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Thank you. I have done the steps you mentioned. After I select Yes for the age requirement, it goes to the next question, "Do any of these situations apply to you?  I took out this money due to a qualified disaster, This money was from being a public safety officer, I need to file a substitute 1099-R , None of these apply." I selected "None of these apply," and hit continue.   Then it shows "We found a few other questions about your situation." I continue.   Annuity information "Did you get periodic payments from this retirement account with OFFICE OF PERSONNEL MANAGEMENT on a regular basis, such as monthly, quarterly or annually?" Periodic payments I selected Yes (I receive monthly payments)   The next question is  Annuity information Did you start getting these payments in 2025? Select Yes or No I selected No (I started receiving these in 2023)   Next question Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on? Total amount taxable I selected No (I put No because in 2023, 2024, and 2025, 1099R Box 2a was UNKNOWN. Also, in 2023 and 2024, Box 4 had an amount each year. In 2025, Box 4 shows NONE). Am I answering this correctly? If I select yes, there are no further questions; but since I'm answering no, it asks the questions below.   Then the next question was  Which did you use to figure out the taxable amount of this annuity? Taxable amount method General rule Simplified method   I assume I'm supposed to click the Simplified method, because I read over the publication.   Then it goes on to ask these questions and for me to enter the information. OFFICE OF PERSONNEL MANAGEMENT Annuity start date Plan cost Number of months payments were received in 2025 Tax-free amount previously recovered   Thank you

@Woodguy53   My answer was for the Online version.  What problem are you having?  Go up to File-Print or go to Forms mode and open the form you want to print.  Are you on Windows or Mac?  In my Windows there is also a Print Center on the top right in the black bar.  There are many ways to print or view your return in the Desktop program.  

No, the $600 is not taxable and not claimed as an itemized deduction. The $800 is a reimbursement for the excess medicare premium. If you include your Medicare premiums as a deduction on Schedule A, you must subtract the $800 from your total medical expenses claimed for the year.    For an example, if your total premiums paid were $1,620 (from the SSA-1099), your actual deductible expense is $1,620 - $800 = $820.    @joe1974 

IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)     If you need to enter the state or local refund — go to Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099G  

It depends.  If you itemized in 2024 and took a deduction for your 2024 GA state taxes, this may or may not be taxable. It would be included in your taxable income to the extent that you received a tax benefit from it.  If it did not automatically transfer you can enter it by selecting the following: Federal Income State and Local Tax Refunds on Form 1099-G Enter the information for the state, return year and amount. Last year the SALT limit was $10,000 so if you had state and local income taxes in excess of $10,000, you would not have benefited from the entire amount you paid in.  That excess would not be taxable if it was refunded since there was no deduction for it.     If you took the standard deduction it is not taxable. 

If you indicated that you would be mailing a check to the state, there should be a voucher included with your state tax return.     You can find it in the Print Center under the Tax Tools from the left menu: 1. Click Print, save or preview this year's return and choose the option to include Government and TurboTax worksheets. 2. Look through the PDF for the state tax voucher, which will be included with your state forms.   If you did not indicate that you would pay by check, you can go back to create the state tax payment voucher in TurboTax Online: 1.Select File from the left menu and continue until you reach the screen titled How would you like to pay your taxes?. 2.Select the option to Pay by check and continue through the remaining screens. 3.Once the selection is updated, select Tax Tools from the left menu and then Print Center. 4.Click Print, save or preview this year's return and choose the option to include Government and TurboTax worksheets. 5. Look through the PDF for the state tax voucher, which will be included with your state forms.   If you cannot find the voucher, please add which state and we can assist you further.  

For a W-4 - Click on Federal on the left side of the online program screen Click on Other Tax Situations Under Other Tax Forms On Form W-4 and Estimated Taxes, click on the start button   Or IRS website - https://www.irs.gov/forms-pubs/about-form-w-4

If you know your capital loss carryover, you can enter it in TurboTax.   To do this in TurboTax Online, please follow these steps: Click on Federal on the left-hand panel, then on Wages and Income Navigate to the list of income categories Locate the Investments and Savings section and click on the arrow on the right Click Start next to Capital loss carryover Follow the interview to enter your capital loss carryover.

For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday   You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778

Yes, Sprintax is safe - TurboTax has partnered with them to direct non-residents to file with them.   It sounds like you have received your refunds already, so you are cleared to amend.  You will need to fill out a 1040-NR and then report the differences between the 1040 NR and the original 1040 on an amended 1040 X.  Filing a 1040 as a non-resident is a very common issue.  For this Sprintax has a post on the steps needed in order to take care of this - check out the link for Filed 1040 instead of 1040-NR

Yes. The credit reduces taxable income so it does matter where it is listed and how much. Since you are filing a joint return, you want to allocate the money to be most beneficial for you. If only one of you works creating a high tax liability, put it all on that person. If you both work, you want to reduce each person's tax liability. The credit is only good up to the tax liability. For example: Taxpayer has $500 liability Spouse has $400 liability and you have a credit of $700. You could put $500 on taxpayer and $200 on spouse.  You can arrange the number to a max of $400 on spouse and $500 on taxpayer in this scenario. You would lose money if you put $700 on taxpayer.