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@AnnettB6 TurboTax asks two questions, 1. the amount of the refund, which I understand is the refund for 2024 paid in 2025. 2. "Payments and withholdings". Is this amount supposed to be for 2024 or... See more...
@AnnettB6 TurboTax asks two questions, 1. the amount of the refund, which I understand is the refund for 2024 paid in 2025. 2. "Payments and withholdings". Is this amount supposed to be for 2024 or 2025? The "circled-i" information implies that it is for 2024. Bonus question: why is this even needed?
I use the desktop version of TT.  My e-file has been rejected like 10 times and I don't know what's the problem.  It started with not having a IRS issued IP Pin number.  I thought it was the 5 digit ... See more...
I use the desktop version of TT.  My e-file has been rejected like 10 times and I don't know what's the problem.  It started with not having a IRS issued IP Pin number.  I thought it was the 5 digit number when you're filing but through the forum, I learned that it's a 6 digit number issued by the IRS.  Both my wife and I got the pin number and we entered it in Personal/Other Tax Situations/Identify Protection Pin.  It still got rejected.  I double checked the prior AGI and it was correct.  I've been e-filing for as long as I can remember but I'm at wit's end with this years filing.  Any assistance would be greatly appreciated. Thanks!
Since you can't access forms In TurboTax Online, if you entered a 1099-B Treasury Bond Sale with Accrued Market Discount, in the New Jersey interview, you'll get a screen for 'Disposition of Property... See more...
Since you can't access forms In TurboTax Online, if you entered a 1099-B Treasury Bond Sale with Accrued Market Discount, in the New Jersey interview, you'll get a screen for 'Disposition of Property'.  If the AMD shows with an amount, check the 'Omit' box to exclude it from your NJ return.  It may already show with an entry of $0, if you selected NJ as your state in your original entry in your Federal return,  in which case you don't need to exclude it.   Otherwise, you can do as another poster suggested and Efile your Federal return, remove the 1099-B item with AMD and file your NJ return.    @advaitjoshi  @betows     
I work freelance at home with a net loss income after the home business costs. TT stated that my home business cost would carry over to 2026, but it's listing the full amount of the home business in... See more...
I work freelance at home with a net loss income after the home business costs. TT stated that my home business cost would carry over to 2026, but it's listing the full amount of the home business in Schedule C instead of the difference. My e-file got rejected the first time around. TT said everything has been fixed, but the e-file got rejected again. Looked at the Schedule C... and yep, the tentative business profit - home business cost does not equal 0.    I guess I'm filing via mail. Is there a form to fill out to flag the bug?
The information the AI assistant gives about entering the data from my 1099-QA for distributions from an ABLE Account is inaccurate. Where do I enter this information in (free) Turbotax?
Follow these steps:   On the left-hand-side, Hover over Deductions and Credits and click on Deductions and credits summary. Go to HSA, MSA Contributions section and click "revisit" You w... See more...
Follow these steps:   On the left-hand-side, Hover over Deductions and Credits and click on Deductions and credits summary. Go to HSA, MSA Contributions section and click "revisit" You will first be asked about HSA distributions (1099-SA), go through those questions and once done with that, click continue. Next you will be asked about HSA contributions, enter your HSA contributions shown on your W2 and on the other field, enter contributions made outside of your W2. Answer whether or not you were covered by a High Deductible health plan (HDHP). Next, check the box to any of the situations that apply to you. The next screen will ask if your HSA plan was a "self-only" plan or a "Family" plan.  Answer accordingly. Continue to work through the screens to finish entering your HSA contributions for the year. Here a link that may be helpful for you: What is a health savings account (HSA)?
Can you clarify or provide details on what kind of error? @gary-polodna 
Under the One Big Beautiful Bill Act (OBBB), which established the federal "No Tax on Overtime" deduction starting in the 2025 tax year, there is a strict eligibility requirement: if you are married,... See more...
Under the One Big Beautiful Bill Act (OBBB), which established the federal "No Tax on Overtime" deduction starting in the 2025 tax year, there is a strict eligibility requirement: if you are married, you must file a joint return to claim the deduction.   To qualify for the overtime deduction, you must meet these requirements:  You must be a non-exempt employee who is eligible for overtime under federal law (FLSA).  Your filing status cannot be Married Filing Separately.  Your modified adjusted gross income must be below $150,000 or less ($300,000 for joint filers) to be eligible for the maximum deduction, If your income is over $150,000 ($300,000 for joint filers), then the deduction begins to reduce by $100 for each $1,000 of MAGI over the applicable threshold amount. Once your MAGI hits $275,000 ($550,000 for joint filers), the overtime deduction is not available. The pay must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction.  Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025
If you had any capital gains (from stocks, mutual funds, or capital gain distributions on a 1099-DIV), your loss is automatically applied to those gains first. Only the net loss after this calculatio... See more...
If you had any capital gains (from stocks, mutual funds, or capital gain distributions on a 1099-DIV), your loss is automatically applied to those gains first. Only the net loss after this calculation appears on Line 7.
I received a pop up on turbo tax that said I didn't qualify for the overtime deduction because I was filing married but separately.
Who is the issuer?   1099-NEC are generally for self-employment income only.   Is it a 1099-MISC, maybe?      The first screen asks what type of income the 1099-NEC is for.   The Hobby option will re... See more...
Who is the issuer?   1099-NEC are generally for self-employment income only.   Is it a 1099-MISC, maybe?      The first screen asks what type of income the 1099-NEC is for.   The Hobby option will report the income as Other income instead of business income, but you will need to delete the Schedule that was already erroneously started.    Enter 1099-NEC      
can't file my federal return in TurboTax desktop because of a form 8606 error?
You can import your 2024 .tax file into the 2025 software. Follow these instructions to get started.    How do I find my tax data file (.tax file) on my Windows computer?
That is helpful in terms of the depreciation recapture. Do i still need to prorate the gain in terms of its eligibility for the exclusion? I meet all of the tests.
Thanks for your quick response. You give me hope this will work for me. I’ve been doing this for 3 days straight with this bug that’s been around since last year per my research and this discussion b... See more...
Thanks for your quick response. You give me hope this will work for me. I’ve been doing this for 3 days straight with this bug that’s been around since last year per my research and this discussion board. 
You may have accidently started your return in TurboTax Canada.  Look at the bottom of the screen and check to see if it says:    "2026 Intuit Canada ULC or one of its affiliates. All rights reserv... See more...
You may have accidently started your return in TurboTax Canada.  Look at the bottom of the screen and check to see if it says:    "2026 Intuit Canada ULC or one of its affiliates. All rights reserved.."   If it does, you started your return in TurboTax Canada.  You will need to clear that return and use this link to Start TurboTax for free.
You generally do not need to enter Health Care FSA information in TurboTax, as your W-2 (Box 1) already reflects reduced taxable wages.   Make sure that your W-2 is entered correctly. Health Care... See more...
You generally do not need to enter Health Care FSA information in TurboTax, as your W-2 (Box 1) already reflects reduced taxable wages.   Make sure that your W-2 is entered correctly. Health Care FSA contributions (usually labeled with Code W in Box 12) are not reported elsewhere.   If this is for daycare, it goes in Box 10 of your W-2 and is finalized in the Child and Dependent Care Credit section of TurboTax.   Some employers list FSA deductions in Box 14 of Form W-2. No additional entry is usually needed in the deductions section.   Unlike contributions that are made to an HSA there is not a reporting requirement for FSAs on your tax return.   To get back to your TurboTax screens to delete any incorrect HSA information you can:   Click on Search at the top right of your TurboTax screen Type HSA in the search box Click on the link that says Jump to HSA Make sure these questions are answered correctly. Please return to Community if you have any additional information or questions and we would be happy to help.