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a month ago
You can check to see if it was part of your return by looking at all forms and schedules. Here's how to do that.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "...
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You can check to see if it was part of your return by looking at all forms and schedules. Here's how to do that.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "Your tax returns & documents" section.
Select the specific tax year you need (e.g., 2025).
Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center).
In the left-hand menu, select Tax Tools > Print Center.
Select Print, save or preview this year's return.
The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms."
Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.
TurboTax Desktop:
If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2025 app).
Open your saved .tax file.
Go to File > Print.
In the print window, select the radio button for "All forms and worksheets."
Choose "Save as PDF" to keep a digital copy with every detail.
a month ago
Review your entries for your SSA-1099. There is a question about living in certain foreign countries. If you answer that wrong, it will not tax any of your social security.
a month ago
The 1099-Q is entered on the tax form for person listed as beneficiary. 1099-T is than used to offset gains per 1099-Q, but if parent/guardian is claiming education credits on their taxes, you cannot...
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The 1099-Q is entered on the tax form for person listed as beneficiary. 1099-T is than used to offset gains per 1099-Q, but if parent/guardian is claiming education credits on their taxes, you cannot double-dip. Room and Board is allowable to offset gains per 1099-Q and I’ve done this many years now for my kids in both cases; qualified for education credit and not qualifying for said credit. It is all a bit complicated though, but are many help resources out there posted or may be worth consulting a tax pro if your situation has more complexity.
a month ago
TurboTax updates its questions yearly based on tax law and your specific tax data. If TurboTax 2025 didn't ask about the Massachusetts Circuit Breaker Credit (Schedule CB) but it did in 2024, it may ...
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TurboTax updates its questions yearly based on tax law and your specific tax data. If TurboTax 2025 didn't ask about the Massachusetts Circuit Breaker Credit (Schedule CB) but it did in 2024, it may be due to changes in eligibility rules or because your current tax data didn't trigger this question. You can still review your eligibility manually. To manually review and enter Schedule CB in TurboTax MA State:
1. Go to the State section and select Massachusetts. 2. Navigate to the Deductions & Credits area. 3. Look for the Circuit Breaker Credit (Schedule CB) option. 4. Enter your details about property tax, rent paid, or eligibility to claim the credit. 5. Save the information to apply the credit to your state return.
a month ago
Got the error, tried the solutions posted. It will not show my State (Idaho) presumably because I have already downloaded it. So what do I do now?
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a month ago
My refund is delayed, now over 6 weeks and haven't received. I discovered too late that Turbotax/Intuit had not updated their software before I filed. Morons. I want my federal refund and I also want ...
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My refund is delayed, now over 6 weeks and haven't received. I discovered too late that Turbotax/Intuit had not updated their software before I filed. Morons. I want my federal refund and I also want a refund of payment to Turbotax for that portion of my bill (my state refund was received within days). I want to know how to get a real person to respond to this issue and get my refund asap.
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a month ago
I know it's not ideal, but are you able to bypass this by not running the final check and just continuing to file? You do not need to run the final check to proceed.
a month ago
It wants me to download a state but it does not show my state (Idaho) presumably because it is already downloaded. How do I get past this?
a month ago
If the HSA contribution from your spouse's W-2 is mistakenly showing under your name and the field is grayed out, TurboTax ties Box 12 Code W entries directly to the W-2 form. This means you cannot m...
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If the HSA contribution from your spouse's W-2 is mistakenly showing under your name and the field is grayed out, TurboTax ties Box 12 Code W entries directly to the W-2 form. This means you cannot manually change the HSA contribution's assigned person without correcting the W-2 entry itself. To fix this in TurboTax Online: 1. Go to the Wages & Income section. 2. Locate the W-2 form currently entered under your name and delete it. 3. Re-enter the W-2 under your spouse's profile exactly as it appears on their W-2 form, including the HSA amount in Box 12 with Code W. 4. Save the entry and verify the HSA contribution now appears correctly under your spouse. This will properly assign the HSA contribution to your spouse as reported on their W-2.
a month ago
Some TurboTax customers may see the Capital Asset Sales showing incomplete when all fields are completed.
See this TurboTax Help for updates.
a month ago
Yes, there should be a Form 8606 created and filed with your return that shows the $7000 non-deductible Traditional IRA contribution made for 2025 on line 1.
When you go through the Deductions ...
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Yes, there should be a Form 8606 created and filed with your return that shows the $7000 non-deductible Traditional IRA contribution made for 2025 on line 1.
When you go through the Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions section of your return to enter your non-deductible Traditional IRA contribution, the Form 8606 will be created.
Review the steps for doing this in the following TurboTax help article. Pay attention to Step 1 for the version of TurboTax that you are using.
How do I enter a backdoor Roth IRA conversion?
a month ago
To change this section on Schedule B, go back to this section in TurboTax:
Open your return
Select Federal on the left side menu
Select Wages & Income
Scroll all the way to the bot...
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To change this section on Schedule B, go back to this section in TurboTax:
Open your return
Select Federal on the left side menu
Select Wages & Income
Scroll all the way to the bottom and click Continue
Continue until you get to Tell Us About Any Foreign Bank Accounts
You can change your answers here
a month ago
You are reporting an IRS form 1099-DA by sales section total? That is the reason that you are forwarding a copy of the form to the IRS?
Since 'cost basis' was not forwarded to the IRS, you wou...
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You are reporting an IRS form 1099-DA by sales section total? That is the reason that you are forwarding a copy of the form to the IRS?
Since 'cost basis' was not forwarded to the IRS, you would select I need to adjust my total cost basis, select code B (cost basis incorrect on form) and the adjustment amount.
You may but you would not have to compute each transaction line since you are reporting by sales section total.
@johnp22
a month ago
Yes, you can claim Section 179 deduction on a new vehicle and used vehicles on the year that you start using it for business. In order to use it, your Honda CRV must be used more than 50% for busine...
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Yes, you can claim Section 179 deduction on a new vehicle and used vehicles on the year that you start using it for business. In order to use it, your Honda CRV must be used more than 50% for business.
You have two options to claim your vehicle expenses, the two options are:
Actual expenses- they include fuel, maintenance, repairs, tires, insurance, registration fees, licenses, depreciation, or lease payments. You can only claim a portion of the expenses that are business-related. Section 179, is part of the depreciation.
Standard mileage rate- To use the standard mileage rate, you must own or lease the car. If you lease a car, you must use the standard mileage rate method for the entire lease period (including renewals) if you choose the standard mileage rate for your first year. The standard mileage rate for business use of vehicles in 2025 is 70 cents/mile. If you use the standard mileage rate, you can also deduct interest on an auto loan, registration and property taxes, fees, and parking and tolls as long as they are business related.
As you enter the information in TurboTax the program will help you decide which method is more advantageous for you. See the following TurboTax help articles for more information:
Business Use of Vehicles
a month ago
I switched from windows to mac - could this be the problem? My other info transferred correctly.
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a month ago
not sure about the new error message but this sounds like the browser permission issue, there was no "fix" for that from TT per se, you need to set your browser permissions to allow the import, see ...
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not sure about the new error message but this sounds like the browser permission issue, there was no "fix" for that from TT per se, you need to set your browser permissions to allow the import, see https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363
a month ago
To enter your code-2 Form 1099-SA, when in the HSA section TurboTax asks, "Did you use your Health Savings Account (HSA) to pay for anything in 2025?" you must answer Yes.
a month ago
Your observation of the 2024 number is precisely the problem for Intuit. The value SHOULD be illustrated for 2025 because it is part of the equation. Full facts might lead me to pursue further itemiz...
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Your observation of the 2024 number is precisely the problem for Intuit. The value SHOULD be illustrated for 2025 because it is part of the equation. Full facts might lead me to pursue further itemizations if I had an accurate accounting. Yes, it is an immaterial figure if the standard deduction threshold is not matched, but the fact remains for Intuit that this is a regression in this year's TT product. Other regressions detected were the loss of additional details' storage behind cash donations. This complicated charity calculations for my wife and I who both contribute multiple times to the same charities. @intuit
a month ago
it helps to think of backdoor Roth in 2 separate parts, the contribution (limited, and can be backdated to prior tax year before tax filing deadline), and the conversion (not limited, but is taxed in...
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it helps to think of backdoor Roth in 2 separate parts, the contribution (limited, and can be backdated to prior tax year before tax filing deadline), and the conversion (not limited, but is taxed in the calendar year it occurs this part does not backdate to prior year) so 2023 is pretty simple, all you did was a $6500 non-deductible contribution which will be reflected on Line 1 of your Form 8606, and Line 14 which is carried over to 2024 Form 8606 Line 2. for 2024 you had the 2024 contribution of 7k on Line 1, 6.5k carryover basis on Line 2, total basis 13.5k. Assuming you fully converted to Roth and got the Trad IRA to $0 by 12/31/24, the end result will be 13.5k non-taxable in the conversion and $700 taxable (reflected on 1040 Line 4b), and $0 basis carryover to 2025. for 2025 it should be pretty standard 8606 - 7k contribution on Line 1, no carryover on Line 2, 7k conversion, 7k non-taxable, $0 taxable (assuming again you didn't have any earnings left behind and $0 Trad IRA balance at year-end). Suggest to work through the 2023 and 2024 calculations to confirm this outcome and $0 for your basis carryover in 2025. I don't think you need to wait to file any amendments for 2023/4 before filing 2025 as long as you're certain of the $0 basis carryover for 8606 so you don't have to amend 2025 later. For ref here are the steps for backdoor Roth entry tho question flow changed for 2025 on desktop so question verbiage on 1099-R may not apply for prior years but the general process remains the same. https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US
a month ago
This poster found a workaround. Here is the link: Enrollment status workaround