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March 9, 2026
6:13 AM
Yes, this can cause an issue. New York matches the wages and withholding on Form IT-201 to the W-2 information it receives from your employer. If Box 16 is significantly overstated, the state may ad...
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Yes, this can cause an issue. New York matches the wages and withholding on Form IT-201 to the W-2 information it receives from your employer. If Box 16 is significantly overstated, the state may adjust your return or send you a notice requesting clarification.
Since you just mailed the return the best thing to do is wait until it’s been processed. If the error affects your tax, you can correct it by filing an amendment on Form IT-201X after the initial return is completely processed. This means waiting until the payment submitted with the tax return has been processed, or your refund has been received. If you receive a notice before then, respond to the notice with a copy of your W-2 showing the correct Box 16 amount.
March 9, 2026
6:13 AM
how to get a link from turbo tax? Are you needing to get access to a TurboTax account? Or something else? Please clarify. Sorry for your loss. But we will need more information before some...
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how to get a link from turbo tax? Are you needing to get access to a TurboTax account? Or something else? Please clarify. Sorry for your loss. But we will need more information before someone can direct you to the correct information. This TurboTax website may be helpful.
March 9, 2026
6:13 AM
AMT taxable income always starts from a base that assumes the standard deduction is not allowed, even if you didn’t take it on your regular return. That’s the core reason Form 6251 adds back the stan...
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AMT taxable income always starts from a base that assumes the standard deduction is not allowed, even if you didn’t take it on your regular return. That’s the core reason Form 6251 adds back the standard deduction amount.
Under the AMT system, Congress created a parallel tax calculation that removes certain tax benefits. One of the biggest differences is:
The standard deduction is completely disallowed for AMT purposes.
This rule applies even if you itemized and even if your itemized deductions were $0.
The IRS explains that AMT is computed by “eliminating or reducing certain exclusions and deductions” when calculating AMT income . The standard deduction is one of the deductions eliminated.
So when Form 6251 starts its calculation, it must reconstruct your income as if you had taken no standard deduction at all. That’s why line 2a adds back the standard‑deduction amount for your filing status, even if you did not claim it on your return.
March 9, 2026
6:12 AM
You can claim the Energy Efficient Home Improvement Credit by filing Form 5695. TurboTax will generate this for you, once you have entered in the information about the improvements. Here is how to ...
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You can claim the Energy Efficient Home Improvement Credit by filing Form 5695. TurboTax will generate this for you, once you have entered in the information about the improvements. Here is how to do this in TurboTax Online:
1. Upon opening TurboTax, choose Deductions & Credits on the left side of your screen, then Deductions and Credits Summary
2. Locate Your Home
3. Start/Revisit Home Energy Credits
4. On the Energy Efficient Home Improvements screen, select Yes then Continue.
5. Answer the next few questions until you get to Did you have any of these residential energy property costs in 2025? Biomass boiler and qualified central air conditioners are listed here. Select Yes and continue.
6. Make sure you enter the total cost and answer the questions about ownership and location of the home.
See this article for a summary of the amounts available: Energy Efficient Home Improvement Credit (EEHIC)
March 9, 2026
6:08 AM
What sort of message are you getting when you try to send it? Can you give us more information?
March 9, 2026
6:08 AM
Its a known issue for PC as well. I called in Friday the 6th and was told it would be fixed with the update that day but never got an update. Was also told I could fix it by deleting and the re-en...
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Its a known issue for PC as well. I called in Friday the 6th and was told it would be fixed with the update that day but never got an update. Was also told I could fix it by deleting and the re-entering the info. I have not resorted to that just yet. Same problem as others I get 4 errors now address, state, zip and 1 more I can't recall. None accept any entry and remain blank.
March 9, 2026
6:08 AM
I recd a deemed distribution from a RIC...is it taxable in PA?
March 9, 2026
6:06 AM
Let's make sure you entered your IP Pin in the right place. Here are two ways to navigate to the section to enter the 6 digit IP PIN:
Log in and open your return ("Take me to my return") ...
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Let's make sure you entered your IP Pin in the right place. Here are two ways to navigate to the section to enter the 6 digit IP PIN:
Log in and open your return ("Take me to my return")
Once the return is open, then go to the Federal Taxes tab.
Subtab Other Tax Situations
Scroll down to Other Return Info.
Choose Identity Protection PIN and Start (or Revisit.)
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"
Or another way:
Open your return if not already open. ("Take me to my return.")
Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
In the Tools window choose TOPIC SEARCH.
Enter IP PIN without quotes.
In the selection list highlight IP PIN and click GO.
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"
March 9, 2026
6:06 AM
I just completed my first pass through federal taxes using the downloadable version of TurboTax Deluxe (not the online version). This year with the larger allowable SALT deduction of 40K, we are item...
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I just completed my first pass through federal taxes using the downloadable version of TurboTax Deluxe (not the online version). This year with the larger allowable SALT deduction of 40K, we are itemizing instead of taking the standard deduction. I found that the total state taxes included in my married-filing-jointly return did include the MA-state tax-withheld amounts from box 17 of my own and my wife's W-2. However, each of us also has MA PFML (Paid Family Leave) tax listed in box 14, which I did enter into TurboTax Deluxe with the correct selection of "Massachusetts Paid Family Medical Leave" from the "Category" dropdown. And I found that these amounts from the two W-2s were not added to the state income tax amount in my itemized deductions. Checking a couple of independent sources, I found that the IRS guidance is that these "Paid Family Leave" taxes that are now levied by many states can be added to itemized deductions, is this a bug in Turbo Tax Deluxe?
March 9, 2026
6:05 AM
It depends. TurboTax pulls this number from your Federal 1099-R. If it’s grayed out or unchangeable in the State section, the "connection" between the Federal entry and the State adjustment is broken...
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It depends. TurboTax pulls this number from your Federal 1099-R. If it’s grayed out or unchangeable in the State section, the "connection" between the Federal entry and the State adjustment is broken.
Fix the Federal 1099-R (The most likely culprit) The software only triggers the correct exclusion if the 1099-R is coded exactly right.
Go back to the Federal "Wages & Income" section.
Edit your Military Retirement 1099-R.
Ensure Box 15 (State) says CA.
Crucially, look for a follow-up question after the main 1099-R screen that asks "Where did this money come from?" or "What type of plan is this?" * You must select "US Military Retirement" or "Qualified Plan" (the wording varies by version).
Ensure the Employer Identification Number (EIN) is recognized as the DFAS or military pay center.
Once the Federal side is fixed, go to the California State interview:
Look for the section titled "Adjustments to Federal Income" or "Pensions and Annuities."
You should see a screen specifically for the Military Retirement Exclusion.
If it still shows $20,000 and is uneditable, delete the 1099-R entirely from the Federal section and re-enter it manually (do not import it). This often clears "ghost data" that forces the $20,000 cap.
March 9, 2026
6:04 AM
Since you are using the desktop version of TurboTax, you can use Forms to preview and examine any form included in your return.
Get started by clicking Forms in the upper right corner of the ...
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Since you are using the desktop version of TurboTax, you can use Forms to preview and examine any form included in your return.
Get started by clicking Forms in the upper right corner of the screen. Then you will see a list of forms on the left side of the screen. Highlight the form you wish to examine and it will open in the main section. Click Step-by-step to return to the input screens.
If you are not seeing the expected results on your forms, review your answers to the follow-up questions that come up after you enter the Form 1099-R reporting the Traditional IRA distribution.
March 9, 2026
6:03 AM
Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, ...
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Sounds like something got stuck. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
March 9, 2026
6:02 AM
Is there a fix for this or will the bank be added to turbotax in the next few days.
Topics:
March 9, 2026
6:02 AM
If you got the email that says your 2025 SC return was accepted you should be good, but here's how you can check for sure: How to Check your E-file Status
March 9, 2026
5:57 AM
If you go to get the token number again, I believe it gives you the same number each time (follow the instructions above if you don't remember how). You could try that. Otherwise, if I get a res...
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If you go to get the token number again, I believe it gives you the same number each time (follow the instructions above if you don't remember how). You could try that. Otherwise, if I get a resolution, I will try to come back and let you know!
March 9, 2026
5:57 AM
In TurboTax Desktop, remove a self-employment activity by following these steps:
Across the top of the screen, click on Federal Taxes.
Across the top of the screen, click on Wages & Incom...
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In TurboTax Desktop, remove a self-employment activity by following these steps:
Across the top of the screen, click on Federal Taxes.
Across the top of the screen, click on Wages & Income.
Click I'll choose what I work on.
Scroll down to Business Income and Expense (Schedule C) and click to the right.
At the screen Business Summary, click delete to the right of the self-employment activity.
March 9, 2026
5:55 AM
If your gambling losses equal your winnings but TurboTax shows an error, it might be caused by how the entries are input or system validation rules. To check and potentially fix this:
1. Confi...
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If your gambling losses equal your winnings but TurboTax shows an error, it might be caused by how the entries are input or system validation rules. To check and potentially fix this:
1. Confirm your winnings and losses are entered separately in the correct sections. Winnings usually go on Form W-2G or income section, and losses in the Itemized Deductions under gambling losses. 2. Gambling losses can only be deducted up to the amount of your winnings, so they must not exceed winnings. 3. Ensure you are itemizing deductions; if you take the Standard Deduction, gambling losses can't be deducted. 4. Try re-entering your amounts carefully, making sure they exactly match with no extra spaces or characters.
That's an odd thing to happen. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "c...
See more...
That's an odd thing to happen. You can try these things:
Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu.
Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website.
Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms.
Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit."
Restart the Browser: Close all open windows of your browser entirely and then reopen it.
Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.
March 9, 2026
5:54 AM
1 Cheer
I called into TurboTax again this weekend and was told the product update has applied. Since clicking "fix my return" was not guiding me to the actual area needing updates, here is what the TurboTax...
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I called into TurboTax again this weekend and was told the product update has applied. Since clicking "fix my return" was not guiding me to the actual area needing updates, here is what the TurboTax agent had me do: 1) Clear my cache and cookies 2) Delete my NM State taxes to start over 3) On the Capital gains section, I did have to change the amount manually (it was pulling a higher dollar amount than what should have populated) Redoing the State Tax was fairly easy for me, since it still pulled the data from the Federal Return It did not charge me again since I previously paid. If ithe system tried to charge me again, I was told to call in before accepting. Connecting with an Agent on the phone may be worth it if you'd like them to guide you through the first 2 steps. This is not professional advice (I am just a Turbotax customer), but I can confirm my NM return was accepted after following the above steps to redo my state taxes.