All Posts

Yes.   This is how you enter your HSA distributions on form 1099-SA:   In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter form 1099-SA and click Enter In the search result box, click on Jump to form 1099-SA TurboTax will take you directly to the section where you can start entering your form 1099-SA.

Did you receive a 1099-G or a W-2 for it?   If you received a 1099-G, you would enter it under Paid Family Leave.   If you received a W-2, you would enter it in the W-2 section just as you would your regular W-2. 

If the W-2 isn't available, here are the steps to take to get your W-2. You can try to import it into TurboTax.  (See the process below). Contact your employer  Contact your employer to see if the W-2 has been sent, and request a duplicate. Go online, many employers have an online service to provide documents like W-2. Contact the IRS:  If you can not get it from your employer, you can contact the IRS. You can call toll-free at 1-800-829-1040 You can request a transcript You must provide your Name, Address, city, and state (including zip code), Social Security number, phone number, Employer’s name, Address, city and state (including zip code), and Employer's phone number As a last resort, if you have a pay stub, you can complete a ‌4852 Substitute for Form W-2 To import your W-2 you will have to have some confirming information. How do I import or enter my W-2?

You can follow the instructions in this TurboTax Help article to enter your tips on your tax return.   The tips deduction is reported on line 13 of Schedule 1-A. Then the total deductions on line 38 of Schedule 1-A is transferred to line 13b of your form 1040.   In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.   But you can preview your form 1040 and check line 13b of your form 1040 which includes the tips deduction among other deductions if applicable, such as the senior deduction, the overtime deduction and the car loan interest deduction.   To preview your form 1040 in TurboTax Online, follow these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 13b   and you should see the amount of the tips deduction included in this line.

There is not an import option for the SSA-1099, you must manually enter your SSA-1099.   To enter your SSA-1099 select the following: Federal Income Retirement Plans and Social security Social Security and Rail Road Benefit (SSA-1099, RRB-1099)

Yes, the instructions for the SC Individual Income Tax states the following for non-residents:   Nonresidents:  Did you have South Carolina Income Tax withheld from your wages?  Did you have South Carolina gross income, including income from rental property, businesses, or other investments in South Carolina? The key is that is says you have South Carolina gross income.  If it were based on net income, then you would not need to file the return since your property shows a loss.

The Schedule AR is used to explain the reason for changes on an amended income tax return on a Wisconsin tax return.   If you added a W-2 to the amended return, you should report the line as W-2 Wages, salaries,

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

If I understand correctly, you received a lump-sum payment in 2025 for 2024. If that is the case, the marginal rates between 2024 and 2025 are of no consequence. Even if the payment was due in a previous year, you will report it on your tax return for the year you received it. You can review this IRS question on Taxation on Lump Sum Payments