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Please take a moment to clarify your situation! Do you have some sort of error statement? Was the file rejected, or were you able to get that far in the filing process? Can you provide any... See more...
Please take a moment to clarify your situation! Do you have some sort of error statement? Was the file rejected, or were you able to get that far in the filing process? Can you provide any additional details?
Form 1095-A Column B shows the Second Lowest Cost Silver Plan (SLCSP) premium. When a month has a 0 in Column B due to a plan change, TurboTax may still require a number entry because it expects a pr... See more...
Form 1095-A Column B shows the Second Lowest Cost Silver Plan (SLCSP) premium. When a month has a 0 in Column B due to a plan change, TurboTax may still require a number entry because it expects a premium amount to calculate the Premium Tax Credit correctly. This situation can happen if coverage started or ended in the middle of a month. TurboTax needs the correct premium amounts for all months to complete Form 8962 and reconcile advance credits. In these cases, you may need to enter the exact 0 amount shown on your 1095-A for that month. If TurboTax doesn't accept 0, confirm that you’ve entered the form exactly as provided or try entering the value as 0.00. This ensures the software recognizes the zero premium for that month correctly.
the money that was WITHHELD was just an estimate / downpayment.     "tax" is only calculated on a tax return.....best to complete a tax return and settle up. 
OMG.  This is a friggin disaster.  It will take me hours longer to complete our returns.  Why the hell would they delete this?
You can correct both your Email and Phone number.  On the left sidebar. Scroll down and select Intuit Account Six boxes will appear Click Sign in & security Your account information, ... See more...
You can correct both your Email and Phone number.  On the left sidebar. Scroll down and select Intuit Account Six boxes will appear Click Sign in & security Your account information, including Phone number and Email are available to be updated. If the email address is no longer active and you are unable to log in, you can complete the Account Recovery Request Submission Form.  
I keep getting my return rejected for TY25_HSA error code.  I have double checked everything repeatedly, and it still keeps getting rejected.  Anyone know a fix for this?
TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSA 1099-R.   Presume that:    Monthly payments were received,  Payments started in 2025, ... See more...
TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSA 1099-R.   Presume that:    Monthly payments were received,  Payments started in 2025, and  That box 7 is code 7. You will need to know:    The amount of the employee contributions (should be in box 9b), The date the annuity started, The number of months that payments were received in 2025,  The age of the recipient when the annuity started, The age of other beneficiaries (if there are any), and  Was the recipient under the retirement age for the plan. Follow these steps:    Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click on the down arrow to the right of Retirement Plans and Social Security. Click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R). At the screen Let's find your account, select Enter a different way. At the screen How do you want to add your docs?, select Type it in myself. At the screen Who is this form from? select  Office of Personnel Management (CSA 1099-R). At the screen Annuity information, select Yes for the question Did you get periodic payments from this retirement account on a regular basis? At the screen Annuity information, select Yes for the question Did you start getting payments in 2025. At the screen Annuity information, select No for the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on? At the screen Annuity information, enter the annuity start date, plan cost, months payments were received and amount recovered in previous years.  (This will be $0 if this is the first year that you receive the payment.) At the screen Annuity Information, Plan Cost should be in box 9b. At the screen Annuity Information, enter the beneficiary ages. The taxable amount will be computed by the simplified method. View Federal 1040 tax return line 5a and 5b at Tax Tools / Tools / View Tax Summary / Preview my 1040.  
I took my 401(k) out in 2022 from Vanguard and FedEx. I have proof that the taxes were taken out at the time I received my money.
To find your depreciation report from Schedule E in TurboTax from last year, navigate to the section where you entered your rental properties and expenses. There, you can review or edit your rental p... See more...
To find your depreciation report from Schedule E in TurboTax from last year, navigate to the section where you entered your rental properties and expenses. There, you can review or edit your rental property information, which includes depreciation details. If you used TurboTax last year, you can access your prior year's return and look at Schedule E or Form 4562 for depreciation amounts. If you want to reference these amounts for your current filing: 1. Open your prior year tax return in TurboTax. 2. Go to the Rental Properties and Royalties (Schedule E) section. 3. Review details under assets or rental property information where depreciation is reported. 4. You can also check Form 4562 in your prior return for depreciation deductions. This information helps when entering depreciation recapture or sale of rental property in the current year.  
No, MAX Defend and Restore can't be added after you have filed your return.  It's an add-on that must be purchased during the pre-filing stage.
I don't think that there is any benefit to waiting to file your 2025 tax return.  I have never seen any evidence that the IRS tracks your IRA basis or compares Forms 8606 between years outside of an ... See more...
I don't think that there is any benefit to waiting to file your 2025 tax return.  I have never seen any evidence that the IRS tracks your IRA basis or compares Forms 8606 between years outside of an audit, instead relying on the taxpayer to provide accurate information on an individual Form 8606.  As long as your 2025 From 8606 is accurate relative to the amendments for 2023 and 2024, that should be sufficient.
If your 1099-MISC entry in TurboTax keeps needing review, it usually means some information on the form is incomplete or requires verification. To resolve this, try these steps: 1. Go back to the... See more...
If your 1099-MISC entry in TurboTax keeps needing review, it usually means some information on the form is incomplete or requires verification. To resolve this, try these steps: 1. Go back to the Wages & Income section where you entered the 1099-MISC. 2. Select Edit next to the 1099-MISC you entered. 3. Carefully review all the fields and ensure amounts and payer information exactly match your physical or electronic 1099-MISC form. 4. Answer all the questions TurboTax asks about the income type and use of that income. 5. Make sure you have entered any related expenses if this income is self-employment income. 6. After correcting, save and continue. The review notice should clear once all data is complete and consistent. If the review persists, check for any alert messages TurboTax shows that may indicate missing or conflicting information.
I was about to post a similar question but then found your wonderful answer. I have one follow up question: I noticed in your answer that   However, if you meet the conditions of having to file F... See more...
I was about to post a similar question but then found your wonderful answer. I have one follow up question: I noticed in your answer that   However, if you meet the conditions of having to file Form 3250 (receipt of more than $100,000 in value from a foreign source), then failure to file it can lead to a fine of up to 5% per month (maximum of 25%) of the amount received."if you meet the conditions of having to file Form 3250 (receipt of more than $100,000 in value from a foreign source)" In my personal case, I received in year 2025 less than $45,000 from a foreign pension plan (all the funds in it, in one lump sum, essentially closing it). Does this mean that I am exempt from filing Form 3250? Also, even if I am exempt from filing Form 3250, I have to report that "less than $45,000" amount on TurboTax Deluxe (Desktop), right? Thank you so much!
Statement A lists values for the following:   Ordinary business income   Net rental real estate income   Qualified property   It looks like you are reporting two activities under this partn... See more...
Statement A lists values for the following:   Ordinary business income   Net rental real estate income   Qualified property   It looks like you are reporting two activities under this partnership, ordinary business income and net rental real estate income.   At the screen Choose Type of Activity, click the hyperlink Learn more. The note will say:   If your K-1 shows more than one type of activity, treat each one separately. Enter all business items on one K-1, all real estate rental items on another K-1, and all other rental items on a third K-1.   So there will be one K-1 entry for box 1 income.  There will be a second K-1 entry for box 2 income.  You may have attachments or detail which explains how those items break down.  You may find qualified business income deduction information included in box 20 that refers to box 1, box 2 or both boxes of income. The qualified property may be entered as 199A information for one or both of the activities.  The provider of the K-1 may detail which activity the qualified property is assigned to.   Click through the screens until you reach Enter Box 20 Info.   At the screen Enter Box 20 Info, select Z-Section 199A information.  Leave Amount empty.  This tells the software that Section 199A information will need to be entered for the income previously reported.  Click Continue. At the screen We see you have Section 199A income, select the appropriate income description.  Click How would I know this? for more information. At the screen We need some information about your 199A income, select the appropriate income description and amount from the 199A detail provided with the K-1.  You will enter the qualified property under UBIA of qualified property.  The information that is needed to complete the screen may be found on a Statement A attached to your K-1 information.   @user17752705337   
If you are on the page that says Enter the employer ID from your W-2 Auto-fill your return faster and more accurately by bringing over your W-2 directly. [ ##-###### ] Did you scroll d... See more...
If you are on the page that says Enter the employer ID from your W-2 Auto-fill your return faster and more accurately by bringing over your W-2 directly. [ ##-###### ] Did you scroll down on the page and press [Continue]?
My HSA provider neglected in the original W2 to add the employer / wellness contributions in addition to my own and issued a W2-C.  The new amount on there is +$165 in my favor.  I ran it through the... See more...
My HSA provider neglected in the original W2 to add the employer / wellness contributions in addition to my own and issued a W2-C.  The new amount on there is +$165 in my favor.  I ran it through the amended return process in TurboTax and there appears to be no impact on taxes owed or a greater refund state or federal.   a)  Do I need to file an amended Federal because it's possible the numbers would change on Form 8889, or do I not need to file but keep the W2-C handy in case its ever questioned as the amount is negligible? b)  Assuming I do need to file amended, would I need file state as well?  The state impact was $0 as well, so nothing owed/refunded.    
Please check the 2024 Schedule E Worksheet for the rental that did not transfer to 2025 and confirm that Box H (Complete taxable disposition) is NOT checked.   @ianm12 
Thanks very much, worked out finally. Yet another flaw with work around to resolve from the community.