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Hi Dianne:   Thanks for your response, I have a question regarding your input. Usually, I always took the RMD and instructed a brokerage to pay federal tax and state tax without any retaining amount with me. This time due to this missing action, I am owing federal tax and state tax without adding that missing RMD in the 2025 tax return. Now, if I add that missing RMD to the 2025 return, the amount I owe will double up of what I am currently owing at this point. Does it make sense?  Appreciate your help.

TurboTax does no have copies or images of your 1099R's or any of your other tax documents.   TurboTax only has the information that you entered---which is shown on the worksheets---no matter whether you keyed in the information by hand or imported it.   If you want a copy of your 1099R you have to get it from the financial institution that issued it.

  For Desktop users: The best way to avoid it is to always use "Save-As" the very first time the second file is saved....and make absolutely sure the new file has a unique filename at that time. _____________ For most folks this happens if the second person's had the same first name as the first one which was prepared. But....can also happen if they didn't actually start a brand NEW file for the second person.  

A software company, telling people who are obviously computer proficient, to upgrade to win 11 to use their product is lazy and ridiculous.  Most people are still on windows 10. Talk about not giving a crap about your customer base. What, you couldn't have a windows 10 version as well? You do know that you can run windows 10 and still get the security updates for at least another year with just a few simple steps. I've been using intuit since 1993 with Macintax, then a  few years later switched to the pc version with Turbotax. Well over 30 years.... wtf Intuit!!!! So my options are either upgrade to windows 11(nope), do my taxes online( Hell No! If hackers can get into the IRS, they can certainly get into Intuit), Run it on my mac(maybe, but would rather not) or find another company that's probably cheaper. All because some rogue tax company decided that you will comply or go bye bye. This just may be the final straw..........

I realize I am trying to use logic on this Form 8453 issue which, between IRS procedures and TT's application of the form, doesn't make much sense.  First, it seems to me the very large majority  (I would guess over 90%) of filers will be mailing a copy of Form 1099-B (that shows a transaction adjustment that is in question) to Austin that is identical to the 1099-B already filed by the reporting financial institution to the IRS/US Treasury. Any "adjustment" outside the 1099-B would not be "known" to IRS and would need to be filed with 8453. But, "lets put them ALL in a pile in Austin and sort them out if needed." When I bring up Form 8453 in TT Premier it doesn't even populate the address fields. Why? I realize TT is trying to "phase out" us Desktop users, but something like populating address field can't be that hard. BTW I was just reading the comments from TT online users. Am I ever glad I stayed with Desktop!   

Yes, you must be accurate with the depreciation in 2025. Use the tax assessments to figure out the percentage of cost that applies to the house and land.  Land/Total cost -- Building/ total cost = either will give the rate to use for your purchase price to arrive at the correct amounts for 2025. The 2025 tax return must use the correct figures for the rental house for the correct depreciation.   The link provides instructions for both TurboTax Online and TurboTax Desktop, based on which was used to file the original return.   @user17731760614 

  We are filing a joint return and the profit definitely exceeds the cost of the truck.  Also responded yes to the question indicating the taxpayer operates the business and yes indicating the truck is used by someone who owns business more than 5 percent.

Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses  

Yes. You can't claim that expense since your daughter isn't living with you. If you pay the daycare directly, no one get's the dependent care credit. If you give the money directly to the mom, she can use that money to pay for daycare and then claim the dependent care credit, assuming she otherwise qualifies.

My 1099-SA from Optum has a "1" as the Distribution Code. My two withdrawals according to Optum are Excessive Contribution withdrawals.  I'm okay with paying any penalty; I just am hoping there is a way to get my taxes in order. I did call them, and they did process my mistaken withdrawals; and I went ahead and redeposited the funds back into my Optum HSA. They told me that after this, after some business days I will receive a new 1099-SA. What should I do from here?

I have the same problem.  Two 1099-R forms for both primary & spouse for return of excess Roth IRA contributions of $8000 apiece in 2025 (our income ended up exceeding $246,000).  We are both over 65 and have had Roth IRA accounts open for over 5 years.  Annoyingly, Vanguard added code J to line 7 of both our forms.  Their customer support would not issue correction but said to file 5329 forms.  IRS instructions say each of us need a 5329.   When leveraging "Extra tax on early retirement withdrawals", web interface defaults to primary filer name, does NOT ask about spouse filer, and only allows "Revisit" to the one NOT adding another.

Code CP63 means one or more of your prior years' returns are missing and the IRS has put your refund on hold.   You can only file this year's tax return (2025) using TurboTax Online.   To file your tax returns for prior years, please follow the instructions in this TurboTax Help article.

Thanks for your response. I had the same issue also in 2018. That’s the year I ended up having to use H&R Block. I’m on a Mac mini pro. There should be no reason why TurboTax should have issues with downloading. Though the more I search the web, the more I see others have also experienced this issue. I’ve done everything TurboTax agents have suggested. They eventually gave up. I even downloaded the software onto my phone, sent as attachment (compressed) to my Mac and then downloaded the download, the. The exact same thing happens. It starts extracting the file, then stops at 97-98% and says extraction failed. I am beyond frustrated. The ONLY thing I haven’t tried yet is to create another admin user and try downloading it that way, of course then I will no longer have access to my previous returns to import data cause it will be accessible to the previous admin user. Aaaargh.