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Yes I’ve been a bit confused with that especially with my logging onto the IRS site and it shows I don’t owe federal taxes 
Filing a 1040 for a dependent child with unearned income of $1600, less standard deduction of $1350 results in taxable income of $250. Yet, Turbo tax says Federal tax liability is "0".  Since $250 of... See more...
Filing a 1040 for a dependent child with unearned income of $1600, less standard deduction of $1350 results in taxable income of $250. Yet, Turbo tax says Federal tax liability is "0".  Since $250 of taxable income is subject to 10% tax rate, why is turbo tax not showing a tax liability of $25?? Any help would be appreciated. 
TurboTax does not round up on a Form 1099-R.  It takes the exact amount as entered in box 1 and box 2a.   Delete the Form 1099-R and re-enter the form manually.
I had more distributions from my HSA for 2025 than expenses. I was taking money out for prior year expenses. The NJ Medical worksheet is taking the amount from line 13b of the Federal Medical worksh... See more...
I had more distributions from my HSA for 2025 than expenses. I was taking money out for prior year expenses. The NJ Medical worksheet is taking the amount from line 13b of the Federal Medical worksheet (total of all HSA distributions) instead of line 12 minus line 13a (Total medical expenses minus insurance reimbursements) I can manually override this, but TT should not be using the HSA distributions for the NJ medical worksheet. NJ does not recognize HSA deductions or distributions.
I am former federal employee- retired.  I received a Form CSA 1099R from OPM for two annuity payments post retirement in 2025.  The taxable amount field (2a) shows UNKNOWN, and the federal tax field ... See more...
I am former federal employee- retired.  I received a Form CSA 1099R from OPM for two annuity payments post retirement in 2025.  The taxable amount field (2a) shows UNKNOWN, and the federal tax field (4) shows a dollar amount. My retirement booklet says that I have already paid Federal income tax on my retirement contributions and provides a total dollar amount. It also says that  I am entitled to receive an amount equal to those contributions as "tax-free income".  IRS Simplified General Rule.  It also shows a "specific dollar amount" that is tax-free for each monthly payment.    Question - Do I use that "specific dollar amount" that is tax-free and multiply it by the "number of checks I have received" (2 checks) and subtract if from the gross distribution field (1) and put this dollar amount into the taxable amount field (2a)?   Appreciate your thoughts.
You may download the form here. City Form W is the same as Form 5121.
Can you clarify what happened. Did the refund meter reset to zero? What did you change on the tax return? Did you add income? What state are you in?
It is not possible to use the desktop download on a phone or any other mobile device;  desktop software can only be used on a full PC or Mac.   If you mean that you used online TurboTax on your phone... See more...
It is not possible to use the desktop download on a phone or any other mobile device;  desktop software can only be used on a full PC or Mac.   If you mean that you used online TurboTax on your phone, you can use online software on any device that can access the internet.
In Oregon, you may need to make estimated tax payments if you expect to owe $1,000 or more when you file your return (the amount left over after you subtract your credits and any taxes already withhe... See more...
In Oregon, you may need to make estimated tax payments if you expect to owe $1,000 or more when you file your return (the amount left over after you subtract your credits and any taxes already withheld from your paychecks.).   You should consider making estimated payments if you have income not subject to withholding, such as: Self-employment or "gig" income. Significant interest, dividends, or capital gains. Rental income. Retirement plan distributions (if you didn't opt for Oregon withholding).   If the difference between your total tax liability and your withholding is less than $1,000, you don't need to make estimated payments.   Even if you owe more than $1,000, you are safe from penalties ("Safe Harbor") if your total withholding and timely estimated payments for the year equal at least: 90% of the tax shown on your current (2026) return; OR 100% of the tax shown on your prior year (2025) return. If your 2025 Adjusted Gross Income (AGI) was more than $150,000 ($75,000 if married filing separately), the "prior year" safe harbor increases to 110%. The program will automatically calculate if you met the "Safe Harbor" for last year.   During the Oregon state interview, Look for the "Underpayment Penalties" section.  If you are expected to owe for next year, the program will offer to print Form OR-40-V vouchers for you.   If you are required to pay, payments are typically due in four equal installments: April 15, 2026 June 15, 2026 September 15, 2026 January 15, 2027
@mfenske17363 If one of the TurboTax Tax experts on this forum do not reply back, then you need to contact a tax expert - See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/produc... See more...
@mfenske17363 If one of the TurboTax Tax experts on this forum do not reply back, then you need to contact a tax expert - See this - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US   Or maybe our forum expert on 1099-R distributions is available - @dmertz 
It depends. Even though you see the number on Line 2, the software is "stuck" because it believes a required field—usually the State ID Number or State Wages—is missing from the source entry. Why t... See more...
It depends. Even though you see the number on Line 2, the software is "stuck" because it believes a required field—usually the State ID Number or State Wages—is missing from the source entry. Why this is happening   On Schedule M1W, Line 2, Minnesota requires three distinct pieces of data to validate your withholding:   Payer’s 7-digit MN State ID Number  State Income Amount (even if it matches Federal) If you entered a 1099-R or 1099-INT in the Federal section and the "State ID" was left blank (or used a "dummy" ID like 99-99999), the MN form will pull the amount but fail the validation check for e-filing. Since browser clearing didn't work, the issue is within the data itself. Try these steps in order:   1. The Federal "State ID" Refresh (Most Likely Fix)  Go back to the Federal section (Wages & Income) and find the 1099s or W-2Gs that have Minnesota withholding.  Check Box 15/16/17 (or the state equivalent on your 1099).  The 7-Digit Rule: Minnesota state IDs are exactly 7 digits. If your form has a longer number (like a federal EIN) or "Applied For," the e-file will reject.  Delete the state ID, type it back in manually (do not copy/paste), and ensure the State Income box is not blank. If the form shows $0, enter $1.   Sometimes the state interview creates a "duplicate" blank row on Schedule M1W that you can't see on the summary page.   Desktop Version: Go to Forms Mode (top right) > Find Schedule M1W in the left list > Click Errors at the bottom. If a red exclamation mark appears on a blank line, right-click that line and select Delete.  Online Version: Go to Tax Tools > Tools > Delete a form. Find Schedule M1W, delete it, and then go back into the Minnesota "State" interview to let it recreate the form from your Federal data.
On my 1099R box 1 and 2a are the same but the program is rounding 2a up and then I get an error because 2a cannot be larger than 1. 
The way this works, is that when you enter your 1099-R on the federal return, TurboTax looks at your home state, and if it is Michigan, then TurboTax may ask where the IRS distribution is from.    ... See more...
The way this works, is that when you enter your 1099-R on the federal return, TurboTax looks at your home state, and if it is Michigan, then TurboTax may ask where the IRS distribution is from.    For Michigan, TurboTax asks (for an IRA distribution): * military pension * Qualified government or public pension * Current year conversion from a traditional IRA to a Roth IRA * Other qualified IRA distributions and private-sourced pensions * Pension/IRA distribution received before retirement age/None of the above   Military pension - pension from one of the Armed Forces.   Qualified government or public pension - Michigan lists these as (please see the Michigan instructions on page 19 for more detail:( - The state of Michigan - Michigan local governments (like cities and counties) - Federal civil service   Current year conversion from a traditional IRA to a Roth IRA - self-explanatory   Other qualified IRA distributions and private-sourced pensions - review the rules and descriptions for Retirement and Pension Schedule (Form 4884) starting on page 19 in the Michigan instructions to see how to treat your distribution.    Pension/IRA distribution received before retirement age/None of the above - these Pension/IRA distributions are not considered eligible for special treatment, which is why these and any other retirement distributions are considered "none of the above". NOTE: "retirement age" is the plan's age of retirement for a pension plan, so the plan administrator needs to be contacted.
TurboTax will do your depreciation calculation for you when you enter your business asset in the program. Update your business entry and find the screen that says Your (name of business) Business. Sc... See more...
TurboTax will do your depreciation calculation for you when you enter your business asset in the program. Update your business entry and find the screen that says Your (name of business) Business. Scroll down that screen to find Business Assets and choose Assets being depreciated. When you work through that section, you will be asked to enter the cost and date put into service for your asset and you will be given an opportunity to choose special depreciation options or just take normal depreciation for the asset.    For a camera body, you would chose the Computer, Video, Photo and Telephone equipment option for the description  of asset.
Please see the other thread for an update from the group and how to truly get your return done. I recommend you leave feedback where the developers will see it and read it. Once you file your retu... See more...
Please see the other thread for an update from the group and how to truly get your return done. I recommend you leave feedback where the developers will see it and read it. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
This was result of an NUA distribution (rollover) and not a standard distribution which seems to be the difference but not sure how to indicate that in TT. 
Can you clarify this with a question?
@mscaprese You received a federal tax refund and the TurboTax program shows that you owe federal taxes?  That does not make any sense.   You will have to contact TurboTax support for assistance w... See more...
@mscaprese You received a federal tax refund and the TurboTax program shows that you owe federal taxes?  That does not make any sense.   You will have to contact TurboTax support for assistance with this problem. See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
Hope this helps: TurboTax KeepAlive - Chrome Web Store