All Posts

Yes, for cash donations you can enter one donation for the total amount to one charity with any name you like, such as "Various charities." The name of the charity does not appear on your tax return. Only the total amount of cash donations is reported.  

One simple way to enter distinguishing information for more than one 1099-INT from the same payer is to enter a description for each account on the same line as the payer name, such as "Blabla Bank MM Savings" and "Blabla Bank CD".    If you have a suggestion for programming enhancement, such as to restore the ability to add supporting details, you can submit your suggestion the next time you receive a survey from TurboTax.    @marktboulder 

Box 15 does not ask for the state that you worked in. It asks for the state for which state income tax was withheld. But Tennessee has no state income tax, so TN should not be entered in box 15. That's why TN is not in the list. What you do is leave boxes 15 through 20 empty in TurboTax. Do not enter anything. You do not have to enter TN in box 15 even if it's shown on your W-2.  

You didn't answer their question. They are trying to upload PDFs of their tax documents and according to your own help page, you pick "other" instead of linking to financial institution or importing from a tax program. What if your financial institution mails you your year end forms and you don't bank online? How do we import those? We can save them as PDFS but the desktop version only allows for W2s to be PDFs. Why do we have to enter this all manually? This is ridiculous. 

To refer a friend to TurboTax, you can generate a unique referral link at turbotax.intuit.com/referral.  When a new customer uses your link to file a paid federal return, they receive 20% off, and you receive a $25 gift card (up to $500/year).   New TurboTax customers (anyone who did not use TurboTax to file their taxes in 2024) using your link can choose either 20% off the preparation and filing of their personal, federal return on TurboTax Online, TurboTax Expert Assist, or TurboTax Expert Full Service. The discount cannot be used with another discount or special limited-time offer.   See the link below for more detailed information regarding this program.   TurboTax Referral Program

Select Continue at the bottom of this screen, then select Done at the end of the Smart Check, then continue to the filing menu. This error is occurring when assets may have qualified (and received) the Special Depreciation Allowance deduction in prior years, but under current tax laws (which change frequently) would not qualify. It isn't a critical error, because you haven't added this asset in the current year, so you're not claiming the bonus first-year Special Depreciation Allowance. The help guidance reads: “The program automatically checks “No” for “Qualified Property” if it determines the asset is not qualified based on the rules and your various entries about the asset. No entry is required for assets placed in service in a prior year, but we will still alert you if you enter a deduction and your data tells us the asset is not qualified." Which is a fancy way of saying this is just an alert and not an error. You can move forward, since you've already checked the asset to the prior year entries.   If continuing past the smart check does not work for you, and you are blocked from e-filing, can you please tag me @MelindaS1 so I can work on this issue? Thank you!

The IRS issues most refunds from e-filed returns in about 21 days, although some returns take more time to review. To check the status of your refund:   Check your e-file status. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted.   If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.   Go here to track your state refund.  

I think the bottom line is that the unearned income is excluded from tax because of the low taxable income and the tax on earned income is absorbed by the standard deduction. Go with the program’s calculation. 

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return And your SSN must be VALID for employment. Do NOT check the box saying Not Valid under My Info. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    

Thank you so much for your response.  Thought I was good to go until I attempted to amend my 2024 return to report the gain from the excess contribution in 2024 (removed in 2025 before tax filing deadline).  You stated I should report as Other Income but when I use my 2024 TT desktop software to amend (and review instructions on line) it seems I need to manually add the 1099-R that I received for 2025 in 2026.  If I do that it ends up charging me a penalty for late removal even though I answered the question stating it was a timely removal.  Any tips on how this process should work?  What would I amend to report as Other Income if that is the correct process and do I have to explain what it is somewhere?  I did report the 2025 1099-R (for the 2024 excess removal) on my 2025 return.   Thanks again.

The IRS issues most refunds from e-filed returns in about 21 days, since it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.  You can also contact the Taxpayer Advocate Service.  The fact that the delay in your refund is affecting your ability to pay your house taxes, should qualify you due to financial hardship.     Can TAS help me with my tax issue? Go here to track your state refund. @randajoyd 

If there are no entries in Boxes 5 and 7, then there is no entry needed in Box 6. There was no need for the payer to enter "TX" or a state ID number or anything else in Box 6. Leave it blank, and that will resolve the issue.   The IRS instructions for Form 1099-NEC state, regarding boxes 5 through 7:   These boxes are provided for your convenience only and need not be completed for the IRS. Use the state information boxes to report payments for up to two states. Keep the information for each state separated by the dash line. If you withheld state income tax on this payment, you may enter it in box 5. In box 6, enter the abbreviated name of the state and the payer's state identification number. In box 7, you may enter the amount of the state payment.   @ampemberton