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yesterday
Hi, this came up in the review of our Pennsylvania state return. It refers to a distribution from our TAP 529 plan for our son's education expenses. I don't know what it is asking. What is "Nonded co...
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Hi, this came up in the review of our Pennsylvania state return. It refers to a distribution from our TAP 529 plan for our son's education expenses. I don't know what it is asking. What is "Nonded contrib - taxpayer?" The form view blank is highlighted for "Contributions made in 2024 and earlier." Is it asking when we made the original contributions to the account that funded this distribution? How would I know? We have been making contributions for 18 years; how do I know whether they took out the dollars we contributed in 2025 or the dollars we contributed in 2012? It's not like they're all marked. Any help is appreciated. Thank you.
yesterday
I am attaching a screenshot of schedule E worksheet. I am NOT a real estate professional, my income is above $150,000 and I don't have any other passive activity. Does this worksheet look correct?...
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I am attaching a screenshot of schedule E worksheet. I am NOT a real estate professional, my income is above $150,000 and I don't have any other passive activity. Does this worksheet look correct? Rental income is $6500 so my understanding is I cannot get a loss that flows to Line 8 of my 1040.
yesterday
So long as the private account is not a Roth (i.e., after tax), the funds that are rolled over will not be taxable on your federal return nor in Alabama.
yesterday
You sign an efile return by entering your 2024 AGI to verify you. If you need to give someone a copy you need to print it out and sign it in ink. You don't physically attach any forms like W2s or 109...
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You sign an efile return by entering your 2024 AGI to verify you. If you need to give someone a copy you need to print it out and sign it in ink. You don't physically attach any forms like W2s or 1099 to your return. When you efile you don't have to mail in anything except a tax due payment if you said to pay by check. That's one of the benefits of efiling, nothing to mail in. Find last year's AGI https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/find-last-year-agi/L0SiDtTNI_US_en_US?uid=lnddfysf
yesterday
No.
Form CSA 1099-R is a specialized version of form 1099-R which is exclusively used by the Office of Personnel Management (OPM) to report civil service retirement payments to Federal employees.
yesterday
Also why is RITA Form 37 no longer in the Desltop Deluxe version Does that make sense?
yesterday
To uncheck Box A in Part II of Form 2210 in TurboTax, you should go back to the section in TurboTax for the underpayment penalty and select the option to have the IRS calculate the penalty. If you a...
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To uncheck Box A in Part II of Form 2210 in TurboTax, you should go back to the section in TurboTax for the underpayment penalty and select the option to have the IRS calculate the penalty. If you are using the TurboTax Desktop program, you can try overriding the form in Forms Mode by unchecking the box. To get to Forms Mode, click on Forms near the top right of your TurboTax screen and scroll down to Form 2210 in the left panel of your
It often helps to delete Form 2210 first and then revisit this section.
To delete Form 2210 you can:
If you are using TurboTax Online you can delete a Form 2210 as follows:
In your left panel of your TurboTax screen click on "Tax Tools"
And then Click on "Tools"
Click on "Delete a Form"
Scroll through your list of Forms
Click the garbage can next to "Form 2210"
If you are using TurboTax Desktop, you can delete a Form 2210 as follows:
Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode"
In your left panel scroll down and look for "Form 2210"
In your right panel at the bottom of Form 2210, click on "Delete Form"
Click on "Yes" to confirm the deletion.
To get back to these screens in TurboTax to check your entries regarding Form 2210 for Underpayment Penalties, you can:
Click on Search at the top right of your TurboTax screen
Type underpayment penalty in the search box
Click on the link Jump to underpayment penalty
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
yesterday
This can happen when the software marks a check as cleared, but the filing module spots a small difference and needs to run the "Review" step again. Since you’re using the desktop version, you can ig...
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This can happen when the software marks a check as cleared, but the filing module spots a small difference and needs to run the "Review" step again. Since you’re using the desktop version, you can ignore any browser cache steps and focus on what’s happening inside the software.
Sometimes the temporary "ready to file" files get corrupted. Try this sequence:
Save a backup of your tax file (.tax2025 or similar) under a different name (e.g., TrustReturn_v2).
Delete the State Return (only within the program): Go to the "Federal Taxes" (or "Federal Review") section first. Then, look for a way to "Remove State."
Re-add the State: This forces the software to pull fresh data from your Federal entries and often clears the hidden "flag" causing the loop.
Since it's March, there may be a specific NY form update that didn't trigger automatically.
Go to the Online menu at the top.
Select Check for Updates.
If it says you are up to date, try the "Repair" function: Close TurboTax, go to your Computer's Control Panel > Programs > Uninstall a Program > TurboTax > Repair.
Sometimes the software needs a "finalized" state to move forward.
Try going to File > Print and select "Print for Filing." * Save it as a PDF. Occasionally, the act of generating the final filing forms "locks" the data in a way that allows the Transmit button to finally register the "Check" as complete.
yesterday
I am encountering that same error and have attempted to work through it multiple times... what was the correction that needed to be made? What's the resolution?
yesterday
Please see this recently updated TurboTax help article and the steps below: Adding password protection to my tax file Open the tax return you want to password-protect. From the File menu at the u...
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Please see this recently updated TurboTax help article and the steps below: Adding password protection to my tax file Open the tax return you want to password-protect. From the File menu at the upper left of the screen, select Password... (on Mac, select Encrypt). Fill out the information in the pop-up window and then select Add Password. Because your password information is stored locally on your system, we're unable to help with forgotten passwords. Make sure you store your password in a safe place, such as a password manager program. Password-protecting a PDF on a Mac is best done using the built-in Preview app. Open your PDF, select File > Export, click the Permissions button, check Require Password To Open Document, enter your password, then save the file. You can also restrict printing or copying in this menu. If TurboTax for Mac fails to save a PDF with a password, it may also be due to macOS security settings or Keychain issues. To address this, give TurboTax Full Disk Access in System Settings, try a different file name to avoid overwriting, or use the "Print to PDF" option instead of "Save to PDF" If you go to System Preferences > Security & Privacy> Privacy, scroll down on the left window to the folder that says Full Disk Access. You should then see a window where the 2025 Turbo Tax icon should be checked. If it is not checked, unlock the lock and go in and check it. [Edited 03/24/26| 10:00am PST] @cj5
yesterday
@wpollans wrote: In the meantime, I'll start slogging my way through Form 6251. Probably just interest from private activity bonds that was pulled in from one or more of your 1099s.
yesterday
Did the Georgia letter include a request to pay any penalty or interest? If so, I would consider filing a TurboTax Accuracy Guarantee first (see following)...
How do I submit a claim under the ...
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Did the Georgia letter include a request to pay any penalty or interest? If so, I would consider filing a TurboTax Accuracy Guarantee first (see following)...
How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee?
Use the form below to submit your claim. Answer the questions as best as you can and we’ll figure out which guarantee you’re covered by.
For instructions on how to amend your state return, please see this FAQ.
Note, depending on how your return is structured, this Georgia change may or may not change your federal return as well, which would also need to be amended.
yesterday
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So, using the Windows desktop version of TurboTax Premier, I see the same screens that the users on your previous post describing how to handle nontaxable income reported on a 1099-NEC and do not see...
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So, using the Windows desktop version of TurboTax Premier, I see the same screens that the users on your previous post describing how to handle nontaxable income reported on a 1099-NEC and do not see a screen that allows me to enter the reason nor do I see the next "does one of these uncommon situations apply?" screen. Continuing with the other post, I see that choosing "Hobby" as the reason for the income, I entered the info about the payer and payment and was taken directly to the 1099-NEC summary screen. Continuing on, I did enter a negative amount in the "Other reportable income" selection of the "Miscellaneous Income" with the explanation that it was expenses related to the 1099-NEC reimbursement of living expenses while displaced from our home with no intent to earn money. Thank you for the detailed help!
yesterday
Did you pay LTC premiums NOT included as a deduction on federal return is checked 'yes.' Then the amount NOT included is 'zero.' Is TurboTax doing this calculation?
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yesterday
@LeticiaF1 Confirmed each and element of the minimum system requirements , line by line. Added *.intuit.com to Trusted Sites (shouldn't have to do this) Turned off my Norton (shouldn't have to d...
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@LeticiaF1 Confirmed each and element of the minimum system requirements , line by line. Added *.intuit.com to Trusted Sites (shouldn't have to do this) Turned off my Norton (shouldn't have to do this, for sure!) TurboTax was already "allowed" in Windows Defender Have all kinds of extra space on my hard drive and it regularly optimizes itself, but I dutifully reran optimization / defrag You didn't list which drivers matter. I'm not going to go through them all. My guess is that running as Administrator was what fixed this. If I have to run as Administrator to get past this point in the software, it is a TurboTax software bug.
yesterday
Please use the link below to contact us regarding your questions. They will be the best resource for you.
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yesterday
@Cesar-Hechanova , hola senor!
Where are you on form 8938 -- I am assuming that you are referring to the FATCA form 8938 --yes?
Or are you saying that you checked the box on line 3 of the form -...
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@Cesar-Hechanova , hola senor!
Where are you on form 8938 -- I am assuming that you are referring to the FATCA form 8938 --yes?
Or are you saying that you checked the box on line 3 of the form -- declaring what you are i.e. "a trust" instead of a "specified individual" ?
Generally an error on 8938 does not require you to file a whole amended return --- you always correct the form only and mail it in to the IRS -- it should then correct your account.
yesterday
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yesterday
where do i put cash liquidation distributions
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