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@francesheinig    You shouldn't have to delete them  (I "think")..   I believe what is happening is that you have to edit each one...not particularly to change anything...but in one of the stream... See more...
@francesheinig    You shouldn't have to delete them  (I "think")..   I believe what is happening is that you have to edit each one...not particularly to change anything...but in one of the stream of questions about each one....the Charity address may need to be entered.   I think (not sure) that the charity address is required only when the grand total Item donation $$ for all the Charities combined, reaches some limit  (again...I think $500)  
- You can't file just yet. This may mean a better tax outcome for taxpayers like you who have 2024 Qualified Disaster Distributions. We can keep working on your tax return and we'll let you know when ... See more...
- You can't file just yet. This may mean a better tax outcome for taxpayers like you who have 2024 Qualified Disaster Distributions. We can keep working on your tax return and we'll let you know when we can help you finish up your taxes.
no it is not available
You should enter the total and not hourly, but make sure it is not the total overtime altogether, just the overtime premium. In other words, only the "half" pay from time-and-a-half is deductible, an... See more...
You should enter the total and not hourly, but make sure it is not the total overtime altogether, just the overtime premium. In other words, only the "half" pay from time-and-a-half is deductible, and also only overtime required by the Fair Labor Standards Act is deductible.    There is also an income phaseout (this starts at $150,000 for single filers and $300,000 for married filing jointly).   Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025
What does it say on the IRS refund site?   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Rece... See more...
What does it say on the IRS refund site?   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  
Yes, you are correct. If you already have a taxable amount of social security income, and you add more income to your return, such as the New York State (NYS) inflation refund check, it will increase... See more...
Yes, you are correct. If you already have a taxable amount of social security income, and you add more income to your return, such as the New York State (NYS) inflation refund check, it will increase the taxable amount. This means more social security is being taxed along with your rebate/refund from NYS.    For these reasons the tax would be more than you were expecting.   @BrooklynJeff 
If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are... See more...
If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
At the higher level wages and income summary, where W-2 and Investment and Savings are both Add/Edit, 1099-SA, HSA, MSA is Edit only.  Seems (poorly) designed to accept one form only.    
I would like my taxes check to see if I included the big beautiful bill of $6,000?
Unless I read this wrong, this is a pretty confusing solution, and I don't believe it's correct.  I had previously entered the Room and Board into the field "Other Books and materials not required by... See more...
Unless I read this wrong, this is a pretty confusing solution, and I don't believe it's correct.  I had previously entered the Room and Board into the field "Other Books and materials not required by the school" and this is what happened.  Not only did it eliminate the expense correctly, it gave me the full $2500, "American Opportunity Tax Credit".   I went from owing an additional $1800 which I should not be, to a very sizable refund.   Talk about a RED FLAG.
@bbjaspan    The software has a sort-of bug for assigning those number from 1099-DIV forms  (not a problem for 1099-INT forms).   1)  Go back to the problem 1099-DIV form and Edit it. 2) when yo... See more...
@bbjaspan    The software has a sort-of bug for assigning those number from 1099-DIV forms  (not a problem for 1099-INT forms).   1)  Go back to the problem 1099-DIV form and Edit it. 2) when you get to the state breakdown page for the Tax Exempt $$, click on the "One State" bullet point 3) Set that One State bullet point to be "Multiple States"  (it likely showed GA before). 4)  Select the second bullet point, check those numbers (should still be there) and hit the "Continue" button. (doesn't take effect until you hit "Continue")   The $$ added back to GA should be OK now. ____________________________ On a 1099-DIV, a "GA" in the first bullet seems to take priority, in spite of how you selected and did the state breakdown instead.   On a 1099-INT (for Tax-exempt $$ in box 8), the selection to use the state breakdown, takes precedence, no matter how the One State bullet point was initially set.  
This.  100%.  My company switched HSA providers mid-year, so I have two forms - and can only enter one.  "Add" simply overwrites what I already entered.
Thanks.  This is another reason why Turbo tax putting the income from a 1099 MISC as unearned income is a problem.  it lowers the deduction significantly, whereas if it was recorded as earned income ... See more...
Thanks.  This is another reason why Turbo tax putting the income from a 1099 MISC as unearned income is a problem.  it lowers the deduction significantly, whereas if it was recorded as earned income (which it is) the amount of the deduction would be close to $12k instead of the 5k I am now (because of other W-2 employment).  While I figured out how to count the 1099 MISC income as earned income for purposes of the kidding tax, I cannot figure out if/how to over ride Turbo Tax  to make it earned rather than unearned income for purposes of the 1040 itself. Any ideas? 
I used to be able to transfer .tax2024 files, but the updates to Turbo Tax 2025 Home & Business that were downloaded today no longer work for transferring .tax2024 files.
Sometimes there is a question about whether you spent over a certain amount (based on your tax return) for medical expenses.  If you answer 'no', then you will not see the options to enter any medica... See more...
Sometimes there is a question about whether you spent over a certain amount (based on your tax return) for medical expenses.  If you answer 'no', then you will not see the options to enter any medical expenses.  If you answer 'yes', then the medical expense categories will be available for you to enter data.   The idea is that if you did not spend enough to make it beneficial, then answering 'no' will save you the effort of entering expenses that will not be claimed.  
Gambling losses can only be deducted up to the amount of the gambling winnings. Gambling winnings are reported on Form 1040 Schedule 1 on Line 8b. The amount from Part I of Schedule 1 Line 10 flows... See more...
Gambling losses can only be deducted up to the amount of the gambling winnings. Gambling winnings are reported on Form 1040 Schedule 1 on Line 8b. The amount from Part I of Schedule 1 Line 10 flows to Form 1040 Line 8. Gambling Losses are reported on Form 1040 Schedule A as a Other Itemized Deductions. Gambling losses are not a one-for-one reduction in winnings. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit. To enter, edit or delete Gambling Winnings and Losses - 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 Less Common Income On Prizes, Awards, and Gambling Winnings, click the start or update button