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March 11, 2026
2:24 PM
Why did intuit block me from viewing the itsdeductible app? I own the app. I already purchased it years ago with Quicken. It's mine. In Turbo Tax desktop Deluxe version, I am having such a difficult ...
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Why did intuit block me from viewing the itsdeductible app? I own the app. I already purchased it years ago with Quicken. It's mine. In Turbo Tax desktop Deluxe version, I am having such a difficult time viewing the, "Help me value my donations." The dropbox is not loading all results or letting you scroll down to view them, so I decided to view in my itdeductible app - I could see all the values. From what I saw was the app valuations were the same as the software with a more complete listing then what I am able to see in the Turbo Tax software version. Then I log back into the app and I receive a message, "This app is no longer available." This is my worse tax year using Turbo Tax. Their changes to their reporting has wasted so much of my time (education update is inaccurate), and now I have to manually value my clothing donations. I started using Quicken in 1995, and was a very loyal customer until they forced the subscription online version. I was not interested, so after 20+ years of using Quicken Deluxe, I ditched it with sadness. Can't believe the changes they have made this year in Turbo Tax are making it more difficult for their customers. Education 1099Q's need to be added back for their Coverdell customers who need the worksheet for calculating cost basis. Also, for people who take an education credit with their distribution. I have one excess education distribution that they are not accounting for. Don't know why I am complaining it's the tax on excess distributions they are choosing not to account for. Think they are trying to make it more difficult, so you'll pay for their experts. From some of the replies I've seen from their experts, I wouldn't be paying for incorrect info. Maybe time to chose a different platform for taxes!
March 11, 2026
2:24 PM
No, your dependents don't have to file a return because their income is below the filing requirements but should file to get a refund or any federal or state taxes withheld. Refer to the TurboTax art...
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No, your dependents don't have to file a return because their income is below the filing requirements but should file to get a refund or any federal or state taxes withheld. Refer to the TurboTax article Do I need to file my own taxes if I'm a dependent? For additional information.
Make sure that your dependent indicates that someone else is claiming them as a dependent on their tax return. Refer to the TurboTax article: How do I indicate that I can be claimed as a dependent on someone else's return?
March 11, 2026
2:23 PM
1 Cheer
Yes, you can claim your daughter as a dependent without necessarily causing her to lose her Child Health Plus (CHP) coverage. However, there is a specific way this needs to be handled to avoid trigge...
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Yes, you can claim your daughter as a dependent without necessarily causing her to lose her Child Health Plus (CHP) coverage. However, there is a specific way this needs to be handled to avoid triggering an eligibility review for her mother. Here is how the intersection of IRS dependency rules and NY Child Health Plus works for you: 1. The IRS "Dependency" vs. "Residency" Rule Under IRS rules, for 50/50 custody, the parent who has the child for 183 nights or more is technically the "custodial parent." If you have exactly 50/50 (182.5 nights each): The IRS "tie-breaker" rule gives the claim to the parent with the higher Adjusted Gross Income (AGI). The Form 8332 Solution: If your ex-wife is technically the custodial parent but agrees to let you claim the child (perhaps you alternate years), she must sign IRS Form 8332. This allows you to claim the Child Tax Credit, while she can still file as Head of Household (if she qualifies) and keep the child on her health insurance application. 2. How NY Child Health Plus Sees "Household" New York Child Health Plus eligibility is based on the household income of the parent who applies for the coverage. The Good News is that CHP is designed to be accessible. Unlike Medicaid, which has very strict "tax household" matching rules, CHP focuses on the child’s residence. There may be a risk if you claim her as a dependent, your income is technically part of her "tax household." However, for non-custodial parents (or 50/50 parents who aren't the primary insurance applicant), NY State usually looks at the income of the primary household where the child resides for CHP eligibility. 3. Will it "Trigger" an Audit with New York State? The main concern is that the NY State of Health marketplace (where CHP is managed) cross-references with IRS data. If you claim her, the system might see that she is a dependent in your tax household but receiving benefits in her mother's household. To avoid problems for yourself and ex-wife, your ex-wife should update her NY State of Health account to reflect that the child is being claimed as a tax dependent by a "non-applicant parent" (you). NY State allows for this scenario specifically for divorced parents.
March 11, 2026
2:23 PM
@commluse Actually you can still use Deluxe. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. We can help you enter your business info in...
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@commluse Actually you can still use Deluxe. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. We can help you enter your business info into Deluxe.
March 11, 2026
2:22 PM
Here is the explanation. Since the Traditional IRA was not allowed to be deducted, even though you were allowed and made the allowable contribution, once you transferred it to a Roth there was no ta...
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Here is the explanation. Since the Traditional IRA was not allowed to be deducted, even though you were allowed and made the allowable contribution, once you transferred it to a Roth there was no tax consequence.
If you had any deductible traditional IRA contributions and you moved/converted any of those funds to a Roth IRA, then tax consequences will occur.
@redmarlen
March 11, 2026
2:22 PM
I did try your method, it was difficult working with the form 5329. I had to override some of the fields. the form was incorrectly showing his contribution limit at 7000 instead of his 2024 earnings...
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I did try your method, it was difficult working with the form 5329. I had to override some of the fields. the form was incorrectly showing his contribution limit at 7000 instead of his 2024 earnings of 1680.00 I am still unclear about reporting the "earnings" issue for 2024. the funds were used to buy and sell a stock within the roth and was sadly done at a loss to withdrawal to the roth limit.
March 11, 2026
2:22 PM
The request for waiver that goes with the 5329 form shows only a few words of the written request. If I run the cursor along the words, the remaining explanation shows a few words at a time. Nothin...
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The request for waiver that goes with the 5329 form shows only a few words of the written request. If I run the cursor along the words, the remaining explanation shows a few words at a time. Nothing shows when the waiver is printed. Is this a bug in TurboTax Deluxe 2025? How can I correct this?
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March 11, 2026
2:22 PM
Hi, I am an international student (Ph.D) resident alien receiving fellowship (no stipend/ income ) from the university, and I am trying file taxes. when i request the 1042-s form from the univers...
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Hi, I am an international student (Ph.D) resident alien receiving fellowship (no stipend/ income ) from the university, and I am trying file taxes. when i request the 1042-s form from the university, they did not give me one and instead issued a fellowship letter on the total amount of fellowship I received in 2025. I have no withholding from the university and I am not claiming any tax treaty, in my case do I still need a 1042-s from the payroll department? Without 1042-s, what forms (like 1098-t) do I need to file taxes? Thank you for your help.
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March 11, 2026
2:21 PM
ok sounds like you've consistently been carrying that basis for a while, since before 2017 - if you don't have the old returns or Ameritrade statements and can't get back any of that data, you could ...
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ok sounds like you've consistently been carrying that basis for a while, since before 2017 - if you don't have the old returns or Ameritrade statements and can't get back any of that data, you could try your bank records if those go back further for some record of $4000 being transferred but it depends how you funded it. Not sure what else to suggest - but don't purge this stuff (keep the return PDF with all forms and worksheets, the .tax files are useless over time as the s/w is not supported after 4 years). I think Form 8606 only generates if there is activity so if you made this contribution a long time ago and never did one since, it's easy to lose track year to year.
March 11, 2026
2:21 PM
Yes, I continued to fill in all questions for all 1099Rs, but cannot resolve the penalty issue...stymied.
March 11, 2026
2:20 PM
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March 11, 2026
2:20 PM
The April date refers to your regular RMD from your accounts not inherited IRA. The first year you are required to take a RMD distribution you can delay it until April 1 of the next year. But the...
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The April date refers to your regular RMD from your accounts not inherited IRA. The first year you are required to take a RMD distribution you can delay it until April 1 of the next year. But then you would need to take both the first year RMD and the second year RMD in the same year. After the first year you need to take the RMD each year by Dec 31.
March 11, 2026
2:19 PM
I doubt the extraneous $0 entries will be an obstacle to e-filing, but I don't know for sure because I haven't tried to file my 2025 return yet. My guess is that the extraneous $0 entries related t...
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I doubt the extraneous $0 entries will be an obstacle to e-filing, but I don't know for sure because I haven't tried to file my 2025 return yet. My guess is that the extraneous $0 entries related to home mortgage interest are the result of a programming error that occurred during development of the 2025 program. When I first downloaded the 2025 program, it was also creating similar extraneous $0 entries relating to investment interest. The extraneous $0 entries relating to investment interest were more annoying, because they caused TurboTax to insist on collecting additional data on the Foreign Tax Credit Worksheet in order to allocate the $0 investment interest expense between US investment income and foreign investment income. The investment interest issue was fixed in a subsequent TurboTax program update, but the home mortgage interest issue hasn't been fixed.
March 11, 2026
2:19 PM
A few questions: - Will this update be made overnight Wednesday/early Thursday? - When will I know if the software update has been made? - Does this mean I can just refile my taxes when the softwa...
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A few questions: - Will this update be made overnight Wednesday/early Thursday? - When will I know if the software update has been made? - Does this mean I can just refile my taxes when the software is updated? - Will I get charged again? Or will TurboTax know that the error is theirs and my original payment is sufficient? Thank you.
March 11, 2026
2:18 PM
@user17732418245 Go back to the MY INFO section and Edit the information about yourself Right near the spot where you entered your SSN, there is a checkbox indicating that the SSN isn't elig...
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@user17732418245 Go back to the MY INFO section and Edit the information about yourself Right near the spot where you entered your SSN, there is a checkbox indicating that the SSN isn't eligible for employment...you just need to uncheck that box. Somehow it got checked by accident.
March 11, 2026
2:18 PM
To clarify, is $1192 the balance due on your tax return or the Total Tax Liability shown on line 16 on the 1040?
March 11, 2026
2:18 PM
1 Cheer
No, personal losses are not deductible. Personal casualty losses are only deductible if they are due to a federally declared disaster.
March 11, 2026
2:17 PM
The state of Ohio essentially allows the same amount of medical expense deduction as does the Federal, which is the amount of expenses in excess of 7.5% of Federal adjusted gross income. If you item...
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The state of Ohio essentially allows the same amount of medical expense deduction as does the Federal, which is the amount of expenses in excess of 7.5% of Federal adjusted gross income. If you itemized on your Federal return, the amount shown on Federal Schedule A, line 4 for Medical expenses should match up perfectly with line 44 on the Ohio Schedule of Adjustments.
If you're on Social Security and reported your Medicare payments on the form in TurboTax for SSA-1099, those get automatically added as medical expenses for the medical expense deduction for both Federal and state purposes. So if you didn't account for the Medicare payments that you entered in the Income section for the SSA-1099, that could explain the higher result.
Just be sure that you didn't enter the Medicare payments again under the Deductions and Credits section as a medical expense as that would cause them to get double counted which would create a falsely high medical expense deduction.
March 11, 2026
2:16 PM
unable to input or handle Federally and NY State tax exempt Dividends from Invesco Muni fund. This is in desktop 2025 Turbo tax Premier. also last year the data was auto inputed from Vanguards co...
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unable to input or handle Federally and NY State tax exempt Dividends from Invesco Muni fund. This is in desktop 2025 Turbo tax Premier. also last year the data was auto inputed from Vanguards consolidated tax pdf download and properly inputed and calculated by TT 24 premier in Windows. This year none of the above from the downloaded PDF from Vanguard . The proper data is in the down load.
March 11, 2026
2:16 PM
It's for "Box 14 - State tax withheld". I entered the information provided by my Form 1099-R.
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