All Posts

You can enter your real estate taxes by navigating to: Federal > Deductions & Credits > Property (real estate taxes) Form 1098, property tax bill.   You may need to go to the "Deductions & Credit Summary" under the Deductions and Credits menu to expand the choices.   Here is an article you might find useful: Claiming Property Taxes on Your Tax Return

Many thanks for the informative responses to my question.  I'll certainly double check the aggregate state adjustment to ensure that includes not only Treasury coupon interest (1099-INT) but also Treasury OID (1099-OID).  As for 1099-B, that does not appear to be relevant to my situation insofar as U.S. Government interest is concerned.

If the TVA Credit Union is not appearing in TurboTax, it is likely because it is not a currently supported participant for direct data import.    You could try searching for variations of the name, such as "TVA," "TVA CU," or the full "TVA Credit Union". You can also try clearing your cache and cookies and try using incognito mode. Click here for How to clear your cache. Click here for How do I delete cookies?   Also, make sure you are using the same credentials you use to log in to your TVA Credit Union website.

@user17730153719 , the first thing stands out to me  is that  you  ( a tax resident )  and your wife ( NRA ? ) filed  MFJ for the year 2024.  1.  Does that mean you were a resident for 2024 ?  When did you enter this country with F-1 ? Was 2024 your first year filing as  Resident  ( form 1040 ? ). 2.  When did your wife enter the US with F-1 ?   3. When did you get married ? 4.  When exactly  did your F-1 status get adjusted ? 5. Why/ how did you file MFJ ?  Did you consult a tax professional  or what ?   I will circle back once I hear from you -- yes ? And yes I am quite aware of the  US$5000 non-taxable income for Chinese students whom are  in the US temporarily. My off the top feeling ( till you answer my questions ) is that your 2024 filing was possibly erroneous --- I don't have the facts yet.   Please answer my questions.   Xie Xie

You may have received an employer stock option such as an incentive stock option (ISOs) or non-qualified stock option (NSOs).  Your employer information and/or this TurboTax Help may help identify the nature of your sale.   The drop down menu may be limited because you need to tell the software more information about your transaction.  When entering the sale, at the screen Tell us about the sales on XXX, select Yes to the question Do these sales include any employee stock?   You may be encouraged to select Enter one by one to enter the sales.   At the screen Review this XXX sale, What type of investment did you sell? will generate several options.    

To update your credit card in TurboTax, you can log in to your account, go to Settings or the File section, and select Payment Method/Billing Info to edit, add a new card, or remove old ones.   In your Intuit account settings (near the bottom of the left panel of your TurboTax screen) under Payment Methods, you can select the active card and then choose to Remove it. You must have at least one active payment method on file.   If you have already filed your tax return, you cannot change the payment method unless the return is rejected by the IRS.  

Duplicate question answered herer: https://ttlc.intuit.com/community/taxes/discussion/desktop-home-and-business-does-not-properly-treat-roth-conversion-from-401k-after-taxes-withheld/01/3824273#M1422242

Correct - finally someone answered this question correctly - NO Gambling Winnings do NOT equally offset Gambling Losses since Gambling Losses are an itemized deduction and if you are not taking the itemized deduction on your tax return, the losses DO NOT OFFSET WINNINGS !    So Gambling Winnings CAN cause your tax bill to increase if you do not itemize.     The more recent problem is that on the Win Loss Statements the Casinos are combining Wins with Losses to create a Net Winnings -- which is completely wrong wrong wrong - this will cause your tax liability to be less than what it really is -- And no the Casinos are not helping you because   when the IRS audits you, the IRS obtains the actual total gross winnings from the Casino (using your players card or other identifying data) so the IRS will have the Gross Winnings but you the taxpayer will have only received Net Winnings causing you to incorrectly report your Wins as substantially lower than reality -- there is no "get out of jail free" card here where you can simply say "I was never given the Gross Winnings" which will be interpreted by the IRS as "too bad so sad" because every taxpayer is required by the IRS to keep a log of all their gross wins -- not some stupid BS "Net Wins" garbage number -- so keep a log or use your players card app to keep track of your wins - because the IRS surely will keep track of gross winnings -- and since a lot of folks do NOT itemize anymore, the Losses from Gambling will be worthless.    This is a big mess that Casinos are currently putting their guests in re the way Casinos have changed the way they report Wins and Losses -- which is NOT a Win for you the guest of the casino or your tax return - and yes folks are still getting audited especially now that the IRS is using A.I. to audit folks -- so just report Gross Winnings and get it over with.    And W2G's are already included in Gross Winnings so if you report Gross Winnings on your tax return, then you've correctly reported the W2G's.   Some folks mistakenly believe that they only have to report their W2G's on their taxes "because that is all I got from the Casino" - wrong again -- the IRS law requires ALL gambling winnings to be included in income on your tax return -- not just the W2G's and certainly not net of gambling losses.     The requirement to issue a W2G is a requirement for the Casino so to make that requirement less burdensome to the Casino to avoid having to report $25 slot winnings, the IRS allows the Casinos to only report Game Winnings (per game or per slot) which are over $1200 --- this is simply an administrative benefit to the Casino -- it has Nothing to do with the Taxpayer's requirement to report all their winnings in their income - and if they itemize they can report their gambling losses -- which rarely offset each other so you better expect an increase in your tax bill.   Sorry but these Casinos (especially in Southern California) are really setting their customers up for a big IRS tax audit bill by reporting "Net Wins" on their Win/Loss statements basically making those statements useless for anything except the trash.

If your tax return has been in pending status for 5 days, it usually is because there is a processing backlog at the IRS or at the state level. It does not  mean that there is an error in your tax return. It is not uncommon for delays to occur due to high-volume, system updates, or, for your Oregon state tax return, implementing manual reviews for identity protection purposes, especially if claiming certain tax credits.   You can use the Oregon State Department of Revenue site to track your refund: Where's My Refund Oregon.   Also, check your spam folder for any rejection emails.   

Generally no, you can’t deduct monthly HOA fees as personal property taxes or as rent on a federal return. HOA fees that you pay where you live are a personal expense.  It isn't rent or tax.   If the property is a rental you own and rent out to others, HOA fees are deductible as a rental expense on Schedule E.

It has nothing to do with TurboTax. Your joint 2024 tax return was rejected by the IRS, not by TurboTax, because your daughter's incorrect tax return was already in the IRS computers. It doesn't matter how quickly she tried to amend it. As soon as her original tax return was in the IRS system it instantaneously became impossible for you to e-file your tax return claiming her as a dependent. Even though she submitted the amended return right away, it could not be processed until after her original tax return was processed.  

You can get out of this by deleting the forms that TurboTax has prepared from your opening the screens that support them. If you are using TurboTax Online, see this help article and below for the steps to Delete a Form:   Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. (Look for any form or worksheet relating to Medical expenses.) Select Delete next to the form, schedule, and worksheet in the list and follow the instructions. If you are using a Desktop version of TurboTax, you can switch to Forms Mode (click on Forms at the top of the screen when you are in Step-by-Step Mode), review the list of forms on the left, then select the one you wish to delete. When the form displays, click "Delete Form" at the bottom of the screen.   @user17729945320   

@tararengan ,  I just tried your situation i.e. adding / recognizing a GoI pension and then trying tom exclude  this based on Tax Treaty.  While this worked on 2024  TurboTax  ( by going through in the forms mode  for sure ), this year Turbo seems to have blocked this path  ( don't know why  ---).  You should be able to recognize  income  under "other reportable income" -- going to line z on Schedule-1  part I ,      and then  under adjustments   which part II of the schedule-1, be able to take this out  with a positive amount entry  again as Other adjustments " and put a notation  like  " US-India Tax Treaty article ... ". So my conclusion for this year is NOT to report this GoI income -- but keep your paperwork showing that this income is from GoI public source pension , as also a copy of the  Tax Treaty article   that  excludes US from taxing this income.   Is there more I can do for you ?   Namaste ji   pk

Did you buy the License Code for the Online version or the Desktop download.  Several retailers are selling both. Activate Online License Code https://shop.app.intuit.com/activate How to use the Online License Code. It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-usar-turbotax-online-que-compre-en/L35Wg9uJ9_US_en_US How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd