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13 hours ago
Is Turbo Tax ready to lose me as a customer?
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13 hours ago
is a used car loan deductible?
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13 hours ago
Code TP in box 12 of the W-2 form (starting in 2026) represents the total amount of qualified tips reported to the employer. Refer to the IRS Instructions for W-2 for more information.
13 hours ago
I have a semi-unique scenario based on my research. To provide clarity the scenario is as below: 1. I received guardianship/conservatorship over my fully disabled mother in 2025 after her husband...
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I have a semi-unique scenario based on my research. To provide clarity the scenario is as below: 1. I received guardianship/conservatorship over my fully disabled mother in 2025 after her husband (my father) passed away in the beginning of 2025. 2. She receives social security as well as a survivor annuity from when my father retired from work. Which from my research doesn't let me claim her as a dependent because the income is too high. 3. My mother passed away in mid 2025 as well. 4. She was left with nursing home bills in which we were trying to get her eligible for medicaid but she had too many assets and weren't able to. After her passing I paid a nursing home bill that was about $40,000. The payment was done out of my account. My question is can I claim this as a medical expense even though I'm not going to be to claim her as a dependent that I see?
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13 hours ago
put another way. if you don't own the properties, then you must be reimbursed by your father to cover the expenses and something extra to make the business profitable.
13 hours ago
The deductible portion of contributions to a 529 Plan shows up on the Georgia tax return as a subtraction from Federal adjusted gross income, not a credit. You can find the 529 plan deduction on Sche...
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The deductible portion of contributions to a 529 Plan shows up on the Georgia tax return as a subtraction from Federal adjusted gross income, not a credit. You can find the 529 plan deduction on Schedule 1 (adjustments to income) of Georgia Form 500, Individual Income Tax Return.
Here are instructions for Georgia Form 500 for more information.
13 hours ago
1 Cheer
My advice would be to use the calculation in Option 2 since it results in the highest deduction, assuming you are confident in your results. Keep the worksheets and information in your tax records to...
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My advice would be to use the calculation in Option 2 since it results in the highest deduction, assuming you are confident in your results. Keep the worksheets and information in your tax records to show how you arrived at your deduction.
How do I override (replace) an amount calculated by TurboTax?
13 hours ago
I filed on either March 2nd or 3rd and now it’s March 23rd and my federal return is still stuck at received. Could what I said previously be causing my tax return to be rejected?
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13 hours ago
You enter or edit your address in MY INFO. Make sure you are using the address you want the IRS to use if the IRS needs to mail you a letter or a check.
13 hours ago
If you started in TurboTax Expert Assist, you must clear and start over if you haven’t paid yet to remove it. When you start over, select the product that you want. That's the only option.
If ...
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If you started in TurboTax Expert Assist, you must clear and start over if you haven’t paid yet to remove it. When you start over, select the product that you want. That's the only option.
If you added TurboTax Expert Assist after you started in another product, you can remove it as long as you haven’t used it.
Refer to the TurboTax article How do I remove TurboTax Expert Assist.
13 hours ago
I had some issues with printing and PDFs for Mac earlier in the season, particularly for California. Today I am able to print. Make sure you have all TurboTax updates installed.
The "ERROR: und...
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I had some issues with printing and PDFs for Mac earlier in the season, particularly for California. Today I am able to print. Make sure you have all TurboTax updates installed.
The "ERROR: undefined OFFENDING COMMAND: Sans" message in TurboTax is a PostScript font error occurring during the print process. It has been reported in different forums when using the TurboTax Desktop version on macOS. It signifies that the printer cannot interpret a specific font (likely a "Sans-Serif" variant) being sent by the software.
A suggestion found in an Apple discussion group: Install the latest, free Adobe Acrobat Reader DC, open the PDF, and print from there to see if Adobe's more current PDF support resolves this issue. There are certain types of PDF that Apple's Preview application does not handle properly.
@kwcoffman
13 hours ago
check this entry form 1095-A is asking me for the monthly premium, but not letting me type it in!
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13 hours ago
To find the Form 4868 extension filed by TurboTax,
Log into TurboTax
Go to the Tax Home
Your Tax Returns & Documents
Look for a link to print the extension form.
It'll be rig...
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To find the Form 4868 extension filed by TurboTax,
Log into TurboTax
Go to the Tax Home
Your Tax Returns & Documents
Look for a link to print the extension form.
It'll be right under your extension status.
You may need to pay for the software to access the PDF,
say TurboTax Support users.
13 hours ago
Both can’t claim it. Generally the one who made the payments claims it.
13 hours ago
Sign in to your TurboTax Online account using the same User ID you used for e-filing the extension. Navigate to the Print Center within the TurboTax online program. Click on Print, save, or preview...
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Sign in to your TurboTax Online account using the same User ID you used for e-filing the extension. Navigate to the Print Center within the TurboTax online program. Click on Print, save, or preview your return. Choose the option to include government and TurboTax worksheets if applicable. If you need further assistance or have questions, TurboTax support is available to help you with your extension request.
any fees owed will probably have to be paid at this time.
13 hours ago
I entered my Principal residence address with my current zip code not the old one. How do I change that without changing my current address?
13 hours ago
You should enter each 1099-R individually into TurboTax exactly as they are shown and answer all follow-up questions. I am not sure by your description if you received two 1099-R's from multiple ac...
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You should enter each 1099-R individually into TurboTax exactly as they are shown and answer all follow-up questions. I am not sure by your description if you received two 1099-R's from multiple accounts of your husband or you received one for your husband's IRA and one for your original IRA that you subsequently took a distribution from. You can come back to this question in Community and provide more details so we can answer more definitively if you like.
If you are saying that you took a distribution from the combined account, when entering this Form 1099-R into TurboTax it should not be designated as an inherited IRA. The distribution to your account from your husband's IRA is an inherited IRA and it is nontaxable. The distribution from the combined account would not be treated as an inherited IRA and it would be taxable.
In general, if you combined your spouse's inherited IRA funds into your own personal IRA, the funds will generally lose their status as "inherited" and will be treated as your own. So any distribution from your combined IRA would not be designated as inherited and it should show as a taxable distribution. The Form 1099-R would not have a Code 4 in Box 7. If you believe your Form(s) 1099-R are coded incorrectly, you should reach out to the issuer of the forms to get a corrected one.
Generally speaking, you should not receive a Form 1099-R for moving the funds into your own account, as this is a contribution. The receiving institution reports this as a contribution to the IRS on Form 5498.
You can enter the form 1099-R for the inherited IRA as follows:
Click on Search at the top right of your TurboTax screen
Type Form 1099-R in the search box
Click on the link Jump to Form 1099-R
Your screen will say Your 1099-R Summary. Click on the pencil icon next to the Form 1099-R for the inherited IRA
Continue past the screens that say Who gave you a 1099-R? and Who does this belong to?
Continue past the screens that say Now, lets review your 1099-R provider info and Enter your 1099-R details from XXX Note: The code in Box 7 should be 4
On the screen that says Where is your distribution from? Select None (if that applies) and Continue
On the screen that says Do Any of These Situations Apply to You? Select I inherited this IRA (for the Form 1099-R that came from your husband's Account(s)) and Continue
On the screen that says Who did you inherit this IRA from? Make sure you have answered My spouse and entered his name, and Continue
On the screen that says Did you transfer the inherited funds into your own IRA account? Answer Yes and I transferred in 2025. Then Continue
The next screen asks When was XXX born? Select the appropriate box and Continue
On the screen that says Did you transfer the gross amount of $XXXX (Box 1) to your own IRA? Answer Yes (if that is what you did) and Continue
The next screen will say Good news! You don't owe any taxes on your rollover.
When you roll an inherited IRA into your own IRA, the assets will be treated as your own for tax purposes. Distributions are taxed as ordinary income based on your own age and tax bracket, not your husband’s. If you are under 59½, withdrawals may face a 10% early penalty. Any RMD's will start at your age of 73.
Options for Spousal Beneficiaries of inherited IRA:
You can treat it as your own IRA. You roll the funds into your own IRA. RMDs are calculated using your age.
You can keep it as an inherited IRA. You hold it as an "Inherited IRA." You keep the funds in your spouse's name. RMDs are calculated based on your life expectancy. You can delay RMDs until the year your spouse would have reached RMD age (73).
See this article for additional options. How Does an Inherited IRA Work?
See also: Is an inherited IRA or retirement plan taxable?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
13 hours ago
The person who actually made the payments on the student loan is the one who can deduct the interest that was paid in 2025. If your son made the payments, he can enter the interest from the 1098E o...
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The person who actually made the payments on the student loan is the one who can deduct the interest that was paid in 2025. If your son made the payments, he can enter the interest from the 1098E on his tax return. If you made the payments, you can enter the interest.