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To claim the Auto-Enrollment Credit in TurboTax Online, follow these steps:   Log into TurboTax and open your return. Navigate to your Schedule C business. Edit Business info to indicate that you pay W-2 employees. Under Expenses >> Less Common, check the boxes for Employee Pension Plan and Employee pension plan startup costs. Go to Employee Pension Plan, answer all questions about number of employees paid & eligibility. Check box for Auto-enrollment. Check Yes if plan is qualified for the credit. Go to Employee Pension Plan startup costs and complete interview. Enter at least $1 for startup costs. To complete the Pension Plan Startup Credit, go to Wages & Income Summary >> Other Business Situations >> Business Credits, and select Pension Plan Startup Costs. Follow the prompts to confirm the Auto-Enrollment Credit.

To confirm, if actual qualified education expenses meet or exceed the 529 distribution amount I do NOT include the 1099-Q from in my taxes or my student's filing. I simply maintain records of the distribution and expenses should the IRS ask for them. Correct?

If you want to review your return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing.  You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:   While logged in and working on your return, click on Tax Tools From the drop down menu click on Print Center  Click on Print, save or preview this year's return On the next screen click on "Pay Now"  You may be prompted to "Go to My Info" if you need to add additional information Submit your payment information and you will be able to print your tax returns   Note, you must pay by credit card in order print or preview your preliminary return.  You will not be able to pay using your federal tax return.

Yes because the SALT limit increases from 10,000 to 40,000.  I always took the Standard Deduction but itemized for 2025.   I think there are some other changes for 2026 so I think I’ll be going back to the Standard Deduction next year.   

It depends. Here are some questions and actions you can take to be sure. Have you completed the rental activity section and continued back to the income summary? How did you determine it's not calculating? You can preview the Form 1040 and Schedules to see the net profit of the Schedule E. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms .                         You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.

That is valid.  The bonus is compensation for work done the prior year, and you were working in Utah 50% of the year.  Utah considers that Utah Source Income because it was earned performing services or conducting business in the state of Utah.   Therefore, 50% of your bonus is taxable Utah income.   

There was an update. Make sure all updates have been applied.   If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using the online software, Clear Cache and Cookies.    Not all instances have been resolved for form 5695. If you are claiming a credit for an external door, you will need to wait until March 13 and try filing again. 

No.   The IRS does not notify by email or text that they have sent you a notice or letter. But you can view certain notices if you log into your IRS Online account.   Please read this IRS document.

Two things to look at here: Short term rental has various meanings. If the average stay is 7 days or less, the property is not a rental but a business.  If you participate more than 100 hours a year, the loss becomes non-passive and can be claimed against your current income like w2 or 1099. If you actively participate - making management decisions, you can claim up to $25,000 per year unless limited by your income. Which I believe is your issue. The losses then begin to add up as a Passive Activity Loss  which is a suspended loss to be used in later years. The program will move your losses to Form 8582 to track your suspended loss. Check your return for Form 8582 and note it has a line for current loss (Col a, line 1b) and another for the cumulative loss of prior years (col b, line 1c).

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

It depends. You will only need to file a CA nonresident tax return if you  had taxable income from California sources and meet the filing requirements.  Refer to the CA FTB website Do I need to file a CA return? for more information.    As a  CA nonresident with California sourced income, review Filing requirements for 2022 to determine if you a required to file.

@urban1960 ,  So you are saying that the HTKO  ( general category addition ) did not come into effect --yes?  Or are you saying that there are other issues with the Foreign Tax  Credit computation ? Please could you provide more details including the following:   ( not that I cannot see your  return -- I am a volunteer ) (a)  Your  sale of real asset -- which country,  the gain computed  by that country,  gain computed by the US under its  laws, any special situations, how did you acquire the asset ( buy, gift, inheritance etc. ), how did you use the prop. ( your home, rental income etc. ) (b)  Should one assume that you are a US person ( Citizen/ GreenCard /? ) and that your tax home for 2025 is US or what ? (c) Generally  ( approx )  world  US income, Foreign source ( and categories) income , countries involved  or RICs or what ?   I am asking for all this info  ( you can add to this thread or PM me -- just NO PII -- Personally Identifiable Information ), because  absent something very obvious , I will need to simulate the case and see why Turbo is mis-behaving.   Please will you help ?   pk

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?    

@AnnetteB6 Thanks for your reply to the first part of my question.   @all The second part of my question is: What I found is for the same information, Turbo Tax and H&R Block give significant taxable social security benefits.   Anyone has experience on this and what did you find?   Kind regards,   JJ