All Posts

If you need to discuss details of your tax return, please look at What's the TurboTax Phone Number in order to find out how to call TurboTax. You may be able to share your screen with a customer service representative to more clearly show what the issue is.   We in the Community cannot see your private tax data. 

Unfortunately this doesn't answer the question on the "disposition worksheet" (Line 2) which seems to be required for form 4835.  This is supposedly the form for sale of non-depreciable property used in business or rental activity.   It keeps showing that no matter what I choose it's an error. What other form shows date acquire, date sold, gross sales price, basis, and expenses of sale?   Thanks, Mavis  

I gave up on this. I posted a comment on TT FB page and got the same lip service I have received over the past 5 weeks. Comments like we're working on it, we're adding your account to the investigation, we will send you an email regarding this........ I'd heard enough and have zero confidence in TT/Intuit. I bit the bullet and spent $28 to print my 86 page return and another $18 for certified mail. I did read that IRS uses advanced scanners to read in your return so my hopes that file by mail will get processed somewhat fast. This may be my last year to use TT.

If you need to complete a Partnership tax return, Form 1065 then you will need to purchase, download and install the Business Edition on a Windows based computer.  The Business Edition cannot be used for a personal tax return. TurboTax 2025 Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/   If you only need to enter a Schedule K-1 -   To enter a Schedule K-1 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 Business Items (Business Investment and Estate/Trust Income using Home and Business) On Schedule K-1, Q, click on the start or update button

A maintenance expense is a repair.  A new furnace improves the value of the property.  Think about it - when you're buying a house finding out the furnace is brand new makes the property more attractive.  So you should depreciate the furnace as a separate asset alongside the rental property.

Follow these steps: Open to federal deductions Locate the  Education section. Select 1098-T and continue through Look for a field that asks: "Did you receive a scholarship or fellowship that was not reported on a 1098-T or W-2?" Enter the taxable amount there.

Box 20. Other Information Code A. Investment income. Report this amount on Form 4952, Part II, line 4a. Code B. Investment expenses. Report this amount on Form 4952, Part II, line 5. in desktop deluxe line 20B was ignored, nothing happened. The amount did not flow to schedule A or ebven the line on the 4952   My understanding is that 20B, just like 20A, are not used by TurboTax. Those income and expenses are listed on other line(s) of the K-1, probably line 13 for 20B   Thus there may be a bug. However, there was an update today so perhaps the issue is fixed.    the line 5 instructions for Form 4952  Line 5 Investment expenses are your allowed (expenses that were subject to the 2% haircut are not allowed expenses such as management fees) deductions, other than interest expense, directly connected with the production of investment income. For example, depreciation or depletion allowed on assets that produce investment income is an investment expense. Include investment expenses incurred directly by you or reported to you on Schedule K-1 from a partnership, or by an S corporation, but only if you are allowed a deduction on your return for the expense. Investment expenses don’t include any deductions used in determining your income or loss from a passive activity.      

In the same situation.  The TurboTax program says do not put Dollar Amount in the entry box if due April 1.  Confused, while I reported the 1099R amount should I put total RMD in the box on Turbo tax.     The RMD taken is for 3 separate accounts but is sufficient to cover the entire RMD required withdrawls 

  This will occur during the review process.   To decline ‌data sharing in TurboTax, you can refuse the consent prompt by Clicking No thanks, or "Decline You can also leave the signature fields blank during the review process.  If you have already agreed, you can email privacy@intuit.com with a request to revoke your consent for the use of tax return information.

You are correct.  All income on the K-1 is considered income from California sources and as such is taxable to anyone whether they are a California resident or not.  So, unless you have other income from California sources then you would just file a California return with the amounts from the K-1 on it.  California will tax you on those amounts.     If your new resident state has a tax return as well then you can take a credit for the taxes paid to California on that return.  So make sure to do the non-resident return for California first then the resident return for your current state second.

No, not the same way. You can still add the income and then remove it by the amount of your expenses. The tax law can be confusing and a reimbursement should not be taxable income when you are not self employed and not being paid for your time. Based on the original post, it is strictly for expense reimbursement. Follow the steps below to enter the income and the reimbursement negative. Keep the Form 1099-NEC in your file with the details of what the money was paid to you for in case you need to show it later.   Instead you will enter Miscellaneous Income using two entries, one for the income and then one for the negative expense.   Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount as a negative for your expenses (-100)  You can review these entries on your Form 1040 by using the following steps.   From the left rail menu in TurboTax Online: Select Tax Tools  (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms    This will report the income without any business activity and it will show up on Form 1040, Line 8 (From Schedule 1, Line 8z).                        @user17748212779 

PA Schedule UE is for allowable employee business expenses for a W-2 employee on the Pennsylvania individual income tax return.   Unreimbursed job expenses are usually not deductible on the Federal return but are allowed as deductions on the PA return.   To check for information from the Federal tax return entry flowing to PA Schedule UE, go to Federal in the left menu in TurboTax Online, then go to Deductions & Credits>Employment Expenses>Job Expenses for W-2 Income.   Select Start or Revisit and delete or edit any unreimbursed job-related expenses.   Schedule UE is also referenced in the PA tax return organizer and you can omit the job-related expenses there.    To get to the Schedule UE entry from the PA tax return organizer, go to State on the left menu the select Edit or Continue next to the Pennsylvania tax return.   Continue through the screens until you get to Unreimbursed Job Expenses. Here you can edit or elect for unreimbursed job expenses to not be included on your PA tax return. Note that the original entry point for these expenses is in the Federal return organizer as described above.   Here is a TurboTax article about unreimbursed job expenses for more information.

The Total Amount of Decedent's Pension would be the total of the 2025 distribution to all beneficiaries.  When that amount gets entered, the % share of the total distribution will automatically get adjusted to determine the amount of the $20,000 New York pension exclusion will get allocated to the taxpayer filing this tax return.

Box 14, as you have read elsewhere on the Community, is a catch-all for odds and ends that employers want to note for employees. That is, if you don't know what it means, you are supposed to contact your HR department to ask what it means.   This is the reason that TurboTax doesn't know what it means, because your employer could have just made it up.   If I were to guess, I would think that DC RET MAT means "District of Columbia retirement match".  If so, you might ask if this amount is included in the box 12 entry for D (contributions to retirement plans like a 401(k)).    It is unlikely that this amount has an impact on your tax return, so if you continue to have trouble, just change the DC RET MAT to OTHER - the IRS will not mind.