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a month ago
1 Cheer
Since the FICA taxes on your nonqualified pension annuity were already paid on the actuarial present value at retirement, TurboTax does doesn' automatically deduct FICA from pension payments. To ente...
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Since the FICA taxes on your nonqualified pension annuity were already paid on the actuarial present value at retirement, TurboTax does doesn' automatically deduct FICA from pension payments. To enter this correctly: 1. Enter your pension income from Form 1099-R exactly as provided, including the full gross distribution. 2. If TurboTax suggests or shows FICA tax withheld, you can adjust or clear it since your situation is unique. 3. Provide any notes or explanations in the program if prompted for state or federal adjustments. This approach reports your pension income as taxable but doesn't double-count FICA tax withheld, matching your described payment history.
a month ago
1 Cheer
I get routed to call 800-624-9066 and get stuck in this endless loop. IVR does not hear or respond. AI Agent chat is super buggy. I'm getting quite frustrated with TurboTax. I'm trying to sign up for ...
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I get routed to call 800-624-9066 and get stuck in this endless loop. IVR does not hear or respond. AI Agent chat is super buggy. I'm getting quite frustrated with TurboTax. I'm trying to sign up for one of your products and it feels like your system is trying as hard as it can to stop me.
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a month ago
Does Form 4797 appear in your list of forms? You can check this as follows:
Log into TurboTax Online and open your return.
In the left column, choose Tax Tools >> Tools >> Delete a Form.
S...
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Does Form 4797 appear in your list of forms? You can check this as follows:
Log into TurboTax Online and open your return.
In the left column, choose Tax Tools >> Tools >> Delete a Form.
Scroll through the list of forms to see if Form 4797 appears.
If you entered no other Sale of Business Property, you can delete Form 4797 from this list.
If Form 4797 isn't in the list, then your entries were either not saved or you have successfully removed them.
Click Back to return to the main screens.
To re-enter the sale, follow DianeW777's previous instructions to Add a Sale.
a month ago
If you want to avoid being redirected to the tax payment worksheet, you should delete the form completely to resolve this issue.
To do this:
If using TurboTax Online:
select Tax Tools, t...
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If you want to avoid being redirected to the tax payment worksheet, you should delete the form completely to resolve this issue.
To do this:
If using TurboTax Online:
select Tax Tools, then Tools, and click Delete a form.
Find Tax Payments Worksheet (or similar, such as 1040-ES or Estimated Tax Worksheet) in the list.
Select Delete next to it and confirm the deletion.
If using TurboTax Desktop (Windows/Mac):
Click the Forms icon, select the form.
Select the Tax Payments Worksheet.
Click the Delete Form button at the bottom of the screen.
To see more detailed instructions, please open the link below:
How do I view and delete forms in TurboTax Online?
How do I delete a tax form in TurboTax Desktop?
a month ago
We are both over 65 I don’t see a schedule C in my tax return that I did with turbo tax
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a month ago
1 Cheer
Yes, it worked great! Here's the steps I noted for myself for next year: Log into TurboTax. Navigate to your Schedule C business. Edit Business info to indicate that you pay W-2 employee...
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Yes, it worked great! Here's the steps I noted for myself for next year: Log into TurboTax. 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 startup costs. Go to Employee Pension Plan startup costs and answer questions: Startup Cost $1 1 employee received at least $5K compensation 1 employee was eligible to participant in pension plan Yes, eligible for auto-enrollment credit No, not qualified for Pension Startup Credit Go to Income Summary | Edit Business Credits | Update Pension Plans Jump to form 8881 (using search), follow instructions Pay for tax return so I can get PDF of latest return, search for Form 8881 and confirm everything looks good except the $1 Go back and edit startup costs, make it $0. Re-generate PDF of latest return, search for form 8881, see $1 disappeared
a month ago
1 Cheer
Yes.TurboTax and TaxAct handle the Home Mortgage Interest (HMI) Worksheet differently because the IRS gives clear instructions for Line 3d, but not for Line 4a. That’s why you’re seeing a difference....
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Yes.TurboTax and TaxAct handle the Home Mortgage Interest (HMI) Worksheet differently because the IRS gives clear instructions for Line 3d, but not for Line 4a. That’s why you’re seeing a difference.
As you noted, the IRS is explicit here. Even if you have "Adjusted" your income on Line 1a (reducing it because of the lower tax rate on qualified dividends/capital gains), Line 3d must use the unadjusted, full gross amount. This line is used to create a ratio for general expenses (like the standard deduction). The IRS wants that ratio based on real-dollar flow, not the "adjusted" lower number used to calculate the tax limit.
Line 4a (Mortgage Interest) is calculated via its own separate worksheet. Because the IRS instructions for that specific worksheet don't explicitly say "use the unadjusted amount" (unlike Line 3d), software companies have to interpret the law. TurboTax takes a conservative approach by saying "If the IRS wants gross income for the Line 3 ratio, they want the same consistent denominator for the Line 4 ratio."
Tax Act may interpret this differently by saying "Line 1a is the official 'Foreign Gross Income' for the form; unless told otherwise, we use the value on the form."
You could make a case either way, but TurboTax uses the unadjusted gross amount to keep things straightforward and avoid extra attention from the IRS.
@lambell
a month ago
This may help. You can correct both your information, including Email and Phone number.
On the left sidebar.
Scroll down and select Intuit Account
Six boxes will appear
Click Sign...
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This may help. You can correct both your information, including Email and Phone number.
On the left sidebar.
Scroll down and select Intuit Account
Six boxes will appear
Click Sign in & security
Your account information, including Phone number and Email are available to be updated.
If the email address is no longer active and you are unable to log in, you can complete the Account Recovery Request Submission Form.
a month ago
Thank you for the clarification.
a month ago
Is there anyway I can e file these and sent it just the option is to mail
a month ago
Got it. Thank you for the information
a month ago
1 Cheer
"What does the US consider to be a bona fide resident, the immigration status resident or tax resident?" Tax residency, basically, once you move to the country and take the steps to establish a perm...
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"What does the US consider to be a bona fide resident, the immigration status resident or tax resident?" Tax residency, basically, once you move to the country and take the steps to establish a permanent home and truly live there, that is when your Bona Fide clock starts counting. Your immigration status does not change the days for you to start counting. However, you must be in the country for an entire tax year, not just a year. This means since you did not move there until October of 2025, you would not qualify as a Bona Fide Resident for 2025 even if you did choose to file an extension. To qualify for bona fide residence, you must reside in a foreign country for an uninterrupted period that includes an entire tax year. An entire tax year is from January 1 through December 31 for taxpayers who file their income tax returns on a calendar year basis. During the period of bona fide residence in a foreign country, you can leave the country for brief or temporary trips back to the United States or elsewhere for vacation or business. Instead of the Bona Fide Residence test, you could potentially qualify for the Physical Presence Test which requires you to be in the foreign country for 330 FULL days during a full 12 month period. So under this test, if you moved to New Zealand on October 1, 2025 and remained there for 330 days, you would be considered to have met the Physical Presence Test by the October 15th, 2026 extension deadline which would then allow you to claim the Foreign Earned Income Exclusion if you filed an extension using form 2350. Remember, even if you do qualify for the Physical Presence Test, you only get to exclude the income earned during the qualifying period on your 2025 return.
a month ago
Pennsylvania may ask for Unemployment Expenses on the state tax form even if you didn't report or receive unemployment on your federal return. Some states have specific reporting requirements or ques...
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Pennsylvania may ask for Unemployment Expenses on the state tax form even if you didn't report or receive unemployment on your federal return. Some states have specific reporting requirements or questions related to unemployment compensation, regardless of whether benefits were received or taxable federally. Since you have been retired since 2013 and have no unemployment income, it's very likely you can enter zero or leave this section blank if TurboTax allows. This question may appear due to Pennsylvania's tax form design and doesn't necessarily mean you must report unemployment benefits. Check carefully for any related entries in TurboTax for Pennsylvania and help make sure no unemployment income is entered. You may be asked to make sure this data to complete your state return.
a month ago
The question is asking for the county in which the Oklahoma income was earned. You might have to google what county your employer is in.
a month ago
To remove a duplicate copy of TurboTax from your Mac,
Quit the application completely, then
Open your Applications folder in Finder.
Locate the duplicate TurboTax icon, right-click it
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To remove a duplicate copy of TurboTax from your Mac,
Quit the application completely, then
Open your Applications folder in Finder.
Locate the duplicate TurboTax icon, right-click it
Select Move to Trash.
Your tax return data files are stored in your Documents folder and won't be deleted by removing the application.
Empty the Trash and restart your computer to clear any lingering references
a month ago
The Illinois Property Tax Credit is a credit on your individual income tax return (Form IL-1040) equal to 5 percent of Illinois Property Tax (real estate tax) you paid on your principal residence.
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The Illinois Property Tax Credit is a credit on your individual income tax return (Form IL-1040) equal to 5 percent of Illinois Property Tax (real estate tax) you paid on your principal residence.
Please refer to Illinois Department of Revenue Illinois Property Tax Credit Publication 108 here.
a month ago
If you have entered an asset for depreciation and TurboTax is automatically selecting something other than what has been used in the past, try using the instructions below to make the selections:
...
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If you have entered an asset for depreciation and TurboTax is automatically selecting something other than what has been used in the past, try using the instructions below to make the selections:
Start from the Schedule C or Schedule E section of your return until you get to the Assets/Depreciation section.
Proceed to the point where you are adding an asset on the page titled Describe This Asset.
In order to enter the asset exactly as it has been reported in the past, choose the last option on the list, Intangibles, Other Property, then click Continue.
On the next page titled, Tell Us a Little More, select Other asset type, then click Continue.
Enter the detailed information about the asset: description, cost, date purchased or acquired. Click Continue.
Move forward with additional details on the next screen, then click Continue.
Select the appropriate Asset Class, then click Continue.
Choose the MACRS Convention, then click Continue.
Select the Depreciation Method, then click Continue.
Answer the question regarding Listed Property, then click Continue. There may be some additional background questions as well, keep going.
You will eventually come to a screen to confirm the Prior Depreciation, enter the data and click Continue.
Finally, you will see an Asset Summary screen with the current year depreciation amount listed. There is also a check-box here to Show Details. This will open a full description for the asset so you can verify that it matches the previously reported information. If it does not, you can choose to go Back and re-enter the data that needs to be changed.
a month ago
No, I still have the same problem. Again, after calling TurboTax, I was told the only thing I can do is to start a whole new tax return. I will do this at the last resort because I've already entered...
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No, I still have the same problem. Again, after calling TurboTax, I was told the only thing I can do is to start a whole new tax return. I will do this at the last resort because I've already entered a lot of data. So I'm still trying to find a solution before having to do this. Thank you
a month ago
In TurboTax Online, in the Pennsylvania state income tax return, income not reported on the Federal income tax return but reported on the Pennsylvania income tax return may be reported at the screen ...
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In TurboTax Online, in the Pennsylvania state income tax return, income not reported on the Federal income tax return but reported on the Pennsylvania income tax return may be reported at the screen Any other miscellaneous compensation.
@donlenze