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yesterday
Hello, I just e- filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000. My husband has a Federal pension. When ente...
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Hello, I just e- filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000. My husband has a Federal pension. When entering his OPM CSA 1099R, I designated the pension as such on our federal return. I have an Arizona State pension. When entering my 1099R, I also designated the pension as such on our federal return. Upon looking at our state return, line 29 a, it only shows $2,500, rather than $5,000 for us both to obtain the exclusion. When I went back to the federal side, my husband’s taxable amount field was blank, and the exclusion was not listed. I got out of the return and went back in, and magically his taxable income appeared as well as the exclusion. When I went back to look at the state return, it now lists the correct $5,000 exclusion. This is very irritating as now I have to amend my Arizona State tax return!! QUESTIONS: 1. Why did TurboTax initially not catch the fact that this was designated as a Federal pension? 2. Why did it magically? Insert the figures upon opening the return again? 3. Since I just e-filed yesterday, when should I do the amended return? 4. Will I be able to e-file my AZ amended return, or will I have to print everything out and mail it? Thanks.
yesterday
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yesterday
My wife retired on 8/31/25. She had a family HSA plan of which I was a participant. We are both over 55. She contributed the max of $8,550 + $1000 (over 55 catch up). I contributed $1,000 to my HSA i...
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My wife retired on 8/31/25. She had a family HSA plan of which I was a participant. We are both over 55. She contributed the max of $8,550 + $1000 (over 55 catch up). I contributed $1,000 to my HSA in January of 2025. Upon her retirement, she retained a HDHP family plan under COBRA until the end of the year. I applied for Medicare in August 2025 and Part A Hospital Medicare coverage began 2/1/25 while Part B Medical coverage began 9/1/25. I also retained coverage under her family HDHP until 12/31/25. I assume her contribution for 2025 of $9,550 is fine but do I have to prorate my $1000 catch-up/over 55 HSA contribution made in January 2025? If so, do I prorate it from February or September? Also, if I have to prorate it, do I have to remove the earnings associated with the excess contribution or just the excess contribution? I'm also guessing that she can make a full $4,400 + $1000 HSA contribution for 2026 assuming she retains her individual COBRA HDHP plan (she will not be Medicare eligible in 2026)
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yesterday
My son received a Form 1099-NEC for $2800 income made during a summer internship (2025). If I understood correctly, he needs to be report this on his own tax return and must pay self-employment taxe...
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My son received a Form 1099-NEC for $2800 income made during a summer internship (2025). If I understood correctly, he needs to be report this on his own tax return and must pay self-employment taxes and indicate that someone else will be claiming him as a dependent. Is this correct? He was a full-time college student and under 24. Thank you in advance for any and all help and confirmation.
yesterday
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I ...
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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
yesterday
@lesserjoel ....paying for the software , and e-filing are entirely separate steps.. You have to actually hit the Transmit Now button after working PAST the payment page. __________________...
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@lesserjoel ....paying for the software , and e-filing are entirely separate steps.. You have to actually hit the Transmit Now button after working PAST the payment page. ___________________ Then the IRS and State can take a day or tow to respond that they "Accepted" or "Rejected" it. The closer to the deadline we are.....the longer they take to respond.....and the State par isn't actually transmitted until/unless the IRS "Accepts" first..
yesterday
You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax...
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You will have to contact TurboTax support for assistance with this problem. Use the key words Billing Issue
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm
yesterday
1 Cheer
" I have not figured out any rhyme or reason for why that is." Are you saying that some filers have e-Filed a two-years-prior 1040-X? or one-year-prior ? As an employee, is there no way for y...
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" I have not figured out any rhyme or reason for why that is." Are you saying that some filers have e-Filed a two-years-prior 1040-X? or one-year-prior ? As an employee, is there no way for you to determine whether this is supported or not.? @CatinaT1
yesterday
If your K-1 lacks specific passive loss, deduction, or Form 8582, your TurboTax K-1 entry might be incomplete, or you may be deemed a "material participant". Check the "Describe the Partnership" sect...
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If your K-1 lacks specific passive loss, deduction, or Form 8582, your TurboTax K-1 entry might be incomplete, or you may be deemed a "material participant". Check the "Describe the Partnership" section and ensure you did not check "all investment is at-risk" if it is not, as this can misclassify losses.
If your K-1 has a box 20 with code "Z" or similar, TurboTax needs detailed information to generate Form 8582. If you materially participated (e.g., spent >500 hours or worked significantly in the business), the loss is not passive and will not appear on Form 8582.
During the interview, ensure you indicate the activity is passive if you were not active in the business, or it won't show as a passive loss.
Here's more info on Passive Operating Loss.
@fnschrier
yesterday
Delete the Form 1116
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms...
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Delete the Form 1116
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.
yesterday
After you file your taxes and the IRS approves your return, they set a refund date and send that information to the bank on a schedule. Because of that, there’s usually a wait (about 21 days) before ...
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After you file your taxes and the IRS approves your return, they set a refund date and send that information to the bank on a schedule. Because of that, there’s usually a wait (about 21 days) before you get your money.
The "5 days early" program helps shorten that wait. Once the IRS tells us if your refund was approved, TurboTax sends you the money early, before the IRS does it. Also, you are going to receive an email letting you know if your refund was sent early or if it couldn't be sped up for any reason.
It's possible that you will receive an email letting you know the reason why TurboTax hasn't expedited your refund.
In case you haven't received it yet, click the link below and see more details:
TurboTax Up to 5-Day Early Refund
yesterday
You need to use the residential real estate for the depreciation category.
yesterday
Hello there! My first window was $6,628 and second $10,238 (big windows!) and the discount was $4,047. Thank you for the help! @Vanessa A
yesterday
You may want to try deleting the form for the Child and Dependent Care credit and starting over to see if that gets the correct outcome on the form. If you are using the desktop version of TurboTax,...
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You may want to try deleting the form for the Child and Dependent Care credit and starting over to see if that gets the correct outcome on the form. If you are using the desktop version of TurboTax, you can delete a form, by clicking on Forms in the blue banner on the right and then finding Form 2441 in the listing on the left side and clicking on that. Once that form has appeared on the screen, click Delete Form to delete form then click Yes on the pop-up to confirm deletion.
If you are using TurboTax online, follow these steps:
Click on Tools on the left side menu, then click Tax tools right below that
Form the Tools Center pop-up window, select Delete a form
A list of the forms in your return will be on the screen. Click the trashcan to the right of Form 2441 to start the deletion process, then click Yes to confirm deletion.
yesterday
how to remove foreign
tax credit
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yesterday
Yes, you may be able to claim him as a dependent under the Qualifying Relative rules if he meets all the requirements. If he qualifies then you will receive an Other Dependent tax credit of $500.
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Yes, you may be able to claim him as a dependent under the Qualifying Relative rules if he meets all the requirements. If he qualifies then you will receive an Other Dependent tax credit of $500.
To be a Qualifying Relative -
1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld. 2. The person either (a) must be related to you or (b) must live with you all year as a member of your household. 3. The person's gross income for the year must be less than $5,200 (social security does not count) in 2025 4. You must provide more than half of the person's total support for the year. 5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year. 6. The person must not file a joint return with their spouse with the following exception - You can claim a person as a dependent who files a joint return if that person and that person’s spouse file the joint return only to claim a refund of income tax withheld or estimated tax paid.
yesterday
1 Cheer
On your federal return, you can deduct the state taxes in the year they are paid even if they get applied to the state tax obligation of the previous year. Applying your $7,000 state tax paid in 2025...
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On your federal return, you can deduct the state taxes in the year they are paid even if they get applied to the state tax obligation of the previous year. Applying your $7,000 state tax paid in 2025 to your 2024 state tax return has no affect on the itemized deductions reported on your federal return in 2024. The federal itemized tax deduction is simply the state taxes paid that year, regardless of what your actual state tax obligation is for that year.
yesterday
@riederer The only other thing I could think of to try (yeah, I'd hate to use the Estimated tax method too)....and maybe you've already done this.... Edit the W-2 to take the box 17 $$ down to ...
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@riederer The only other thing I could think of to try (yeah, I'd hate to use the Estimated tax method too)....and maybe you've already done this.... Edit the W-2 to take the box 17 $$ down to say $1....work you way out to the menu while watching the state refund meter. IF that jumps a lot...then it is getting recorded somewhere in the state form, but not in an obvious way. Then edit it again and put it back where it belongs. ____ Go to the Print Center and print out an actual PDF to look at the actual IL forms separately?
yesterday
Click on My Info on the left side of the online program screen. Edit your personal information to change your filing status.