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DoninGA

To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mo...

To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button To enter edit or delete Personal Property Taxes - Click on Federal Taxes (Personal using Home & Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Cars and Other Things You Own On Personal Property Taxes, click on the start or update button

Beanie

Autocalculated amount 1099-R Summary line 40 "Nontaxable Distrubtions for Sales Tax Deductions".... then autofilled amount as discount/credit to 1040 Line 4a-- resulting in incorrect amount 1040 Lin...

Autocalculated amount 1099-R Summary line 40 "Nontaxable Distrubtions for Sales Tax Deductions".... then autofilled amount as discount/credit to 1040 Line 4a-- resulting in incorrect amount 1040 Line 4b. Why would an RMD have a Sales Tax Deduction?? I'd manually fix if I could but unable to change Sales Tax amount to Zero.

itsme1

The problem isn't with the federal return. OF the 3 my priority is to submit this one e-file

viclyncam

"Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Box 2a is blank and Box 2b is "taxable amount not determined...

"Annuity information For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Box 2a is blank and Box 2b is "taxable amount not determined".

StarGirl18

I agree! Turbo Tax should change this, and only the sum up or down, not individual entries.

DoninGA

IF the federal tax return is not e-filed, then all the tax returns have to be printed and mailed.

baldietax

Not sure what calculation you are referring to and what your question means. But, Estimated taxes (ES) are meant to be paid "timely" = quarterly by default, in order to meet the 'safe harbor' amount...

Not sure what calculation you are referring to and what your question means. But, Estimated taxes (ES) are meant to be paid "timely" = quarterly by default, in order to meet the 'safe harbor' amount of tax due to avoid a penalty. The safe harbor is the smaller of: 100% of prior year tax (110% if prior year AGI > 150k or 75 if filing MFS), or 90% of current year tax. Take that safe harbor, minus withholding, and divide by 4 and that is what is due in ES per quarter, by default. Withholding is always considered timely. When you file for 2025, Turbotax will generate ES vouchers by default based on 100/110% of prior year tax and assumes withholding for 2026 is the same as 2025. You can provide 2026 income information to further optimize the ES calculations under Other Tax Situations / Form W4 and Estimated Taxes (or use other calculators - these vouchers are not filed in your return and are optional to use). See instructions for Form 2210 or Form 1040-ES for more information on the calculations.

DoninGA

@santosl2 Enter the Form 1099-R manually - To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using...

@santosl2 Enter the Form 1099-R manually - To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions - On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

darlenesierocuk195812

I got this mail piece from the IRS today - for tax year 2023. We entered all interested received as noted on the 1099-INT. And apparently the IRS used a cost basis of 0 (perhaps due to a change in ...

I got this mail piece from the IRS today - for tax year 2023. We entered all interested received as noted on the 1099-INT. And apparently the IRS used a cost basis of 0 (perhaps due to a change in brokerage houses by our previous employer) vs the records we had. How do we best defend the information we have vs what the IRS is saying is coming from "reported by 3rd parties" who are unnamed?

MarilynG1

Yes, you should report the Tax-Free Amount Previously Recovered IF you made after-tax contributions to the plan. If you did not, the Distribution Amount in Box 1 is the taxable amount. However, if ...

Yes, you should report the Tax-Free Amount Previously Recovered IF you made after-tax contributions to the plan. If you did not, the Distribution Amount in Box 1 is the taxable amount. However, if you did make after-contributions AND you have an amount in Box 2a, then that is the Taxable Amount, because the plan made the calculations for you, so that's all you need to enter in TurboTax. The Simplified Method is only used if box 2a is blank (or Unknown) and box 2b (not determined) is checked. Here's more info on Tax Free Amount Previously Recovered. @kjhagan

itsme1

For multiple returns (one federal and two state) , is it possible to both e-file and US mail the returns?

1PissedOffLady

55 minute wait time to pay by phone...I spent the last hour researching this and now know more than customer service. I am so sick of Intuit! Turbo Tax, QuickBooks, Quicken...they have their nasty ...

55 minute wait time to pay by phone...I spent the last hour researching this and now know more than customer service. I am so sick of Intuit! Turbo Tax, QuickBooks, Quicken...they have their nasty little hands all over my life!!!

shadowbunnys

I've been trying to fix this for a month now. My college is in the same zipcode area I'm in, I put that in and it goes back to the window saying "fix federal return", and repeat. I've went back and r...

I've been trying to fix this for a month now. My college is in the same zipcode area I'm in, I put that in and it goes back to the window saying "fix federal return", and repeat. I've went back and reviewed, everything is in order. I don't understand what is going on.

user17702308838

This is the message I keep getting when trying to e-file: Carryover Worksheet Line 24 (1st Column) amount doesn't match the sum of the 179 carryovers. The amount shown is $5,576 from Line 24 1st...

This is the message I keep getting when trying to e-file: Carryover Worksheet Line 24 (1st Column) amount doesn't match the sum of the 179 carryovers. The amount shown is $5,576 from Line 24 1st column Here s Line 24 from last year's return: 24 25 Excess foreign housing deduction: 2023 2024 24 5.576. The numbers matched and have matched and I've been waiting for several weeks thinking there would be an update to fix this glitch. Nope. So I called yesterday to ask for a workaround to e-file. I was told I could delete the numbers. Not happening or I could try redoing the entire return. Again not happening. I paid for Premier version and if I want to e-file with this "glitch" I should be able to. Instead I'm getting that I can change to file a paper return. I have used TT for over 25 years but this is the last if this isn't resolved. The numbers DO match and TT is not allowing me to e-file my return. Hours of time for no reason and no resolution to it either except to want to screen share with TT and that's not happening either. Pat

santosl2

I wasn't done with my question. I'm trying to add an RMD for 2025, since I took a draw. I'm unable to add my payee, Nationwide Trust Company to my taxes because it's not in the pick list. How do I...

I wasn't done with my question. I'm trying to add an RMD for 2025, since I took a draw. I'm unable to add my payee, Nationwide Trust Company to my taxes because it's not in the pick list. How do I add it in?

Bsch4477

EIN isn’t required. Make one up if you can’t go forward.

DawnC

You are talking about two different Schedule A forms. Schedule A of Form 709 is for taxable gifts. Schedule A of Form 1040 is your itemized deductions which includes charitable and deductible gif...

You are talking about two different Schedule A forms. Schedule A of Form 709 is for taxable gifts. Schedule A of Form 1040 is your itemized deductions which includes charitable and deductible gifts. TurboTax does not support Form 709 or any of its schedules. For Form 709 - Schedule A information, see this IRS link to the instructions. After you determine which gifts you made in 2025 that are subject to the gift tax, list them on Schedule A (Form 709). @Cruzesa Form 709 including blank Schedule A

rlaub

On another thread someone posted a solution which has worked for me. On the Tax and Interest Worksheet, on line 2a, I aded supporting detail for the RE taxes. I listed the total paid and then su...

On another thread someone posted a solution which has worked for me. On the Tax and Interest Worksheet, on line 2a, I aded supporting detail for the RE taxes. I listed the total paid and then subtracted the amount from from 8829. This reduced the RE taxes reported on Schedule A.

martinb0820

I don't see it between the AGI and Taxable Income. Which line item was updated when you tried it? Thanks!

turtle77

bank account interest is under $10, so no 1099-INT. Tried entering amount and bank name, but TT wants a FEIN, which I do not have. What should I do? NOTE: there is no "I'll do it myself" option ...

bank account interest is under $10, so no 1099-INT. Tried entering amount and bank name, but TT wants a FEIN, which I do not have. What should I do? NOTE: there is no "I'll do it myself" option on my Win11 Desktop TT.

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Re: TurboTax is not letting me enter real estate and personal property taxes.

1099-R summary needs fixing-- line 40 "Sales Tax"

Re: part e-file, part mail-in

For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?

Re: Turbo Tax 1099 R RMD Accumulation Worksheet rounding error

Re: part e-file, part mail-in

Re: estimated taxes tax paid so far this year

Re: 1099R

"did you forget to include something on your return?" from the irs

Re: Are Federal Annuitants required to report Tax-free amount prevoiusly recovered ?

part e-file, part mail-in

Re: TurboTax Premier - Won't Efile - Credit Card Payment Problem

Zip-Code for school not working

Carryover Worksheet Line24

1099R

Re: manually entering 1099-INT requires FEIN

Re: How do you file form 709 United States Gift tax return?

Re: Form 8829 in 2025 Home and Business Desktop - Property tax cell incorrectly configured

Re: WhatIf with 2026 checked does not subract cash donation from AGI, line 37 (not itemizing)

manually entering 1099-INT requires FEIN

Do you have a TurboTax Online account?

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