All Posts

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Yes, you did this correctly and I am able to look at your file. I see that Maryland subtracted the entire amount of $524 that was reported in your 1099 DIV entry.      I was able to do some more digging and ran into this nugget.    Maryland Tax‑General §10‑207(b)(1) “There shall be subtracted from federal adjusted gross income… interest or dividends on obligations of the United States.”  This statute does not include any residency‑based limitation. If the income qualifies, Maryland must subtract all of it, even for part‑year residents. This is why the subtraction you’re seeing on Maryland Form 502SU, Line ab (or Line 13 of the main 502) is certainly for Interest and Dividends from U.S. Government Obligations.    You can subtract it in PA even though MD already subtracted 100%. Both states are required to exempt it, and neither is allowed to tax it. This reverts back to my earlier advice.   Your residency split (5 months MD, 7 months PA) does NOT change this Residency affects:   Wages Business income Rental income Capital gains But it does not affect U.S. government interest. That income is exempt everywhere, for the entire year. Don't try to allocate it because there is no way to allocate it in the Maryland state form.   I hope this helps and best of luck in Tax Year 2026.   @mkaprelian         

According to the IRS, your HSA contribution limit is determined by the type of plan you have, not just your marital status: Individual (Self-Only) Plan: Limit is $4,300. Family Plan (Covers 2+ people): Limit is $8,550. If you and your husband have two separate individual plans (meaning your plan covers only you and his plan covers only him), you are both restricted to the $4,300 individual limit.   Your combined limit is $8,600 ($4,300 x 2), but if the program assigned the entire $8,550 family limit to one of you and then saw that your spouse also had an Individual plan, it will generate an error.   In order for the program to recognize the $8,550 limit correctly for a married couple, follow these steps: When you are asked in the HSA interview section, "What type of High Deductible Health Plan did [Name] have on December 1, 2025?", Check the "Family Coverage" Box for Both of you (The IRS "Special Rule for Spouses" allows you to share one family limit ($8,550) however you like between two accounts.) However, if you have two truly separate individual plans, Make sure  both are marked as Self-only (your combined limit is $8,600 ($4,300 each), which covers your $8,550 total). Also... Check the "W-2 Box 12 Code W" entry (Make sure you didn't accidentally enter your husband's contributions under your name (or vice versa)).   If his employer contributed to his HSA, it must be entered only on his W-2 in the software.   And finally... If either of you changed plans mid-year, the program may be prorating your limit.  Make sure you indicated that you had coverage on December 1, 2025 (which should allow you to claim the full year's limit).

Yes, you'll have to pay taxes on winnings from a state that is not your home state.  You'll file a non-resident tax return in that state, and post your winnings. You also must report ‌income in your home state.  You may receive a credit for taxes paid to the other state. If there is no tax due, you won't have to file the return.

You won it there. But whether you have to file a return is a different question. Most states have a minimum. we could provide more info if you tell us the state or DIY. Check the state website and see  who must file

This method seems to open a new Turbotax return on the Desktop version. Is there a way to "Continue from TurboTax online" to get the crypto 8959 form into an existing Turbotax return? For context, I have already spent weeks entering all of my information (and carrying over from previous years) and am simply looking to add the crypto gains/losses as the final step to an existing return.

Just to clarify first, we have three 1099-Rs: two for the rollovers and one for a small pension.   I went to the Forms view. The Federal 1040 shows the correct amounts and the Rollover box is checked.  Next, I looked at the MO-1040: line 6 displays the correct amount, and it's under the income limit for our filing. Then, the MO-PTS: - line 1 (from MO-1040 line 6) is correct - line 2 is correct - line 3 ("Total amount of pensions, annuities, dividends,...") is incorrect, based on your answer. It is filled in with a number from the Form 1099-R Summary document, Pensions and Annuities section, line 22 ("Total gross distributions from box 1 of Form 1099-R"). This line on the summary form shows the small pension amount under the Taxpayer column and the total amount of the two rollovers in the Spouse column. TT is using only the Spouse column value on line 3 of the MO-PTS:  TT has excluded the summary form's Taxpayer column amount (correct actually for Missouri), but included the Spouse column amount (that would actually be $0 without the rollovers). That looks like a bug, er "undocumented feature". Also, I asked if Missouri is not excluding rollovers because nowhere in the text for line 3, nor in the MO-PTS instructions, does it say to exclude non-taxable items on the 1099-R forms, such as rollovers. And, TT is clearly including them in both the 1099 -R Summary document and the MO-PTS form. So, ??? I'm confused!

I just received news that an update is being run tonight for TurboTax Online (including mobile in a browser but not the App) to enable the upload of a CSV file for crypto transactions. Check tomorrow in TurboTax Online and it should be there.   I don't have an update as of now for Desktop. This help article will be updated when there is a change.   See this article for information to request a refund for Desktop.   If you wanted to switch from Desktop to Online: though you can't switch using the current year return, you can import your last year's return and then rebuild this year's return. See this article for details.   @jasondwightwood  @jacqueskb  @hyperkik  @Dlvsm  @minifleesd  @user17717007487   

The program is struggling when multiple is listed second. You just need to switch the order.   The federal Be sure to list the multiple states first with the amount Second spot is MI and the amount If this does not clear the issue: A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form,  see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again.

I'll check out the link.  I've done BD Roths in TT since 2020; however, I just got done amending returns 2020-2024 to capture pro rata on spouse Roth's due to owning a SIMPLE and having very poor guidance by the investment firm when we started doing the conversions due to income limits.  This pro rata mistake cost us $3200 and created a rolling basis on each next year's Form 8606 for the spouse.  The amendments were confirmed correct by our CPA.   With that said, I noticed the taxpayer ROTH now has a basis rolling forward as well - not sure what happened.  These BD Roth conversions are complicated in TT, especially with Pro Rata and having to override cells due to TT not asking the right questions in the wizard.  I'm an accountant and this whole scenario has been a very frustrating experience.  It's almost easier to hand do these forms than use the software.   For example, it took me an entire weekend to figure out that I had to call it a Traditional  and select "No" to the question  "Did you change your mind and convert this to a Roth" in the wizard.  Turns out you just enter the 1099-R and hope it reconciles.   And the 1099-R likely doesn't match your actual contribution.    All of that said, is it not a good idea to have TT track basis though, in the IRA Info Worksheet?  My husband is now wondering if we should at least be tracking total Roth Basis somewhere in the tax return for future tax free distributions.