All Posts

I'm facing the exact same problem as the original poster - On Turbotax Desktop 2025 there's nowhere to enter spouse AGI or previous year PIN when filing an amendment to go from Married Filing Separately to Married Filing Jointly. When I originally submitted my amendment I got rejected with this error: ``` IND-027-02 - If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line" and 'SpouseBirthDt' has a value, then 'SpousePriorYearAGIAmt' or 'SpousePriorYearPIN' or 'SpouseIdentityProtectionPIN' must have a value. ```   I then tried the workaround of creating and adding an IRS IP PIN, and added that, which led me to  ``` IND-032-04 - The spouse's Adjusted Gross Income (AGI) or 5-digit Self Select PIN entered for last year doesn't match IRS records ``` My state amendment did get accepted without any problems though. I called Turbotax support and got someone from the "Resolutions Desk" who said that this is a recent bug from the last 36 hours and they'd get back to me in a few business days after they do an "investigation". Obviously from all the other posts about this problem from the last month or so it's not a new issue though! Is the only solution really to file by mail? Has anyone been able to e-file an amendment from Married Filing Separately to Married Filing Jointly?

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?  What information are you trying to enter exactly? capital contributions? distribution?  what screen in TurboTax are you on that's giving you trouble?

To amend your 2025 tax return you must wait until your return is fully processed and you have received your refund before preparing and e-filing your amended tax return.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections, and make your corrections (add your interest income). Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.    The IRS has a tool to determine if you should amend your tax return that provides some valuable information  Should I file an amended return?   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov.   See also:   How to File an Amended Tax Return with the IRS   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

To file a late 2024 New York State Nonresident return (Form IT-203), you must use the TurboTax Desktop software for that specific tax year. Prior-year returns cannot be prepared using the TurboTax Online web version.  You must purchase and download the TurboTax 2024 Desktop software to your computer.   If you used TurboTax in 2024, you can move your .tax file to the desktop program so you can file the New York return (see How do I save my TurboTax Online return as a tax data file?)    Once you have it installed see How do I file a nonresident state return?

To open your 2024 TurboTax file, move the .tax2024 file out of the zipped folder to your local documents folder. Make sure that TurboTax 2024 is updated, and use File > Open Tax Return inside your TurboTax program instead of double-clicking it.    Things you can try: Do not try to open the file while it is still inside the zipped folder. Right-click the zipped folder, select "Extract All," and save the ...tax2024 file to your Documents > TurboTax folder Open the TurboTax 2024 desktop application first. Then select File in the top menu, then Open Tax Return. Browse to the folder where you moved the file Make sure the 2024 file is on your computer's hard drive Make sure it is not in Read only format.Right click on the file, select properties and uncheck the box for read only. Make sure that Norton 360 is disabled if you have it. See Also: How do I find my tax data file (.tax file) on my Windows computer? Please return to Community if you have any additional information or questions and we would be happy to help.

The income reported on Forms 1099-NEC is not wages, it is self-employment income which you should have reported on Schedule C - Self-Employment in the federal return.  The New York portion of the $3,133 "Wages, Salaries, Etc," is $0.00.  As you go through the New York non-resident return in TurboTax there is a screen that asks "Did you have any New York State Wages?" - Answer No.  Next you will see "Your Business and Farm Summary".  You click on edit to open the screen where you will enter the net income from your daughter's self-employment income.   Your daughter will receive a credit for tax paid to another state on her Georgia tax return.  In order for the credit to calculate correctly you need to prepare the New York non-resident return first and then the Georgia resident return.  Delete the Georgia return and then finish the New York return. After the  New York return is finished add the Georgia return back to the return.  

Less than half time still qualifies for the Lifetime Learning Credit (LLC).  But, less than half time does not  qualify room & board for the 529 distribution. Books and computers do not qualify for the LLC.  The LLC is 20% of tuition and fees.  Paying tax on some of the 1099-Q to get the LLC is not as lucrative as doing it for the AOC.  But, it depends on your numbers.     

Your order summary will say $0 if your qualify for TurboTax Free or if your fees were reduced with a discount.  It sounds like you may have received the special offer to switch from TurboTax Desktop to TurboTax Online, which resulted in $0 order. 

What did the trick for me was deleting the 1099-R and creating a new one. Thereafter, it followed the query path that it had in past years.  The key question in my case was "did you make nondeductible contributions in past years".  Then the program went into Form 8606 mode and asked me for the IRA balance as of Dec 31, 2025.

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately