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We have seen this report but need help investigating.  Can you please go to the Help or Support menu, select "Send file to agent".  This will upload an anonymous version of your file to the tech supp... See more...
We have seen this report but need help investigating.  Can you please go to the Help or Support menu, select "Send file to agent".  This will upload an anonymous version of your file to the tech support database and give you a token number.  Post the token number here in the replies so that support knows which anonymous tax file goes with this complaint?  Thanks.  
The total amount of pension income shown on the Form 1099-R is an RMD.
When you enter a 1099R for a pension you need to just say it was all an RMD.  A pension fulfills the requirements for an RMD.
 This isn't just a necessarily a  TurboTax glitch—it’s a result of how the IRS requires the Self-Employed Health Insurance Deduction (SEHID) and the Premium Tax Credit (PTC) to be calculated when the... See more...
 This isn't just a necessarily a  TurboTax glitch—it’s a result of how the IRS requires the Self-Employed Health Insurance Deduction (SEHID) and the Premium Tax Credit (PTC) to be calculated when they depend on each other.   Having both a shared policy and a business can cause a loop in the calculations, making it tough for most software to link Form 8962 and Schedule C manually. Here’s what’s happening and how to work through it.   1. The "Shared Policy" Allocation (Your Daughter) You asked if entering 100% for yourself and 0% for your daughter is correct since you paid for everything.    The Short Answer: Not necessarily. Even if you paid 100% of the premiums, if your daughter is filing her own tax return and is not your dependent, the IRS generally expects an allocation. If you claim 100%: Your daughter enters the 1095-A on her return with 0% across the board. The Benefit: Often, if the child has low income, allocating a percentage to them actually results in a higher overall refund for the family because they may qualify for more credit than you do at your income level. Important: If you both agree to an allocation (e.g., 100/0 or 50/50), as long as the total equals 100%, the IRS is usually satisfied. However, 100/0 is the "cleanest" for your business deduction. 2. The "Do Not Enter" Discrepancy You noticed TurboTax says: "Do not enter the premium amounts you paid in this section" for self-employed health insurance.   The Reason: TurboTax is trying to prevent "double-dipping." If you enter the 1095-A in the Medical section, the software automatically pulls that data to calculate the SEHID. If you also type it into the Business/Schedule C section manually, it counts the deduction twice, which would trigger an audit.   3. Why the Deduction is Lower than your Premiums You mentioned the pre-populated number is much lower than what you spent and lower than your business income. There are two legal "ceilings" happening here:   The Net Profit Limit: You cannot deduct more in health insurance than the Net Profit of your business (minus 1/2 of your self-employment tax). If your business made $10,000 but your premiums were $12,000, you can only deduct $10,000. The PTC Reduction: You cannot deduct the portion of the premium that the government paid for you via the Credit. Example: If your premium was $1,000/month, but the IRS gave you a $700/month credit, your "Self-Employed Health Insurance Deduction" is only the $300 you paid out of pocket.   4. How to Fix the "Error" and Get the Right Result The error occurs because the software can't "auto-link" a Shared Allocation 1095-A to a Schedule C at the same time. To fix this without "lying" to the IRS:   Keep the 1095-A as "Shared": This is the factual truth since your daughter is on the policy. Disconnect the Link: In the 1095-A section, do not check the box that says "This policy is tied to my business." This stops the "loop" error. Manual Entry: Go to the Business Expenses section (Schedule C). Look for "Health Insurance Premiums." The Calculation: You must manually calculate your out-of-pocket cost. Total Premiums Paid minus Premium Tax Credit received (from Form 8962). Enter that net amount there as the self-employed insurance deduction. 5. Why did your taxes go up?   When you unlinked the 1095-A, TurboTax removed the deduction entirely. Once you manually enter the net premium (the part you actually paid, not the credit part) back into the Business section, your taxes should balance back out to the correct legal amount.   Please circle back if you have additional questions or concerns. We are here to help and we do value your business!!   @mronufrak   
how can I delete code aj from number 20
I am filling out my K1 and I keep getting this message that I need to fix this issue
NO RMD for pension how to get past page asking for one
Yes, Line 38 on my Form 1040 shows an Estimated tax penalty. Thank you very much! I need to have more federal taxes taken out so it doesn't happen next year. Have a great day and thanks again! 
There are a few reasons you might experience a delay after a Direct Deposit date has been given:   Bank account information provided is wrong. (Check the routing and account number you entered)... See more...
There are a few reasons you might experience a delay after a Direct Deposit date has been given:   Bank account information provided is wrong. (Check the routing and account number you entered); if the bank information is wrong the IRS will issue a paper check instead. Contact the IRS IRS Contact Page. There might be a delay within your bank (contact your bank). You paid your TurboTax fees with your refund. This might take a while because the banks split the money between your refund and the preparation fee. There is a refund offset What is a refund offset?. Also, even though the IRS has already sent the funds, the bank may take up to 5-business days to process and deposit into your account.   Please open this link below to keep tracking your refund:  Where's my Refund  
You'll answer "General rule or 401(k) benefits" to trigger the task list that @AmyC laid out for you.
  You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not al... See more...
  You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you 
To enter estimated tax paid in 2025  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Estimates
Since your Real Estate taxes are over $10,000, $0 should be entered on line 11.  So where you are entering the full amount of your property taxes in the home office section, this should be blank or $... See more...
Since your Real Estate taxes are over $10,000, $0 should be entered on line 11.  So where you are entering the full amount of your property taxes in the home office section, this should be blank or $0.  The instructions for form 8829 state    Real estate taxes reported on line 11. If you are claiming the standard deduction, do not report an amount on line 11. If you itemize your deductions, figure the amount to include on line 11 as follows. Step 1. If the total of your state and local income (or if elected on your Schedule A, general sales) taxes, real estate taxes, and personal property taxes is not more than $10,000 ($5,000 if married filing separately), enter all the real estate taxes attributable to the home in which you conducted business in column (b) of line 11. Step 2. If you do not meet the condition of Step 1, use the following worksheet to figure the amount to include in column (a) of line 11.   You would need to use the worksheet on page 4 of the instructions for form 8829 to calculate the real estate taxes and then enter them on line 17 of your form 8829 or in the step by step mode as Excess Real Estate Taxes.  Once completing this worksheet and entering the amount as excess real estate taxes, you will be able to file your return.    @grizz2  @fredchikin @rlaub 
Is the estimated tax payments made section available in the Do It Yourself Deluxe version of Turbo Tax Online?
I tried that yesterday but only a fairly small portion of the capital gains ($7K out of $50K) turned up. Can I just enter my own figures, say $25K for each of two beneficiaries?   Thanks!
The sales proceeds should be allocated based on the current fair market value of the assets being sold. It is likely the Kitchen remodel is worth its cost less depreciation, as that would not likely ... See more...
The sales proceeds should be allocated based on the current fair market value of the assets being sold. It is likely the Kitchen remodel is worth its cost less depreciation, as that would not likely increase in value over time. The same would hold true for the roof. So you could value those at book value and allocate the rest to the building and land based on the property appraiser value percentages.   The sales expenses would be included in the cost basis.
how do i submit a mistake on my 2025 taxes thet i already submitted