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An RV can be classified as a primary or secondary home for tax purposes if it has sleeping, cooking, and toilet facilities, which allows the  mortgage interest deduction.    It is likely listed a... See more...
An RV can be classified as a primary or secondary home for tax purposes if it has sleeping, cooking, and toilet facilities, which allows the  mortgage interest deduction.    It is likely listed as a "Primary home" in TurboTax due to a selection made when entering Form 1098.   You can return to those screens in TurboTax as follows: Click on Search at the top right of your TurboTax screen Type 1098 in the search box and  Click on the link Jump to 1098 Click on the down-facing carat next to the Form 1098 you are editing and Select Edit (blue button) Your screen will say Who is your Mortgage Lender? Enter it or just select Continue if it is correct Your next screen asks Do any uncommon situations apply? Answer and Continue The next screen asks for your 1098 details, verify and Continue Your next screen asks Is this loan secured by a property you own? Answer and Continue  The next screen asks What kind of property is this loan for? You can select Second home here for your RV Continue through your screens and answer any follow-up questions See also:   Publication 936, Home Mortgage Interest Deduction Please return to Community if you have any additional information or questions and we would be happy to help.
The option provided by dmertz would reduce or eliminate the balance in your traditional IRA(s), which may influence the taxable income calculations.
You can delete the forms/worksheets (3921, 6251, ESO worksheet, etc.) if you had no exercise and hold transactions in 2025.     Those get entered in the Investment Income >> ISO Exercise and Hold sec... See more...
You can delete the forms/worksheets (3921, 6251, ESO worksheet, etc.) if you had no exercise and hold transactions in 2025.     Those get entered in the Investment Income >> ISO Exercise and Hold section - You may have started an entry accidentally and generated a form that is hung up.     How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop  
To change your answer to Schedule B, Line 7a regarding foreign accounts while amending in TurboTax, you typically need to navigate through the interview section rather than clicking directly on the f... See more...
To change your answer to Schedule B, Line 7a regarding foreign accounts while amending in TurboTax, you typically need to navigate through the interview section rather than clicking directly on the form. Follow these steps:   Go to the Federal tab and select Wages & Income. Scroll to the very bottom and click Continue. TurboTax will lead you through a series of wrap-up questions. Watch for the screen titled "Tell Us About Any Foreign Bank Accounts". Update your answer to Yes and follow the prompts to enter your French account details.  
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following... See more...
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)   @jmorrow338   
To enter the 1098-T select the following: Federal Deductions and Credits Education 1098-T If you are the student claimed as a dependent on someone else's return, and your scholarshi... See more...
To enter the 1098-T select the following: Federal Deductions and Credits Education 1098-T If you are the student claimed as a dependent on someone else's return, and your scholarship in box 5 was not more than box 1, then your parents would be the one to enter this on their return to claim the education credit.  
Based on the instructions: https://www.irs.gov/instructions/i4562#en_US_2025_publink1000309318 "To find the basis for depreciation, multiply the cost or other basis of the property by the percentage ... See more...
Based on the instructions: https://www.irs.gov/instructions/i4562#en_US_2025_publink1000309318 "To find the basis for depreciation, multiply the cost or other basis of the property by the percentage of business/investment use. " Under rental property info, when it asks "Want us to divide the rental-related portion of The Property?" I answered Yes and entered the "Area of home rented." However, the "Depreciable basis" seems to be only based on the ratio between Land and Improvement value from the property tax bill and does not seem to be multiped by the percentage of business/investment use. Then it seems like the resulting "Rental expense deduction" does not account for only part of the property being used as a rental. What's missing here? What fields should be filled out to get TurboTax to create a form 4562 that is correct?
Yes, if your daughter's earned income was more than half of her total support, then Form 8615 isn't required. According to the IRS, Form 8615 must be filed for any child who meets all of the followin... See more...
Yes, if your daughter's earned income was more than half of her total support, then Form 8615 isn't required. According to the IRS, Form 8615 must be filed for any child who meets all of the following conditions:   The child had more than $2,700 of unearned income. The child is required to file a tax return. The child either: Was under age 18 at the end of 2025, Was age 18 at the end of 2025 and didn’t have earned income that was more than half of the child's support, or Was a full-time student at least age 19 and under age 24 at the end of 2025 and didn’t have earned income that was more than half of the child's support. At least one of the child's parents was alive at the end of 2025. The child doesn’t file a joint return for 2025. You can remove a form in TurboTax if it is not needed. If you are using TurboTax Online, see this help article and below for the steps to Delete a Form:    Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. (Look for any form or worksheet relating to Medical expenses.) Select Delete next to the form, schedule, and worksheet in the list and follow the instructions. If you are using a Desktop version of TurboTax, you can switch to Forms Mode (click on Forms at the top of the screen when you are in Step-by-Step Mode), review the list of forms on the left, then select the one you wish to delete. When the form displays, click "Delete Form" at the bottom of the screen.  
I received a 1099-NEC for a lease payment on a piece of property that I have an undivided interest in.  This was a purely passive activity for me and normally I would expect this sort of thing to map... See more...
I received a 1099-NEC for a lease payment on a piece of property that I have an undivided interest in.  This was a purely passive activity for me and normally I would expect this sort of thing to map into schedule E.  However, I am having a hard time figuring how to do this in the Turbo Tax desktop interface.  1099-NEC entry classification does not give a suitable/accurate choice (self employment, farm income, hobby, lawsuit, Medicaid waiver, Income that should have been on W2. All don't apply).  This is not self-employment nor a hobby.  This is lease income on raw land to a company looking to potentially develop it for minerals.  We do not actively participate in a business to do this and provide no services to the lessee except legal access to the property.  Maybe the issuer of the 1099 made a mistake, but how do I enter it correctly in the TurboTax interface?
To enter, edit or delete Education Expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down... See more...
To enter, edit or delete Education Expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Education On Expenses and Scholarships (Form 1098-T), click on the start or update button
How to adjust TurboTax entries to reflect non-taxation of contributory pension plan distribution in year one?
The RMD is the amount that someone who has reached the age of 73 is required to withdraw from their retirement accounts.  It is based on a life expectancy factor and prior year-end account balance.  ... See more...
The RMD is the amount that someone who has reached the age of 73 is required to withdraw from their retirement accounts.  It is based on a life expectancy factor and prior year-end account balance.  If this withdrawal is not taken, then the IRS may impose a penalty on the amount that should have been taken.  This primarily applies to accounts such as 401(k)s and IRAs.  If you have a pension, it counts too, but since you are getting a monthly withdrawal, that pension is meeting the RMD for that plan   What are required minimum distributions (RMD)?
The second W-2 indicates non-taxable disability payments. Box 12a Code J is (non-taxable sick pay), and  Box 14 (VDI) This income is not taxable.  You likely don't have to enter this W-2 i... See more...
The second W-2 indicates non-taxable disability payments. Box 12a Code J is (non-taxable sick pay), and  Box 14 (VDI) This income is not taxable.  You likely don't have to enter this W-2 into your tax return, as no taxable income is reported.  Or you can include it on the original W-2
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     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 for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   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   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    
The most common triggers for this form are: If your spouse’s W-2 has a Code W in Box 12, the IRS (and TurboTax) considers this an employer contribution to an HSA. You may have accidentally ch... See more...
The most common triggers for this form are: If your spouse’s W-2 has a Code W in Box 12, the IRS (and TurboTax) considers this an employer contribution to an HSA. You may have accidentally checked a box in the "Medical" section under "HSA, MSA Contributions" indicating your spouse had an HSA. HSA Distribution (1099-SA): If you or your spouse withdrew money from an old HSA account (even if you no longer have a High Deductible Health Plan), you would receive a Form 1099-SA, which requires Form 8889 to report the distribution. If your spouse has no HSA and no Code W on their W-2, you can remove the error by deleting the form in TurboTax Online: Go to Tax Tools in the left menu, then select Tools. Select Delete a form from the pop-up menu. Find Form 8889-S and click Delete next to it.  Also look for and delete any Form 1099-SA or HSA worksheets if they appear.  
If you made a large payment on extension to Ohio for 2024 and that got included as an itemized deduction on your Federal return, it would have reduced your Federal tax payment for 2024.  As an exampl... See more...
If you made a large payment on extension to Ohio for 2024 and that got included as an itemized deduction on your Federal return, it would have reduced your Federal tax payment for 2024.  As an example let's say you made a $2000 payment on extension to Ohio in 2024 in addition to having $3000 of withholdings for Ohio.  You claimed itemized deductions on your return that included this $5,000 of payments.  Now let's say you got back $2,500 as a refund for Ohio.  Some of that could be taxable on your 2025 return because you recovered part of a deduction you made on your Federal return in 2024.  It's what is called a taxable benefit recovery.  The amount that would be taxable would be based on the criteria I stated in my earlier post.  This is why it is important to include that 1099-G on your return, because part of it could be taxable.  And because the IRS is also in receipt of the 1099-G, if they do not see it on your return, it could result in unnecessary delays or audits of your tax return.