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4 hours ago
If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to t...
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If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.
By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.
4 hours ago
I would advise delete Form 5695 and step through the interview again. Don't say 'Yes' to windows/doors if you don't have expenses to enter for them. If you're being asked for the address in the 'Re...
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I would advise delete Form 5695 and step through the interview again. Don't say 'Yes' to windows/doors if you don't have expenses to enter for them. If you're being asked for the address in the 'Review' it may not be saving properly.
In Part II, check the box to use 'address from Federal Info Worksheet'. If you address contains special characters, change them to text (such as 'Unit' for '#').
@ah1838
4 hours ago
TurboTax sent you an email when the tax return was rejected. It includes the rejection message and rejection code. Look on your email account in 2025 and in your spam or junk mail folders.
4 hours ago
rjs is correct. You cannot resolve this situation in TurboTax. Did your employer actually withhold the tax that is reported on your wife's W-2? If so, you will have to get the employer to correct ...
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rjs is correct. You cannot resolve this situation in TurboTax. Did your employer actually withhold the tax that is reported on your wife's W-2? If so, you will have to get the employer to correct that. If there wasn't any local tax withheld from your wife's pay you could try not reporting the local tax information when you input your W-2 and see what happens, but I don't recommend that. I do recommend you get the employer to correct the W-2 and reimburse any tax withheld, if any.
4 hours ago
Thanks, yes I’m in California, I need to change from Itemized to standard again, I ended up switching to itemized and it then increased my overall taxes and now I owe haha. But I need to put it back ...
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Thanks, yes I’m in California, I need to change from Itemized to standard again, I ended up switching to itemized and it then increased my overall taxes and now I owe haha. But I need to put it back to standard, when I tried amending it. It won’t allow me to switch to standard anymore, but I did not send the amend, I canceled it, I’ll just stick with the return I am getting initially.
4 hours ago
If you cannot proceed in TurboTax because your spouse and children are not a US citizen and they don't have a SSN, you will have to file by mail. You will not be able to e-file. You can apply f...
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If you cannot proceed in TurboTax because your spouse and children are not a US citizen and they don't have a SSN, you will have to file by mail. You will not be able to e-file. You can apply for an ITIN using Form W-7 for your spouse and children. Try entering "NRA" (Non-Resident Alien) or "Applied For" in the SSN field, then mail the return with the Form W-7. Click here for Form W-7. Click here for Instructions for Form W-7. Click here for Claiming a Non-Citizen Spouse and Children on Your Taxes If you have additional information or questions regarding this, please return to Community and we would be glad to help.
4 hours ago
@Williamstiffanie10 wrote:
how can i find out if my husband clam me in taxes?
You cannot find out who claimed you or the filing status he entered on the the return. The IRS will not tell ...
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@Williamstiffanie10 wrote:
how can i find out if my husband clam me in taxes?
You cannot find out who claimed you or the filing status he entered on the the return. The IRS will not tell you.
4 hours ago
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4 hours ago
If you reported the current year improvements as rental assets, you will need to return to those entries and also report that you stopped using them due to a sale. You can either allocate a portion o...
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If you reported the current year improvements as rental assets, you will need to return to those entries and also report that you stopped using them due to a sale. You can either allocate a portion of the sales proceeds to each asset, or report zero proceeds.
A better option is to delete those assets. You won't receive any depreciation expense for assets added and sold the same year, so there's no advantage to adding them as assets. Instead, add their cost to your selling expenses for the sale. The net result should be the same.
4 hours ago
how can i find out if my husband clam me in taxes?
4 hours ago
@kayak1 wrote: Use forms view. Go to line 25a on form 5695. Manually select "no". Turbotax, for some reason, is leaving this checkbox blank. Resubmit. Worked for me. Nice, thanks @kayak1...
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@kayak1 wrote: Use forms view. Go to line 25a on form 5695. Manually select "no". Turbotax, for some reason, is leaving this checkbox blank. Resubmit. Worked for me. Nice, thanks @kayak1 that is indeed the issue with the generated form 5695. Reject code makes more sense now. Unfortunately like @Bnadeau pointed out don't think those of us using the online version can fix this manually unless you might know how?
4 hours ago
I'm having the same issue as @TheSchulteMeistr and @Dkingshere. I've entered the $400 for the AZ Public School Tax Credit as a positive adjustment to my total tax payments on Line 18d of the Federal ...
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I'm having the same issue as @TheSchulteMeistr and @Dkingshere. I've entered the $400 for the AZ Public School Tax Credit as a positive adjustment to my total tax payments on Line 18d of the Federal Tax Payments Worksheet as instructed above by @LenaH. However, that $400 then gets pulled into Line 53 on my Arizona Form 140 and there is no way to back it out on the Arizona Tax Payments Worksheet. As both @TheSchulteMeistr and @Dkingshere have noted, this results in my Arizona tax refund being overstated by $400, because Turbotax is giving me both the $400 credit on AZ Form 140, Line 51 (pulled from AZ Form 301, Line 7, which is pulled from AZ Form 322) and an additional $400 as AZ income tax withheld on AZ Form 140, Line 53. Is there a way to correct this, or does it require update to TurboTax?
4 hours ago
Hi Everyone, I recently (Q3/2025) relocated from Texas to New Jersey. While in Texas, I worked for Uber/Lyft (ridesharing) and also had W-2 employment. After moving to New Jersey, I updated my m...
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Hi Everyone, I recently (Q3/2025) relocated from Texas to New Jersey. While in Texas, I worked for Uber/Lyft (ridesharing) and also had W-2 employment. After moving to New Jersey, I updated my mailing address with my previous employers. When I received my W-2 and 1099 (from Uber and Lyft), they all list my New Jersey address. Should I be concerned about this? Texas has no state income tax, but New Jersey does. Does the address on these forms affect state taxes, or is it just for mailing purposes? I just want to make sure I report everything correctly in TurboTax. Thank you!
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4 hours ago
The owner/landlord escorted us out of a restaurant we ran as an LLC and kept everything. I put closing date of 4/30/2025 and it finished depreciation of $25K of appliances and it propagated to form ...
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The owner/landlord escorted us out of a restaurant we ran as an LLC and kept everything. I put closing date of 4/30/2025 and it finished depreciation of $25K of appliances and it propagated to form 4797 Where would I input the losses from $20K of inventory, $30K of furniture, 8 TV's, POS system and many other assets that I did not previous depreciate and owner kept. I see dispose of business property but that doesn't propagate to form 4797
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4 hours ago
After you enter the W-2 continue through the questions. After a few screens you will come to the screen that says "Let's check for other situations" (not uncommon situations).
However, Form 4852 ...
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After you enter the W-2 continue through the questions. After a few screens you will come to the screen that says "Let's check for other situations" (not uncommon situations).
However, Form 4852 is only for correcting certain federal information on the W-2. It cannot be used to correct the state or local information. The local tax might be correct. Depending on the state and locality, your wife might have to pay tax to the locality that she worked in, even though she doesn't live there. So your first step should be to ask the employer to explain why the local tax was withheld. If it turns out that the local tax is not correct, the best solution would be for the employer to issue a corrected W-2.
4 hours ago
Will manually overriding to mark as “other passive exemptions”, create audit risk?
4 hours ago
To enter your W-2 Select the following after entering your personal information.
Federal
Income
Wages and Salaries- W-2
If you are not comfortable filing your taxes you can select ...
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To enter your W-2 Select the following after entering your personal information.
Federal
Income
Wages and Salaries- W-2
If you are not comfortable filing your taxes you can select the live help option at the top of your screen or if you just have more questions you can come back here and ask them.
4 hours ago
This is a basic accessibility issue. Not including options to change text size and contrast are in direct contradiction to ADA laws and WCAG standards.
4 hours ago
How does that MAGI limits work for deciding if I can fund a Roth IRA 2025 contribution? How do I calculate the MAGI, does Turbo Tax calculate that? Does TT calculate the max Roth IRA contribution...
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How does that MAGI limits work for deciding if I can fund a Roth IRA 2025 contribution? How do I calculate the MAGI, does Turbo Tax calculate that? Does TT calculate the max Roth IRA contributions for AGI or MAGI?
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4 hours ago
Try a manual update of the program.
Update your TurboTax Windows software using the "Check for Updates" method, click on the following link for instructions on how you can get the latest federa...
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Try a manual update of the program.
Update your TurboTax Windows software using the "Check for Updates" method, click on the following link for instructions on how you can get the latest federal program update: Manually Update TurboTax for Windows Software