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Thank you very much for your clear respons.
I reviewed your redacted diagnostic file and was able to view and print Form 1040X.   If you are using TurboTax Online. Try closing TurboTax, clearing your cache and deleting your cookies. Review... See more...
I reviewed your redacted diagnostic file and was able to view and print Form 1040X.   If you are using TurboTax Online. Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.    Hopefully, you will be able to print after this.    If you still can't print, reply back.    You can check the status of your amended tax return at Where’s My Amended Return?
You don't say where the income is listed so here are possible answers: 1099-INT - issued for interest and entered as 1099-INT and goes on Sch B 1099-MISC - royalties in box 2 - actual mineral... See more...
You don't say where the income is listed so here are possible answers: 1099-INT - issued for interest and entered as 1099-INT and goes on Sch B 1099-MISC - royalties in box 2 - actual mineral right payments -under rental properties and royalties - goes on Sch E for royalties 1099-MISC - box 3 other income - entered in the program under other income
I owe zero dollars and have a zero dollar refund.
On which federal form do i find the entry?
think of backdoor Roth as 2 separate transactions, the contribution can be backdated to prior tax year until April 15th, but the conversion applies to the calendar year it is done it is not backdated... See more...
think of backdoor Roth as 2 separate transactions, the contribution can be backdated to prior tax year until April 15th, but the conversion applies to the calendar year it is done it is not backdated, even if you do them both 'together' they are split across 2 years for tax reporting in this situation.   so for 2024 all you did was a contribution, the 2024 Form 5498 is correct but yes you should have filed Form 8606 to record only the contribution, you did not do a conversion for 2024 tax year.  2024 Form 8606 should reflect $7000 on Line 1 and 14 which is carried forward to your 2025 Form 8606 on Line 2 to give you a total basis of $14000 to line up with the conversion of $14005.   Your 2025 1099-R is also correct as you did both Roth conversions in 2025.   The outcome for 2025 is you will pay tax on the $5 earnings and have no basis carryover - provided your IRA market value at year-end was $0.
This is the most reliable fix.   Switch to Forms Mode (Ctrl+2). In the left panel, scroll to Tax Summary or Tax Summary Worksheet. Look for any field with a red triangle or blue “E” (est... See more...
This is the most reliable fix.   Switch to Forms Mode (Ctrl+2). In the left panel, scroll to Tax Summary or Tax Summary Worksheet. Look for any field with a red triangle or blue “E” (estimated). Right‑click the field → choose Unmark Estimated. If you don’t see the flag on the visible fields, scroll—some are off‑screen. Run Smart Check again. If you can’t find the estimated field:   In Forms Mode, select Tax Summary Worksheet.  Select it and once it appears, select delete at the bottom. TurboTax will regenerate it automatically. Run Smart Check again. This clears the stuck flag usually.
When I tried to import my tax file from HR Block it says it doesn't recognize the format. I saved it as a PDF and it says the same thing.
I dont understand their reasoning on this   - but YOU have to go online and look it up!   https://my.ny.gov/   Assuming  the consensus opinion that this is taxable, Its like the geniuses there are... See more...
I dont understand their reasoning on this   - but YOU have to go online and look it up!   https://my.ny.gov/   Assuming  the consensus opinion that this is taxable, Its like the geniuses there are setting us up to get screwed.    If the IRS sees  the 1099-G is missing from your return you will likely get flagged
I reviewed your redacted diagnostic file and was able to view and print Form 1040X.   If you are using TurboTax Online. Try closing TurboTax, clearing your cache and deleting your cookies. Review... See more...
I reviewed your redacted diagnostic file and was able to view and print Form 1040X.   If you are using TurboTax Online. Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.   Hopefully, you will be able to print after this.   If you still can't print, reply back.    You can check the status of your amended tax return at Where’s My Amended Return?
Trying to upload crypto transactions, and I have a Form 8949, and Schedule D 1040. Neither one is uploaded and read correctly. What to do?
Federal>Deductions and Credits>Charitable Donations>Donations to Charity
Yes, premiums you pay out-of-pocket for Marketplace health policy are deductible as Medical expenses. If at tax time, you have repay all or part of the Prmium Tax credit (PTC), that repayment is also... See more...
Yes, premiums you pay out-of-pocket for Marketplace health policy are deductible as Medical expenses. If at tax time, you have repay all or part of the Prmium Tax credit (PTC), that repayment is also deductible.   You can claim all medical and dental bills, prescription drugs and health insurance premiums paid out-of-pocket as Medical Expenses in Schedule A - Itemized Deductions.   The IRS has an extensive list of what you can and can’t deduct.   For tax year 2025, Medical Expenses are subject to the 7.5% rule and you can only claim the excess over 7.5% of your Adjusted Gross Income.   Please note that Itemized Deductions will only benefit your taxes when they exceed your standard deduction.   For tax year 2025, standard deductions are: $31,500 for married couples whose filing status is “married filing jointly” and surviving spouses; $15,750 for singles and married couples whose filing status is “married filing separately”; and $23,625 for taxpayers whose filing status is “head of household.”   The additional standard deduction for a blind taxpayer—i.e. a taxpayer whose vision is less than 20/200— and for a taxpayer who is age 65 or older at the end of the year is for each instance: $1,600 for married individuals; and $2,000 for singles and heads of household.   Here's how to enter your medical expenses in TurboTax: Open or continue your return. Navigate to the Schedule A section: TurboTax Online/Mobile: Go to Schedule A. TurboTax Desktop: Search for Schedule A and then select the Jump to link.
Last year (2024) I filed with turbotax desktop software, and signed up for turbotax advantage.  In november of this year I was charged $75 for the 2025 desktop version.  Now that I'm ready to file, w... See more...
Last year (2024) I filed with turbotax desktop software, and signed up for turbotax advantage.  In november of this year I was charged $75 for the 2025 desktop version.  Now that I'm ready to file, when I opened the desktop software, it asked if I want to use online this year instead, and said it would apply my $75 credit towards the online version.  I clicked the button saying yes.  Now when I log in to my DESKTOP software, I see the window shown in the attached screenshot. When I click that "continue to online" button, it takes me to a fresh new turbotax online account, and offers me "expert full service" for $150.  But nothing about the $75 I already spent....  nothing about the deal that is "active" on my desktop version. I finally called turbotax support and was on the phone with someone for 45min who unfortunately had absolutely no clue what I was talking about.  I don't know where to find answers about this.  How do I reach someone that actually knows this deal?  I have screenshots.... it says my deal is "active".  I don't have hours to sit on hold every day trying to sort this out.... This expert premium is a good deal for $150.  But i've already paid $75.  Will I be charged again??? how do I get help?
What are you asking?  Each year you have to buy a  new program or use the online version.  If you use the Desktop program you can sign up for the Advantage membership which automatically renews the n... See more...
What are you asking?  Each year you have to buy a  new program or use the online version.  If you use the Desktop program you can sign up for the Advantage membership which automatically renews the next  year program.  You get charged for the renewal in early November each year.   When you renew or buy the Desktop program you get a 1 6 digit license code.    For the Online version you paid the fees when you file.   This year some stores are selling License Codes for the Online version in addition to License Codes for the Desktop program.  So you have to know which one you are buying.