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yesterday
Yes there are some options if you need help with your return if you have not filed.
TurboTax Live, where you can get help from live tax experts, they can even review your return once you a...
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Yes there are some options if you need help with your return if you have not filed.
TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done.
Live Expert Assist, where an expert helps you do your taxes
Live Expert Full Service, where an expert does your taxes for you. See the links below for more information:
Compare TurboTax Online Products
How do I get TurboTax Live?
If you already filed and you are having another issue, please give us more information and we will try to help you.
yesterday
That is exactly correct. The $564 is taxable income.
Either your line 1 wages of your W-2s were reduced by part or all of the excess (making that part of the excess withdrawn taxable income), or p...
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That is exactly correct. The $564 is taxable income.
Either your line 1 wages of your W-2s were reduced by part or all of the excess (making that part of the excess withdrawn taxable income), or part or all of the amount withdrawn was the employer match, which was originally tax-free but now becomes taxable income because you took it out.
you do have the optio, of making a direct contribution to your HSA of
since you removed the excess, you must tell TurboTax (despite the 1099-SA) that you took out the $564 excess by 4/15/2026 to avoid the 6% penaly as computed on Form 5329.
yesterday
Some things change but the key points remain. Each program is a little different. If the 1099-MISC is not a business:
mark that the income is only for this tax year. Otherwise the program will t...
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Some things change but the key points remain. Each program is a little different. If the 1099-MISC is not a business:
mark that the income is only for this tax year. Otherwise the program will think it is recurring income and a business.
mark no to like main job
no intent to earn money
If you would like to reply with online or desktop and the version, we can give you complete steps.
yesterday
Do you get an error message when you try to open your PDF? Make sure you have the latest version of Adobe Reader.
Here are the primary reasons and solutions for PDF files not opening:
Cor...
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Do you get an error message when you try to open your PDF? Make sure you have the latest version of Adobe Reader.
Here are the primary reasons and solutions for PDF files not opening:
Corrupted or Incomplete File: The file may not have downloaded completely, or it was damaged during transfer. Try re-downloading or requesting the file again.
Outdated or Damaged PDF Reader: An outdated viewer (e.g., Adobe Acrobat Reader) can prevent files from opening. Update your reader software or reinstall it.
Incorrect Default App Association: Your computer might be trying to open the PDF with the wrong application. Right-click the file, choose "Open With," and select your primary PDF viewer.
Browser Settings (If opening online): Browser extensions or security settings may block PDF viewing. Try opening the PDF in a different browser, clearing the cache, or using a specialized viewer.
File Protection/Security Settings: If the PDF is encrypted, password-protected, or flagged as suspicious by security software, it may not open.
Run as Administrator (Windows): Sometimes, restricted user permissions prevent Adobe from opening. Try launching Acrobat as an administrator.
@odleshop
yesterday
Have you tried to e-file your return, @lambell?
yesterday
I do not need help with my taxes but with my Intuit account. Their AI doesn't work and I can't get a real person.
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yesterday
I figured out where Arizona wants those expenses on their 104NR form. They want NET income. Now however, it seems they want me to take out those expenses that are not taxed by Arizona by adding th...
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I figured out where Arizona wants those expenses on their 104NR form. They want NET income. Now however, it seems they want me to take out those expenses that are not taxed by Arizona by adding them back under "Other Adjustments" ? This is not a very clear program for Arizona.
yesterday
I have a Sale of S Corporation entire interest which is not subject to NIIT. How in Turbo Tax do I input to adjust Form 8960 to properly calculate the NIIT to exclude this gain from Form 8960?
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yesterday
Tl;dr I had excess contributions in 2024 and I didn't correct them by the 2025 tax filing deadline. Now in 2026 I tried to fix it by asking the HSA custodian to withdraw that amount as 2025 excess (w...
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Tl;dr I had excess contributions in 2024 and I didn't correct them by the 2025 tax filing deadline. Now in 2026 I tried to fix it by asking the HSA custodian to withdraw that amount as 2025 excess (which is incorrect). Not sure how to fix it or what to put on form 8889. Full story: In 2024 my employer contributed $5000 (via payroll) to my HSA (family coverage HDHP) but then I found out I was disqualified for the whole year 2024 because my spouse had an FSA - which means I had an excess of $5000 for 2024. I didn't withdraw the excess $5000 on time, so I let TurboTax fill in all the extras I need to pay (6% excise tax, add it to income etc) In 2025 I was back to being eligible (family coverage), so my employer contributed another $5000. I read that the excess $5000 from 2024 "carries over" to 2025, so $5000 (2024) + $5000 (2025) brings the balance at the end of 2025 to $10,000. The contribution limit was $8,550 for family, so I was still in excess $10,000 - $8,550 = $1,450 for the year 2025. If I had left it at that, I would only owe another 6% on that $1,450, but: Mistake: I didn't quite understand how withdrawal of excess contributions works, so I asked the HSA custodian to withdraw $5000 ( + earnings on it) for the year 2025 as excess contributions (I did that now in 2026, after the 1099-SA was issued). I then found out that technically that's not a withdrawal of excess contributions, instead it's a distribution for non-medical expenses which will be taxed at 20% + added to income What are my options now? A. Pay the 20% penalty on the full $5000 ( + earnings) + add that amount to income B. Declare the $1,450 portion ( + apportioned earnings) as the correct withdrawn excess contribution on Line 14b of 8889 and the remaining $3,550 ( + earnings ) as non-medical expenses - Line 16 on form 8889?
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yesterday
No. When a child is filing and needs the parents information, they are filling out the Kiddie Tax. She has income being taxed at your rate and the program needed to know about your capital gains. Sin...
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No. When a child is filing and needs the parents information, they are filling out the Kiddie Tax. She has income being taxed at your rate and the program needed to know about your capital gains. Since you have the worksheet, look for these specific lines to fill in your daughter's Form 8615 requirements:
Net Long-Term Capital Gain: Look at Line 13 of your Qualified Dividends and Capital Gain Tax Worksheet. This usually represents the total capital gain distributions reported on your Form 1040.
Schedule D, Line 15/16 equivalents: If you didn't have any other sales of assets (like selling stocks or property), your "Net Long-Term Gain" is simply the total of those 1099-DIV distributions.
If the amount is zero: If you truly had no capital gains or losses of any kind on your return, then you would enter 0.
If she has no earned income and her passive income is only interest and dividends, you can report her income on your return. The tax will be a little higher reported on your return.
yesterday
In order to get the credit to properly calculate and populate on the PA resident return you need to prepare the non-resident state(s) first. When you prepared your state returns, did you prepare you...
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In order to get the credit to properly calculate and populate on the PA resident return you need to prepare the non-resident state(s) first. When you prepared your state returns, did you prepare your PA resident resident return first, or did you prepare your non-resident state(s) first. If you prepared your resident state before you prepared your non-resident state(s), try deleting and then re-creating your PA state return. If that does not resolve the issue, can you clarify and be specific about what is not calculating correctly and why you believe it to be incorrect? Provide state(s) and amounts.
yesterday
The line numbers have indeed shifted In the 2024 NY IT-203. New York frequently adds/removes lines for voluntary contributions or new credits (which "pushes" the total lines further down the form). ...
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The line numbers have indeed shifted In the 2024 NY IT-203. New York frequently adds/removes lines for voluntary contributions or new credits (which "pushes" the total lines further down the form).
Since you are filing your 2025 return (in 2026), the program asks for 2024 data to make sure if you paid enough tax last year to avoid a penalty this year.
Note: Always check if there are any pending updates for your TurboTax software... Go to the Online menu (top) and select "Check for Updates."
Use the updated 2024 line numbers...
1. Total Tax from 2024: total of Lines 50 and 55. Instead... Look at your 2024 IT-203 and add Line 58 (New York State tax) and Line 59 (New York City/Yonkers taxes).
This is your total tax liability before credits, which the program uses to determine if you meet "Safe Harbor" rules for underpayment penalties.
2. Total Credits Claimed from 2024: total of Lines 60 and 61. Instead... Look at your 2024 IT-203 and find Line 66 (Total nonrefundable credits).
On the 2024 form, Line 66 is the consolidated total (for these primary credits -- Lines 60 and 61).
yesterday
If you try to open it in Adobe or another 3rd party app, do you get prompted for a password?
yesterday
If you are using Online TurboTax: In the left menu column click on TAX TOOLS, then TOOLS. In the Tools window choose the blue button TOPIC SEARCH. In the search line enter applied overpayment ...
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If you are using Online TurboTax: In the left menu column click on TAX TOOLS, then TOOLS. In the Tools window choose the blue button TOPIC SEARCH. In the search line enter applied overpayment without quotes. Make the selection in the list (may already be highlighted), end either double-click on it or click GO. Next screen is Estimates and Other Income Taxes Paid. Scroll down to 2024 refund applied to 2025 and choose Federal, state, or local for the type.. Before filing make sure a Federal applied overpayment is included in the amount shown on your Federal Form 1040, Line 26 along with any estimated tax payments. If you entered an applied state overpayment, make sure it shows up on the state return.
yesterday
"my 1099-R does not have the IRA/SEP/SIMPLE box checked." That implies that the distribution is, in fact, not from an IRA. Keep in mind that a 401(k), a 403(b), a 457(b) and the federal TSP are ...
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"my 1099-R does not have the IRA/SEP/SIMPLE box checked." That implies that the distribution is, in fact, not from an IRA. Keep in mind that a 401(k), a 403(b), a 457(b) and the federal TSP are not IRAs. Also, nonqualified annuities and insurance policies are not IRAs.
yesterday
In late 2025, I did a Backdoor Roth where I contributed a non-deductible $8,000 to a Traditional IRA and then converted $8,002 to a Roth IRA a few days later, where the $2 difference reflects the int...
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In late 2025, I did a Backdoor Roth where I contributed a non-deductible $8,000 to a Traditional IRA and then converted $8,002 to a Roth IRA a few days later, where the $2 difference reflects the interest gained between the dates I contributed and converted. In early March 2026, Turbo Tax told me that I was ineligible to contribute to a Traditional IRA because I had $0 in earned income. At the end of March, I submitted a Return of Excess Contribution Form with my brokerage firm, and they withdrew the original $8,000 plus $1,125 in net investment attributable (NIA) from my Roth IRA. In Turbo Tax, I created a mock 1099-R to reflect the return of excess contribution and the NIA for my 2025 taxes. Do I still submit my original 1099-R to reflect the original $8,000 contribution and $2 gain for my 2025 taxes? Thank you!