All Posts

It appears to me that your FSA in New Jersey is not a "similar" provider to insurance.   I have searched a great deal for your answer. I did find this post by Champ maglib from a number of years ago: FSA is pretax for Fed and taxable for NJ...  if you had reduced medical expenses itemized on your federal return by FSA payments, you can take a deduction in NJ for the medical expenses paid as they are considered reimbursed for Federal purposes but not considered reimbursed for NJ state purposes (NJ it is after tax).  Federal medical expense itemized deductions is limited to 7.5% of AGI and NJ only has a 2% limit so entering medical expenses that you may not have entered federally may help reduce your NJ taxes.  Other deductions in NJ would be premiums for health insurance as again they are pretax fed but after tax NJ.... I find this makes sense, because an insurance provider would allow you to build up amounts to pay for medical expenses using tax-free dollars (your insurance premiums are generally removed from income with code D in box 12 on your W-2). But in your case, for purposes of the state of New Jersey, the amounts are being built up in an account that is not tax-free - it is no different than you and your spouse putting after-tax dollars in a jar on the kitchen counter to pay for medical bills.

Feb 19 2026. Could not import.  Called.  45 minutes, then with agent 1.5 hours.  After 6 attempts got one import to work.  Others failed.  Brokerage sites are OK.  No solutions.  On call, mutliple failures, got the one import to work, after I was advised to switch to Google Chrome browser, two more failures, then one attempt imported.  Others imports continue to fail. Was advised to wait, update TT again, and try again in 24 hours.

Okay I think I see what might be going on here. If you took the qualified distribution as yourself as the recipient and then used it all as a qualified expenses for a dependent then you don't need to file the form. If you took a distribution that went directly to the dependent recipient that was not qualified then they will get the 1099 and they will have to pay the taxes on the unqualified distribution. The software does not appear to be handling properly the case where some of the distribution is qualified and some of it is not. It seems rather a simple fix though as it's missing the screen for inputting the types of the distribution for tuition room and board computer software and books and fees that within deduct from income from the total distribution.

I'm having this exact same issue (stuck in an infinite loop of "is this a digital asset" and choosing "No" then clicking Continue which just asks me again, over and over), but I'm using TurboTax Desktop (for macOS).   As the user mentioned above, I went thru and 'reviewed' the inputted data on previous pages (I did not have any 'needs review' flags there), however in my case nothing changed and I cannot proceed with filing my taxes due to this bug.   How can I resolve this?

@MarilynG1 I'm having the same issue. Only one home (no rentals). Form 5695 Part 1 "Check to use address. . . " is X'd. Under 17d  no matter what I enter it just erases it. With or without the "Check to use address. . . " X'd in 17d. 

All I want to know is why I can't get TurboTax to install even though I have upgraded to Windows 11. Before it even gets started, I'm get a message telling me that Turbo Tax only works with Windows 11. I HAVE Windows 11. Why doesn't it recognize it? I checked that I have all the Windows updates...

I am [removed] a victim of identity THEFT for 6 years now and I am reporting this over to you guys I have my PIP plan from the IRS I have all my information I need for IRS but I don't know which year to file with the identity theft they have been stealing from the IRS from the state and the federal they have been filing taxes in my name and I need you to run my name real quick and find out what all I need to do for IRS