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February 22, 2026
4:22 PM
do I still show a 1099-misc if i am still under the standard deduction
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February 22, 2026
4:21 PM
I paid for room and board for my non-dependent child who is attending college and I got reimbursed from their 529 plan. The 1099-Q is in my name and it showed the reimbursement that I received (and b...
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I paid for room and board for my non-dependent child who is attending college and I got reimbursed from their 529 plan. The 1099-Q is in my name and it showed the reimbursement that I received (and box 6 showed that the recipient is not the designated beneficiary). I entered the amount from the 1099-Q into Turbo Tax for my tax return and I indicated that the beneficiary was "someone else". Then I entered the same amount as room and board expenses in my child's name. However, turbo tax is still calculating income tax on some of the reimbursement. How do I fix this as this should have no impact on my taxes owed?
February 22, 2026
4:20 PM
I'm using TurboTax Deluxe, and working through the California state tax section. I had received a California schedule K-1 (100S) for adjustments to shareholder share of income/etc, from my business'...
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I'm using TurboTax Deluxe, and working through the California state tax section. I had received a California schedule K-1 (100S) for adjustments to shareholder share of income/etc, from my business's accountant. We are taking advantage of the pass-through entity elective tax credit. On the K-1 (100S) from my accountant, and from the official site [https://www.ftb.ca.gov//forms/2025/2025-100s-k-1.pdf], this is shown on line 13d. However, TurboTax asked about it as "Line 13f". Is something not up to date? Did I enter something wrong?
February 22, 2026
4:20 PM
I am confused by the requirement for a 8938 to be filed. I have used TT for years and never once was I directed to complete this form until this tax year. FBARs yes those I have done. I currently hav...
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I am confused by the requirement for a 8938 to be filed. I have used TT for years and never once was I directed to complete this form until this tax year. FBARs yes those I have done. I currently have an RRSP that I have also not contributed to in 30 years since I have lived in the US, and have not yet taken any distributions from. I have also never received an annual report from CIBC outlining capital gains, interest income, dividends etc that form 8938 is asking for. Other questions here on this says you don't need to provide that info, but then TT flags them all as missing. I have found a lot of issues with TT this year, it seems to be making all kinds of errors and no longer is as user friendly in my experience with it this year. A very confusing piece of software to use now! It also still does not handle foreign pension payments easily unlike other programs.
February 22, 2026
4:18 PM
Be advised that Ohio does a convoluted tax calculation for non-residents/part year residents. It calculates tax on total income, then it calculates a non resident/part year resident credit, which it ...
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Be advised that Ohio does a convoluted tax calculation for non-residents/part year residents. It calculates tax on total income, then it calculates a non resident/part year resident credit, which it subtracts from the tax it calculated on the total income. The credit is calculated as your non-Ohio income divided by Total adjusted Income multiplied by the total tax. TurboTax (TT) does this by allocating your income as either Ohio or non-Ohio. TT will ask you, item by item, in the state section, how much of your other income is Ohio or non-Ohio income.
February 22, 2026
4:18 PM
In TurboTax Online, self-employment activity expenses are reported in the Premium version.
To report expenses under Self-employment income and expenses, follow these directions.
Down t...
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In TurboTax Online, self-employment activity expenses are reported in the Premium version.
To report expenses under Self-employment income and expenses, follow these directions.
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Self-employment click on the dropdown menu.
Click Start/Revisit to the right of Self-employment income and expenses.
At the screen Your 2025 self-employed work summary, click the pencil icon to the right of the self-employment activity.
At the screen Here's your XXX info, under Expenses, click either Import expense transactions or Add expenses for this work.
@johnreardon
February 22, 2026
4:17 PM
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February 22, 2026
4:16 PM
I successfully entered the trust loss on schedule K-1 in turbotax. I haven't been prompted by turbotax for loss information input for Schedule D. I believe turbotax will only do loss processing if la...
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I successfully entered the trust loss on schedule K-1 in turbotax. I haven't been prompted by turbotax for loss information input for Schedule D. I believe turbotax will only do loss processing if last years schedule D had a loss.
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February 22, 2026
4:16 PM
There are a number of issues at play when you consider moving abroad, particularly from one of the handful of "sticky" states, and California is one of these. It can harder to prove that you ar...
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There are a number of issues at play when you consider moving abroad, particularly from one of the handful of "sticky" states, and California is one of these. It can harder to prove that you are a bona fide resident of another country, per California's standards, than it is to prove you are a resident of another U.S. State. If it is an option for you to establish residency in another state that doesn't have an income tax before your move abroad, that may make your life easier. Some countries make it easier than others, too, to "prove" your residency so where you're planning to live may matter as well. If you're moving somewhere that allows you to quickly establish residency and open bank accounts, etc. then it will be easier than if you are moving to a country that makes these things more difficult. Take care that you update your address on any sources of income so that they don't report back to CA FTB that the income is "California source". It can be very difficult to fight against that sort of reporting (it's possible, but not easy.) The rental or sale of your home will, of course, be California income but it may help you to have that be "nonresident" income. You have approximately three years after you move from the home to be able to sell it and still be eligible for the $250,000 capital gains exclusion (this is based on the property being your primary residence for 2 of the prior 5 years.) If you rent the home, things get a little more complicated but the gain exclusion is still available if you meet all of the requirements. (You will have other issues like recaptured depreciation to consider.) Other than avoiding any penalty for not having insurance, there is no real benefit to keeping your Covered CA insurance while you are abroad as it is unlikely to offer any coverage for medical treatment outside of the US. If you maintain your home as a rental, and establish permanent residence abroad, you may be able to file as a nonresident but it is possible that California will not recognize your intent to move abroad permanently if you keep the property until you've been gone more than 584 days.
There isn't a clear path to demonstrating to California that you have permanently moved abroad from day 1. That path is pretty clear cut, though, if you move to another state first and register to vote, get a driver's license, etc. If your line of work requires any licensing in the state of California, be sure to cancel that as well. Best of luck on your move!
February 22, 2026
4:14 PM
2 Cheers
It's Feb 22 - is the worksheet still being worked on? I didn't get this message until after I paid for TurboTax and now I can't file. Update from TurboTax please?
February 22, 2026
4:13 PM
On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution...
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On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution. If box 2a is blank use the amount from box 1.
February 22, 2026
4:12 PM
I don't know the Online version. Are you in Online Premium? Where to enter business expenses https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-my-self-employment-business-...
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I don't know the Online version. Are you in Online Premium? Where to enter business expenses https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-my-self-employment-business-expenses-like-home-office-vehicle-mileage-and-supplies/01/27109
February 22, 2026
4:11 PM
I am itemizing both my Federal and State tax returns. It's a joint return and we have $6083 in AZ tax credits, which is several thousand dollars larger than what we owe in 2025 for AZ tax so we will...
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I am itemizing both my Federal and State tax returns. It's a joint return and we have $6083 in AZ tax credits, which is several thousand dollars larger than what we owe in 2025 for AZ tax so we will have AZ state tax credit carryovers. I believe there is a safe harbor rule that allows you to enter the tax credits as state tax paid to allow you to claim them as deductions on your federal return. If I enter the $6083 in AZ tax credits as AZ taxes withheld Turbotax believes I should get this as a refund. This isn't really correct as I believe the safe harbor rule is only allowing you to claim the AZ tax credits as state tax paid in your schedule A (which reduces your federal taxable income). It isn't actually AZ taxes that I paid. Instead I can enter the $6083 as other taxes paid (Schedule A, Line 6) but then Turbotax does not subtract the $6083 from my Schedule A in the AZ Schedule A. In the state return I entered $6083 as the amount of state taxes deducted on Federal Schedule A. When I view the AZ schedule A in Forms mode I can see the $6083 entered in "adjustment to state income taxes" box above Line 7 but isn't placed in Line 7 of the AZ return. How can I enter my AZ tax credits correctly in both my Federal and State Return? Thanks, Ken
February 22, 2026
4:11 PM
Yes, if you meet the qualifications, you can deduct the rent that you pay under an affordable housing program in Massachusetts. See Deductions on Rent Paid in Massachusetts. A deduction is allowed...
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Yes, if you meet the qualifications, you can deduct the rent that you pay under an affordable housing program in Massachusetts. See Deductions on Rent Paid in Massachusetts. A deduction is allowed for rent paid by the taxpayer during the tax year to a landlord for a principal residence located in Massachusetts. This deduction is limited to 50% of the rent paid and cannot exceed a total deduction of $4,000.
February 22, 2026
4:09 PM
I made $10K in 2025 as a sole proprietor in addition to $70K in wages, and contributed $3K as an employee to my Solo 401K. I also maxed out my Traditional IRA at $8K
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February 22, 2026
4:08 PM
Regardless, I found it. Schedule 1 line 8z. Thanks. Thanks for reminding me.
February 22, 2026
4:08 PM
Where do you find payments and withholdings on a previous year's tax return?
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February 22, 2026
4:07 PM
I downloaded IRS form 1099-B information from a .pdf file. Then, at the screen Let's finish pulling in your investment income, the stock sale says "Needs Review".
I reviewed the entries to mak...
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I downloaded IRS form 1099-B information from a .pdf file. Then, at the screen Let's finish pulling in your investment income, the stock sale says "Needs Review".
I reviewed the entries to make sure that the income, dates, etc. had been entered correctly. I verified that the same income had not been reported twice.
In my case, I also rounded the box 1d Proceeds and box 1e Cost or other basis to the nearest dollar.
I Continued through the entry and the "Needs Review" has been removed.
Or, are you seeing an error message after selecting Review? Please clarify.
February 22, 2026
4:07 PM
Sorry, Turbo Tax is doing it right. This is a common misunderstanding. If you are both over 65 and in the phaseout amount, the 6% reduction is subtracted from EACH spouse's 6,000 effectively making ...
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Sorry, Turbo Tax is doing it right. This is a common misunderstanding. If you are both over 65 and in the phaseout amount, the 6% reduction is subtracted from EACH spouse's 6,000 effectively making it 12%. It is phased out for EACH spouse. Fill out Sch 1-A yourself and see. It's pretty easy. Then why would they even have 2 lines 36a and 36b for spouse on Schedule 1-A? IRS Schedule 1-A https://www.irs.gov/pub/irs-pdf/f1040s1a.pdf See IRS instructions for 1040 line 110 https://www.irs.gov/pub/irs-pdf/i1040gi.pdf