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If you are using TurboTax Online  first, try clearing your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cooki... See more...
If you are using TurboTax Online  first, try clearing your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.   If you are using a TurboTax Desktop program, you can switch to Forms Mode by clicking on Forms near the top right of your TurboTax screen. Scroll down to Schedule A and delete all the data in line 2 and re-enter the zero.   If this does not help go back to your state section of your TurboTax program and go through the screens again to trigger a recalculation.   If there is still an error, it may have been carried over from the Federal form. Make sure your federal Schedule A is properly completed.    Please return to Community if you have any additional information or questions and we would be happy to help.  
@phdstudentb ,  based on your post  (a) need the exact dates  for 2025 -- when you left and when you came back. That example  #10,  uses exact dates to compute  whether you passed SPT prior to ex... See more...
@phdstudentb ,  based on your post  (a) need the exact dates  for 2025 -- when you left and when you came back. That example  #10,  uses exact dates to compute  whether you passed SPT prior to exiting the country.. So , and based on your  post that you left ( while still on J-1) at the end of July,    For 2023 --  08/xx/2023 -- 12/31/2023 ---- Exempt  ( J-1) For 2024 -- 01/01/2024 through 12/31/2024 -- Exempt (J-1) For 2025 -- 01/01/2025 through  08/xx-1/2025 -- Exempt (J-1)                      09/xx/2025 through 12/31/2025 -- Exempt on F-1 Thus I conclude that you are probably exempt for 2025..   It would be best if you provide more details on your sojourn in the USA for the full six years  from 2025 backwards.     Please I am assuming here that while on F-1 you are actually meeting the requirements  ( full time student )  
Which operating system are you using, Windows or Mac? Did you click on File at the top left of the desktop program screen and click on New Tax Return?   Have you saved your tax return, closed t... See more...
Which operating system are you using, Windows or Mac? Did you click on File at the top left of the desktop program screen and click on New Tax Return?   Have you saved your tax return, closed the TurboTax program and then re-booted your computer to see if that would correct the problem?   This type of problem has not been previously reported.
Reject Code F540/NR/2EZ-320 indicates that your CA return was rejected due to a duplicate Social Security number or mismatch of personal information on your return.   To fix a rejected TurboTax r... See more...
Reject Code F540/NR/2EZ-320 indicates that your CA return was rejected due to a duplicate Social Security number or mismatch of personal information on your return.   To fix a rejected TurboTax return: Sign in to your account Select "Fix my return" to identify the error code and reason Correct the data (check the social security numbers, birthdates, and name spellings) for all taxpayer's and dependents on the return Go to the file section to resubmit.   For additional information, refer to the TurboTax articles Video: What to Do If Your Tax Return Is Rejected by the IRS and What does my rejected return code mean and how do I fix it?
If you are having issues with the form that you imported, delete it and import it gain.     To delete it:   Open your return. Go to Tax Home Select Tax Tools in the left menu Clic... See more...
If you are having issues with the form that you imported, delete it and import it gain.     To delete it:   Open your return. Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099 that you want to delete If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.   If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form. Once you delete it follow these steps to import your Schwab 1099 form again:   Log in to schwab.com/passwords In the Security Center, scroll down to Third-Party Access to Account Information Under OFX, select Enable Third-Party Access You will receive an email confirming third-party access is enabled Login to TurboTax Continue to your return Search for the form you’d like to enter  Select the link at the top of the search results Continue through to successfully import your Schwab 1099 forms If your isse continue, you might have to manually enter your transactions.   Where do I enter or import a 1099-B? @CristinaTLewis 
If you still owe back taxes, the IRS may offset your 2025 tax refund (which includes your child tax credit).   The Bureau of the Fiscal Service (BFS) will send you a notice if an offset of your t... See more...
If you still owe back taxes, the IRS may offset your 2025 tax refund (which includes your child tax credit).   The Bureau of the Fiscal Service (BFS) will send you a notice if an offset of your tax refund occurs. The notice will reflect the original refund amount, your offset amount, the agency receiving the payment, and the address and telephone number of the agency. BFS will notify the IRS of the amount taken from your refund once your refund date has passed.    You should contact the agency shown on the notice if you believe you don't owe the debt or if you're disputing the amount taken from your refund.    If you don't receive a notice, contact the BFS's TOP call center at 800-304-3107 (or TTY/TDD 866-297-0517), Monday through Friday 7:30 a.m. to 5 p.m. CST.   For more information: https://fiscal.treasury.gov/top/
See this for how to update your email address on your TurboTax account - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-status/update-turbotax-account-information/L0YoC0H31_US_en... See more...
See this for how to update your email address on your TurboTax account - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-status/update-turbotax-account-information/L0YoC0H31_US_en_US
I am writing regarding the Desktop Premier Version, for which I have a 5-seat license.   After completing the filing for the first person, I am unable to start a new return. Despite multiple attemp... See more...
I am writing regarding the Desktop Premier Version, for which I have a 5-seat license.   After completing the filing for the first person, I am unable to start a new return. Despite multiple attempts to exit the current return—and taking care not to overwrite any data—the program consistently loops back to the first return every time I restart it. I have already tried several troubleshooting suggestions provided by AI, but the issue persists.   Has this been reported by other users, and is there a known solution to resolve this loop so I can begin a new return?  
The Form 1099-R you received from DFAS is a standard Form 1099-R.
I don't see any reference to health insurance premiums not taxed by Missouri in TurboTax. I think you may be referring to health insurance premiums that are deductible in Missouri. Those would be ins... See more...
I don't see any reference to health insurance premiums not taxed by Missouri in TurboTax. I think you may be referring to health insurance premiums that are deductible in Missouri. Those would be insurance premiums that you paid outside of the premiums paid by your employer as a part of company health insurance benefits. In other words, if you paid for your own health insurance, to include amounts paid for Medicare, those would be deductible in Missouri even if they were not more than 7.5% of your adjusted gross income, as is required on your federal tax return.
I am in the addback screen - for prior year entries only. I entered a 2024 amount to test the program. I entered 1/5 to see what happens. I switched over to forms and see the Sch of Adj line 26 is co... See more...
I am in the addback screen - for prior year entries only. I entered a 2024 amount to test the program. I entered 1/5 to see what happens. I switched over to forms and see the Sch of Adj line 26 is correct with the entry and amounts. Line 27 shows the amount for this year.  You have a choice, you can continue with this method or you can choose to enter the remaining balance of previous add-backs. What I do not see is the election for those that want to take the rest of it this year in the program. Since you are on the desktop, follow these steps: Switch over to forms mode Locate the Ohio Sch of Adjustments Line 27, enter the correct amount you want to claim this year. The program lets you type into the field, no override. Switch back to step by step and you will see the program is holding the new value.
I'm sure the IRS would accept your return using a PDF editor to add the tax on Schedule 2, since you're using TurboTax Online and mailing your return.  However, there are several other lines in your ... See more...
I'm sure the IRS would accept your return using a PDF editor to add the tax on Schedule 2, since you're using TurboTax Online and mailing your return.  However, there are several other lines in your return where you would need new totals on too.   Schedule 2, Lines 18 and 21, Form 1040, Lines  23, 24 and 34 or 37.  I'm not sure the TurboTax Audit Guarantee would cover this situation.    It may be easier to report the income in the Interest section, as suggested by @DaveF1006 above, and let the IRS add the tax to your income.  Include Form 8621 with your mailed return.    Here's instructions from the IRS on Form 8621.     @Dsghj48ad 
@IsabellaGThanks for the reply, the token number provided was 1344475 (using Scenario 3 below). I do suspect I might be able to delete the form, skip the review piece, and possibly file without deali... See more...
@IsabellaGThanks for the reply, the token number provided was 1344475 (using Scenario 3 below). I do suspect I might be able to delete the form, skip the review piece, and possibly file without dealing with the errors, however, I'd prefer a clean method as opposed to trying to hack the process.   Additional background and what I've tried so far:   Start the Oklahoma state review and select 0 for Oklahoma Amount in Wages, Interest, Dividends, Capital Gains, Rentals. I am then hit the "You May Not Need to File an Oklahoma Return" page. (I've also tried to delete Form 561NR at different stages, but TurboTax will just re-generate it.)   Scenario 1: - Select "No, I am not required to file an Oklahoma return, but I still want to file to get a refund" - Continue through (and pretty much opt out of any other sections) to State Review. - I'll get dozens of errors and be prompted to fix Form 561NR to input several "Oklahoma gain or loss wks", "Federal ID Number", and "Type of property sold" for unrelated stock sales found on my Federal return. (Zero-ing these out will not clear these errors.)   Scenario 2 (basically the same outcome as Scenario 1): - Select "No, I don't need to file." - Continue through (and pretty much opt out of any other sections) to State Review. - I'll get dozens of errors and be prompted to fix Form 561NR to input several "Oklahoma gain or loss wks", "Federal ID Number", and "Type of property sold" for unrelated stock sales found on my Federal return. (Zero-ing these out will not clear these errors.)   Scenario 3 (worked last year): - Select "Yes, I am required to file." - Select 'No'/'No' for "Sales of Government Obligations". - Select 'No' for "Federal Agency Bond Interest". - Opt out to "Adjustments to Federal Income". - Land on "Summary of Oklahoma Capital Gains and Losses". - Go through each entry leave Oklahoma Location, Federal Identification Number, Type of Property Sold empty or zero out (same outcome). Do not mark the checkbox for "This property does not qualify for exclusion." - Put 0 for "Amount Earned in Oklahoma". - After going through each one, note the table shows 0 'OK Gain or Loss' for each entry. - Next page "About Your Capital Gains and Losses" will state that TurboTax is missing required information for Oklahoma long-term capital gains and losses (Oklahoma Location, Federal Identification Number, Type of Property Sold, "Indicate the sale doesn't qualify for Oklahoma exclusion.") - Continue through (and pretty much opt out of any other sections) to State Review. - I'll get dozens of errors and be prompted to fix Form 561NR to input several "Oklahoma gain or loss wks", "Federal ID Number", and "Type of property sold" for unrelated stock sales found on my Federal return. (Zero-ing these out will not clear these errors.)