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If you are getting an error message with regard to needing an amount in Form 1099-R box 16 because there were state withholdings reported in box 14, enter the amount reported in box 1 of your Form 10... See more...
If you are getting an error message with regard to needing an amount in Form 1099-R box 16 because there were state withholdings reported in box 14, enter the amount reported in box 1 of your Form 1099-R for the state distribution amount box 16.    
Thank you. Your reply worked.  Do I need to turn the security toggle back on after turning it off via the third-party dialog box OR was the permission a one-time event? If security toggle needs turn... See more...
Thank you. Your reply worked.  Do I need to turn the security toggle back on after turning it off via the third-party dialog box OR was the permission a one-time event? If security toggle needs turned back on, what is the procedure?
My 2025 MD tax  form pdf file shows values in incorrect format, i.e.  $1000 00   . The decimal point between dollars and cents is missing. this is not shown as TurboTax bug !!! so app doesn't catch i... See more...
My 2025 MD tax  form pdf file shows values in incorrect format, i.e.  $1000 00   . The decimal point between dollars and cents is missing. this is not shown as TurboTax bug !!! so app doesn't catch it. How to get this fixed?
2025 TurboTax desktop  I added $10,000 of interest income and the Marginal tax rate was 24.7%  Why was the Marginal rate not 24%?  
DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return... See more...
DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”
The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19).  The best time to check for a change will be Friday (2/20).  
@KariSawyer This is an old thread that has had no activity since 2022.  We have no context for who "his girlfriend" is or who "he" is.    If you have a question, please explain clearly.
The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night (2/19).  The best time to check for a change will be Friday (2/20).  
A Trust was established, governed by the laws of NJ, for a Grantor with dementia in a NJ assisted living facility. The Grantor's personal address and the Trust's mailing address is the Trustee's home... See more...
A Trust was established, governed by the laws of NJ, for a Grantor with dementia in a NJ assisted living facility. The Grantor's personal address and the Trust's mailing address is the Trustee's home address in PA. She has no defined NJ address. Turbotax Business is defaulting to PA in the 1041 State section because of the PA mailing addresses. How can I get Turbotax to use NJ rather than PA?
I am assuming you moved from one state to the other.   When you move during the year, you are taxed by each state only on the income you earned while you were a resident of that specific state.  ... See more...
I am assuming you moved from one state to the other.   When you move during the year, you are taxed by each state only on the income you earned while you were a resident of that specific state.    You will file as a part-year resident in Alabama.  You also file as a part-year resident in North Carolina.  The process of dividing your income between the states is called Allocation. When you complete your State returns,  TurboTax will help you determine the portion of your total federal income that should be allocated to each state.    Wages from a W2 are usually split by the dates you lived in each state. Your W-2 boxes 15-17 should already show a breakdown, but you may need to adjust if they are incorrect. Interest/Dividends are generally taxed only by the state where you lived when you received the payment. Let us know if it's a different situation than moving from one state to the other or if you have questions on how to split income beyond wages, interest and dividends.
@Pamhoward1967 Are you asking about the "5 day early" offer?   "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the ... See more...
@Pamhoward1967 Are you asking about the "5 day early" offer?   "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  
TurboTax can do Ohio School District income taxes and a handful of others, but you'll need to identify which non-Ohio one you need.    TurboTax (TT) does not automatically prepare a School Distri... See more...
TurboTax can do Ohio School District income taxes and a handful of others, but you'll need to identify which non-Ohio one you need.    TurboTax (TT) does not automatically prepare a School District return (form SD100), you must initiate it. At the screen, in the Ohio program, titled  "A few things before we wrap up your state taxes"       scroll down to School District taxes.  Or later at the screen  "Your 2025 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to School District taxes.   Beginning in 2024, TT will ask “Do you want to file your School District taxes”, if your W-2 showed SD withholding in box 19.     Usually  the School District Income Tax (SDIT) return  is e-filed with the state return, but there are exceptions. Read the Ohio 'filing instructions" that TurboTax prepares, They will tell you if the SD100 was e-filed or if you have to mail it.
If your Texas S-Corp has 100% passive income and has never been a C-Corp (so it has no accumulated E&P), the passive income termination rules generally don't apply. Those rules only create profits wh... See more...
If your Texas S-Corp has 100% passive income and has never been a C-Corp (so it has no accumulated E&P), the passive income termination rules generally don't apply. Those rules only create profits when an S-Corp has prior earnings and profits.    Now, regarding how to pass the income to yourself:   S-Corps income passes to ‌shareholders directly via your Schedule K-1, whether or not you‌ distribute the cash.   However, if you perform services for the corporation, the IRS requires you  to pay yourself reasonable compensation as W-2 wages for those services before taking any distributions.    
Are you in the wrong account?   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-... See more...
Are you in the wrong account?   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery  
Thanks Roger! One last question, I assume that I'll need to report my capital gains for the sale of the Florida house on my Alabama tax return, correct?
THANK YOU! I hadn't realized that the 401(k) was categorized as a pension. Guess I still think of pensions in the older terms. The RMD is for inherited funds. I'm not yet taking any RMD's for my ow... See more...
THANK YOU! I hadn't realized that the 401(k) was categorized as a pension. Guess I still think of pensions in the older terms. The RMD is for inherited funds. I'm not yet taking any RMD's for my own retirement funds. Thanks again. 
Why do you think you have to correct that?   Did you get a letter about it?  
Q. Do I have to file my 1098 T form? A. No. The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequent... See more...
Q. Do I have to file my 1098 T form? A. No. The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means  the parent or student is eligible for a tuition credit or possibly the student has taxable scholarship income.      Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114
MarilynG1,   I cleared the Cache and Cookies with Firefox and Edge per your advice this morning. I restarted Turbo Tax. I still have the problem. Clearing the Cache and Cookies didn't fix the prob... See more...
MarilynG1,   I cleared the Cache and Cookies with Firefox and Edge per your advice this morning. I restarted Turbo Tax. I still have the problem. Clearing the Cache and Cookies didn't fix the problem.  HK