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a month ago
1 Cheer
It depends. Even though your W-2 is for Pennsylvania and you are a PA resident, New York uses a "total-income" method to calculate your tax rate. Here is why that subtraction (S-119) is happening on ...
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It depends. Even though your W-2 is for Pennsylvania and you are a PA resident, New York uses a "total-income" method to calculate your tax rate. Here is why that subtraction (S-119) is happening on the "Federal" side of the New York form.
New York calculates a nonresident's tax by first determining what your tax would be if you were a full-year New York resident.
Column A (Federal Amount): This column represents your total income from all sources (the "Federal" side). New York starts with your Federal Adjusted Gross Income (FAGI).
Column B (New York State Amount): This column is where you only list income actually earned in New York.
As you noted, your Guard pay is correctly excluded from Column B because you are a nonresident. The S-119 modification (under NY Tax Law Section 612(c)(8-a)) specifically allows military pay to be subtracted from New York's calculation. The modification ensures your military pay is ignored entirely by New York—not just for what you owe (Column B), but also for the math used to determine your tax bracket (Column A).
Without it, the pay would be included in your New York income, which wouldn't be in your best interest financially.
a month ago
When you open an amended return in TurboTax, amounts such as the APTC recapture tax credit on Schedule 2, line 3 may appear again as due before entering new data. This can happen because TurboTax rec...
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When you open an amended return in TurboTax, amounts such as the APTC recapture tax credit on Schedule 2, line 3 may appear again as due before entering new data. This can happen because TurboTax recalculates tax owed from the original return plus the changes entered, potentially reapplying credits or recaptures.
To address an amended return in TurboTax for a missed 1099-R, follow these steps: 1. Open your original 2025 tax return in TurboTax. 2. Select File and then Save As to create a copy labeled as your amended return. 3. Go to the Federal Taxes tab, then select Other Tax Situations. 4. Scroll down and select Amend a Return, then choose Start next to it. 5. Confirm you have already filed your original return. 6. Make the necessary changes by adding the missing 1099-R information. After entering the 1099-R, review Schedule 2 and the APTC recapture to ensure it is not duplicated during recalculation. If e-filing isn’t available or you want to avoid triggering reprocessing issues, you can print and mail your amended return.
a month ago
1 Cheer
Yes. A direct rollover from a 401(k) to a Traditional IRA within 60 days will generate a Form 1099-R with Code G (rollover) in Box 7. This is a non-taxable event.
a month ago
You can enter information to update the 2026 estimated tax calculation. Desktop Users: you can use Forms Mode to manually view, edit, or override specific lines on your 1040-ES or other tax form...
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You can enter information to update the 2026 estimated tax calculation. Desktop Users: you can use Forms Mode to manually view, edit, or override specific lines on your 1040-ES or other tax forms. Use these steps to enter or edit your estimated tax payments for next year in TurboTax. Log into TurboTax Under Federal Select Deductions & Credits, and Scroll to Estimates and Other Taxes Paid category. Click Start or Update next to Estimated Tax Payments. You can now add, edit, or delete federal, state, and local payment amounts and dates as needed. You can also see the TurboTax description of Where do I enter my estimated tax payments?
a month ago
Shouldn't the amount on line 15 NJ1040-NR in column A be your federal wages, and the amount in column B be the New Jersey wage sources? TT is pulling the NJ wages amount for both columns
a month ago
Hi Vanessa, Thank you for your reply. Unfortunately I can't seem to locate anywhere to input the percentage we rent out. I don't see "Property Profile" as an option after selecting Income > Renta...
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Hi Vanessa, Thank you for your reply. Unfortunately I can't seem to locate anywhere to input the percentage we rent out. I don't see "Property Profile" as an option after selecting Income > Rental > Rental Summary. First screen I see: First, I selected "Rented part of your home" and clicked Next. Next screen I see: Then, it asks for number of days rented vs. personal use days. Final screen I see before it takes me back to the rental summary: Then, it gives me this screen. When I click "Continue it takes me back to the summary page.
a month ago
what version do I need for simple tax return?
a month ago
In TurboTax Online, in the California state income tax return, the California Military Pension Exclusion is reported at the screen Any Pension or Annuity Adjustments?.
You may not be able to no...
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In TurboTax Online, in the California state income tax return, the California Military Pension Exclusion is reported at the screen Any Pension or Annuity Adjustments?.
You may not be able to not import from your Federal information to California state, but adjustments are available.
The screen says: "If your pension or annuity distribution has a California taxable amount that is less than your federal taxable amount, enter the difference as a subtraction."
And, as @DaveF1006 states above, you may be able to remove the IRS form 1099-R and re-enter the income.
@MaryY1
a month ago
Since you stopped using this property in a prior tax year, you would report this in TurboTax as the Sale of Business Property. Be sure you have the final amount of depreciation taken on the property ...
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Since you stopped using this property in a prior tax year, you would report this in TurboTax as the Sale of Business Property. Be sure you have the final amount of depreciation taken on the property through the date you stopped using it as a rental. Your entry point will depend on the version of TurboTax you are using.
If you're using TurboTax Online, log in and open your return. Then use this link: Sale of Business Property.
If you're using TurboTax Desktop, open your return, go to Your Income Summary (or Business tab) and find Sale of Business Property under Business Items (Less Common Business Situations).
On the page "Any Other Property Sales?" check the box for Sales of business or rental property that you haven't already reported.
Add a sale.
Complete the Sale of Business or Rental Property page.
Cost should include your final adjusted basis plus any selling expenses.
Enter depreciation from your records.
For the question "What type of property is this?" check the box for "Real Estate that I took depreciation on."
Continue through the topic until you return to the Income Summary page.
These entries will be reported on Form 4797 and no current depreciation will be calculated for the property.
@Mjtkreilly
a month ago
Are you in the same account you filed your 2023 return in?
Here's how to get all the forms and schedules.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "Yo...
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Are you in the same account you filed your 2023 return in?
Here's how to get all the forms and schedules.
TurboTax Online:
Sign in to your TurboTax Account.
Scroll down to the "Your tax returns & documents" section.
Select the specific tax year you need (e.g., 2023).
Click "Add a State" (you aren't actually adding one, but this "unlocks" the return so you can access the Print Center).
In the left-hand menu, select Tax Tools > Print Center.
Select Print, save or preview this year's return.
The Key Step: Look for a checkbox or dropdown that says "Include government and TurboTax worksheets" or "All forms."
Click View/Print to generate the full PDF, which will now include every schedule (like Schedule C, D, or E) and the internal worksheets.
TurboTax Desktop:
If you used the software installed on your computer, you must open the specific program for that year (e.g., open the TurboTax 2023 app).
Open your saved .tax file.
Go to File > Print.
In the print window, select the radio button for "All forms and worksheets."
Choose "Save as PDF" to keep a digital copy with every detail.
a month ago
1 Cheer
Schedule 1 of the CT-1040 tax return shows additions to and subtractions from Federal adjusted gross income.
If you are in TurboTax Desktop, you can view Schedule 1 as part of your CT tax retu...
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Schedule 1 of the CT-1040 tax return shows additions to and subtractions from Federal adjusted gross income.
If you are in TurboTax Desktop, you can view Schedule 1 as part of your CT tax return in Forms mode.
If you are in TurboTax Online, you can print a preview of your return by going to Tools>Print Center on the left menu.
a month ago
The culprit is often a cluttered or "broken" cache. Since these temporary files can interfere with how the software loads, cleaning them out usually fixes the issue.
If you are using the web-ba...
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The culprit is often a cluttered or "broken" cache. Since these temporary files can interfere with how the software loads, cleaning them out usually fixes the issue.
If you are using the web-based version, try these three troubleshooting methods:
Clear out your stored cache and cookies
Use an Incognito or Private window
Try logging in through a different web browser (for example, moving from Chrome to Firefox or Edge)
a month ago
When you downloaded, did you download the ENTIRE return at one time? If not, try doing that and when you go to print, select the pages for the local return to print. Which city are you trying to pri...
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When you downloaded, did you download the ENTIRE return at one time? If not, try doing that and when you go to print, select the pages for the local return to print. Which city are you trying to print?
a month ago
I have this same issue. TurboTax is assuming the estimated taxes are equal for each period irrespective of the values that are actually paid. I have posted a similar issue that has gone unanswered:...
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I have this same issue. TurboTax is assuming the estimated taxes are equal for each period irrespective of the values that are actually paid. I have posted a similar issue that has gone unanswered: Annualization of SC and the calculated penalty incorrect.
a month ago
1 Cheer
@user17736538979 Yeah I reported it on 6 March......not sure it is actually being worked on. Check my extended troubleshooting "workaround", with pictures, that seems to kind-of work (by ch...
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@user17736538979 Yeah I reported it on 6 March......not sure it is actually being worked on. Check my extended troubleshooting "workaround", with pictures, that seems to kind-of work (by changing the order in which the NC-PY income is listed during the NC interview), but I don't really know if it will hold all the way thru the final filing step. It does appear to work thru the point at which the NC W-2 incoem jumped up before (right at the Audit Risk step). Solved: Re: I am a part-year resident in NJ and NC. I have earned income (W-2) that must be allocated bet... But if you don't trust it, and don't want to wait to see if TTX fixes the problem...if ever...then you might just be stuck with paper filing the state form this year. Luckily...most folks don't move states every year.
a month ago
Did you enter self-employment income and expenses? If so, the TurboTax online Premium edition must be used to enter the income and expenses on a Schedule C and use Schedule SE for self-employment ta...
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Did you enter self-employment income and expenses? If so, the TurboTax online Premium edition must be used to enter the income and expenses on a Schedule C and use Schedule SE for self-employment taxes. Those schedules are not supported in either the Free or Deluxe online editions.
a month ago
The IRS generally takes 8 to 12 weeks to process an amended return (Form 1040-X), though it can take up to 16 weeks if it requires manual review. Even though you filed electronically, you may still e...
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The IRS generally takes 8 to 12 weeks to process an amended return (Form 1040-X), though it can take up to 16 weeks if it requires manual review. Even though you filed electronically, you may still experience an unexpected delay.
When to check: You can start checking the status 3 weeks after you filed.
Where to check: Use the Where’s My Amended Return? tool on IRS.gov.
What you need:
Social Security Number (SSN) or ITIN.
Date of Birth.
Zip Code.
4. Phone Alternative: You can call the automated hotline at 866-464-2050.
a month ago
I was doing a simple tax return for my summer job and turned down all the upgrades that were popping up. Initially, I was using the free edition. By the time I got to the payment page, it said it was...
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I was doing a simple tax return for my summer job and turned down all the upgrades that were popping up. Initially, I was using the free edition. By the time I got to the payment page, it said it was $40. I was like ok I guess there's payment regardless, but how did it end up being $129 premium charged after I submitted my card info?! It doesn't even say what was charged or added.