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@JamesG1 ,very detailed info, thank you. I need some additional help on this…   My husband retired from the Gov in 2016 and has employee contributions in Box 9b of his 1099-R.  The issue is that since he retired, I’ve not done anything to “recover” that dollar amount on our taxes because I didn’t know any better!   Every year I’ve input all dollar amounts from all boxes on his 1099-R and I’m assuming that I just answered “Yes, that .  Box 1 minus Box 2a, equals the yearly non-taxable portion of his contributions.  Divide that by 12 months, and it does come out to his “allowed” monthly non-taxable amount from his OPM booklet.   Can I just start recovering his contributions in 2025, without any tax consequences?  As long as my mistake in not having the Simplified General Rule worksheet filled out in TT doesn’t negatively affect the IRS and what they should receive from us, we’re ok with not amending the last couple returns (he only gets $12.14/mo that is non-taxable).   I also have a question with my Arizona State Retirement System (ASRS) pension. I have a dollar amount in Box 5 (Employee Contributions/ Designated Roth Contributions or insurance premiums).  Since I have no Roth contributions or health insurance premiums through ASRS, I’m assuming the dollar amount is my contribution into the system?  Box 1 minus Box 2a, equals the amount in Box 5.  But my Box 9b Total Employee Contributions is blank.  Do I have recoverable non-taxable? Is the dollar amount in my Box 5 non-taxable? If it is, can I also start recovering mine starting in the 2025 tax year even though I retired in 2022?   Thank you for any help you can provide!

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download

Can you give us more information about what is happening? What do you mean it won't start?    You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

No, since California is a community property state, all income deductions and credits must be split 50/50.  This is the main reason why to file the mock return since federal does not recognize Domestic Registered Partnerships.

You will see an option for that on your left menu bar while working on your program in TurboTax. Look for the Tax Tools menu option, then Tools, then see the option on the right to  Save your (year) return to your computer. Then, install the desktop TurboTax product and use the File and Open Tax Return menu options to continue working on your return.

Utah taxes interest from municipal bonds issued by other states unless that state doesn't tax Utah's bonds: the US Territories and states with no income tax.   Utah begins with the federal AGI and recalculates for Utah rules. Then Utah creates a tax based on the federal income and allocates your tax based on your percentage of Utah based income.   As a nonresident of Utah, only income from Utah should be taxed so these entries should be zero in column B calculations for a nonresident. You will see calculations in column A. In the federal section, review your entries for state exemption. In the state section, allocate income.  

Thank you both your response.  The QCD is showing as non taxable on Line 4b and QCD box is checked.  That is not my concern. The QCD amount is $1931.  In the donations section I have entered $9211 on one line to Misc Charities.  There is a $5 passthrough donation from a K-1.  On the printed Sch A Line 11 the amount is $11147, the sum of those 3 numbers.   I tried changing the Box 7 Code to Y but had the same result.      

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

First, delete the Form 1116 and all worksheets or schedules associated with it. Go to tax tools>tools>delete form and delete everything I described.    Go back to the Federal > Wages & Income section and go to your 1099 DIV entry. Edit your 1099-DIV. Ensure Box 7 (Foreign Tax Paid) has the correct amount and the "Foreign Country" is selected (use "Various" if it’s a mutual fund, or the specific country for a single stock).   Now go back to the Foreign Tx credit section and re enter the information. Make sure you indicate that you wish to take the credit and not the deduction. You shouldn't now receive an error message regarding a Schedule A.