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Spouse is a non-resident alien, lives in Canada with dependent kids who are US citizens. Spouse is not a US citizen. My kids are nearly 100% in Canada. I am a dual resident of US and Canada, but unde... See more...
Spouse is a non-resident alien, lives in Canada with dependent kids who are US citizens. Spouse is not a US citizen. My kids are nearly 100% in Canada. I am a dual resident of US and Canada, but under the US-Canada treaty I consider myself still more of a US resident, thus do not file taxes Canada, and only do taxes in the US. I do consider the home in Canada my spouse and kids live in as my 2nd home, and I do pay more than 50% maintaining this home.     In my research, it is questionable if the dependents have to live with me in the US or can be foreign to qualify for HOH. Thoughts? 
Yes I updated my Windows Desktop Home & Business program and started a NEW return and transferred from 2024 again and my 2024 state estimated payments did NOT go to sch A.  My first 2025 return still... See more...
Yes I updated my Windows Desktop Home & Business program and started a NEW return and transferred from 2024 again and my 2024 state estimated payments did NOT go to sch A.  My first 2025 return still shows all my 2024 state estimates (April, June, Sept & Dec) on sch A.  
My family and I decided to be more intentional with our eating out at restaurants. We used to just eat out whenever our schedule called for it, but now we're establishing family dinner night every Sa... See more...
My family and I decided to be more intentional with our eating out at restaurants. We used to just eat out whenever our schedule called for it, but now we're establishing family dinner night every Saturday night as a family. It gives us time to connect while also giving us a structured plan for eating out.
@Jsteven408   I saw a post that said it didn't fix the existing return but if you transfer 2024 again into a new return it works right now.  That makes sense to me.  I'll  have to  update my program ... See more...
@Jsteven408   I saw a post that said it didn't fix the existing return but if you transfer 2024 again into a new return it works right now.  That makes sense to me.  I'll  have to  update my program and try starting a new return.  
this may be helpful also https://www.whitecoatinvestor.com/pennies-and-the-backdoor-roth-ira/
@Mike9241 Agreed totally!   It seems no matter how we try to discourage early filing, some cannot be dissuaded, and then they receive forgotten W-2's, 1099's, 1098-T's, etc. etc. etc. and we have the... See more...
@Mike9241 Agreed totally!   It seems no matter how we try to discourage early filing, some cannot be dissuaded, and then they receive forgotten W-2's, 1099's, 1098-T's, etc. etc. etc. and we have the unenviable task of breaking the news that they cannot fix their returns while they are stuck in "pending" and that they may end up facing the months-long process of amending.
It's not really a mistake or failure on your part, it happens - it's just earnings posting 12/31 that you can't know or avoid if there's enough delay between contribution and conversion and it's in a... See more...
It's not really a mistake or failure on your part, it happens - it's just earnings posting 12/31 that you can't know or avoid if there's enough delay between contribution and conversion and it's in an interest cash account like Vanguard or Fidelity.  You can just clean it up in 2026.   When you do forms 1099-R/8606 for 2025 your contribution and conversion will both show $8000 and you'll be asked the 12/31/25 market value for your IRAs which will be $7 on line 6.  That triggers the tax calc on line 9-12, your 2025 conversion will end up being 99.913% tax free (8000/8007) not 100% and you'll send up with $7993 converted tax free, $7 taxable, and the $7 is carried over as basis to 2026.   When you do the 2026 Form 8606 you will have a $7 basis carried fwd from 2025, then $8600 contribution for 2026, so total $8607 basis in the IRA, and your 1099-R will show $8607 converted.  Assuming you end up with zero balance on 12/31/26 it will be entirely tax free in 2026.   It doesn't matter when you move the $7, your 1099R for 2026 will be for the total, but if it's easy to move at your custodian then you can just clean it up right away. 
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   ... See more...
  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   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     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     hhttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    
It is now after the ~1/8/2026 update and the carryover issue still has not been addressed.  State Estimated Payments made in April 2024 and June 2024 are still being categorized as 2024 "Estimates pa... See more...
It is now after the ~1/8/2026 update and the carryover issue still has not been addressed.  State Estimated Payments made in April 2024 and June 2024 are still being categorized as 2024 "Estimates paid after 12/31" and therefore automatically go into my 2025 Schedule A.   When will this be addressed?  
@xmasbaby0 Feel a little sorry for those who filed that early.  Hopefully, they aren't affected by software bugs or getting additional tax forms that weren't included in their original filing.  I res... See more...
@xmasbaby0 Feel a little sorry for those who filed that early.  Hopefully, they aren't affected by software bugs or getting additional tax forms that weren't included in their original filing.  I responded to an op who had filed early just to get a 1099 afterwards 
Happy 2026!  I just realized that I must remove earned interest ($7) from a non-deductible contribution ($8000) to a traditional IRA by Dec 31; part of my backdoor ROTH IRA conversion in 2025; $7 rem... See more...
Happy 2026!  I just realized that I must remove earned interest ($7) from a non-deductible contribution ($8000) to a traditional IRA by Dec 31; part of my backdoor ROTH IRA conversion in 2025; $7 remains in my traditional IRA on Jan 1, 2026.  Being 2026, I have already made my non-deductible contribution of $8600 to my traditional IRA.  I'm hoping there is a simple fix for my mistake. Do I convert the $7 to my Roth IRA as a separate step (today!)  or as part of my 2026 backdoor ROTH IRA conversion (i.e., $8607 plus any interest earned in 2026)? How do I enter Form 8606 for my 2025 taxes (enter $8007 to pay taxes on the $7 in 2025, or enter $8000 in 2025 and pay the $7 tax on my 2026 Form 8606)? What happens to my 2025 1099-R, and 2026 1099-R, given the timing of the conversions; and how do I enter these in Turbo Tax? Any other advice on fixing this?  The experts in this community have always been great, thanks in advance for making taxes easy.
@Mike9241 TurboTax began to allow users to "e-file" on 1-6.   But as we know, all those e-files will simply sit on the servers until the IRS begins to accept/reject e-files on January 26.   Users mig... See more...
@Mike9241 TurboTax began to allow users to "e-file" on 1-6.   But as we know, all those e-files will simply sit on the servers until the IRS begins to accept/reject e-files on January 26.   Users might get an email that says the return was "transmitted"---but it will be weeks before they get another email with news of being accepted or rejected.
Not sure what you entered or where you entered it.  The software is not yet ready for entries for overtime.  That update should occur around 1-14 or 1-15.
No one from Turbotax will call you. you will need to call them.   5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848
Working in oilfield and pre dem is offered, do we pay taxes on that pre dem?
Taxes withheld generally can only be through your employer and should be on your W-2 or are you saying you made an additional payment with your return? In this case, the IRS would take thatinto accou... See more...
Taxes withheld generally can only be through your employer and should be on your W-2 or are you saying you made an additional payment with your return? In this case, the IRS would take thatinto account in determining your refund or balance due. You need to review your IRS account to check what their records show and determine if they are correct.    Normally the IRS catches all tax payments made by or for a taxpayer as long as they are properly identified.   https://www.irs.gov/individuals/get-transcript