turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

I'm using TurboTax Deluxe desktop version.  I had imported some info from Quicken including SSN income.  In the Wages & Income, Retirement Plans and Social Security section when I click Update it app... See more...
I'm using TurboTax Deluxe desktop version.  I had imported some info from Quicken including SSN income.  In the Wages & Income, Retirement Plans and Social Security section when I click Update it appears it imported under my name only and is asking questions for me.  There's nowhere to add more income or to edit this entry to correct it to his name.
I put the wrong account number to receive funds I use the amend to change the account number but it’s still says the old account number nothing updated ! I need to know it updated or changed
There's another question. Is(are) the person(s) who could claim you required to file a tax return (other than to file to claim a refund of taxes paid in when they have no federal tax liability)? If y... See more...
There's another question. Is(are) the person(s) who could claim you required to file a tax return (other than to file to claim a refund of taxes paid in when they have no federal tax liability)? If yes, they report your 8962. If no, you check the box that you can not be claimed as a dependent and file the 8962 with your return.   
I filed CA state tax with Form 3800. It seems line 18 calculation by TurboTax has some issue.   For my case Line 16: 397 Line 17: 10 L18 is the larger of Line 16 and Line 17. TurboTax fille... See more...
I filed CA state tax with Form 3800. It seems line 18 calculation by TurboTax has some issue.   For my case Line 16: 397 Line 17: 10 L18 is the larger of Line 16 and Line 17. TurboTax filled in 5217.   Can you explain how this number came about? Is it a bug?   My token is: 9130354351733656-11971069   Thanks
My question is 1.  What date qualifies you for the tax credit:  Is it the date car placed in service or date I paid for the car? 2.  Am I still able to file for the credit if I am not able to obtai... See more...
My question is 1.  What date qualifies you for the tax credit:  Is it the date car placed in service or date I paid for the car? 2.  Am I still able to file for the credit if I am not able to obtain a clean Vehicle Seller's Report?  If so what information should I submit to the IRS in lieu of the report The back story details:  I purchased a previously owned Leaf at the end of 2024 but vehicle was put into service just after 2025.  I completed the information on Terbo Tax for a clean vehicle tax credit for a previously owned vehicle.  Information accepted and form 8936 was generated.  The car and I meet criteria for the credit HOWEVER I am not able to obtain a Clean Vehicle Seller's report from the dealership.   The car was purchased at the end of 2024 but not put into service until just after 2025.    The dealership said that the VIN of the car was not entered into the database at the time sale because the car was not yet 2 yrs old at the time I paid for it but was 2 yrs old by the time the car was put into service.  Terbo tax did accept the above information, generated form but electronic filing of my Federal taxes was declined as the VIN for this tax credit was not in the data base.
@RogerD1 @DavidD66   I have just re-tested my unusual RMD situation, and the Turbo Tax bug has NOT YET BEEN FIXED.   Reviewing Situation: I took part of my 2025 RMD from a fund (call it B) that... See more...
@RogerD1 @DavidD66   I have just re-tested my unusual RMD situation, and the Turbo Tax bug has NOT YET BEEN FIXED.   Reviewing Situation: I took part of my 2025 RMD from a fund (call it B) that officially had a ZERO RMD requirement because it did not exist at the end of 2024.  The account was created in 2025 due to being transferred from Pershing (call it A) (I mistakenly said Raymond James above - no matter) to Schwab.  In TTax, I specified RMD requirement for account B as ZERO.   Since I took part of my RMD from account A in 2025 before the transfer, I had a place in TTax to enter the account's RMD requirement, so my total RMD requirement was correctly entered.   TTax hits me with a penalty.   Work-around fixes the problem: I am claiming a $1 RMD requirement for account B and reducing account A's by $1. Therefore, my RMD requirement is correct and my RMD withdrawals are correct.
Nothing about Social Security has changed. It can still be taxable.  There is a new Enhanced Senior Deduction if you are 65 or older.   It is automatic based on your age. It is not part of your Sta... See more...
Nothing about Social Security has changed. It can still be taxable.  There is a new Enhanced Senior Deduction if you are 65 or older.   It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return And your SSN must be VALID for employment. Do NOT check the box saying Not Valid under My Info. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….        
No, the OBBBA does not say "no tax on Social Security."  Instead, there is an extra deduction for Seniors to partially offset having to pay tax on Social Security.  It does not eliminate the tax on S... See more...
No, the OBBBA does not say "no tax on Social Security."  Instead, there is an extra deduction for Seniors to partially offset having to pay tax on Social Security.  It does not eliminate the tax on Social Security.   For seniors age 65 and older and who meet the other qualifications for the new Enhanced Senior Deduction, TurboTax automatically fills out Schedule 1-A in the background and then enters the amount of the deduction on the Form 1040, Line 13b.  It is not part of the standard deduction--it is a completely separate deduction on its own line.   If you are "married filing jointly" and both qualify, then you both get the new deduction.  If you are "married filing separately", however, you are not eligible.   Single filers, HOH filers, and qualifying surviving spouse, if they otherwise qualify, are eligible.   You appear to be using Online TurboTax--at least that is what a tag shows underneath your question above.  If you are still preparing your online return, and want to verify that you received that new senior deduction, here's how you can preview the Form 1040 and confirm you are getting the enhanced senior deduction.   If you already printed out a copy of your return, you can view the Form 1040, Line 13b and Schedule 1-A where it was calculated.  If still preparing your return, here's how to preview it:   With your return open go to the left column menu, and click on TAX TOOLS, then subtab TOOLS. In the Tools window choose "View Tax Summary." On that Tax Summary screen you should see that you are getting "Additional Deductions (Schedule 1-A)." Then, while still on that Tax Summary screen,  you can further verify it by going over to the left column menu and under Federal clicking on "Preview my 1040."  That opens up the Form 1040 Worksheet.    Scroll down to Line 13b, and the figure there includes the enhanced senior deduction from the Schedule 1-A. And while you are there, you should see your standard (or itemized) deduction on Line 12e.
Hi, I moved to Hawaii last year from Germany and am filing my taxes as a resident alien. I do still have a job in Germany that I payed taxes for (1,370). I did not file for an exclusion of this inco... See more...
Hi, I moved to Hawaii last year from Germany and am filing my taxes as a resident alien. I do still have a job in Germany that I payed taxes for (1,370). I did not file for an exclusion of this income. I have entered the income as foreign income, and the taxes payed under deductions and credits --> foreign tax credits and chose  general category income (it is an income from wages, and the taxes are already paid). I do indicate the taxes paid. and then I receive the message:  Excess Foreign Tax Credit   You have an excess credit that can be carried forward for up to ten years to reduce your taxes. In some cases, you may also need to carry back this credit amount to last year by amending last year's return to claim an additional refund. Learn More   Your General category income tax credit exceeded your allowed credit by $1,370.   For Alternative Minimum Tax (AMT) purposes, your General category income tax credit exceeded your allowed credit by $1,370. and when I look at the amount I owe, it hasn't changed, and in the payment overview there is nothing being credited. Does anyone know what the problem might be? Thank you!
I created a new tax file without deleting the old version.   All worked good with the new file and prior year NOL.   Thanks   Sundar
I have the Crypto transaction in PDF file in turbotax tax required format.  I am unable to upload the file.  Need some help how to do this.   Thanks
IND-510-02 Reject stating I filed in same year. I never filed. I presented a facial recognition as well as my ippin and I'm still rejected. It seems that IRS should be able via what I've submitted al... See more...
IND-510-02 Reject stating I filed in same year. I never filed. I presented a facial recognition as well as my ippin and I'm still rejected. It seems that IRS should be able via what I've submitted along with my address, etc., that i never filed.
Check your SSA-1099 . Box 6 is federal tax withheld - normal. There is no place to enter state or tax in that section. It has to ben entered in another area. Maybe you entered state tax in Other Inco... See more...
Check your SSA-1099 . Box 6 is federal tax withheld - normal. There is no place to enter state or tax in that section. It has to ben entered in another area. Maybe you entered state tax in Other Income taxes to make an entry for tax withheld. It requires a state location. You may have clicked on the w2 section and even though you don't have a form there, the program might think you do.    Can you tell us more about when you see the error, what it says, what form it shows, what line?    Maybe looking at your return will show if something is out of place.  To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.
You should be able to reconcile it on your return.   If someone CAN claim you, you are not eligible to take the Premium Tax Credit.    Who Can Take the PTC   If you received advance payments (APT... See more...
You should be able to reconcile it on your return.   If someone CAN claim you, you are not eligible to take the Premium Tax Credit.    Who Can Take the PTC   If you received advance payments (APTC) during the year, you may be required to repay some or all of them because you aren't eligible for the credit on your own.          
Also, you used the term "amended."   To correct an efile rejection for an original return you do not "amend" the return in the formal sense of that word; i.e., you do not prepare an amended return; y... See more...
Also, you used the term "amended."   To correct an efile rejection for an original return you do not "amend" the return in the formal sense of that word; i.e., you do not prepare an amended return; you do not click on "Amend.".   You simply open the original return back up and make the changes and resubmit.   Maybe that's what you did, but using the term "amended" can confuse the issue.
When you go to Forms in TurboTax desktop, there is no Form 8606 listed.
@tabithacooper82  Please post the exact rejection error code/message.    There is more than one kind of PIN.   And if it "says" the spouse self-select PIN, then it may actually be the 2024 AGI causi... See more...
@tabithacooper82  Please post the exact rejection error code/message.    There is more than one kind of PIN.   And if it "says" the spouse self-select PIN, then it may actually be the 2024 AGI causing the issue.    Or did it say IP PIN (Identity Protection PIN?)    In any case, if you provide here the rejection error code/message, we can tell you what your next step should be.   Are you married filing jointly?  Also who are you referring to as "spouse?"   Normally the IRS refers to the second-named taxpayer on the return as the Spouse.  Again, the rejection error code/message will help us know which of you is getting the error.
This is useless information. I have the same problem, which is the state ID imported is 6 digits and the required field is 9 digits. The error message in return review indicates to add three zeros be... See more...
This is useless information. I have the same problem, which is the state ID imported is 6 digits and the required field is 9 digits. The error message in return review indicates to add three zeros before the six digits listed, but I can't get the program to all an edit to KY form where error is highlighted.