All Posts

If you are asking if you have to file your own tax return if you have already filed jointly with your spouse, the answer is No.   A joint return is filed by both spouses to report the combined income, deductions and credits from both spouses. Both spouses are equally responsible for the taxes owed.   A joint return usually results in a lower tax tax bill.   Please read this TurboTax Help topic for more information.  

No.  If your spouse correctly prepared and filed a joint tax return that had all of your combined income, credits, deductions, etc. etc. etc. on the joint return, then you do not have anything else to do.   When you file jointly, it is all on the same tax return and the refund will have both names on it--or the tax due is owed by both spouses.

You can verify if you received a 1095-A by visting Healthcare.gov.   To look for your form:   Log in to your account Loook for "Tax Forms" under your documents You can download it there, even if it was never mailed. If you can't locate your 1095-A, you'll have to print and mail your return.

No.   Unfortunately, when you use TurboTax Desktop. your tax files are only saved locally to your computer. TurboTax does not have these files.   You can obtain a tax transcript from the IRS or contact your State Revenue Department for a copy of paststate returns.    

In TurboTax, in the Wisconsin state income tax return, at the screen Wisconsin Retirement Income Subtraction (Credit Restricted), select Yes.   See the Wisconsin Tax Information for Retirees, page 4, here:   Retirement Income Subtraction   Up to $24,000 ($48,000 for certain joint filers) of qualified retirement income may be subtracted from Wisconsin income if you (or your spouse if married filing joint return) were age 67 or older on December 31, 2025. Taxpayers claiming this subtraction on their 2025 Wisconsin income tax return may not claim any Wisconsin income tax credit in computing their refund or balance due for the year.

We had a HD family plan and contributed $4,538 via payroll deductions (reported in W-2 and includes both employer and employee) and $5,000 via ACH; totaling to $9,538. My spouse is over 55 and limit is $9550.  However, Turbotax thinks we had excess contribution of   $4.526 and asking if we will withdraw the amount prior to April 15, 2026.  We have a desktop version.  There is a screen for "Lets enter HSA contributions" which brings the 2025 employer and payroll cont. as 4538 (It says Box 12 of your W-2) and cont. personally made as 5000. Shall I remove the amount in first box so that it will not double count it?

I was not able to replicate the situation you described.  My test case used the correct value on line 2a of Form 6251.  However, we could be using different versions of the program.          The first step to getting a situation in TurboTax to be reviewed and investigated by the development team is to provide them with a diagnostic tax data file demonstrating the circumstance.  If you would be willing to provide a diagnostic copy of your return, that would be helpful.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     To provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.

You can take the same steps as you would if you actually had a 1099-B, but you will select short term, long term or unknown basis (whichever applies) NOT reported to the IRS under sales selection.  When asked to upload say no or hit skip and choose I'll type it in myself.    To enter the sale select the following: Federal Income I'll Choose what I work on Investment Income Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Stocks Bonds Mutual Funds Enter the bank or brokerage name and any other info you have (you do NOT have to have the Payers TIN) Choose basis not reported to IRS for Sales Section Choose the type of stock and continue through to enter the sale and the costs basis

Being "assessed" means the IRS is manually reviewing your tax return. There could be An identity issue. A calculation error. A mistake in reported income. It will delay the processing of the tax return. This can be up to 6 months. You may receive an IRS letter (Possibly a 12C letter) requesting additional information. Respond prior to the deadline.

If last year's straight-line depreciation for your rental property didn't transfer in TurboTax, an alternative is to manually enter your prior year's depreciation as a carryover. This involves going to the Rental Properties and Royalties (Schedule E) section and selecting your property. 1. Locate the depreciation section and look for an option like Enter prior depreciation or Adjust depreciation. 2. Manually input the accumulated depreciation from your last tax return. 3. Confirm the asset details (cost, placed-in-service date, recovery period) match your records to ensure accurate straight-line depreciation this year. This manual carryover ensures your straight-line depreciation continues correctly even if the software doesn’t auto-transfer it.

Esto es porque marcaste una caja que indica que tu numero social no está autorizado para trabajar en la sección de tu información personal.  Para cambiar esto en TurboTax:   Entra a tu declaración de impuestos Ve a Informacion Personal y selecciona Revisar/editar Haz los cambios necesarios y presiona Continuar