to much too large of a deduction.  Is there anything I can do... See more...
When I input my property taxes into TurboTax, it increased the deduction from the amount input up to the max of $40,000.  This would lead to much too large of a deduction.  Is there anything I can do to get the software to calculate this correctly?  
Hello!   Filing for 2025 as Married - Separate due to pending divorce.  MAGI is well under IRA max for contributions at $53K.  I have a 403b thru employer.  W-2 Box 13 has no entries.  403 MN appea... See more...
Hello!   Filing for 2025 as Married - Separate due to pending divorce.  MAGI is well under IRA max for contributions at $53K.  I have a 403b thru employer.  W-2 Box 13 has no entries.  403 MN appears in Box 14 and research tells me the number in that box is my 403b contribution.  That amount added to Box 1 amount adds up to my state taxable compensation so that all seems to make sense.   Turbo Tax will not allow me to enter a contribution to Traditional IRA to reduce taxable income.  As soon as I answer "Yes" to "Are covered by a retirement plan at work?" the contribution is disallowed.  Same thing happens if I answer "No" but on the next page TT asks the same questions about my spouse and I answer in the affirmative.  Apparently I have to provide spouse's info since we were still married on Dec 31, 2025.   Based on what I can find, IRS allows contributions to both my employer's 403b (up to $23,500) and to an individual IRA ( up to $7,000).   Why is Turbo Tax disallowing my IRA contribution?  It is adding Form 8606 Non-Deductible IRAs as soon as I answer "yes" to me or my spose having an employer retirement plan.
Deleting that Tax Summary worksheet/form works for TY 2025 since it's still happening in March 2026!
Social Security did indeed take back the last month payment already before the account was closed.   Thanks for the prompt response.  This is very helpful.
NO STATE FILING
noone on this forum can answer your question. Did you get an email saying it was "accepted". If not, maybe you did not successfully e-file so the state does not have it.  You can always try calling t... See more...
noone on this forum can answer your question. Did you get an email saying it was "accepted". If not, maybe you did not successfully e-file so the state does not have it.  You can always try calling the state department of revenue to see what it says.  
you can't. 2001 is no longer supported, so even if you had the 2001app installed, you could not open the return. for the future, remember that TurboTax only supports the current and the 3 prior yea... See more...
you can't. 2001 is no longer supported, so even if you had the 2001app installed, you could not open the return. for the future, remember that TurboTax only supports the current and the 3 prior years. After that, the .xxxtaxxxxx can no longer be opened by its apps. So save a PDF copy or two (one offline, just in case your computer goes south) .   there is a web service, not affiliated with TurboTax or Intuit that may be able to open the file   the website is - use at your own risk https://www.taxprinter.com/       
It SEEMS to be saying that column A of the 1040-X is not what was on the previous 1040 or 1040-X (before the current amendment). Column A must be what was shown on the previous return ie before the c... See more...
It SEEMS to be saying that column A of the 1040-X is not what was on the previous 1040 or 1040-X (before the current amendment). Column A must be what was shown on the previous return ie before the current amendment. Did you save a PDF of the previous return so you can check? if not you'll have to wait until the transcript of the last accepted return posts to your account.      you should wait to see what others say because this error message does not show upin a web search.       
Turbo tax has my info already please pull it up
How can I check where my refund is being sent
Hello -    The total donations presented on the 2025 Deductions & Credits page is different than the sum of the charitable donations that I made.  I did not have donation carry-over nor did I claim... See more...
Hello -    The total donations presented on the 2025 Deductions & Credits page is different than the sum of the charitable donations that I made.  I did not have donation carry-over nor did I claim non-cash donations.  The difference is $280.  Why is this?   Thank you.
I have what I believe to be a standard scenario where all my after-tax contributions to 401(k) are rolled over to Roth IRA (in-plan rollover).  The 1099-R import completed successfully, with Box 7 be... See more...
I have what I believe to be a standard scenario where all my after-tax contributions to 401(k) are rolled over to Roth IRA (in-plan rollover).  The 1099-R import completed successfully, with Box 7 being G, with Box 1 matching amount of Box 5.  In the questionnaire, I indicated "Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan" and answered the after-tax contribution question with "yes" with the amount in Box 1.   Yet, in the 1040 generated in the preview, the box for 5a "rollover" is left unchecked.   I have tried saying "no" to the "moved money to a Roth 401(k)..." question and answering the later Roth IRA rollover question to "yes" but that still does not check the box.  Also tried deleting the 1099-R entirely and starting over to no avail.  Any idea why this checkbox refuses to be checked?  Thank you!    
Thank you, Steam Train.  That helped me!  By changing it to Yes it did use the 2a amount and skipped the Calculations of taxable amount.  I appreciate people like you taking the time to help others. 
We didn't itemize.  So I won't list refund on Federal return but I think Oregon asks for it.  Sounds like that goes on 2026 return.
You don't.  You were paid as a W-2 employee so you have to report the income as a W-2 employee.  You can't turn that into self-employment income. 
You don't have to wait until the April tax deadline.  You just need to wait until your California return is fully processed by the Franchise Tax Board and your payment has been accepted.  You can log... See more...
You don't have to wait until the April tax deadline.  You just need to wait until your California return is fully processed by the Franchise Tax Board and your payment has been accepted.  You can log into the FTB and set up a MyFTB account if you don't have one already.  Then you will be able to check the account status of your return before you file the amended state return.
The import function will be available soon in TurboTax Desktop, but for now, you will need to manually enter your reportable transactions from your 1099-DA form into TurboTax Desktop.  Please see whe... See more...
The import function will be available soon in TurboTax Desktop, but for now, you will need to manually enter your reportable transactions from your 1099-DA form into TurboTax Desktop.  Please see where do I enter investment sales for guidance on getting to the correct section in TurboTax. You would then need to mail Form 8949 to the IRS after electronically filing your tax return by following these instructions.  Please see this video for more details on checking this information in TurboTax once it is all entered.    @pjgolfalot 
MonikaK1 - Thank you so much for the response - but I would still like some clarification:  The following applies:   1.  I am not eligible for Medicare 2.  I do pay the full cost for my health ins... See more...
MonikaK1 - Thank you so much for the response - but I would still like some clarification:  The following applies:   1.  I am not eligible for Medicare 2.  I do pay the full cost for my health insurance that is made available for purchase from my ex-employer (state government).  There is no contribution from the state, so I don't believe it is "subsidized". 3.  I am "self-employed" (50-50 partner in an LLC that files a 1065 & issues K-1's).  The K-1 net income does not include a deduction for health insurance, and there is no corresponding taxable "guaranteed payment" added in either. 4.  The Turbotax (Home & Business) "forms view" for Form 7206 says to "Enter the total amount paid ... for insurance coverage established under your business".   The simplest solution is to enter the health care deduction on Form 7206 & on Schedule-1, Line-17.  I could achieve a very similar result (since the other partner is my spouse & we file jointly) by having the business deduct this as an expense and then paying me "guaranteed payments" of that same amount (which would be reflected on the K-1s for my wife and I), but this solution likely would not work for the past (2025) year.  I am confident that I meet the intent of the deduction (self-employed, paying full cost of insurance with post-tax dollars, etc.), but I don't know if I have "checked all of the boxes" since I am not sure whether the insurance policy can be considered to be "established under your business".   In summary - can I consider this to be "established under your business", and therefore eligible for the Schedule-1 deduction?
"My Mom shouldn’t have taken anything in 2025 for my Dad, correct?"   Correct.  In 2025 there was no longer an inherited IRA that would be subject to beneficiary RMDs.  Even if the transfer to the ... See more...
"My Mom shouldn’t have taken anything in 2025 for my Dad, correct?"   Correct.  In 2025 there was no longer an inherited IRA that would be subject to beneficiary RMDs.  Even if the transfer to the IRA in your mother's name did not take place until 2025, she would still be treated as owner for all of 2025.   The fact that only one Form 1099-R was issued showing the combined amount of the RMDs suggests that they are treating it as one IRA account containing two CDs.   "that TT radial button asking if it was an inherited IRA threw me off because technically she *did* inherit it. "   Yeah, that confuses everyone who encounters this situation.  TurboTax really shouldn't be asking this question at all for distributions from traditional IRAs and should just go by the code in box 7 (code 4 indicating a distribution to a beneficiary of an inherited IRA, code 1, 2 or 7 indicating a distribution from an owned IRA).   "I am now concerned about your statement that my Mom should have taken an RMD in 2025 for the IRA she inherited,"   By that I meant the account (or least the CD) that is now hers and no longer your father's.  You said that two RMDs were taken in 2025, so I assume that that was one for each of the CDs, which is all that was necessary.  Based on what you have said, your father's last RMD was completed in 2024.