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I beg to differ W2 line 12a code AA is the answer I was looking for, when I asked AI (which I still find it to be correct only 70% of the time, so please correct me if I am wrong) AI(it) said I need to add my W2 12a. code D (tax deductible 401K) to my 12c. code AA (pre-tax 401k converted immediately to ROTH or you will have a small taxable amount). Where my concern was if I did not meet the 2025 $23,500 contribution limit, my $7,500 catch-up contribution would be denied. This happened to me in the early stages of the Catch-up contributions). Then I was <$50 short on my W2 of meeting the maximum 401k contribution for that year and assumed it would be overlooked and I could take the catch-up contribution for that year. After April 15 IRAss sent me a letter saying my catch-up contribution was denied and that I need to not only pay taxes on it for the current year, but also for the previous year. So here I am now, making sure I don't receive another IRAss  (sticky keys?) plunge that I do not want.    What I think is happening now, is the IRS can't see that I only contributed $23,420 towards my $23,500 limit last year but since I did the $7,500 catch-up contributions, they are only looking at the sum total to be above $23,500.  Can someone much tax smarter than me confirm this, or at least clarify it.

I sent several emails requesting that my account to be closed out, canceled, stopped, discounted etc....but I keep getting charged each month. I called telephone number on the website and always get a recording to leave a message and never get a call back. This is certainly a scam company, Have anyone had any luck closing their account. Thank you  

It's March 25 and I'm still not able to file because of this bug. I've deleted the forms again and now at the review stage, I'm getting an error for the question "Did you install improvements or replacements for enabling property?" -  "must be checked when any enabled property code (A-G) is selected."    Under "Improvements or replacements installed for enabling property", I've selected "Windows and skylights" because that's the only one I've upgraded (and it forces me to select one), but it's also complaining that I ned to enter a value for "Total cost you paid for all materials", even though it's under the section about panelboards, subpanelboards, branch circuits, or feeders, which I have not installed.    This lack of support is driving me crazy. I don't know what to do here aside from abandoning Turbotax and doing this all over again somewhere else.   

@DaveF1006  Why do you say this is "an unusual situation"? I had the exact same problem with a part year residence in MA which could not be "overridden" using the TT Online Program. I had to file my taxes using different non-Turbotax software. The worst part is that if you didn't know what to look for, Turbotax would not prepare the forms correctly but would still file them.   Clearly this allocation problem with US Treasury Obligations is more pervasive, extending now to MD. It appears TT has problems with part year returns and proper exclusion of US treasury obligations. Why is TT having problems handling this situation? They will Lose customers.   After being forced into alternate software, I determined I only had to spend $17 to file both State and Federal instead of $129 with Turbotax. 

To make a change, click the Forms icon in the top right corner of the TurboTax window.  In the list of forms on the left, look for the Information Worksheet (it might be titled "Fiduciary Info" or "Trust Information Worksheet").   Scroll to the Trustee/Fiduciary section. If the address fields are yellow, you should be able to type directly over "PO BOX 23."

Yes, it's a wash sale. You bought the new stock. It doesn't matter how the purchase was triggered. Signing up for the semi-annual purchases was your buy order.   In the future you might want to take the automatic purchase dates into account when you are considering selling at a loss.  

You can't get scholarship income on the correct line without entering it as a 1098-T in TurboTax Online.     But if you are using the desktop software, you can enter it directly on the Other Income worksheet on line 8r.   

I figured out my error.  I had missed line 8, 11, and 13 on the Form 8606 for the non pro rata taxpayer.  I'm showing a zero basis on line 14 now and not going to worry about the IRA Information Worksheet.  

I am filling out my dad's taxes.  He's 86, and retired.   Why is Turbo tax forcing me to fill out this WA State Family credit.   I tried to not fill it out, and it wouldn't let me e-file his return, so then I tried to fill out the WA form and it said he wasn't eligible, which of course he's not.   But it still won't let me e-file.     What can be done?

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue. @dkissel