turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

I did exactly as you suggested.  Put in multiple states as first choice with the dividends that were earned by the MD bond fund, then put in the dividends earned by the PA muni fund.  Turbo tax ended... See more...
I did exactly as you suggested.  Put in multiple states as first choice with the dividends that were earned by the MD bond fund, then put in the dividends earned by the PA muni fund.  Turbo tax ended up not taxing either the MD or PA dividends in the PA state calculations when it should have taxed the MD (Multiple State) earnings.  I had originally put them in in reverse order (PA dividends, then Multiple State dividends) and got the same incorrect result.  In addition got this error message when I reviewed the state return: Dividend Income Worksheet: Exempt check box -- should not be checked.  Enter the tax-exempt portion of dividend income on a separate line in the tax-exempt dividends column.  Then the screen shot shows  the PA dividends as non taxable on same line as Fed total non taxable dividends and the MD dividends on a separate line as non taxable in PA.  Don't know how this worksheet is populated.  I manually changed the numbers in the form that showed up, but it did not effect the results.  So I am still stumped.
how to remove/delete : Transactions Needs Review Digital asset transactions 6784 total transactions
@SuzPfisterer If that is so, then when you started the 2025 online tax return the 2024 return would have transferred over.
Dear @MonikaK1 MonikaK1,   I removed my CA Form 593.   I made sure to start by entering the withholding on my Federal return.   I then followed the instructions to make a new CA entry, which cr... See more...
Dear @MonikaK1 MonikaK1,   I removed my CA Form 593.   I made sure to start by entering the withholding on my Federal return.   I then followed the instructions to make a new CA entry, which created a new CA Form 593.   As soon as as I was done with the new form 593 and hit Continue, I received this message:   Tax Withheld It doesn't appear that the real estate or other withholding you've entered here has been entered on your federal return. Entering this withholding could increase your refund or reduce the tax you owe on your federal return. To return to where you'd enter this on your federal return, click on "Search Topics" at the top of the screen, enter tax payments and select OK. Enter it as "Withholding not already entered on a W-2 or 1099". Note: Don't enter withholding that has already been reported elsewhere on your federal return.   And AGAIN, the withholding is showing up on Form 540 in both line 71 and line 73.   On the Federal 'Tax Payments Worksheet' the state withholding is on Line 18 b and shows St = CA Is that where it is expected to be? I really need to fix this Today. Is there a Federal Form I can delete and recreate?  I don't want to have to delete the Federal 'Tax Payments Worksheet' but I will if I have to.
I don’t remember my irs pin
Go to this IRS website to complete a W-4 for withholding on your wages received from your employer - https://www.irs.gov/forms-pubs/about-form-w-4   Go to this IRS website to complete a W-4P for ... See more...
Go to this IRS website to complete a W-4 for withholding on your wages received from your employer - https://www.irs.gov/forms-pubs/about-form-w-4   Go to this IRS website to complete a W-4P for withholding from your pension - https://www.irs.gov/forms-pubs/about-form-w-4-p   For state withholding you will need to speak with your employer for the state form
thinking through this some more, I realize that the changes I recommended will also not work as sometimes you have a joint account with son/daughter and you may not want to import that form (as they ... See more...
thinking through this some more, I realize that the changes I recommended will also not work as sometimes you have a joint account with son/daughter and you may not want to import that form (as they are doing their own taxes) and hence you want to be able to exclude some forms during import. I guess they had more problems in the past with duplicate import and enough people must have given strong feedback on that issue, that they implemented this new feature where it wipes out previous imports.   I guess we need to just suck it up and work with the constraints it has
@wozman7 wrote: ..this means that I don’t have to claim either of these on my federal return as any type of taxable amount?   Correct. Obviously, any interest that accrued later would have to... See more...
@wozman7 wrote: ..this means that I don’t have to claim either of these on my federal return as any type of taxable amount?   Correct. Obviously, any interest that accrued later would have to be reported but you don't have to report the balance of the accounts.
when genuine TurboTax disk is installed ihe default is to create its own folder under the C:\Users\Username\Documents folder. Also, the location it's saved is entered into the Windows registry so whe... See more...
when genuine TurboTax disk is installed ihe default is to create its own folder under the C:\Users\Username\Documents folder. Also, the location it's saved is entered into the Windows registry so when you reopen the app, it should show you the tax return no matter where you saved it.unless you move it outside of TurboTax.     Don't know about a "Takeout folder" unless you saved it there yourself. Are you using a legitimate version of TurboTax desktop? Many websites sell illegal versions. 
See this for contacting a tax expert - https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US
My TurboTax 2025 does not recognize the 2024 Turbo tax return file. Both years used Mac version desktop Deluxe. I am using the same computer used for the previous year. This has not previously happen... See more...
My TurboTax 2025 does not recognize the 2024 Turbo tax return file. Both years used Mac version desktop Deluxe. I am using the same computer used for the previous year. This has not previously happened over 10-15 years.   
This Community forum can address questions that are submitted in writing.  If you want to contact an expert by phone, please check out How do I connect with a tax expert in TurboTax? with information... See more...
This Community forum can address questions that are submitted in writing.  If you want to contact an expert by phone, please check out How do I connect with a tax expert in TurboTax? with information on how to do that
Turbotax does not send letters to the IRS about its clients    either one of your family members is lying, or some unknown party sent it using your address. 
Since the FTB has already reached out, you are essentially correcting your filing. Here is how to handle it: Complete Form 3853 first: If you had insurance all year, you'll simply check the "Ful... See more...
Since the FTB has already reached out, you are essentially correcting your filing. Here is how to handle it: Complete Form 3853 first: If you had insurance all year, you'll simply check the "Full Year" box for everyone in your household. This usually brings the penalty to $0. Update Form 540: Ensure the "Health care coverage" box is now checked (or the penalty line is correctly filled out based on your 3853 results). Reply with the 3853 and revised 540: If your notice has a DLN: You can use the FTB's Respond to Notice web portal. If you have a MyFTB account: You can log in and send a secure message with the forms attached. If you don't have an account, it takes about a week to set up because they mail you a PIN for security If the notice specifically says "Mail to...": Some specific audit or compliance codes still require the paper trail. If the notice doesn't mention an online option, mailing is the safest bet to ensure it gets processed. Include a copy of the notice and mail certified with a return receipt, no signature required. This is your proof, in case CA says they did not receive it. Which is why you never mail original forms.
Ok.   Thanks.  Just so I’m clear on this, this means that I don’t have to claim either of these on my federal return as any type of taxable amount?   
I understand and followed the directions provided.  Under "Other reportable income" I only had to identify it as NFL ticket sales.  I entered the total amount gained; from reading about reporting NFL... See more...
I understand and followed the directions provided.  Under "Other reportable income" I only had to identify it as NFL ticket sales.  I entered the total amount gained; from reading about reporting NFL ticket sales it doesn't appear I can claim my losses, which surpass my gains.  Is this correct?    As far as how I entered the information in Other reportable income, does that appear correct?   The reason I ask, on last years tax return, where I had the same situation and asked this question, the directions I was given for Turbo Tax had me file under Investments and Savings, the same heading is not in Turbo Tax 2025,  complete a Form 8949.  (In 2025 I guess Investment Income is close.)    On 8949 I had to list each transaction, both losses and gains.  I want to ensure that I am correctly filing my taxes.
if they want to safeguard data integrity that is fine. But then they need to be consistent with this implementation. Specifically they should not provide check boxes after import showing all the form... See more...
if they want to safeguard data integrity that is fine. But then they need to be consistent with this implementation. Specifically they should not provide check boxes after import showing all the forms they found for that account. By providing check boxes, they are creating an illusion that you can bypass import of a form by unchecking the box (thereby preserving what you imported before). if they want to stick with current implementation, then they should just list all the forms they found for that particular user/account without checkboxes and then let the user know that all these forms (accounts) will be overwritten