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a month ago
This is a California state return rejection related to Form 540 or 540EZ. For 2025 filings, this reject code usually means:
The Social Security Number (SSN) or ITIN for the primary taxpayer (or sp...
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This is a California state return rejection related to Form 540 or 540EZ. For 2025 filings, this reject code usually means:
The Social Security Number (SSN) or ITIN for the primary taxpayer (or spouse) does not match IRS/SSA records. California cross-checks SSN/ITIN with IRS and SSA
Step 1: Verify SSN
Step 2: Verify Name Format - The name must match exactly what’s on file with SSA. If recently married, confirm SSA records were updated. Remove extra spaces or punctuation.
Step 3: Confirm Filing Status and
Step4: Resubmit your e-file
Make sure the correct taxpayer is listed as primary and you didn’t accidentally swap spouse and primary. Once corrected, resubmit your return. If the problem persists, you may need to file your CA state return by mail.
a month ago
1 Cheer
If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section. Open or continue your return. N...
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If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section. Open or continue your return. Navigate to the estimated tax payments section: TurboTax Online/Mobile: Go to estimated tax payments. TurboTax Desktop: Go to the Federal section, then Deductions & Credits. Select Estimates and Other Taxes Paid. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates.
a month ago
@probablynotirving , you are right --- my old 85 year old brain either forgot to add properly or finger issue and the eye no catch. Levity aside, you are correct .
ON your particular case -- you...
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@probablynotirving , you are right --- my old 85 year old brain either forgot to add properly or finger issue and the eye no catch. Levity aside, you are correct .
ON your particular case -- you are correct in using the factor ( 60%) to compute your foreign source investment / capital which is producing a foreign dividends. The foreign dividend itself should be listed separately ( look at your broker's statement carefully). Thought that was separately listed. The taxes paid on this ( foreign tax ) is also reported on 1099-DIV box 8 ( I think ).
The adjustment amount for RICs mostly is zero. This is generally used for (a) when an investor uses a specific tax treaty clause / position to reduce tax exposure , (b) when you directly invest and the tax treaty calls for a specific tax rate and you may have to adjust the amount to achieve this rate -- not for RICs. There may be other situations that I am missing here --- but the point is that for RICs this would be generally not applicable.
Does this make sense ? Is there more I can do for you ?
a month ago
How do I file AZ Form 352 in TurboTax Online. It doesn't give me an opportunity to see it.
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a month ago
On the stat return it ask a question about renters and how much was paid I accidentally put monthly rate vs yearly rate does that make a difference
a month ago
@ rosehart510 Right after I sent that first comment above I noticed you didn't mention anything about holding period, so I added another paragraph above in case your 2 lots had different holding pe...
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@ rosehart510 Right after I sent that first comment above I noticed you didn't mention anything about holding period, so I added another paragraph above in case your 2 lots had different holding periods (short-term or long-term), which would require you to list them separately in different sales categories. If they did have different holding periods, then hopefully the broker on the Form 1099-B provided the breakdown information and category in which to report each lot.
a month ago
The website says: "Both you and your spouse must have earned income in 2025 to get this credit." We do, so I think this might be an error on the website.
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a month ago
I Have updated my Turbo Tax Deluxe and it still won't calculate the senior deduction. I can't find the A-1 sheet anywhere in my software. What do I do now?
a month ago
All of them are different, but for example my box 1 in 2024 was 45000 ish and this year it is 31000 ish. My 500 dollar raise was for the year.
a month ago
I think these are two relatively simple questions. Never having done estate taxes I am sure they are easy for someone to answer who is better educated and is familiar with TurboTax For Business when...
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I think these are two relatively simple questions. Never having done estate taxes I am sure they are easy for someone to answer who is better educated and is familiar with TurboTax For Business when using it for a trust. In short, my mom passed in 2024 and a new trust was established with me as the new trustee, her executor. She sold her house prior to passing, so all she had was money in an investment account. I received a1099-INT and 1099-DIV totaling about $700 in dividends, $4,600 in interest income and $13,300 in Treasury bonds. My deductions were about $5,600 which were for the accountant who last year helped me with her estate taxes. The two questions are: 1) There is a question in TurboTax For Business where it asks if I made distributions to the beneficiaries. Well the $400K+ estate was split 3 ways amongst me and my siblings before 2025's end, but TurboTax specifically refers to only the $13,500 in what is called "Accounting Income" (I have no idea how this amount was derived). I answered yes, gave the 33% amount for percentages, but I am not sure if this is correct since the distributed amount was a much greater sum than just the Accounting Income. 2) Related to question #1, I can't see with the Business version (yes if I use TurboTax as an individual) but is there a way to hire a tax expert to see if I did things correctly? I am somewhat but not 100% confident I did things correctly. My gut is that I am somewhat close. Thank you for any answers!
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a month ago
1 Cheer
Form 8915-F First TurboTax agent told me 1/29/26. then the tool said 2/11/26 then the tool said 2/18/26. I'm giving them a couple more days and I'll never use this website again, I've been ...
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Form 8915-F First TurboTax agent told me 1/29/26. then the tool said 2/11/26 then the tool said 2/18/26. I'm giving them a couple more days and I'll never use this website again, I've been using the site for almost 15 years and I'll never encourage people to use it anymore IRS released a finialized 8915-F on December 2025, and these "community experts" are just regular people using public knowledge without any genuine understanding so don't waste your time, and don't bother replying, you're just using AI anyway and best at being compulsive liars.
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a month ago
1 Cheer
Yes. It knows you have to take the RMD by your age. So if you get that question it knows you are that age and need to take the RMD. Like I just turned 73 and need to start taking RMD this year fr...
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Yes. It knows you have to take the RMD by your age. So if you get that question it knows you are that age and need to take the RMD. Like I just turned 73 and need to start taking RMD this year from my IRA and 401K.
a month ago
Yes. You can import the pdf file of your prior year tax return into TurboTax during the set-up phase of the program. It will import all of the data on the forms but you will still have to do a lot ...
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Yes. You can import the pdf file of your prior year tax return into TurboTax during the set-up phase of the program. It will import all of the data on the forms but you will still have to do a lot of data entry for the information that is not on the forms.
a month ago
See How to Get a Copy of Your Tax Return - TurboTax - Intuit
a month ago
Try deleting your state return using the TTStateCleanup.exe tool, or manually remove it in desktop versions, then update the software and re-download the state.
@laurajex
a month ago
Boxes 14-19 don't need to be entered if the boxes are blank. If you have no state withholding in box 14, you can leave boxes 14-19 blank. If you have state withholding in box 14,
Refer to IRS...
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Boxes 14-19 don't need to be entered if the boxes are blank. If you have no state withholding in box 14, you can leave boxes 14-19 blank. If you have state withholding in box 14,
Refer to IRS Instructions for Form 1099-R for more information.
a month ago
So I guess by entering $0 in the box that says: "RMD due by Dec. 31, 2025", it tells TT that this distribution is an RMD? I was looking for a question somewhere that specifically asks me whether th...
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So I guess by entering $0 in the box that says: "RMD due by Dec. 31, 2025", it tells TT that this distribution is an RMD? I was looking for a question somewhere that specifically asks me whether this distribution is an RMD or not.
a month ago
What boxes are different? $500 a month could make a big difference.
a month ago
I agree with the frustration on the lack of clarity of when this update will be available. We are also waiting for this to be updated so we can add new Assets. We are ready to efile except for this...
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I agree with the frustration on the lack of clarity of when this update will be available. We are also waiting for this to be updated so we can add new Assets. We are ready to efile except for this delay. I have signed up for the notification but will wait for this next Thursday's udpate.