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Thursday
You should be able to delete the CA K-1 worksheet rather than Form 568. Log into TurboTax Online and open your return.
Choose Tax Tools from the left menu (you may need to scroll down) and choos...
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You should be able to delete the CA K-1 worksheet rather than Form 568. Log into TurboTax Online and open your return.
Choose Tax Tools from the left menu (you may need to scroll down) and choose Tools.
In the pop-up window, choose Delete a Form.
Scroll down to 2025 California Individual Income Tax Return.
Look for "K-1 Partner (name of partnership)" - the name may be blank if you didn't enter a name.
This is a TurboTax worksheet, not an IRS form, so you can delete the K-1 you don't need.
Delete the form, then choose Continue to go back to your return.
In case this is browser-related, log out of TurboTax Online, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.
For more help, please see:
How do I delete cookies?
How to clear your cache
Thursday
If you are trying to find the second lowest cost Silver plan (SLCSP) premium amounts for Column B of your Form 1095-A, you can use this health coverage tax tool to look up your SLCSP amount.
Thursday
TT changes the Taxable amount of my SC Retirement system from the box 2a amount to ZERO. Can this be correct?
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Thursday
At this time, it looks like once Rosetta 2 is no longer offered, TurboTax will stop having software for the Mac. Internally at Intuit, the information available to agents, suggests that macOS De...
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At this time, it looks like once Rosetta 2 is no longer offered, TurboTax will stop having software for the Mac. Internally at Intuit, the information available to agents, suggests that macOS Desktop support will indeed stop when macOS '28 is released. In addition, many customers are concerned the Windows desktop version will cease as well. It is possible that the Windows version my be discontinued as well since Intuit has said that: "Intuit has announced that it will stop selling and supporting most versions of QuickBooks Desktop after September 30, 2024." Currently, Apple says, macOS '27 will be the last version of macOS to offer Rosetta 2 and thus support for an Intel Binary. So, when someone installs macOS '28 around or after September 2027, all currently installed Turbo tax software will stop working. Intuit has had least 5 years to compile a version for Apple Silicon. They are completely silent on the subject. Intuit has a history of having software cease functioning on macOS. I had to switch to the Quicken Windows version running under Parallels® until the version for macOS was ready. Now, since Quicken is now separate from Intuit, the Apple Silicon Version was available the same week the first retail Apple Silicon M1 computer was available, more than 5 years ago. At least currently, when one buys the macOS software one also gets the window's version. So, if nothing changes I will again be forced by Intuit to buy and Install Parallels® which will allow me to run windows software on a Mac. So this is everyone's workaround.
Thursday
It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 1...
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It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….
Thursday
1 Cheer
A Roth conversion is legally defined as a "qualified rollover contribution." Under the tax code, you cannot "roll over" any money that is classified as a Required Minimum Distribution. Here are some ...
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A Roth conversion is legally defined as a "qualified rollover contribution." Under the tax code, you cannot "roll over" any money that is classified as a Required Minimum Distribution. Here are some references that may pertain to you.
The Citation: 26 U.S. Code § 408(d)(3)(E)
What it says: "Denial of rollover treatment for required distributions." It explicitly states that the rollover rules do not apply to any amount required to be distributed under section 401(a)(9) (the RMD rules).
The Logic: Since a Roth conversion is a rollover, and RMDs cannot be rolled over, an RMD cannot be converted.
2. The Treasury Regulation: The "First Dollars Out" Rule
This is the "gotcha" that forces the timing. The IRS has a regulation stating that if you are of RMD age, the very first money you take out of your IRA in a calendar year is legally deemed to be your RMD until that requirement is satisfied.
The Citation: 26 CFR § 1.408-8, Q&A-4 (specifically paragraph (a))
What it says: "The first dollars distributed during that year are treated as consisting of the required minimum distribution until an amount equal to the [RMD]... has been distributed."
The Logic: You cannot "skip over" the RMD to convert other funds first. Any attempt to convert money before taking your RMD results in the IRS viewing that "conversion" as actually being your RMD.
3. IRS Publication 590-A
For a plain-English explanation, the IRS clarifies this in their annual guide for taxpayers.
The Citation: IRS Publication 590-A, under the section "Can you move retirement plan assets?" and the sub-header "Required distributions."
What it says: "You cannot make a tax-free rollover of a required minimum distribution... Any amount converted to a Roth IRA is treated as a distribution from your traditional IRA and a rollover to the Roth IRA."
@jestefan
Thursday
How do you claim the senior deduction?
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Thursday
Windows desktop for me. Premier edition
Thursday
I am experiencing the same issue
Thursday
That doesn't work either! Just pops up again!
Thursday
Occasionally, prior year passive loss information is not transferred to a current year return. The solution is to enter zero on all lines. It may seem that Smart Check is asking the same question aga...
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Occasionally, prior year passive loss information is not transferred to a current year return. The solution is to enter zero on all lines. It may seem that Smart Check is asking the same question again, but it's actually populating a multi-line table on the K-1 worksheet. Keep entering zero until the message clears or the review moves to a different topic.
In case this is browser-related, log out of TurboTax Online, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.
For more help, please see:
How do I delete cookies?
How to clear your cache
Thursday
Are you in NY?
Thursday
Post deleted. Sorry, I was thinking you were in a different situation, @user17745529026.
[Edited 03/26/2026 | 1:01 PM PST]
Thursday
Decided to paper file
Thursday
To enter a state or local tax refund (Form 1099-G) -
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll ch...
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To enter a state or local tax refund (Form 1099-G) -
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 Other Common Income On Refunds Received for State/Local Tax Returns, click the start or update button
Thursday
This definitely should be fixed in Turbotax. I had a similar but different problem. I have several totally exempt retirement accounts from TIAA as a SUNY retiree that should be reported on NYS 201 l...
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This definitely should be fixed in Turbotax. I had a similar but different problem. I have several totally exempt retirement accounts from TIAA as a SUNY retiree that should be reported on NYS 201 line 26 and others that are only exempt for the NYS 20k cap (NYS 201 line 29). All were reported on only one 1099R. On the back of the 1099, each account was broken out, including withholding. If I entered it as one 1099R it would all flow to line 29. So I broke it up into two...one for the income that should be on line 26 and one for the rest for line 29. After a lot of trial and error, I figured out that if I went to Forms and entered G in box 12 of the 1099R form it would flow to line 26 and if I entered 0 (zero) it would flow to line 29. The TurboTax consultant was not able to help me because he could not see my forms for some reason. I think that the problem is that the Easy Step instructions are not clear about which source you should choose to identify what is fully excluded or not. By trying different selections in Easy Step and checking the resulting code in the Forms view, I was able to figure out the codes. Then I manually entered the right ones on each 1099 Form. TurboTax - please fix this!!
Thursday
Software glitches often happen when an update is pushed after you’ve already started entering data.
Delete the Credit: Go to the "Tax Tools" or "Forms" menu and delete Form 3468 (Investment ...
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Software glitches often happen when an update is pushed after you’ve already started entering data.
Delete the Credit: Go to the "Tax Tools" or "Forms" menu and delete Form 3468 (Investment Credit) and Form 7220.
Clear Cache/Log Out: If online, log out and back in.
Add the solar or energy details again. After a software update, re-entering this info can help clear the form requirement that sometimes appears.
Thursday
Thanks for the answer. I'm in the middle of filing an amendment for 2025 and the Kansas tax window has changed from a bill of $7,473 to refund of $5,408 and the US window chanced from $34,532 due to...
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Thanks for the answer. I'm in the middle of filing an amendment for 2025 and the Kansas tax window has changed from a bill of $7,473 to refund of $5,408 and the US window chanced from $34,532 due to an additional $743 due. I have mailed the tax returns and checks. Why do I owe more Federal taxes? Ken Coryell