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To enter, edit or delete Property Taxes - Click on Federal Taxes Click on Deductions and Credits Click on I'll choose what I work on (if shown) Under Your Home If paid through your lender On Mortgage Interest, Refinancing, and Insurance, click on the start or update button If paid directly On Property Taxes, click on the start or update button

The Income Summary page may not reflect the same information as the listed topics will show when reviewed. This difference has no affect on your tax return. As long as the information appears when you edit the 1099-NEC, the income will be included on your return.   To confirm this, go to Forms Mode and open the 1099-NEC worksheet from the list of Forms in My Return.

Box 13 on the 1099-R is not the annuity start date. The annuity start date is the first day that you received a distribution from the annuity.    If you don't have this date anywhere on your paperwork (has it been so long that you don't remember when you first get a distribution from the annuity?), then contact the annuity administrator (the Payer in the upper left corner of the 1099-R) and ask them.

I'm in NJ but assuming Turbotax PA works the same -  In Forms, not the walk through mode,  forms - find INT/Div Wks.  Open that. Under Interest income right at the top. There's payer's name and a column  to check x if tax exempt.   My accrued market discounts were all labeled that under payer name. Check the x box and they become state tax free. This should work.  Someone else found this.  Why TT never erases all the wrong answers here I don't know.     

No one can call you from the user forum.   You can post clearly worded, complete and specific questions here for help from the community.   Here is some information about filing a joint return.   How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,       When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.  

We can't make calls from this site. However, you can establish a video conference with a representative. There's an additional charge.  You can establish a video call by subscribing to TurboTax Live or Full Service.  In these sessions, you can see  the TurboTax representative, but they can't see you.  In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. How to Connect Sign in to TurboTax  Select ‌ Live Help or Help Choose  Contact Us or  Connect with live help. Follow the prompts to select your preferred method, which may include One-way video,  Phone call Or live chat. Or reach out at What's the TurboTax phone number?  

You will enter your Form 1099-R and answer the follow-up questions to indicate that the distribution (including earnings) was converted to a Roth IRA.     If the Traditional IRA contributions for 2024 and 2025 were non-deductible and reported on Form 8606, then the only taxable amount as a result of the conversion will be the earnings that had accumulated in the account before the conversion.     The 2024 Traditional IRA contribution should have been reported as part of your 2024 tax return.  The 2025 Traditional IRA contribution will be reported as part of your 2025 tax return.     If you need specific steps for how to do this, take a look at the following TurboTax help article.  Also, if the 2024 Traditional IRA contribution was non-deductible, but it was not reported as part of your tax return, take a look at the section toward the end of the article to learn how to file Form 8606 now in order to capture the Traditional IRA basis information.   How do I enter a backdoor Roth IRA conversion?  

I assume that you worked in Ohio in 2021, but lived in Pennsylvania - if that is true, any wages you earned in Ohio while living in Pennsylvania are only subject to Pennsylvania tax and not Ohio.   If you filed your return with TurboTax in 2021, your return comes with audit support that is included in the cost of the return.  If you had paid for Max Benefits and have Audit Defense with your 2021 return, you also get audit representation along with audit support.   The TurboTax audit support center provides contact information for states as well as for Audit Defense and Audit Support.  They recommend contacting the state first to get clear information on the letter they sent you.  If your contact with the state does not resolve the issue in the letter, then contact Audit Defense if you purchased it when you filed your 2021 return - otherwise contact Audit Support.  You need to contact either of those within 60 days of the date of the letter that you received from Ohio.

If they are all valid medical expenses there is no need to move the changes to another field.  Only the total of your medical expenses are entered on Schedule A as an itemized deduction.  The different entry fields in the medical expense section are for the user to look for all the types of medical expenses to deduct.

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

Yes, you can enter the information from Form 1041 Schedule K-1 on your personal tax return using the following steps. If you're using TurboTax Online, you will need to upgrade to the Premium version to do so.   Open or continue your return. Go to K-1. On the Schedules K-1 or Q page, select Yes. On the Did you receive any Schedules K-1? page, select Yes. Select Start next to Estates or Trusts (Form 1041) and enter your information.