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Yes.   If your son is totally and permanently disabled, you can claim him as a dependent (qualifying child) no matter his age, as long as he does not provide more than half of his own support. ... See more...
Yes.   If your son is totally and permanently disabled, you can claim him as a dependent (qualifying child) no matter his age, as long as he does not provide more than half of his own support.   Please read this TurboTax article on Who Can I Claim as a Tax dependent?
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to g... See more...
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @user17735752540 
If you accidentally added a 1099-R entry and want to delete it, you have two options:   Go to Income Click Review on IRA, 401(k), and pension plan withdrawals Click on the trash can to t... See more...
If you accidentally added a 1099-R entry and want to delete it, you have two options:   Go to Income Click Review on IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel You can also delete the form by following these steps:   Go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of the Form 1099-R you would like to delete
You may be able to claim him under the Qualifying Child rules if you indicate he is disabled when entering him as a dependent.   To be a Qualifying Child - 1. The child must be your son, daught... See more...
You may be able to claim him under the Qualifying Child rules if you indicate he is disabled when entering him as a dependent.   To be a Qualifying Child - 1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them. 2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled. 3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you. 4. The child must not have provided more than half of his or her own support for the year. 5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child. 6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year. 7. The child must be younger than you unless disabled.
I'll keep checking everyday and try to submit, but do you think I should email TurboTax support to see if they plan on updating the CA Trust return so it will work?
If I use TurboTax desktop, is there anyway I can obtain a copy of the return I filed online last year?
How do you verify that I did not take the Safe Harbor and only took the QBI deduction on the tax return or worksheet or on the desktop TurboTax? I want to verify this to make sure TurboTax was filled... See more...
How do you verify that I did not take the Safe Harbor and only took the QBI deduction on the tax return or worksheet or on the desktop TurboTax? I want to verify this to make sure TurboTax was filled out  correctly. Thanks 
Where do I find a simple W3
@thom7snyder The answer to the original question was from 5 years ago.   See this TurboTax support FAQ for deleting a state tax return when using the online editions - https://ttlc.intuit.com/tur... See more...
@thom7snyder The answer to the original question was from 5 years ago.   See this TurboTax support FAQ for deleting a state tax return when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/delete-state-return-turbotax-online/L8v9awRbh_US_en_US
Thanks — that makes sense on the $5,000 limit and the $1,639 add-back. Just to clarify, my confusion isn’t around the FSA portion — I agree that piece should reduce Box 1 wages. What I’m trying to ... See more...
Thanks — that makes sense on the $5,000 limit and the $1,639 add-back. Just to clarify, my confusion isn’t around the FSA portion — I agree that piece should reduce Box 1 wages. What I’m trying to understand is specifically the backup care reimbursement: The ~$4,730 of backup care (across both W-2s) appears to be included in both Box 1 and Box 10 So we are already being taxed on that amount as ordinary wages Then Form 2441 is effectively treating total Box 10 as pre-tax benefits and adding back the excess over $5k That’s what seems like potential double counting to me. So my question is: If employer-provided backup care is already included in Box 1 wages (i.e., already taxed), should it still be included in Box 10 in a way that causes an add-back on Form 2441? Or is there something in Part III of Form 2441 that accounts for this?   Appreciate the help — just trying to reconcile how “re-taxed” backup care is supposed to flow through the form.
I bet it’s for the At Risk box on Schedule C.   If you need to find where to change the At Risk box on line 32  here are my old notes.  Hopefully they still work or will get you close.   Go back ... See more...
I bet it’s for the At Risk box on Schedule C.   If you need to find where to change the At Risk box on line 32  here are my old notes.  Hopefully they still work or will get you close.   Go back to your Self-Employment Income.   Click on Edit to review your business entries.   Then scroll down to Uncommon Situations, click Edit and check or uncheck the box.  If your investment is at risk, don't check the box.   You may need to delete Form 6198 if you had the box checked and are now unchecking it.     How to delete forms   You can get back to the question about your business investment being at risk by going to the Schedule C and finding the Final Details > Special Situations section (if using TurboTax Home and Business) or the Uncommon Situations section (if using TurboTax Online).     Within those sections, there will be a check-box to indicate 'I have money invested in this business that I'm not at risk of losing; that is, certain cash, property, or borrowed amounts that are protected from loss.'  Uncheck that box if your investment in your business is not at risk.      
I can't find a code 327 in the Oregon instructions. There is a code 325 (Schedule OR-ASC-NP filers only), however, is this what you meant?   Code 325 refers to an Oregon state tax refund.    ... See more...
I can't find a code 327 in the Oregon instructions. There is a code 325 (Schedule OR-ASC-NP filers only), however, is this what you meant?   Code 325 refers to an Oregon state tax refund.    Which number are you wondering about? The 327? or the $3,891?
The Federal estimated taxes section is definitely buggy.  Along with many of the other posts in this thread, there appears to be 2 additional issues:   1. ES & W4 Worksheets - All the inputs I have... See more...
The Federal estimated taxes section is definitely buggy.  Along with many of the other posts in this thread, there appears to be 2 additional issues:   1. ES & W4 Worksheets - All the inputs I have provided seems to have been captured correctly. That said, under the section on page 2, "Enter the Tax Payments You've Already Made for Your 2026 Tax Return", if you enter inputs for federal income tax actually withheld from your paycheck to date, TT will calculate the taxes paid to date and derive a "Balance of payments needed or (expected refund)".  So far so good.   The issue I see is that if you enter values for federal taxes already paid in 2026, this amount is not carried through to the "Estimated Tax Options" form, "Expected withholding for 2026" field to reduce your remaining estimated tax payments so you potentially will pay more.  I corrected for this by doing a manual override of the form (note, you need to go to the TurboTax top level menu > Edit > Override) and changing the field, "Expected withholding for 2026" to have the federal tax withheld paid to date.  At that point, my 1040ES was generated correctly with what was remaining for the year.  Not everyone will have this situation, but wanted to share this just in case.   TT Mac version: Home and Business edition.  
If you're seeing "Accrued Market Discount" (AMD) on Schedule B that is different to the accrued interest paid adjusted against a 1099-INT.  AMD is an automatic addition to interest which is coming fr... See more...
If you're seeing "Accrued Market Discount" (AMD) on Schedule B that is different to the accrued interest paid adjusted against a 1099-INT.  AMD is an automatic addition to interest which is coming from a 1099-B Box 1f for the AMD on a redeemed bond which is taxed as ordinary interest not a capital gain.   Check your 1099Bs for where that adjustment is coming from.   Accrued interest should be entered as a positive number to reduce income, which will reflected on Schedule B as a negative "Accrued Interest" adjustment under "Interest Adjustments" portion of Schedule B, or on the "Additional Information" page if no room on Schedule B.
You get to first offset the loss against any gains you have each year so that can use more of it up.  Then after applying the loss to the current gains you can take a max loss of 3,000 (1,500 MFS)per... See more...
You get to first offset the loss against any gains you have each year so that can use more of it up.  Then after applying the loss to the current gains you can take a max loss of 3,000 (1,500 MFS)per year.  Turbo Tax does all the calculations for you.  Just enter the prior year carryover amount. The current year carryover loss from the prior year is on schedule D line 6 & 14.   On the income page The 2025 column shows the carryover to 2026 (not your current loss for 2025).   Schedule D doesn't actually show the carryover amount. To find your  Capital Loss Carryover amount  you need to look at your  return schedule D page 2.  Line 16 will be your total loss and line 21 should be a max loss of 3,000.  The difference between line 16 and 21 is the carryover loss for next year.   There is also a Carryover Worksheet showing the carryover from the prior year and the current amounts.  Then there is also the Capital Loss Carry Forward worksheet showing the amount transferring over to next year.   In the Online version you have to save your return with all the worksheet as a pdf file to your computer to see Schedule D and the Capital Loss Carry Over and Carry Forward worksheets.   In the Desktop program you can go to Forms and find it in the list in the left column.