All Posts

On TurboTax's W-2 form, make sure that you have marked the correct box to indicate the recipient of the W-2.  (TurboTax assigns the W-2 to Taxpayer or Spouse depending on the marking of the box, not the name on the form.)

Update: I added fake numbers and dates so the system would accept the forms. I was not sure what else to do. I could not figure out how to get help. I'm going to do a credit card chargeback to get a refund for the "On Demand Expert Help". Hopefully Intuit does not contest.   What a nightmare.

After you enter your 1099-NEC box 1 earnings (which should be linked to a Schedule C) , TurboTax will prompt you for "Other Situations" or specific questions about the income, where you will check a box indicating that part of the income is from tips.. The next page should say Let's check if you can deduct any tips  After you enter the amount of tip income received you will need to indicate that you worked in the Transportation and delivery industry and your role was that of  Goods Delivery People to get the tip deduction. You will see on the screen  "Tell us a little more about your (description of work) work."

Code B indicates a distribution from a designated Roth account in an employer plan, not from a Roth IRA.  Make sure that the IRA/SEP/SIMPLE box is not marked.  If TurboTax asks if this distribution was from a Roth IRA, you must anwser No.

I am going to assume you have not been depreciating it since it isn't in your tax records to locate the date. In that case, just an estimate of when you started using it is fine. If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  Pay through either Direct Pay or your individual online account. See if you need to file a state extension.

Rejection code R0130 for New York indicates a mismatch between the New York City (NYC) tax withholding you reported and the official withholding statements (like your W-2) or an invalid locality.    Specifically, this error triggers when the amount on Form IT-201, Line 73 (or Line 63 for part-year residents on Form IT-203) does not match the total NYC withholding entered from your income documents.    How to Fix Rejection R0130 To resolve this, you must carefully audit your city-specific withholding entries: Check W-2 Box 19 (Locality): Ensure that any NYC withholding is correctly associated with "NYC" or a valid New York City locality code. If it is blank or lists an incorrect city, the state will reject the e-file. Verify the Amounts: Double-check Box 19 of every W-2 and 1099 form in your software. It must match your physical forms exactly. Even a minor rounding error—such as entering $1,955.86 instead of $1,956—can cause a mismatch that triggers this code. Look for Duplicate Entries: Sometimes withholding is accidentally entered twice—once on a W-2 and again in a "Payments and Estimates" or "Other State Withholding" section. Review these sections to ensure no NYC tax was duplicated. The "Delete and Re-enter" Method: If the data appears correct but the error persists, delete the W-2 or 1099-R entirely and re-type the information manually. This often clears hidden "ghost" data that can cause electronic calculation errors.   

Make sure that you are using the correct IP PIN and that you are entering in the correct section of the return.  A new number is issued every year.  To find the correct number, visit the IRS's Get an IP PIN site, or call the IRS at 1-800-908-4490 to have your IP PIN mailed to you (this can take up to 21 days).     Open your return Go to IP PIN On the Identity Protection PIN screen, answer Yes. Select Add and enter your IP PIN in the space provided. Select Continue, then select Done.  

I'm still having issues with my 1099R pension - turbo tax won't let me continue by bypassing & keeps seeing it as annuity????  I'm stuck on whether it's a 403 b or another qualifying account?????  can someone help me - I've deleted and entered many times.  I only have the same $ amount in #1 & 2A, box 7 is number 7  

For the overtime, please see another post of mine. Tips are on your w2 in box 7 usually.  Enter the w2 The program will ask if these tips came from a "Qualified Occupation" (e.g., server, bartender, stylist). Select your occupation from the IRS-provided list. If you have unreported tips (cash tips not on your W-2), enter them here. If you need extra time, filing an extension by April 15, 2026, moves your submission deadline to October 15. But remember any taxes owed are still due in full by the original April 15 date.  Pay through either Direct Pay or your individual online account. See if you need to file a state extension.

You and your spouse may be a bit confused.   In order to file Head of Household, your spouse must be able to claim a qualified dependent----like a child.   And you had to live apart for at least the last six months of 2025.    Did you live apart for at least the last six months of 2025 and did he have custody of the children?     Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a       He cannot claim you as a dependent.   Home ownership is not the  criteria to file HOH.   If you are filing MFS, you both have to use standard deduction or both enter itemized deductions.   So---you and your spouse can divvy up the deductions for mortgage interest, property tax, etc. etc. if he is itemizing.            If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh        

If "fixing" the form as prompted doesn't work, try these steps in order: Delete and Restart the State Return: This is the most effective fix for "ghost" errors on state worksheets. Go to State Taxes on the left menu and select Your State Returns. Click the trash can icon or "Delete" next to the Delaware return. Log out of TurboTax, clear your browser's cache and cookies, and log back in. Add Delaware back. This forces the software to re-import a clean copy of your federal data. Clear "Stray" Entries on Federal Forms: Delaware errors sometimes stem from hidden fields in federal carryover or information worksheets. Switch to Forms Mode (if using Desktop) or use the search bar to find the Federal Information Worksheet. Look for any fields highlighted in red or containing a lone "0" that shouldn't be there and delete them. Verify Filing Status: A common Delaware bug involves the "Married Filing Separate" vs. "Joint" selection. In the Delaware interview, check the "About Your Filing Status" screen. If you are filing jointly, ensure you didn't accidentally select "Yes" for "Married filing combined separate," which can trigger confusing worksheet errors. Rounding Numbers: Some users have bypassed Delaware worksheet errors by ensuring all income and tax amounts on their W-2s are entered as rounded whole dollars (no cents), as cents can sometimes trigger validation failures. 

Es probable que aún tengas disponible el crédito para el 5º e-file si solo has usado 4 de los 5 que compraste. Intenta estos pasos: 1. Reinicia tu sesión en TurboTax o prueba en otro navegador. 2. Borra la caché de tu navegador para evitar problemas técnicos. 3. Verifica que estés usando la versión correcta de TurboTax para el tipo de declaración que quieres enviar. Si el problema continúa, TurboTax puede mostrarte instrucciones en pantalla para resolver problemas con créditos de e-file, ya que el sistema controla el uso según tu compra.

If you’re separated but not legally separated at the end of the year, use the Married Filing Separately filing status. Refer to the IRS article Filing taxes after divorce or separation for more information.   If your spouse itemized deductions, then you must itemize deductions. The best thing is to try to contact her to find out how she filed.