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VolvoGirl

On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribu...

On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution. If box 2a is blank use the amount from box 1.

Someonethere2

maglib

I gave full response. NJ allows after tax contributions only. Proposals never passed. It grows tax free.

evanochko

Prithvi Peethala did my taxes last year Your policy says I can get the same tax expert from the previous year How????

TTQUsr76

@JamesG1, Thank you so much for the answer. I really appreciate it! I followed your steps to add the amount paid back to my former employer. I have quick follow-up questions: In TurboTax,...

@JamesG1, Thank you so much for the answer. I really appreciate it! I followed your steps to add the amount paid back to my former employer. I have quick follow-up questions: In TurboTax, how do I provide proof to the IRS that the specified amount has been repaid to the employer, and what proof do I need to provide to the IRS for it? TurboTax Online did not ask me any questions about the proof of the payment. What do I do if the IRS later asks for it, and will I get penalized? Thanks!

melpaw57

Greetings all. For 2025, I was required to make an RMD from my IRA. I have entered all the data into TT and pretty sure I had previously run the TT error check and everything was OK. Today I ran t...

Greetings all. For 2025, I was required to make an RMD from my IRA. I have entered all the data into TT and pretty sure I had previously run the TT error check and everything was OK. Today I ran the error check one last time prior to e-filing, and TT popped up an error message: “For electronic filing, New York State withholdings can not be greater then or equal to gross distribution or state distribution”. The 1099 form shows a gross distribution, Federal and State Withholding, but not State distribution. So I'm wondering how best to address this issue? If this is just an electronic filing thing, I don't my filing a paper copy by mail. As always, thanks in advance for any information. PS: Not sure if it matters or not, but I live in New York State.

slappyspud

Sadly it’s the software not online.

AmyC

Remove the Q from your return. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. It is not taxed at the federal or state level and should...

Remove the Q from your return. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. It is not taxed at the federal or state level and should not be entered. I am glad you found the credit. Welcome to AL!

LeticiaF1

Make sure that you are in the correct site before you download anything or enter your card information. To download the program go to InstallTurboTax.com Select your product Select your ...

Make sure that you are in the correct site before you download anything or enter your card information. To download the program go to InstallTurboTax.com Select your product Select your operating system Locate and select your Download file to start the installation process Accept the TurboTax License Agreement Your product should automatically install after accepting the license agreement After you download it, follow the instructions to get your program activated. Use the license code from your package. How do I get started with TurboTax Desktop? @user17749747428

bennekwilliam

[PII removed]

MinhT1

What is your question?

VolvoGirl

Then you were Single for 2025. It goes by your status on Dec 31, 2025. So you file a separate Single return as before.

dwk20

I zeroed out the amount paid from the estimates sheet and it didn't deduct that amount.

thomaswku

turbo tax online is not allowing me to code this as a qualified expense.

andrew0071

I've only inputted income so it should not be 0. This has never happened before in my years of using Turbo Tax.

fanfare

Wash sale adjustments are provided by your broker on your consolidated 1099-B automatically as required by IRS. There is nothing to do on your state tax return. There is nothing to do on your federa...

Wash sale adjustments are provided by your broker on your consolidated 1099-B automatically as required by IRS. There is nothing to do on your state tax return. There is nothing to do on your federal return, unless two different brokers are involved with your transactions on the same security. @ed128

angel-palomera1

AmyC

As long as you met the federal requirements (15-year account age, 5-year contribution age, earned income, and annual limits), Massachusetts considers it a tax-free event. MA Tax Treatment: Effe...

As long as you met the federal requirements (15-year account age, 5-year contribution age, earned income, and annual limits), Massachusetts considers it a tax-free event. MA Tax Treatment: Effective for tax years beginning after December 31, 2023... distributions from a 529 plan that are rolled over to a Roth IRA are not included in Massachusetts gross income when they are excluded from federal gross income. You are correct, the Q is not required but should be kept along with the paperwork. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

xmasbaby0

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

ab148236

This has nothing to do with TurboTax. Windows 10 was discontinued by Microsoft. There is no more support for Windows 10. That means it cannot be updated. TurboTax cannot create software for an ou...

This has nothing to do with TurboTax. Windows 10 was discontinued by Microsoft. There is no more support for Windows 10. That means it cannot be updated. TurboTax cannot create software for an outdated Microsoft product regardless of how many customers are still using it.

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