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My son was a low income earner last year. We rolled over 529 money (he is the beneficiary) to his Roth IRA. Turbotax desktop is allowing the Retirement Savings Contribution Credit since he is not a college student. Isn't this considered a "rollover" and therefore the credit shouldn't apply?    Thanks

Hi Team,I'm in USA since oct 2024 and i might be moving back to my home country by  oct 2026.Is it possible to apply for residency certificate form 8802 for 2026 before moving back in oct if I filled my taxes in usa for 2024 and 2025?

I got this error until I went into forms 8899T and 8899S and manually changed data that the interview had improperly put into the form of the HSA owner, which in my case was the Spouse, so it was on Form 8889S                             Situation:  Joint Tax return, TurboTax Home and Business, Windows   Taxpayer, no HSA so From 8889T all zeros, but covered on Spouse HSA Form 8889T, Taxpayer, all zeros, was correct.  Covered by spouse.                                                                                                                                                                                 HSA, form 8889S  - Line 3 Smart Worksheet - Enter Either X for family if covered every month by the same amount, OR Enter the coverage for each month.  The Bug in TurboTax Checked the Box AND entered the data for each month.  The result was a rejection because the data sent to the IRS as a result of this was interpreted that you had Marketplace coverage and had not entered a 1095-A.  REJECTED!                                                     The solution that worked for me was to go into forms mode, select form 8889S, and uncheck the Family box on line 3 of the Smart Worksheet.  This clears the monthly amounts in the Family column, which is equal to your maximum eligibility for the year if it didn't change.  I went down the columns, put in that full amount in each, and then closed the form.  Ran through the Federal Review, State Review, and did the steps for E-filing.  This time, instead of the 2 rejections on the hour, I got Federally Accepted 11 minutes after the hour.  State acceptance I am confident  will follow later once Federal contacts them.  Good luck.  TurboTax - FIX THE BUG, PLEASE.            

We are full time Arizona residents.  Lived in Colorado until 2022, retired & rented the house there.  We sold the rental property in Colorado in 2025 that was our primary residence for 2 of the last 5 years.  So while we are eligible for the Capital Gains exclusion, we are required to pay taxes to Colorado on the depreciation recapture ($59K) while it was rented.  Thus, we need to file a 2025 Colorado tax return.   When filling out the Colorado return on the very first income page, it asks about Social Security, Pension & Annuity Exclusion - it's appears that even a non-resident we are eligible for $28,507 exclusion ($20K for one tax payer, $8,507 for the other).   Then later on it asks to "Enter the Colorado portion of your subtractions from federal income" and puts that $28,507 under the Federal column.  My understanding is it wants me to allocate the amount that belongs to Colorado.   Should this be $0 because the retirement income was earned in AZ or should it be $28,507 because it's a Colorado income exclusion that TT calculated at the very beginning of the CO return?     Or do we just enter $0 at the very beginning when it asks about the Social Security, Pension & Annuity Exclusion knowing that the income is not from Colorado? There is a $150 difference in tax owed doing it this way versus claiming the Social Security, Pension & Annuity Exclusion and then saying $0 allocated to Colorado.   But there is a very large $1K difference if I can use the full $28,507 under the "Colorado portion of your subtractions from federal income".     Help!