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yesterday
Who is "them"? And are you married?
yesterday
To file as head of household you must meet three tests.
1. You are unmarried, or if married, you have lived separately from your spouse for all of the last 6 months of 2025.
2. You pay more than ...
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To file as head of household you must meet three tests.
1. You are unmarried, or if married, you have lived separately from your spouse for all of the last 6 months of 2025.
2. You pay more than half the costs of maintaining your household (rent or mortgage, food,, etc.)
3. You have one or more qualifying persons who live in the home with you.
A qualifying person for HOH is usually your child under age 19, or under age 24 if also a full time student. Sometimes a qualifying person can be an adult parent or sibling who lives in your home and is your dependent. A person who is not related to you by blood or marriage is never a qualifying person for HOH.
yesterday
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yesterday
When is form 1099R will be ready?
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yesterday
Hi all, thanks for the report. Please make sure your software is up to date as noted above. If you're not certain it's up to date, try the manual update instructions here. If you are still seeing t...
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Hi all, thanks for the report. Please make sure your software is up to date as noted above. If you're not certain it's up to date, try the manual update instructions here. If you are still seeing the prior year displayed, was it correct in the print preview? Can you provide a screenshot of the preview or printed form (along with the version you're on) so I can pass it along to my colleagues? Thanks all!
yesterday
A medical FSA is not reported on your W-2 or your tax return at all. The amount should have been subtracted from your box 1 taxable wages before the W-2 was printed. Then, any medical expenses that...
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A medical FSA is not reported on your W-2 or your tax return at all. The amount should have been subtracted from your box 1 taxable wages before the W-2 was printed. Then, any medical expenses that were reimbursed from the FSA should not be included as deductible medical expenses since they were already reimbursed with tax-free money.
A dependent care FSA should be reported in box 10. That will trigger Turbotax to ask questions about your qualifying dependents, information about the care provider, and the amount of care. If your dependent care FSA is not included in your W-2 in box 10, you need to get a corrected W-2 from your employer.
yesterday
As in the past, I tried preparing 1099 by going to Turbotax (desktop)/File/create1099. However, after logging into my account, I see the following screen that says: Welcome to QEF......and doesn't go...
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As in the past, I tried preparing 1099 by going to Turbotax (desktop)/File/create1099. However, after logging into my account, I see the following screen that says: Welcome to QEF......and doesn't go away for letting me create 1099. How do I get the screen that would let me create my 1099?
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yesterday
I disagree with ChatGPT. Please review IRS notice 2024-35.
https://www.irs.gov/pub/irs-drop/n-24-35.pdf
If there is no penalty, there is no reporting requirement. Or, if you want to nitpic...
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I disagree with ChatGPT. Please review IRS notice 2024-35.
https://www.irs.gov/pub/irs-drop/n-24-35.pdf
If there is no penalty, there is no reporting requirement. Or, if you want to nitpick, if there is no penalty, then any report you file is meaningless.
If you want to file 4 years worth of form 5329, reporting an RMD not taken, calculating a penalty, and asking for a waiver on the basis of notice 2024-35, I can't stop you. But it would be wasted effort.
yesterday
Yeah, that email is misdirected. TTX has been notified it's "off". Current estimated date for the 1099-R section is 21 January...(but maybe 22 Jan if they're scrambling)
yesterday
If I don't get a response on this soon, I will look at using a different solution even though I have been a customer for many years.
yesterday
@sr1125 When I look at my test 1040 for a single person over 65.....the Std Ded shown is $2000 higher that the Std Ded for an under-65 person. Mine shows as $17,750 for a single person over ...
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@sr1125 When I look at my test 1040 for a single person over 65.....the Std Ded shown is $2000 higher that the Std Ded for an under-65 person. Mine shows as $17,750 for a single person over 65 (line 12e of the form 1040) and shows as $15,750 for a single person under age 65. So...seems to me that TTX software is doing that part correct automatically.....but that $2000 is only for the Std Deduction. ....the other extra $6000single / 12,000MFJ deduction is separate and goes on a separate line on the form 1040 (line 13b, from Schedule 1A)
yesterday
I'm being told I owe money, but it's because of the FSA amount already being deducted from taxable income on my W2. The only information that I'm finding on here differs based on the law at the time o...
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I'm being told I owe money, but it's because of the FSA amount already being deducted from taxable income on my W2. The only information that I'm finding on here differs based on the law at the time of information posting. What is the up-to-date info for handling this on 2025 tax filings?
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yesterday
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yesterday
Still expected 21 (or 22) January. A new Update this morning (14 Jan) didn't touch the 1099-R area.
yesterday
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@kpevsner Run the update again today (Wed 14 Jan)...yet another software update was issued overnight 13-14 January. Somewhat unusual to have two updates in one week, but maybe they are acti...
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@kpevsner Run the update again today (Wed 14 Jan)...yet another software update was issued overnight 13-14 January. Somewhat unusual to have two updates in one week, but maybe they are actively trying to fix certain issues like yours, that have a critical deadline. ______________ No 1099-R update stuff yet, but that was estimated to be ready by the end of next week.
yesterday
Thank you! I misread it and thought it was for 2025. I appreciate the response back.
yesterday
Trying to figure out state taxes in IN. My wife and I got married July 2025. We would like to file MFJ. I lived in Indiana the whole year and worked in Michigan the whole year. She moved in with m...
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Trying to figure out state taxes in IN. My wife and I got married July 2025. We would like to file MFJ. I lived in Indiana the whole year and worked in Michigan the whole year. She moved in with me and became a resident once we got married. She lived and worked in Michigan from Jan-25 to April-25 and hasn’t been working since. I’ve tried to use a part year resident form for her, but Turbo Tax seems to be telling me that our resident status needs to be the same? I have myself set up as full year resident and her as part year on the form. Do I need form IT-40 PNR or IT-40RNR maybe? How can I get to that on TurboTax? thanks!
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