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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 ... See more...
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 above certain incomes.   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
Not sure what you mean by a "12th form."     Do you mean a W-2?    There is nothing called a "12th" form.   if you entered something in the wrong place, then go back to that income entry screen and d... See more...
Not sure what you mean by a "12th form."     Do you mean a W-2?    There is nothing called a "12th" form.   if you entered something in the wrong place, then go back to that income entry screen and delete it.   You say that you need to "file on a 1099".  There are over a dozen kinds of 1099's----what kind are you trying to enter?   SSA1099 for Social Security benefits?  1099NEC for self employment income?   1099R for retirement income?  1099B for investment income?   etc etc etc.   Tell us what kind of 1099 you have so we can help you with where to enter it.
use FreeTaxUSA.  Has almost everything you need.
If you read that screen carefully, you only enter the number of days AFTER it was converted to a rental.   If there were no personal days after it was converted to a rental, then you enter zero per... See more...
If you read that screen carefully, you only enter the number of days AFTER it was converted to a rental.   If there were no personal days after it was converted to a rental, then you enter zero personal days.  Then you will need to MANUALLY prorate the annual expense such as insurance, real estate tax, etc.   While it may SEEM like doing it the way you are doing it is working, it often causes errors and miscalculations.  
I have more related questions for 2025.    1. In addition to my working as an independent consultant for a NY firm (1099 income), I also took a part-time position with another NY firm in 2025.  Thi... See more...
I have more related questions for 2025.    1. In addition to my working as an independent consultant for a NY firm (1099 income), I also took a part-time position with another NY firm in 2025.  This 2nd firm treats me as a part-time employee and will issue W-2.  They have also been withholding NY income tax on my earnings.  When I tried to talk to HR and Payroll about this (that I'm a fulltime FL resident performing services outside NY), they said they need to withhold NY tax because the firm does not have a presence in FL.  However, based on what you said, which matches my own research, the test is whether the taxpayer (that's me) performs services or carries out business in NY, not my employer's location.  They referred me to a co-worker who is also a fulltime FL resident working remotely for this same firm.  She told me she has been paying NY taxes and her returns were filed by an accountant.  I believe they are wrong but my question now is how do I get refund from NY?  I believe I will need to file a non-resident NY return but specifically which questions/forms I need to complete to get the refund?   2.  I received a one-time payment from a 3rd NY firm after I won settlement for wrongful termination of employment in 2022.  I moved to FL at the end of 2022 and have since been a full-time FL resident.  This payment is split into two parts, one part as backpay W-2 income and NY taxes were withheld.  Do I need to pay NY tax on this portion of the payment?  Any specific forms for this type of reporting?   3.  There is no withholding on the other part of the settlement payment, which I believe will be reported as income to me on 1099.  How is this part treated differently for tax purposes, both Federal and NY?   Thank you very much!  
Same, @GabiU, this is still unresolved on the desktop version (Mac).  Will not let me proceed with the filing due to the Form 8959 message, although perfectly completed.  
@tax_9123  EDIT YOUR POST AND REMOVE THE License Code!!   This is a public forum and anyone can steal it!   How to get started with Turbo Tax Desktop.  Install and Activate https://ttlc.intuit.co... See more...
@tax_9123  EDIT YOUR POST AND REMOVE THE License Code!!   This is a public forum and anyone can steal it!   How to get started with Turbo Tax Desktop.  Install and Activate https://ttlc.intuit.com/community/tax-topics/help/activating-turbotax-cd-download-software/00/852971
How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up wi... See more...
How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/ If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. You can also request a transcript from the IRS https://www.irs.gov/individuals/get-transcript
An HSA is owned by one specific person.  IRAs are also only owned by one person.  So spouse A can fund their HSA from an IRA owned by spouse A, and spouse B can fund their HSA from an IRA owned by sp... See more...
An HSA is owned by one specific person.  IRAs are also only owned by one person.  So spouse A can fund their HSA from an IRA owned by spouse A, and spouse B can fund their HSA from an IRA owned by spouse B.  You can't cross the funding streams.  And, you must respect the funding maximums.  If you do an QHSAFD for spouse A in 2026 of $8750+$1000, that is the maximum for the year for both of you, except that spouse B could contribute their $1000 catch-up amount if over age 55.  (But since spouse B can only perform one lifetime QHSAFD, that $1000 contribution should be from other funds, if spouse B wants to make a QHSAFD in 2027.)
I’ve been using TurboTax for the past four years and I’ve always gotten the advance because I always meet the criteria well this year. I was just toggling around in the TurboTax product and it said I... See more...
I’ve been using TurboTax for the past four years and I’ve always gotten the advance because I always meet the criteria well this year. I was just toggling around in the TurboTax product and it said I didn’t qualify for the advance and I meet all the qualifications now it could be because my state papers aren’t ready and I was just trying to see if I will get pre-approved so I might try again later, but if anybody else having this issue, even if you have state taxes or not?
No.  To file HOH you must have lived apart for all of the last half of the year (from July 2025 through December 31).  If you lived together for even part of that time, HOH is not allowed.     Ge... See more...
No.  To file HOH you must have lived apart for all of the last half of the year (from July 2025 through December 31).  If you lived together for even part of that time, HOH is not allowed.     Generally, joint filing (married filing jointly) is almost always better for married couples, and it is allowed even if one spouse does not work, and even if the children do not biologically belong to both parents.   A step-parent has the same right to claim a dependent as a biological parent.) There are a number of tax benefits that are reduced or disallowed for MFS.  If you have some reason to keep your finances legally separate and file MFS, then you take the tax losses along with that decision. 
 you can’t file Head of Household if you lived with your spouse.   Joint should be the best way.   You must have answered something wrong on a separate return if it let you be Head of Household. ... See more...
 you can’t file Head of Household if you lived with your spouse.   Joint should be the best way.   You must have answered something wrong on a separate return if it let you be Head of Household. Many people think they come out better when filing Married Filing Separate but they are probably doing it wrong.  If one person itemizes deductions on Schedule A then the other one must itemize too, even if it's less than the standard deduction, even if it is ZERO!  And if you are in a Community Property state it can be complicated to figure out.   And there are several credits you can't take when filing separately, like the EITC Earned Income Tax Credit Child Care Credit Educational Deductions and Credits   And contributions to IRA and ROTH IRA are limited when you file MFS.   Also if you file Married Filing Separately up to 85`% of your Social Security becomes taxable right away even with zero other income.   See ……. https://ttlc.intuit.com/community/married/help/is-it-better-for-a-married-couple-to-file-jointly-or-separately/00/25590
We both make about the same annually. I’m aware that if we file separate, we must both either use the standard or both itemize. When entering as MFS, the software said I could file HOH but I’m he... See more...
We both make about the same annually. I’m aware that if we file separate, we must both either use the standard or both itemize. When entering as MFS, the software said I could file HOH but I’m hesitant and wanted to make sure especially since it would make such a difference. How should I file? It’s about $1500 more if I do separate but the return would be about $3500 more if I do HOH. I just want to make sure I do this right. How should I file?
I made a mistake. I filled out a 12th form but I need to fill out a 1099.
"Frustrating how much ($700) this small amount / situation will cost us."   The ~$2,700 is taxable sooner or later, almost certainly better sooner since, once the requirements for qualified Roth IR... See more...
"Frustrating how much ($700) this small amount / situation will cost us."   The ~$2,700 is taxable sooner or later, almost certainly better sooner since, once the requirements for qualified Roth IRA distributions are met, growth in the Roth IRA is tax free.