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Rob_Dog

I have the Desktop version...

mikep83

Hello there - I moved from California to Arizona at the end of March 2025. I am now working on my state returns and have a couple questions: Trying to file itemized deductions for CA to claim me...

Hello there - I moved from California to Arizona at the end of March 2025. I am now working on my state returns and have a couple questions: Trying to file itemized deductions for CA to claim medical expense. Looks like TurboTax is telling me I dont get to itemize because my expenses are not more than 7.5% if my FEDERAL AGI. Why do they use the FEDERAL AGI? Seems to me a CA AGI should be used to determine if something is deductible in CA, no? I got a federal credit for installing energy efficient blinds. I dont see how to enter that in the CA returns. Does CA not accept that credit? For "taxes paid" section of the 540 CA, the state and local income tax is no allowed for CA. However, about half of those state taxes were paid in AZ, not CA. Why is the AZ state taxes not allowed? Finally, it looks like the way CA figures what rate to tax you is to use your total AGI (Federal). That does not seem fair. Am I looking at this correctly? Thank you in advance for your help.

MarilynG1

When you re-installed TurboTax, did you allow C++ to install also? If so, have you tried disabling your security software before launching? Are you running as 'Administrator? (right-click TT icon)....

When you re-installed TurboTax, did you allow C++ to install also? If so, have you tried disabling your security software before launching? Are you running as 'Administrator? (right-click TT icon). Here's more info on Troubleshooting TurboTax Desktop Issues. @wiseann1

DawnC

You have to enter the business percentage usage in the interview in order to to ensure the correct number is calculated on Schedule C @angierysanek - Are you using the desktop product? If so, go ...

You have to enter the business percentage usage in the interview in order to to ensure the correct number is calculated on Schedule C @angierysanek - Are you using the desktop product? If so, go into Forms Mode and find the home office deduction worksheet and update the business percentage and the error will correct. If you are using Deluxe or Premier, the question may be missing from the interview and so the percentage must be entered in forms mode.

AmyC

1. How this is calculated NC is among the majority of states that tax a nonresident or part-year resident using apportionment/ allocating the tax. The full income from everywhere is reported. ...

1. How this is calculated NC is among the majority of states that tax a nonresident or part-year resident using apportionment/ allocating the tax. The full income from everywhere is reported. NC will look at your total family income for the year and determine the tax on that amount. Then, they look at what percentage of the income was actually from NC. NC multiplies the percentage of NC income times the NC tax. For example: NC tax on your federal income is $8,000 But only 10% of your income was earned in NC NC tax liability will be 10% of $8,000 or $800. 2. Line 13 is the NC percentage of total income. Dates of residency are not related to how SC taxes the income.

Rob_Dog

When I to the Online menu that option is not there...

jnltaylor

I also agree. IRS just wants the total foreign dividend and taxes paid total correct. Then the calculation to ensure an adequate tax rate is verified in the FORM 1116 and done by TT. There was li...

I also agree. IRS just wants the total foreign dividend and taxes paid total correct. Then the calculation to ensure an adequate tax rate is verified in the FORM 1116 and done by TT. There was likely a deeper tax insight IRS did want, but given so much is from publicly traded stocks, there is little insight to find. Personally, I go into FORMS and manually enter the data by country and combine $ from different accounts for the same country. Because TT has failed to correct its software for the past 4 years, I find the Q&A approach as a failure. In the end, when I run the Check for Errors as one of the final TT steps, there is sometimes a small detail to add to the form, which I overlooked. After the error check, the FORM 1116 is completed in compliant with the IRS Code.

raymond123456

Importing from Investor360 assigns all imported documents to the account owner, even if some documents are for a spouse.

RobertB4444

Have you completely filled out the form 8962 related to your 1095-A? If so you may have to go back through, delete that form and start over. If I am way off base and the enrollment status refe...

Have you completely filled out the form 8962 related to your 1095-A? If so you may have to go back through, delete that form and start over. If I am way off base and the enrollment status refers to something else then please come back here and let me know.

basbusiness

I cannot print the first 8 pages of Form 1040 and subsequent forms for filing. I cleared the cache, I closed out TurboTax and reopened it, still no print. I saved it to a PDF and tried to print, st...

I cannot print the first 8 pages of Form 1040 and subsequent forms for filing. I cleared the cache, I closed out TurboTax and reopened it, still no print. I saved it to a PDF and tried to print, still not print. The rest of the forms will print, but not the first 8 pages.

alanbarblars

Yes, Federal and State Accepted on the original filing.

BillM223

You are not allowed to transfer dollars from a traditional IRA (if that is what this is) directly to a 529. You have to declare this portion of the IRA distribution as income, and pay tax and possibl...

You are not allowed to transfer dollars from a traditional IRA (if that is what this is) directly to a 529. You have to declare this portion of the IRA distribution as income, and pay tax and possibly early distribution penalties, depending on your age. The 529 is not tax deductible like a traditional IRA, hence you can't do 1 to 1 transfers. In the 1099-R interview, you will have to enter the dollars that went to the 529 as neither rolled over nor converted.

DawnC

When you checkout, you can add it. Getting Started with Will Builder

MarilynG1

Try saving your tax file to your desktop instead, then check that the folder you were previously saving to is not marked 'read only' (right click, properties). Be sure you're using TurboTax as an 'A...

Try saving your tax file to your desktop instead, then check that the folder you were previously saving to is not marked 'read only' (right click, properties). Be sure you're using TurboTax as an 'Administrator' (right click on TT icon). @hadt96

DoninGA

This can be added in the File section of the program on Step 1. Click on Add Will Builder

VeteranTT

That's exactly what happened..... I did an import from PDF. I did triple verify that each box from the PDF showed up exactly the same in Income, and even the amounts in the summary Income page are ...

That's exactly what happened..... I did an import from PDF. I did triple verify that each box from the PDF showed up exactly the same in Income, and even the amounts in the summary Income page are correct. It was a taxable distribution from a Roth IRA after I accidentally over-contributed. I reversed the fund so I only had to pay the taxes (theoretically) on the gains and not the over-contribution. It's baffling that even if the import 'worked', in reality behind the scenes it did not work and there is absolutely zero error detection in TT to detect this even after being reviewed by two separate TT live agents.

AmyC

Yes, different versions may require different entries. If one method doesn't work, choose another. The goal is to get the NY income entered on the federal return and not on the NY return. If you can ...

Yes, different versions may require different entries. If one method doesn't work, choose another. The goal is to get the NY income entered on the federal return and not on the NY return. If you can change the payment to the refund amount or whatever to get the correct income. Any method that allows for the numbers to be accurate. I have the other income steps listed above your post with options.

user17733491813

Line 19, the gross profit percentage is using the wrong calculation. On my return it shows 100% profit when it should be 89%. I compared it to an installment sale in 2017 and the IRS form has cha...

Line 19, the gross profit percentage is using the wrong calculation. On my return it shows 100% profit when it should be 89%. I compared it to an installment sale in 2017 and the IRS form has changed since then but the Turbotax calculation didn't change. The big problem is the form is treating the entire gain as reportable in 2025. Turbotax in Line 22 has me add line 20 +21 (contract price + installment payment). Line 20 ( the gross profit) is being entered, which is recognizing the full gain. This is the first year of the sale so the line 20 says " If this is the year of the sale, enter the amount from line 17. Otherwise, enter 0" . I think I need to enter 0 to have it calculate correctly. I could really use some help!

MarilynG1

To enter or change a Student's Enrollment Status, in the Education Section, EDIT the Student from the Education Summary page. This will update the Person Worksheet. Also make sure in the MY ...

To enter or change a Student's Enrollment Status, in the Education Section, EDIT the Student from the Education Summary page. This will update the Person Worksheet. Also make sure in the MY INFO section that you indicated the person was a student. @aoude_jennifer

DawnC

The WA capital gains tax is an excise tax and therefore not deductible. @American_Coot The Washington capital gains tax is considered an excise tax and therefore is not deductible on your federal...

The WA capital gains tax is an excise tax and therefore not deductible. @American_Coot The Washington capital gains tax is considered an excise tax and therefore is not deductible on your federal return. The excise tax cannot be deducted from federal ordinary income because the levy does not fit within any of the types of state or local taxes. See WA dept of revenue - You can file and pay your capital gains tax at the link above - it is not supported in TurboTax.

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Do you have a TurboTax Online account?

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