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Do you have an HSA?  Please provide more details.  What do you mean by they treated it as if it was paid by your employer? Where did you enter it?   If you have a 1095-A, and received the premium... See more...
Do you have an HSA?  Please provide more details.  What do you mean by they treated it as if it was paid by your employer? Where did you enter it?   If you have a 1095-A, and received the premium tax credit but earned more than you originally estimated you would for the year, you could have to pay back some or all of the premium tax credit. 
Was the income you entered on your tax return higher or lower than the amount you estimated you would get when you applied for marketplace health insurance? If you had health insurance from the mar... See more...
Was the income you entered on your tax return higher or lower than the amount you estimated you would get when you applied for marketplace health insurance? If you had health insurance from the marketplace, when you applied for the insurance, you gave healthcare.gov an estimate of how much income you would receive in 2025.  They used that amount to calculate how much of the insurance premium would be covered by the tax credit and how much would be your amount to pay.   So...you had some monthly amounts to pay, and the rest of the cost of having that insurance was paid by the government program.   If you ended up making a higher income than you told them you would receive, they re-calculate how much should have been paid by the program and how much should have been paid by you.   And if your own share of the cost should have been more, they get it back on your income tax return.      If you actually had less income, you could even get some of the share you paid back on your tax return.           From Healthcare.gov: If you're enrolled in a Marketplace plan and your income or household changes, update your application as soon as possible. These changes — like higher or lower income, adding or losing household members, or getting offers of other health coverage — may affect the coverage or savings you’re eligible for.  After you finish applying or enrolling, you may be asked to submit documents to confirm your income. Discover which changes to report. Learn how to report changes.  
If you are asking why you did not get a refund of the state taxes paid in your Nonresident state, that is usually done as a credit on your Resident state tax return so you are not double-taxed. You m... See more...
If you are asking why you did not get a refund of the state taxes paid in your Nonresident state, that is usually done as a credit on your Resident state tax return so you are not double-taxed. You must complete your Nonresident state first in TurboTax to make sure you get this credit. It does depend on what state you live in and what state you won money in because different states have different rules.   If you have some additional information you would like to add such as what state you are in and what state you earned money in please feel free to come back to this post and we would be glad to help you.   See also:   How do I file a nonresident state return? Filing Taxes in Two States: Why This Happens and Who It Applies To Please return to Community if you have any additional information or questions and we would be happy to help.
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule... See more...
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules
TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Ch... See more...
TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    
Whether I use a "0" for box 4, or leave the box blank the issue remains.  Likewise, whether I leave box 6 blank or put in the Payers TIN without a hyphen, the issue remains.  
No, all 1099-Rs will show as retirement income in TurboTax.  The IRS uses Form 1099-R to report distributions from Pensions, Annuities, Retirement, Profit-Sharing Plans, IRAs, and Insurance Contracts... See more...
No, all 1099-Rs will show as retirement income in TurboTax.  The IRS uses Form 1099-R to report distributions from Pensions, Annuities, Retirement, Profit-Sharing Plans, IRAs, and Insurance Contracts.  
I appreciate the response, @DawnC! I believe I did all of this - I didn't claim anything in Iowa. I did the IA non-resident return first and then did IL resident return. But the dropdown showing m... See more...
I appreciate the response, @DawnC! I believe I did all of this - I didn't claim anything in Iowa. I did the IA non-resident return first and then did IL resident return. But the dropdown showing my state numbers shows $0 for IA refund and it shows I owe for IL.    Does that mean I entered something incorrectly somewhere along the way? Thank you!
To enter a Form 1099-MISC  - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MI... See more...
To enter a Form 1099-MISC  - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button
How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the... See more...
How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,  
I TOOK MY SAVINGS AND PUT IT IN AN ANNUITY FOR 3 YEARS .MY 3 YEARS WERE UP AND NOW I RECEIVE A 1099-R FOR THIS TO COUNT AS TOTAL DISTRIBUTION WHY?
If you're the PR or know you will be appointed, you don't have to wait to file the return and 1310.
Yes, the proceeds are what you received in exchange for the property.    How does selling a home affect my taxes?   Where do I enter the sale of a second home?